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Create a Client Policy for Scheduling, Contact & Payments

Client Policies

With your premium vCita subscription, you can create a Client Policy to display during the scheduling, contact or payment process. Any text submitted in these areas will be the last thing your client will see before submitting their request.

This is a great option to display your reschedule policy, cancellation information, or any other important details your clients need to see up-front.

To get started click here or navigate to Settings > Scheduling Options > Set booking policy

Once there, you will see three options:

  • Text before message submit
  • Text before appointment request submit
  • Text before payment submit. 

You may use basic HTML in these content boxes, as pictured below. 

policies.jpg

Final Result

See below for what each section will look like to your client(s), based on the example provided above. 

Text before message submit

message_policy.jpg


Text before appointment request submit

appointment_policy.png


Text before payment request submit

payments_policy.jpg

 

Still have questions? Contact us

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