Ever had the problem where a client cancels 5 minutes prior to the class, or is a no show? Well, with Fitli, we let you define booking and cancellation policies to save you time, money, and streamline your business operations.
We've polled our customers and come up with 4 pre-set business policies:
- Class Booking policy: Booking policy for group sessions/classes
- Class Cancellation policy: Cancellation policy for group sessions/classes
- Appointment Booking policy: Booking policy for private sessions/appointments
- Appointment Cancellation policy: Cancellation policy for private sessions/appointments
By default, all these policies are inactive with a 24 hour time window.
If the Appointment Cancellation policy is active (the "Active?" column is checked) with 24 hours window, it means that clients need to cancel any booked private sessions (appointments) 24 hours in advance.
If the Class Booking policy is active (the "Active?" column is checked) with 24 hours window, it means that clients need to book any group session 24 hours in advance.
Steps to configure your booking/cancellation policies:
Step 1: Login to your Fitli business account
Step 2: Click on 'Admin' on the top menu bar.
Step 3. Click on 'Business Setup & Customization' then 'Policies' on the left side.
Step 4. By default, these policies are inactive. To activate a policy, just click on the checkbox under the "Active?" column.
- You can deactivate any policy by un-checking the "Active?" checkbox for that specific policy.
Step 5. By default, these policies have a 24 hour time window. To modify that, you can click on the "Edit" button for the policy that you'd like to change.
To edit any booking or cancellation policy, click on the 'Edit' link on the right hand side. Then, choose the time for the policy window to be effective (days, hours or minutes).
Click 'Save' at the bottom to save and update with any changes you've made.
Note that these policies NEVER impact your ability as a business to book and/or cancel clients out of classes or appointments. You can override the policies and either book or cancel a client regardless of policy. These ONLY impact if the client can book and/or cancel.