Making a Booking: Incoming via phone primarily, followed by SMS, online and DM via Instagram, and walk in.  Booking amendment requests come in via email, SMS and phone calls or walk in. 

Client calls the clinic to make a booking

From the POS > Find person >

...

1. select services and see available times

   1. Have they had this therapy before ? (indicator in POS ?)

      1. No - advise basic information about the treatment

      2. Note system will send on the survey questionnaire form for client to complete prior to appointment if required

   2. Image Added

2. No Therapist required

   1. lists available room sessions

   2. Image Added

3. Multiple possible therapists

   1. Select Therapist > then available dates > then available time

      1. Image Added

         • Verbally ask them if they have been to the clinic before or if they have had the particular therapy before to then advise basic information about the treatment

         • Image Added

           manually send on the survey questionnaire form for client to complete prior to appointment.

         • Summary to be in order of date : time

4. Multiple sessions bookings

   1. Would like ability to select next booking to action (rather than NEXT button ?)

      1. ie > Double click on the “To Schedule” list actions the NEXT button with the selected item

      2. Image Added

5. Advise cancellation Policy

   1. on last page of POS ?

      Image Added

      Email template sent as part of checkout process to have cancellation policy ?

   2. Image Added

6. Take Credit Card Payment (and record details ? EWAY only)

   1. Image Added

      Take deposit

      1. Receipt emailed

Bookings for minors

Bookings for any other people

1. will add a different contact to the session ( however the debtor will not change)

   1. The contact persons will be available to be added to later bookings in a drop down

   2. The relationship (child etc) is not currently held - is this required

   3. A dropdown of the debtors contact details in the email field required as an alternative ? Or tickbox (email person making the booking)

   4. where should a survey link be sent

2. Image Added

How to find a booking for a slot after 5pm for example

add a colour highlight to the month view ?

...