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 >

Select services and see available times

1. Have they had this therapy before

   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

Promotional Offers

Promotions are all auto apply - so prices are updated in the POS.

It is common however that customers want to purchase discounted items - so there is a promotions tab that will list all possible promotions with an explanation if they apply

No Therapist required

1. lists available room sessions

   1. 

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)

Note : Some therapies can only be done once per therapist per day

1. Will only offer calendar days for therapist that does not already have a booking

   1. Validation checks (end of booking wizard, take payment button) respects this also

   2. 

Advise cancellation Policy

1. On last page of POS ? from Rich Text Field on host company (HC > System Features > Cancellation policy Concertina

2. Checkbox required for staff to tick they have advised the cancellation policy for every customer

3. Summary to be group by date > order by time

   

   Email template sent after checkout process to have cancellation policy

   1. 

Deposits for session and HiCaps

HiCaps is not checked - however some health funds may pay full amount and the clinic can agree to drop the deposit requirement with the expectation that the balance will be later paid

Completed Sessions Check Private Health Fund Rebate Amounts

Take Credit Card Payment

Via Tyro swipe (card present)

“Process Card Payment” passes the amount to the Tyro Terminal and awaits (1) a card swipe and (2) confirmation from Tyro of the payment being taken

via EWay (card not present)

Enter credit card details and take payment

The card details are NOT Stored - they are used to capture payment via EWay integration

Remember Credit Card Details for future payments via EWay

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

Take deposit

1. Receipt emailed

Bookings for others including minors

Note that Minors will be indicated on the calendar with a hover for the age prefix with “Age “

• Minors will still be paid for by the booking person

Bookings for any other people

1. Will add a different contact to the session

2. Can pay full amount in advance

   1. If not paid in advance that person will then be the debtor

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

   1. Tickbox (email / phone of person making the booking) if the contact is to remain with the booking debtor

4. Survey sent based on selections once the booking is confirmed

5. 

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

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