The New Client Policy is there to provide you with some additional control over brand new clients who find you online!
Jump to a section in this article:
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 (unknown) clients must successfully attend their first appointment before they are allowed to schedule additional appointments online. This setting allows new clients the convenience and security of knowing that their appointment has been created and allows you time to review their information and contact them if necessary.
With that said, sometimes you'd prefer even more security when it comes to booking those new clients. Choosing the option to require your new clients to enter a credit card to have on file means that you're able to protect yourself from new client no-shows, while allowing your existing clients to book without a card on file at all.
On the other hand, if you are not accepting new clients at all, you have that option as well.
👉 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 or not!
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 the "Policies" tile
Select the "General Policies" tile and adjust the New Client Policy
Save your changes when you're done!
🌟 If you opt to not 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. If a new client were to try to book online, instead of seeing the final Book It screen, they'll be brought back to your listing page with the message that your business isn't accepting new clients.
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 the "Providers/Instructors" tile
Open a provider profile and click "Edit" in the top right
Toggle the switch beside "Accepting New Clients" to "on" or "off" depending on what that provider's policy is!
Hit Save at the bottom