The New Client Policy gives you additional control over new clients who find you online!
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What are the New Client Policy options?
There are four options under the New Client Policy:
Allow new clients to book online with no prior requirements
Not allowing new clients to book online
Require new clients to enter their credit card to book online, and
Require new clients to show up for their first appointment before they can regularly book online.
❗ If that last option is enabled, new clients must successfully attend their first appointment before they can schedule additional appointments with you online.
👉 Keep in mind: If a client books with any provider on your account, they will be able to book with any provider thereafter. This is because the system is simply checking to see if that client is part of the client list!
How do I adjust the New Client Policy for the account?
To adjust your New Client Policy, give these steps a try:
Go to Settings and select Policies
Select General Policies and adjust the New Client Policy
Save!
❗If you opt not to allow new clients to book online at all, anyone who comes to the client side of your account will see that you're only accepting bookings from existing clients and that no new clients can book at this time.
What if some providers are taking new clients and others aren't?
If the providers on your account each have their own policy when it comes to allowing new clients to book online, you'll be able to set each provider to either allow or not allow new clients to book using these steps:
Go to Settings and click on Providers/Instructors
Open a provider profile and click Edit
Toggle the switch beside Accepting New Clients to on or off, depending on what that provider's policy is!
Save!