Achieve Client App: Booking services

Your clients can book services, such as Classes, Appointments, and Events, directly from their mobile devices using the Achieve Client App. Any product in your online store can be offered to clients as an add-on when they are booking an Appointment. These products must be paid for up front.

The Achieve Client App will show all services and add-ons you offer. If you do not offer a specific service type or add-on, it will not appear in the Achieve Client App (e.g., if you do not offer Appointments, the Appointments tab will not appear in the Achieve Client App).

NoteIf your business is enrolled in the Basic version of the Achieve Client App, your clients will only have the ability to book Classes and Appointments. For your clients to book Events through the app, you must be enrolled in the Pro version of the Achieve Client App or higher.
NoteIf you own more than one applicable Purchase Option for a service you are booking, the first Purchase Option you bought will be applied.

In this article:

    To book a Class:

    1. In the bottom menu, tap BOOK NOW.
    2. Under SELECT A SERVICE, tap Classes. See Book Now tab to learn about tabs on the Book Now page.
    3. Find the Class that you want to book in the list. You may have to browse the list, use the Search option, or filter the list to find the Class:
      • Tap Book.
      • Tap Join Wait List to book a Class that has a wait list enabled and has reached full capacity. You will be placed on a wait list for the Class and will be promoted to the attendance list if the clients ahead of you cancel their bookings.
        1. Review the detailed Class information, including your spot on the wait list. Tap JOIN THE WAITLIST. Your booking is complete.
    1. Review the detailed Class information and tap Next.
    2. Tap Does not repeat to select how often the Class occurs:
      • Set the Repeat option to ON.
      • Set the Frequency to Daily, Weekly, or Monthly depending on which classes you want to attend.
      • In Select Ending Mode, you can choose to end the booking after a set number of occurrences or on a specific date.
    3. If the Class requires you to book an asset, select one and tap Next.
    4. Complete your booking:
      1. Select an applicable Purchase Option from the list.
        • If online payment is required, the Next button is displayed. Tap Next. The payment screen is displayed.
        • If you own an applicable Purchase Option, or if online payment is unavailable, the Complete button is displayed. Tap Complete to complete the booking.
        • If you have the option to decide when to pay, the Pay now and Pay later buttons are displayed. If you tap Pay now, the contract or payment screen is displayed. If you tap Pay later, the booking is complete.
      2. On the payment screen, if you have a discount code, enter it in the DISCOUNT CODE box and tap the Confirm button .
      3. Select a payment method and enter your payment information. If you select more than one payment method, payment will be evenly split between the payment methods.
      4. Tap Complete.

    To book an Event:

    1. In the bottom menu, tap BOOK NOW.
    2. Under SELECT A SERVICE, tap an Event tab. See Book Now tab to learn about tabs on the Book Now page.
    1. In the list of Events displayed, tap the Event you want to book. You may have to browse the list, use the Search option, or filter the list to find the Event.
    2. Tap Enroll Now.
      • If the cut-off time to enroll into the Event has passed, Booking Closed is displayed instead of Enroll Now. In this case, you cannot book the Event.
    3. If available, select the sessions you want to attend.
    4. Tap Next. If required, sign a contract.
    5. Tap Complete.

    To book an Appointment:

