Here at Schedulicity, we wanted to give you full control over when you want to allow clients to book with you online, so we've created several options, which are all available to customize under your policies. Whether you need to update your cancellation or refund policies or adjust how far in advance clients can book, we've got you covered 😎

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General Policies affect the entirety of your business with Schedulicity. To adjust these policies:

What policies are available to update here? Check it out 👇

All clients have a Reliability Rating. If clients are marked as a no-show, this rating goes down. New clients start with a 5-star rating. This setting specifies the lowest rating a client may have and still be allowed to schedule with your business.

This setting allows you to adjust how many hours before an appointment your clients will receive their reminder email.

This setting allows you to restrict bookings from clients who have never scheduled with you before. You can choose to allow new clients to book online, require new clients to successfully show up for their first appointment before booking any other appointments, allow new clients to enter a credit card when booking online, or fully disable online booking for new clients.

If your account has client text message reminders enabled, this setting adjusts how many hours before their appointment clients will receive their text reminder.

These are policies specific to service appointment bookings. To update those:

The policies available to update in this area is:

This setting specifies how far in advance a client can book. For example: "A client may book no further in advance than 60 days from today."

If you offer outcall (traveling or mobile) services, this specifies how much travel time will be added to the beginning of each out-call service.

This is the sister setting of the Client Scheduling Policy, letting you set how soon clients can book. In other words, how much notice do you need before an appointment? For example: "A client may book no sooner than 3 hours before the start time of their appointment."

This allows you to specify whether you'd like to allow appointments on the 5/10 of the hour (10:00, 10:05, 10:10, 10:15, 10:20, etc.) or whether you'd like to allow appointments only on the 15 of the hour (10:00, 10:15, 10:30, 10:45, etc.).

This specifies how close to an appointment start time a client is able to cancel their appointment online. Clients will be informed of the policy you set on the final booking page when booking online as well as in the confirmation and reminders emails that they receive.

Once your cancellation policy is set, if a client attempts to cancel online in violation of that policy, they will receive a message informing them of your policy and will be prompted to call.

Keep in mind: If there are any prepayment requirements on your offerings, like a deposit or full prepay at time of booking, a client will not be able to cancel online at any point. This is because the system does not automatically refund any payments. Instead, we leave that up to our businesses. If this is the case, your client would be prompted to call to cancel which would give you the opportunity to decide to process a refund, or keep the charge, depending on your policies.

Here, you can specify how many different services a single client can book for one visit to your business. (Haircut, Partial Highlight, and Brow Tint would be 3, for example).

Enable or disable the service waitlist settings. Learn all about the service waitlist here!

Create or edit a waiver that clients will need to view and acknowledge prior to booking. Check out more details here.

These are policies specific to class or workshop bookings. To update those:

The policies available to update in these areas are:

This setting specifies how far in advance a client can book. For example: "A client may book no further in advance than 60 days from today."

This is the sister setting of the Client Scheduling Policy, letting you set how soon clients can book. In other words, how much notice do you need before an appointment? For example: "A client may book no sooner than 3 hours before the start time of their appointment."

This specifies how close to the class/workshop start time a client is able to cancel their appointment online. Clients will be informed of the policy you set on the final booking page when booking online as well as in the confirmation and reminders emails that they receive.

Once your cancellation policy is set, if a client attempts to cancel online in violation of that policy, they will receive a message informing them of your policy and will be prompted to call.

Keep in mind: If there are any prepayment requirements on your offerings, like a deposit or full prepay at time of booking, a client will not be able to cancel online at any point. This is because the system does not automatically refund any payments. Instead, we leave that up to our businesses. If this is the case, your client would be prompted to call to cancel which would give you the opportunity to decide to process a refund, or keep the charge, depending on your policies.

Available for classes only, opt to have clients be able to book a class for themselves and other.

Create or edit a waiver that clients will need to view and acknowledge prior to booking. Check out more details here.

This is located under the "Workshop Policies" only and determines how you refer to a grouped session for your Schedulicity account. This will adjust the title you use when referring to your workshops throughout your entire account. The options available include workshop, event, series, bootcamp, seminar, day camp, session, clinic, course, training, tour, and support group.

Email policies determine some of the client notification email settings within the system. To update those:

This is the email address that client messages are redirected to when clients respond to an email marketing message or client notification.

This defaults to the business admin email and must be a valid email address.

You have the option of adding a customized message to your client confirmation and reminder messages. You can enter this customized message here.

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The Payment Policy displays what a business’s cancellation policies are. To update those:

The policies available to customize are:

This displays to clients when you have the Hold with a Credit Card feature enabled. This alerts them to the amount of your business’s cancellation or no-show fee.

The default message is: “By booking, you authorize this business to charge your credit card a no-show fee of up to 100% of the scheduled value should you miss your visit without proper notification.”
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*Clients will be asked to acknowledge this when booking online and you'll be able to see the date and time when it was acknowledged under Payment Policies in the clients profile.

This displays to clients when you have payment requirements for your services. It will show both online when they schedule as well as in the notification emails that go out to clients when they book online.

The default message is: "All of our packages, auto-pays, and gift certificates are not transferable to other clients and cannot be combined with other discounted offers. Also, we do not offer cash refunds for our packages, auto-pays, or gift certificates. However, we will honor an equal exchange (credit) for other services within our facilities."

*Clients will be asked to acknowledge this when booking online and you'll be able to see the date and time when it was acknowledged under Payment Policies in the clients profile.

This displays the default and custom gratuity options. The default gratuity is set to 18%, 20% and 25%. To update your percentages tap the Custom Gratuity option and enter your amounts for the 3 options and hit save.