Scheduling appointments on your client’s behalf is an easy way to go the extra mile. Here’s how it’s done:
- Click the (+) Appointment button located above your main Appointment Calendar.
- Select the appointment type you'd like to schedule for your client.
- Choose the date and time.
- Enter your client’s contact information. (Only first and last name are required when booking an appointment on the admin side, but if you include their email address, they’ll also receive an email confirmation when an appointment is scheduled.)
Alternatively, you can click the date/time you’d like to book directly on the calendar, and you’ll be able to bypass the whole date/time entry portion listed above.
Schedule without Sending a Confirmation E-mail ⚓
If you want to schedule an appointment for a client, but you don't want them to receive a confirmation e-mail, you can click on the triangle next to Schedule Appointment and choose Schedule, but don't send confirmation e-mail.
This will stop the initial confirmation e-mail for the appointment from being sent to both the client and admin. Any Reminder or Follow-up e-mails set up for that appointment type will still be sent out.
Saving a Client's Credit Card ⚓
To save a client's credit card information when scheduling appointments from the admin side, first go through the scheduling process listed above. After the appointment has been scheduled, select Make a payment from within the appointment details.
Choose New Credit Card, enter the credit card details, then change the amount to $0. Select Pay Now to save your client's credit card.
Then, if you want to charge that stored card later, you can select Make a payment from the appointment details, and the stored card will show as a payment option.