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 in your Schedulicity dashboard
- 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 are settings that affect the entirety of your business with Schedulicity:
All clients have a Reliability Rating. If clients no-show 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 allows you to adjust how many hours before their appointment clients will receive their reminder email.
This setting allows you to restrict bookings from clients who have never scheduled with you before. You can either choose to not restrict new client bookings; require new clients to successfully show up for their first appointment before booking any other appointments; allow new clients to book online when they enter a credit card; or fully disable online booking for new clients.
Client Text Reminders
If your account has client text message reminders enabled, this setting adjusts how many hours before their appointment clients will receive their text reminder. ____________________________________________________________
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 further in advance 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 before the start time of their appointment."
This specifies how close to an appointment start time a client is able to cancel their appointment online.
This is located under the Workshop policies only and determines how you refer to a grouped session for 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, tour, and support group.
Appointment policies also have the following options for services, while these don't apply to classes or workshops:
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.
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, and Brow Tint would be 3, for example).
This allows you to customize the message that displays to clients when there isn't room in your schedule for them to book an appointment with you. Write out a custom message, and choose whether or not you'd like to include your phone number for clients to reach out to you that way.
Email 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.
The Payment Policy displays what a business’s cancellation policies are and include:
This 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.”
Refund and Return Policy
This displays to clients when you have Payment Requirements for your services. It will show both online when they schedule as well as in the notification emails that go out to clients when they book online.
The default message is: "All of our packages, auto-pays, and gift certificates are not transferable to other clients, and cannot be combined with other discounted offers. Also, we do not offer cash refunds for our packages, auto-pays, or gift certificates, however we will honor an equal exchange (credit) for other services within our facilities."