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 any availability settings, meaning you can book a client outside of someone's availability.
Enter ALL fields
Note: If you want additional clients to be able to book the same time slot, make sure the # of participants is more than 1
Click "Create"
Enter the client 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