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Support -> How To Edit Online Scheduling Rules
How To Edit Online Scheduling Rules
Step 1. Select the Service You Wish to Edit
After selecting the "Service" tab in the Settings page, select the service you wish to edit and click on its corresponding "Edit" button.
Step 2. Modify Your Online Rules
If you want your customers to be able to book appointments online through your Customer Portal, the Online Scheduling Rules section must be completed. In the Online Rules section of the page, check off the online option box. In the section that appears after entering the checkmark, enter the various rules for online bookings depending on your business preferences: 1- Minimum notice time to book an appointment; 2- Maximum allowed time to book an appointment in advance; 3- Minimum required cancellation notice; 4- Interval between appointments; 5- Whether appointments can be scheduled at the client's location. In addition, you may enter a question for your customers to answer so that you may better serve them during their visit. For example, you may ask them if they have any allergies or injuries your staff should be made aware of. If you do not want your customers to be able to book appointments through your Customer Portal, simply remove the checkmark at the top of the Online Scheduling Rules section.
Step 3. Set Your Email Notification Options
This section allows you to configure the emails your clients will receive when they book an appointment. In the Email Notification section of the page, select whether you would like your business address to appear in notification emails by checking off the appropriate box. Next, enter any note you wish to include in the communication to you customers. Before completing this step, be sure to view a sample email by clicking on the "view sample notification" link.
Step 4. Save Your Changes
Don't forget to click the "Save" button at the bottom of the page to confirm your changes.
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Appointment scheduling software for your service-based business.