This article explains how to quickly secure a booking for a New Client, including the minimum requirements to create the Client Profile at the time of the booking.
We strongly recommend to create Client Profile from the Diary at the time of booking to save valuable time.
1. Go to Diary.
2. Click on an available slot in the appropriate Day/Provider Diary column.
3. Enter the First Name and/or Last Name of the Client in the appropriate field.
Check the Client isn't already in your database to avoid creating a duplicate by looking in the list showing matching Client Name with their Date of Birth.
4. If no existing Client match, click Create Client.
5. Complete the First Name and Last Name as required.
6. Add any Phone Number - at least one is required to create the Client Profile.
7. Ask for consent for communication by SMS and/or email and tick the appropriate checkboxes. - If the Client is under 16, record who gave consent in the Parent/Guardian field.
If using SMS or email reminders or sending the Client form by Email or SMS, the consent for these method of communication is required and once the consent is given, the Mobile Number and/oremail address are required as well.
8. Enter Mobile Number and/or Email Address.
9. You can add other details such as the Address, DOB, GP... but these are not mandatory at this stage.
10. Click Create Client to reach the Create Appointment page.
1. Select the Appointment Type from the list of Services preset in your account. If hte list is exhaustive, start typing the Service to filter the list.
2. At this stage, you can setup the Case or leave it to be setup later. See Creating a Case for more details on how to setup Cases.
3. Click Create Appointment.
The appointment will be shown in the Diary where you initially clicked to book the appointment. There will be a full star between the appointment time and the Client Name indicating it is a New Client.
If you wish to send the Client Form for the Client to fill additional information that will be added directly into the Profile before the first appointment, refer to Using the Client Form.