Booking rules: approval, time slots and how far ahead

In “Calendar & appointments” you decide how clients book with you online: whether each booking comes in confirmed or waits for your approval, whether clients pick a staff member, how close to the start they can still book, and how far ahead your calendar is open. The offered start times follow the treatment’s length on their own. The cancellation rules and the message to clients are on the same screen.

1. 1

   Open the screen

   Services & teamCalendar & appointments
2. 2

   Turn “Automatic approval” on or off. When it’s off, every booking waits for your approval, and the client is notified once you approve it.

3. 3

   Choose “Minimum notice before an appointment” and “How far ahead clients can book”. The offered times follow the treatment’s length on their own.

4. 4

   Click “Save rules”.

Automatic or manual approval

With automatic approval, every booking goes into the calendar confirmed and the client gets a confirmation right away. With manual approval, the booking waits until you approve it, and the client is notified when you do. Manual suits you if you want to check each booking first; automatic saves you and your clients the wait.

Choosing a staff member

With “Clients choose a staff member” on, booking includes a choice of staff member. With it off, the system assigns one by availability and workload.

When clients can book

The minimum notice sets how close to the start clients can still book online — an hour, say, so nobody books a slot that begins in ten minutes. How far ahead sets how far into the future your calendar is open. The start times offered are set on their own: every 15 minutes for a treatment shorter than an hour (9:00, 9:15, 9:30…), and every half hour for one of an hour or more.