As we're all beginning to look at opening things up again, we wanted to put together a simple checklist of items to keep in mind as we all move forward. If you're in an area where restrictions are slowly being lifted—and you're also feeling safe and comfortable getting back to work—here are some things to consider. 📝

Getting the Word Out There

First things first. If your doors are opening up again, your clients will want to know! As I'm sure we've all learned through this time, communication is key to maintaining community. So when you're ready, be sure to send out a message to your client list, letting them know what to expect. 

To start getting the word out, head over to the Marketing area of your account and try our Email Marketing feature.  📩 

Policies/Waivers

With things constantly changing these days, there will certainly be some new policies to make sure clients are aware of when booking with your business. There are a few different areas to consider when notifying your clients of any policy changes.

  • Business Listing: The info laid out on your Business Listing is kind of the "home base" of your booking page, meaning clients will see this info first when landing on your booking page. This is a great, up-front place to list out any new info clients need to be aware before booking. 
  • Email Policy: You have the ability to include a custom message in each email notification clients receive for their booking: both the confirmation email and the reminder email. Including any new info here is also a handy place to pass info along to clients.
  • Website: If you happen to already have a business website, you could also include a link in your client email notifications, pointing clients to any policies you have listed on your business website.
  • Class/Workshop Waivers: If you're a class-based business or you're using Workshops, you have the ability to include a waiver for clients to acknowledge before they're able to book. While we don't currently have a waiver for service-based appointments, there is a handy trick we've seen a lot of businesses use to pass along a waiver or have clients fill out a form before their appointment.

Cleanup Time for Appointments

Given the circumstances, you may find yourself needing a little extra time between appointments to make sure you're ready for your next client. To help, we have what we call "cleanup time," which is a little extra time you can tack on to the end of each appointment, assuring yourself that cushion of time you may need. Click here to get that going!

Online Payments

Lastly, if you're not already processing payments on Schedulicity, now is a great time to give it a try. This way, you can collect payment upfront from clients when they book their appointment, eliminating the need to exchange funds in-person. 

If that sounds like something you're interested in, visit our articles on possible payment solutions, including Schedulicity Pay and our integrations with both Square and Stripe

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