Client Web App: Booking an appointment

Your clients can book appointments using the Client Web App. Before your clients can book appointments, make sure you have completed the following steps:

When booking appointments through the Client Web App, keep the following information in mind:

  • If a client owns more than one applicable purchase option for a service they are booking, the first purchase option that they bought will be used to book the session.
  • If an appointment’s capacity setting allows for multiple attendees, a client won’t be able to book recurring sessions of that appointment if there are already attendees in the available time slot.
  • If you have selected the Can be booked back-to-back setting for an appointment, clients will be allowed to book other appointments in consecutive time slots within the same booking flow provided that those appointments also have this setting enabled. To allow clients to book other appointments in non-consecutive time slots within the same booking flow, the Can’t be booked back-to-back and Multiple Appointment Booking settings must be enabled. For more information, see Appointment type general information settings.

To book an appointment in the Client Web App:

  1. On the top menu, click Book Now. For more information, see Client Web App: Book now tabs.
  2. Click Appointments.
  3. Under Select Services, click on the appointment you want to book.
  4. Under Select a Location, select a location and click Next. This option is available only if the business has more than one location.
  5. Under Select the Service Categories, select the appointment category you want to see.
  6. Under Select Services, click the appointment you want to attend. All other available appointments are then hidden.
  7. If the appointment has any add-ons available, they will be displayed under Available Add-Ons Options. Select each add-on you want to purchase in addition to the appointment booking:
    • To select an add-on, click Add to Appointment under the add-on’s name.
    • To deselect an add-on, click Added! under the add-on’s name. The add-on is removed.
  8. Click Next.
  9. If the option is available, specify the staff member you want to manage the appointment:
    1. If Select Gender is displayed, select the desired gender of the staff member.
    2. If Select Staff Member is displayed, select the staff member whom you want to manage the Appointment.
    3. Click Next.
  10. Specify the date and time of the appointment:
    1. Under Select an Available Start Date, select the date the appointment will occur on the calendar; available dates are displayed in blue. If there are no staff members available for the appointment, you won’t be able to select a date from the calendar.
    2. Under Select an Available Start Time, select the time you want the appointment to start.
  11. To book a recurring appointment, configure the recurring booking options:
    1. Set the Book Recurring option to ON.
    2. Under REPEATS EVERY, select the number of days, weeks, months, or years upon which the appointment will repeat.
    3. If you chose weeks or months, under REPEATS ON, you can select the day of the week or the day of the month on which the appointment repeats.
    4. Under ENDS, select whether the booking ends after a specified number of recurrences or after a specified date range.
  12. Click Next.
  13. If you are required to book an asset with the appointment, select an asset from the list and click Next. Do this for each required asset category.
  14. Complete your appointment booking:
    1. Select an applicable purchase option to pay for the appointment:
      • If you already have an applicable Purchase Option, it will be displayed. Review your booking and click Complete. The booking is complete.
      • If you do not have an applicable Purchase Option, select at least one from the list of displayed Purchase Options. If online payment is unavailable, the Complete button is displayed. Click Complete to complete the booking. Otherwise, click Next.
    2. If available, select I want to pay when I visit or I want to pay now.
    3. If you selected I want to pay now, or if online payment is required, select each payment method you want to use (e.g., Virtual Terminal, Card Swiper, Cash). In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required. If you have a gift card or a coupon code, enter the required code in the Gift Card or Coupon # box, and the proper amount will be entered automatically.
    4. If you have a discount code, enter it in the Discount code box and click the Confirm button .
    5. Click Complete.
      • A receipt can be printed or emailed at this time. For more information, see Printing receipts and Emailing receipts.
      • Under Get Points By Sharing Your Purchase, click Facebook or Twitter to share your purchase on each respective social media platform.
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