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
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
manually send on the survey questionnaire form for client to complete prior to appointment.
Summary to be in order of date : time
Multiple sessions bookings
Would like ability to select next booking to action (rather than NEXT button ?)
ie > Double click on the “To Schedule” list actions the NEXT button with the selected item
Advise cancellation Policy
on last page of POS ?
Email template sent as part of checkout process to have cancellation policy ?
Take Credit Card Payment (and record details ? EWAY only)
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
- The relationship (child etc) is not currently held - is this required
- A dropdown of the debtors contact details in the email field required as an alternative ? Or tickbox (email person making the booking)
- where should a survey link be sent
How to find a booking for a slot after 5pm for example
add a colour highlight to the month view ?
