Quick Booking for Appointments or How to Book Appointments
The 'quick booking' feature allows you to book clients into repeating 1-on-1 sessions with just a few clicks!
Here are the steps.
Step 1 (Setup): Head to the Appointment booking section from your calendar
Click on the 'Scheduling' button on the left side of your Fitli calendar, or click any open spot on the calendar to enter the appointment booking section.
Step 2: Choose your Appointment Options and Book
Now that you're on the Appointment setup screen, choose 'Appointment' from the radio button options.
- Then, click 'Select a Customer' to select a customer on your Customers list. (#1 below)
- Use the product/service pulldown to choose an appointment service. (#2 below)
- Select a trainer/professional (#3 below)
- Choose a facility/location (#4 below)
- Choose a time slot (#5 below)
Once you choose the above options, a set of time slots will appear below. Choose a time slot to move into the booking phase. If the client has a package or membership, you'll get to click 'Book' and confirm their booking. If they don't, you'll have to choose a method of payment.
Step 3: Quick Book a new Appointment with a new date/time
Now that you've booked your client into their first appointment, to choose a new recurring appointment time, it takes only THREE quick clicks.
Click ONE - Choose a new date from the right side calendar shown below.
Click TWO - Choose a new time slot from the time slots below.
Click THREE - Click the 'CONFIRM' button on the 'Make Purchase' screen.
Then, close the confirmation page and return here to book the client again! You can book dozens of appointments quickly in just a minute or two.
That's about it! Any questions? Chat with us or send us an email to firstname.lastname@example.org