Appointments Step 5: Booking a Client
Article 5 of 5
There are 2 ways to book a client into an appointment. It is important to understand the differences between these two methods.
This article covers - video showing both options
Booking a client by overriding your settings
Booking a client as they would book themselves
Option 1 - Booking a Client by Overriding your Settings
This process ignores any availability settings you or your team have
It also ignores your booking windows
- Go to the Calendar.
Click either the “+” sign or highlight a time slot on the calendar.
- Note: This option ignores availability settings, so you can book a client outside of someone’s availability.
Enter all required fields.
- Note: If you want additional clients to book the same time slot, make sure the number of participants is set to more than one.
- Click Create.
- Enter the client’s name.
- Choose how to charge the client.
- Click Add.
Option 2 - Booking a Client via Booking Flow
This option is identical to what a client sees and follows all settings (e.g., follows availability settings, booking windows, etc.)
- Go to the client’s profile.
- Click the “Appointment” button in the top right-hand corner.
- Follow the steps to complete the appointment.