We wanted to give you full control over when you want to allow clients to book with you online, so we created the following options which are all available under your policies:
- Go to Settings
- Select the Policies tile
- Take a look at all of the selections: General, Appointment, Class, Workshop, Email, or Payment and choose which policy you need to update.
- Edit your policy and hit save!
Here's a breakdown of what's available in each of those policies:
General Policies: These are settings that affect the entirety of your business with Schedulicity:
Reliability Rating: All clients have a Reliability Rating. If they no-show appointments or cancel frequently, this rating goes down. This setting specifies the lowest rating a client may have and still be allowed to schedule with your business. New clients start out with a 5 star rating.
Client Email Reminders: This setting adjusts when clients receive their email reminders before their appointment.
New Client Policy: This setting requires new clients to successfully attend their first appointment before they are able to create additional appointments online. You can also block new clients from booking online at all if you'd like.
Client Text Reminders: If your account has client text message reminders enabled, this setting adjusts when your clients receive their text message reminders before their appointments.
Appointment/Class/Workshop Policies: These are policies specific to the type of booking: Appointments, Classes or Workshops. Select each one from the list under the "Policies" option.
Client Scheduling Policy: This setting specifies how far in advance a client can book. For example: "A client may book no later than 60 days from today."
Client Lead Time: 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 from now."
Cancellation Policy: This specifies how close to an appointment start time a client is able to cancel their appointment
Customize Label: This is located under the Workshop policies only and determines how you refer to a grouped session on 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, and tour.
Appointment Policies: These policies also have the following options for services, while these don't apply to classes or workshops:
Travel Time: If you offer outcall (traveling or mobile) services, this specifies how much travel time should be added to the beginning of each Out-call service.
Calendar Interval: 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.).
Multiple Service Scheduling: Here, you can specify how many different services can a single client book for one visit to your business. (Haircut, Partial Highlight, Brow Tint would be 3, for example).
Email Policies: These policies determine some of the client notification email settings within the system, including:
Reply-To Email Address: 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.
Custom Message for Email Notifications: You have the option of adding a customized message to your client confirmation and reminder messages. You can enter this customized message here.
Payment Policies: This policy displays what a business’s cancellation policies are and include:
No-Show Policy 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.”