Achieve Client App: Booking services

Your clients can book in-person or virtual services, such as appointments, classes, events, and BOOK-A-SPOT assets directly from their mobile devices using the Achieve Client App. For more information on integrating virtual services within your business, see Setting up your services for virtual hosting.

The Achieve Client App displays all the services and add-ons your business offers. Any product in your online store can be offered to clients as an add-on when they’re booking a service, but these products must be paid for up front. If you don’t offer a specific service type or add-on, it won’t appear in the Achieve Client App. For example, if you don’t offer appointments, the appointments tab won’t appear in the Achieve Client App.

NoteIf your business is enrolled in the Basic plan of the Achieve Client App, your clients will only be able to book classes and appointments. For your clients to book events and individual BOOK-A-SPOT assets through the app, you must upgrade to the Premium or White Label plan of the Achieve Client App.

NoteOnce a client has booked an event, the event will be marked as Event Closed and will no longer be displayed on the Book Now tab while the default Available Only view is selected. When either the All Events or Not Available Only views are selected, the event is marked as Closed.

In this article:

    To book an appointment:

    1. In the bottom menu, tap BOOK NOW.
    2. Under SELECT A SERVICE, tap an appointments tab. For more information about tabs on the Book Now page, see Managing book now tabs.
    3. Select the category of the appointment you want to book and then tap Next.
    4. Select the specific appointment and then tap Next. You may have to browse the list, use the Search option, or filter the list to find the appointment.
    5. If add-ons are available, select the add-ons you want to purchase, and then 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:
      • If the option is available, select the preferred gender of the staff member you want to manage the appointment and then tap Next.
      • If the option is available, select the staff member you want to manage the appointment, and then 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 to set for the appointment. Available dates are displayed in blue. A list of available time slots for the date will be displayed.
        • If there are no staff members available for the appointment, you won’t be able to select a date from the calendar.
      2. Tap your preferred time slot.
        • If you want to book recurring sessions of the appointment, tap Does not repeat.
          • Set the Repeat option to ON.
          • Tap Frequency to select the time interval for when the appointment will repeat. You can select Daily, Weekly, or Monthly.
            • If you select Weekly, you must select the days of the week when the appointment will repeat.
            • If you select Monthly, you must select whether the appointment will repeat on a day of the week or a day of the month.
          • Tap Every to select how often the appointment will repeat based on the selected Frequency. For example, if you select Monthly under Frequency, you can select 2 months, so the appointment repeats every two months.
          • Tap Select Ending Mode to select when you want the recurring appointments to end:
            • Tap After [X] 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.
      3. Tap Next.
    8. Select a payment option for the appointment booking. If online payment is unavailable, or if you own an applicable purchase option, proceed to step 9. Otherwise, make a payment for your appointment booking:
      1. Select an applicable purchase option from the list.
        • If online payment is required, tap Next.
        • If you have the option to decide when to pay:
          • To pay now, tap Pay now.
          • To pay later, tap Pay later and proceed to step 9.
        • If you must sign a contract, under Signature Required, enter your signature and then tap Next.
      2. On the appointment summary screen, review your appointment information and tap Checkout.
      3. On the payment screen, 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.
        • If you have a discount code, enter it in the DISCOUNT CODE box and tap the Confirm button .
    9. Complete your booking:
      • If a staff member isn’t required to approve your booking, tap Complete. Your booking is complete.
      • If a staff member is required to approve your booking, tap Request Appointment to notify a staff member of your appointment booking request. You’ll receive an email when a staff member approves or denies your request.
      • To share the details of your booking on a social media platform, tap Share on Facebook or Share on Twitter.