    1. In the bottom menu, tap BOOK NOW.
    2. Under SELECT A SERVICE, tap an Appointments tab. See Book Now tab to learn about tabs on the Book Now page.
    3. Select the category of the Appointment you want to book and tap Next.
    4. Select the specific Appointment and tap Next.
    5. If add-ons are available, they will be displayed. Select the add-ons you want to purchase and tap Next.
      • If the add-on has multiple options, select the options you want, tap ADD TO APPOINTMENT, and then tap Next.
    6. Specify your staff member preferences for the Appointment:
      1. If the option is available, select the preferred gender of the staff member you want to manage the Appointment and tap Next.
      2. If the option is available, select the staff member you want to manage the Appointment and tap Next. If no staff member is available, tap the Back button  and select a different gender option.
    7. Specify the date and time of the Appointment:
      1. On the calendar, select the date the Appointment will occur; available dates are displayed in blue. A list of available time slots for the date will be displayed.
        • If there are no dates available on the calendar, tap the Previous month button or Next month button to view other months.
      2. Tap your preferred time slot.
      3. Tap Next.
    1. Tap Does not repeat to select whether the Appointment repeats.
      1. If the Appointment does not repeat, set Repeat to OFF.
      2. If the Appointment does repeat, set Repeat to ON.
        • Tap Frequency to select the basis on which the Appointment will repeat. You can select, Daily, Weekly, Monthly, Yearly.
          • If you select Weekly, you must then select the days of the week on which the Appointment will repeat.
        • Tap Every to select how often the Appointment will repeat. For example, if you select Monthly under Frequency, you can select 2 months so the Appointment repeats every 2 months.
        • Tap Select Ending Mode to select when you want the repeated Appointments to end:
          • Tap After a number of Occurrences, and then select the number of times you want the Appointment to repeat.
          • Tap On a Date, and then select the date at which you want the Appointment to stop repeating.
        • Tap Save and then tap Next.
    2. If online payment is unavailable, or if you own an applicable Purchase Option, the Complete button or Request Appointment button is displayed; proceed to step 10. Otherwise, make payment for your Appointment booking:
      1. If you have the option to decide when to pay, you can pay now or later.
        • To pay later, select This appointment or an applicable Purchase Option tap Pay later, and then tap Complete to complete your booking.
        • To pay now, select This appointment or an applicable Purchase Option from the list and tap Pay now. The contract or Appointment summary screen is displayed.
          • If you must sign a contract, tap Sign Contract, then tap one of the following options:
            1. Customer Declines
            2. Skip Contract
            3. Customer Will Sign
          • After taping this option, the client must add their signature, tap I agree to use Electronic Signatures, and then tap OK.
      2. On the Appointment summary screen, review your Appointment information and tap Checkout.
      3. On the payment screen, if you have a discount code, enter it in the DISCOUNT CODE box and tap the Confirm button .
      4. Select a payment method and enter your payment information. If you select more than one payment method, payment will be evenly split between the payment methods.
    1. Complete your booking:
      • If you can complete the booking without staff approval, the Complete button is displayed. Tap Complete to complete the booking.
      • If a staff member is required to approve your booking, the Request Appointment button is displayed. Tap Request Appointment to notify a staff member of your Appointment booking request. You will receive an email when a staff member approves or denies your request.

    To book an Asset:

    1. In the bottom menu, tap BOOK NOW.
    2. Under SELECT A SERVICE, tap an asset tab. See Book Now tab to learn about tabs on the Book Now page.
    1. Select the category of the asset you want to book and tap Next.
    2. Select the specific asset and tap Next.
    1. Specify the date and time of the asset booking:
      1. On the calendar, select the date the asset booking will occur; available dates are displayed in blue. A list of available time slots for the date will be displayed.
        • If there are no dates available on the calendar, tap the Previous month button  or Next month button  to view other months.
      2. Tap your preferred time slot.
    1. If online payment is unavailable the Complete button or Request Appointment button is displayed; proceed to step 7. Otherwise, make payment for your asset booking:
      1. Select an applicable Purchase Option from the list.
        • If online payment is required, the Next button is displayed. Tap Next. The payment screen is displayed.
        • If you have the option to decide when to pay, the Pay now and Pay later buttons are displayed. If you tap Pay now, the Appointment summary screen is displayed. If you tap Pay later, the booking is complete.
      2. On the Appointment summary screen, review your Appointment information and tap Checkout.
      3. On the payment screen, if you have a discount code, enter it in the DISCOUNT CODE box and tap the Confirm button .
      4. Select a payment method and enter your payment information. If you select more than one payment method, payment will be evenly split between the payment methods.
    1. Complete your booking:
      • If you can complete the booking without staff approval, the Complete button is displayed. Tap Complete to complete the booking.
      • If a staff member is required to approve your booking, the Request Appointment button is displayed. Tap Request Appointment to notify a staff member of your asset booking request. You will receive an email when a staff member approves or denies your request.
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