Once you've set up a booking page, please follow the steps below to begin accepting booking requests.
Please note: if you have not already, please follow these steps to set your availability (if you don't set availability, no clients will be able to book with you).
First, your client will visit your booking page and provide the following information as part of their booking request:
- Preferred appointment type
- Preferred provider (if you're in private practice you will be listed as the only option)
- Preferred date and time
- First name, last name, e-mail address, phone number
- Information for any of the additional custom booking fields that you may have configured to appear on your booking page confirmation step
- Payment information, if applicable (clients will be billed after the appointment)
Note: if you've attached an intake form to an appointment product, your client will receive an e-mail notification prompting them know to log into their secure account to complete the intake form. You will be able to review the results as soon as the form is completed.
When your client submits the booking request, you will receive an e-mail notification letting you know that you have a new request. You will be prompted to log into your account to review it.
Once you are logged in, you will see any new appointment requests pending across the top of your Appointments dashboard. It will be up to you to "Accept" or "Decline" each request. In both cases, the client will receive an e-mail with next steps.
If accepted, the appointment will be created and the client will be sent an e-mail invitation. By following the "Visit your account" link in this e-mail, you client will be walked through the onboarding steps to get started.
If declined, the client will be sent an e-mail letting them know that you are no longer available at this time and prompting them to submit a new appointment request.
If you have any further questions, please do not hesitate to contact us at firstname.lastname@example.org.