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. 

2. Promotional Offers

   1. Promotions are all auto apply. It is common however that customers may want to add other items

      1. 

3. No Therapist required

   1. lists available room sessions

   2. 

4. Multiple possible therapists

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

      1. 

         • 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

         • alert if person has not had this therapy before (will require initial / get survey)

         • Summary to be in order of date : time

5. Advise cancellation Policy

   1. on last page of POS ? editable on host company?

      

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

   2. 

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

   1. Drop down of remembered cards, ability to remove a card, title and save a new card

   2. 

      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. Tickbox (email / phone of person making the booking)

   3. Survey sent based on selections

2. 

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

add a colour highlight to the month view based on before and after