We've previously added the ability for clients to book themselves and their relationships into CLASSES (see Relationships 2.0 - Class Bookings).  Now, we've expanded this to the ability for clients to book themselves and their relationships into APPOINTMENTS!  Here's how to get started.

For businesses:

If you're a business and want to book your client and/or their relationship into an appointment, nothing changes in the way you book a client into a class or appointment.  Instead of choosing the client, you'll choose a relationship.

Step 1: Click on the calendar to bring up the 'Add Session' interface.

Step 2: Choose an appointment type, trainer and the date/time you're looking to book the client into.

Step 3: When the system goes to your Customer List, find the client or their relationship, then click the 'Add to Appointment' link on the right side

Step 4: Confirm the booking by using an existing package/membership, OR, purchase a membership or package.

If your client doesn't have an existing membership or package, you'll be able to purchase it for them at this time.

Also, if you're not seeing the relationship for your client you're looking for, refer to the Relationship Guide on how to add client relationships!

Adding Client Relationships

For Clients:

Step 1: Clients choose the 'Book Appointment' option as they have before, then choose their product/service, trainer, and date/time options.

Step 2: Then, choose a relationship you'd like to book into the appointment.

Step 3: If you have an existing shared membership/package for you and your relationships, you'll be taken to the booking confirmation page.  If not, you'll be able to purchase a membership or package.

If you don't see the relationship you're looking for, reach out to the business and they can add what you need!

Thanks and happy booking!

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