Online Booking from the Client’s Perspective
With online booking, clients can book appointments online through your website or any other platform where your booking link is shared.
Clients do not need to log in or create an account to use online booking. This ensures an easy and convenient booking experience for your clients.
To learn more about online booking for your clients, watch our on-demand Online Booking for Your Clients video.
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The video below shows an example of a client booking an appointment through online booking. In this example, online booking was integrated with the business’s website.
In the video, the client:
Has the option to buy a gift card, package, or membership online.
Customizes their service using service customizations.
Agrees to your cancellation policy. Clients are required to agree to your cancellation policy to book an appointment through online booking.
Has the ability to complete the required forms after booking their appointment.
In this example, while the client was not required to enter their credit card information or pay a deposit to book the service, you can require clients to enter their credit card information or pay a deposit to book specific services.
After booking their appointment, the client will receive an automated message with their appointment details.
Learn more about setting up online booking and adjusting online booking preferences.
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When a client books an appointment through online booking, the client details they enter will be used to determine whether they are a new or existing client.
Generally, clients will be considered existing clients if they enter the same email address and phone number that are in their client profile.
Learn more about sharing client details in online booking, such as family members who share client details.
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In the appointment details, the Online booking details are different section will display if the client entered any of the following details in online booking that are different from what is in their client profile:
First name
Last name
Email address
Phone number
Address
If needed, you can select Update client details to update the client's profile with the details they entered in online booking.
Link copiedSharing client detailsLink copied
In the appointment details, the Online booking details are different section will display if the client entered any of the following details in online booking that are different from what is in their client profile:
First name
Last name
Email address
Phone number
Address
If the client only entered a different first name, it may be because they booked using the same email address and phone number as a family member who is an existing client. In these cases, the appointment will be booked under the family member's existing profile. If needed, you can edit the appointment to change the assigned client, which can help keep each client's history separate and accurate.
Family members may also be booked under another family member's existing profile if the other family member's profile only had an email address or phone number (not both). In these cases, the other family member's profile was assigned because the same email address or phone number was entered in online booking. If needed, you can edit the appointment to change the assigned client, which can help keep each client's history separate and accurate.
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