A reliable scheduler is essential for keeping your business organized. You can control how your schedule looks and choose the booking options that work best for you.
Enable Online Booking
To get started with online booking, the first step is to enable online scheduling. Here’s how to do it:
- Open the platform.
- Click Settings.
- Select Booking Options.
- Under Online Scheduling, check the box that says, I offer online scheduling through my client portal.
Set Booking Options & Limits
The Booking options & limits section lets you set the rules and policies for online scheduling. If you're unsure about what an option does, hover over the help icon next to it for a helpful explanation.
To set booking options and limits:
- Open the platform.
- Click Settings.
- Select Booking Options.
- You'll be taken to the Online Booking tab.
Apply Booking Policies
The booking policies options let you set rules for rescheduling and canceling appointments. If you're unsure about what an option does, hover over the help icon next to it for a helpful explanation.
To apply booking policies:
- Open the platform.
- Click Settings.
- Select Booking Options.
- At the top of the page, click the Booking policies tab.
- This will take you to the next page.
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