Bookings

If the Client Proceeds with a booking

If the client decides to convert his enquiry into a booking, you will be sent an email notification which will take you to a screen like this:

Check the details and then click on the yellow ‘Confirm booking’ button. You will be taken to a screen like this:

Note that the screen above still requires you to click on the blue ‘Confirm booking & create session’ button.

Only then is the booking confirmed. You will be taken to a screen like this:

The booking is now confirmed. The client and patient will automatically be added to your profile. Also, the date and time of the appointment will be automatically added to your calendar and Sessions list. Note, however, that Session extras (travel, venue hire, etc.) need to be entered manually by you. You can do so by clicking on the blue ‘Edit session’ button (bottom right of the screen above).

The client will automatically be sent information about the venue (if applicable) and the fees. However, he will not be given the travel charge if applicable. He may therefore contact you for this information.

Finally, if the booking is for an assessment, and if your discipline requires clients to complete a patient pre-assessment questionnaire, the client will automatically be sent a link to an online form. When he has completed this form, it will be stored on the relevant Edit Patient screen.