If you're a trainer or a business owner and want clients to be able to book you in private, one on one appointments, you'll need to set up your "availability". This tells our system when you're free for appointments!
To set up appointment availability, here are the steps you should follow.
Step 1: Head to the Admin section.
First head to the Admin section, click "Business Setup & Customization" on the left and find the user/trainer for whom you'd like to adjust availability.
Step 2: Click "Edit" next to their name, and scroll to the bottom.
Click "Edit" beside the user's name to open their profile. Then, scroll to the bottom and find the "Available for Appointments" on/off (slider). Turn it ON. You'll see another option appear that will allow you to choose days and hours for availability.
Step 3: Use the pulldown menus to choose the days of the week and hours they are available.
After turning ON the appointment availability toggle, use the "Day", "From" and "To" menus to choose the availability of the user you are configuring.
For example, if Haylie is available on Mondays from 9am to 4pm, you'd choose, "Monday", with the FROM being 9am, and the TO being 4pm. Then click "ADD WORK HOURS".
Also, you can do split availability, by adding a break. Just select Monday from 9am to noon. Then, choose a new FROM and TO time with Monday still selected. Say, 1pm to 5pm. Click "Add Work Hours" again and you've got TWO availability spots on the same day!
Step 4: Choose the Appointment services.
Once you've set the availability, use the "Services" pull down to choose the available SERVICES that the user/trainer can be booked for.
This is useful if you have different trainers teaching different appointment types. You can individually define which appointment types each trainer does!
Step 5: CLICK SAVE.
Click SAVE at the bottom to save updates to your user/trainer.
If you want to allow the professional to adjust their appointment availability on their end, turn on the toggle then hit SAVE. Click HERE for a detailed guide.
If you want to book the professional outside of their appointment availability, make sure that you meet all the prerequisites then turn on the override toggle on the User's profile. Click HERE for a detailed guide.
Note: The system automatically "deconflicts" the professional’s booked sessions (classes, appointments and blocked times) with their set availability. This means that if they’re booked into another session, the system will know this and make them unavailable for bookings. Also, Professional profiles are built to be used across multiple businesses. If they have more than one business and they’re booked into a session for Business X, the system will know this and make them unavailable for bookings for Business Y on the same time slot. If they’re not available for bookings when they think they should be, advise them to check their booked sessions for Business X and Business Y, assign the session to another instructor, update their availability for more options to book or add another user account for yourself using a different email address.
That's about it! Any questions? Chat with us or send us an email to support@fitli.com.