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What is the New Client Policy? Can I block new clients?
What is the New Client Policy? Can I block new clients?

Control how new clients book online, block new clients

Angela avatar
Written by Angela
Updated over a week ago

The New Client Policy gives you additional control over brand-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.

With that said, sometimes you'd prefer even more security when booking new clients. Choosing the option to require your new clients to enter a credit card to have on file means that you can protect yourself from new client no-shows while allowing your existing clients to book without a card on file.

On the other hand, if you are not accepting new clients, you also have that option.

๐Ÿ‘‰ 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:

  1. Go to Settings and select the "Policies" tile

  2. Select the "General Policies" tile and adjust the New Client Policy

  3. Save your changes when you're done!

๐ŸŒŸ 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. 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:

  1. Go to Settings and click on the "Providers/Instructors" tile

  2. Open a provider profile and click "Edit" under the Details tab

  3. Toggle the switch beside "Accepting New Clients" to "on" or "off," depending on what that provider's policy is!

  4. Hit Save at the bottom

What's Next?

  • Check out the rest of your scheduling policies and customize them to fit your business!

  • Learn how to require all clients to pay or enter payment information when they book online here.

  • Want to see what your listing looks like to clients? Check it out!

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