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 ? (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

   1. 

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 first time customers

3. Summary to be in order of date > time

   

   Email template sent after checkout process to have cancellation policy

   1. 

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

   1. 

      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