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
Have they had this therapy before ? (indicator in POS ?)
No - advise basic information about the treatment
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. It is common however that customers may want to add other items
No Therapist required
lists available room sessions
Multiple possible therapists
Select Therapist > then available dates > then available time
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
Some therapies can only be done once per therapist per day
Will only offer calendar days for therapist that does not already have a booking
Validation checks (end of booking wizard, take payment button) respects this also
Advise cancellation Policy
on last page of POS ?
editable on host company?
Email template sent as part of checkout process to have cancellation policy ?
Take Credit Card Payment (and record details ? EWAY only)
Drop down of remembered cards, ability to remove a card, title and save a new card
Take deposit
Receipt emailed
Bookings for minors
Bookings for any other people
will add a different contact to the session ( however the debtor will not change)
The contact persons will be available to be added to later bookings in a drop down
- Tickbox (email / phone of person making the booking)
Survey sent based on selections
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
