We've previously added the ability for clients to book themselves and their relationships into CLASSES (see Relationships 2.0 - Class Bookings). Now, we've expanded this to the ability for clients to book themselves and their relationships into appointments!
Here's how to get started:
If you're a business and want to book your client and/or their relationship into an appointment, nothing changes in the way you book a client into a class or appointment. Instead of choosing the client, you'll choose a relationship.
Step 1: Click on the calendar to bring up the 'Add Session' interface.
Step 2: Click 'Select A Customer'. When the system goes to your Customer List, find the client or their relationship, then click the 'Add to Appointment' link on the right side.
Step 3: Choose an appointment type, trainer, facility, and the date/time you're looking to book the client into.
Step 4: Confirm the booking by using an existing package/membership, OR, purchase a membership or package.
If your client doesn't have an existing membership or package, you'll be able to purchase it for them at this time.
Also, if you're not seeing the relationship for your client you're looking for, refer to the Relationship Guide on how to add client relationships!
Step 1: Choose the 'Book Appointment' option. Then choose the service, trainer, and date/time.
Step 2: Then, choose yourself or any of your relationships you'd like to book into the appointment and hit SELECT.
Step 3: If you have an existing shared package/membership for you and your relationships, you'll be taken to the booking confirmation page. If not, you'll be able to purchase a package/membership.
That's about it! Any questions? Chat with us or send us an email to firstname.lastname@example.org