    To book an class:

    1. In the bottom menu, tap BOOK NOW.
    2. Under SELECT A SERVICE, tap a classes tab. For more information about tabs on the Book Now page, see Managing book now tabs.
    3. If the business has multiple locations, at the top of the screen, tap the location where you want to book a class.
    4. Find the class you want to book and tap Book. You may have to browse the list, use the Search option, or filter the list to find the class.
      • Tap Join Wait List to book a class that has a wait list enabled and has reached full capacity. You’ll 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.
    5. If you want to book recurring sessions of the class, tap Does not repeat.
      • Set the Repeat option to ON.
      • Tap Frequency to select the time interval when the class will repeat. You can select Daily, Weekly, or Monthly.
        • If you select Weekly, you must select the days of the week when the class will repeat.
        • If you select Monthly, you must select whether the class will repeat on a day of the week or a day of the month.
      • Tap Every to select how often the class will repeat based on the selected Frequency. For example, if you select Monthly under Frequency, you can select 2 months, so the class repeats every 2 months.
      • Tap Select Ending Mode to select when the recurring class will end:
        • Tap After [X] Occurrences and then select the number of times you want the class to repeat.
        • Tap On a Date and then select the date when you want the class to stop repeating.
      • Tap Save.
    6. Review the detailed class information and tap Next.
      • If the class you’re booking is full, review the detailed class information, including your spot on the wait list, and then tap Join the Waitlist. Your booking is complete.
    7. If the class requires you to book an asset, select one and tap Next.
    8. Select a payment option for the class booking. If online payment is unavailable, or if you own an applicable purchase option, proceed to step 9. Otherwise, make a payment for your class booking:
      1. Select an applicable purchase option from the list.
        • If online payment is required, tap Next.
        • If you have the option to decide when to pay:
          • To pay now, tap Pay now.
          • To pay later, tap Pay later and proceed to step 9.
        • If you must sign a contract, under Signature Required, enter your signature and then tap Next.
      2. On the class summary screen, review your class information and tap Checkout.
      3. On the payment screen, 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.
        • If you have a discount code, enter it in the DISCOUNT CODE box and tap the Confirm button .
    9. Tap Complete. Your booking is complete.
      • To share the details of your booking on a social media platform, tap Share on Facebook or Share on Twitter.

    To book an event:

    1. In the bottom menu, tap BOOK NOW.
    2. Under SELECT A SERVICE, tap an events tab. For more information about tabs on the Book Now page, see Managing book now tabs.
    3. 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.
    4. 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 can’t book the event.
    5. Review the detailed event information. If available, select the sessions you want to attend, and then tap Next.
    6. Select a payment option for the event booking. If online payment is unavailable, or if you own an applicable purchase option, proceed to step 7. Otherwise, make a payment for your event booking:
      1. Select an applicable purchase option from the list.
        • If online payment is required, tap Next.
        • If you have the option to decide when to pay:
          • To pay now, tap Pay now.
          • To pay later, tap Pay later and proceed to step 7.
        • If you must sign a contract, under Signature Required, enter your signature and then tap Next.
      2. On the event summary screen, review your event information and tap Checkout.
      3. On the payment screen, 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.
        • If you have a discount code, enter it in the DISCOUNT CODE box and tap the Confirm button .
      4. Tap Complete. Your booking is complete.
        • To share the details of your booking on a social media platform, tap Share on Facebook or Share on Twitter.

    To book an asset:

    1. In the bottom menu, tap BOOK NOW.
    2. Under SELECT A SERVICE, tap an asset tab. For more information about tabs on the Book Now page, see Managing book now tabs.
    3. Select the category of the asset you want to book, and then tap Next.
    4. Select the specific asset, and then tap Next. You may have to browse the list, use the Search option, or filter the list to find the asset.
    5. 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.
      3. Tap Next.
    6. Select a payment option for the asset booking. If online payment is unavailable, or if you own an applicable purchase option, proceed to step 7. Otherwise, make a payment for your asset booking:
      1. Select an applicable purchase option from the list.
        • If online payment is required, tap Next.
        • If you have the option to decide when to pay:
          • To pay now, tap Pay now.
          • To pay later, tap Pay later and proceed to step 7.
        • If you must sign a contract, under Signature Required, enter your signature and then tap Next.
      2. On the asset summary screen, review your asset information and tap Checkout.
      3. On the payment screen, 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.
        • If you have a discount code, enter it in the DISCOUNT CODE box and then tap the Confirm button .
    7. Complete your booking:
      • If a staff member isn’t required to approve your booking, tap Complete. Your booking is complete.
      • If a staff member is required to approve your booking, tap Request Appointment to notify a staff member of your asset booking request. You’ll receive an email when a staff member approves or denies your request.
      • To share the details of your booking on a social media platform, tap Share on Facebook or Share on Twitter.
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