With custom appointment types and client self-scheduling, your clients can schedule their own sessions within the limits you set.
Appointment types and self-scheduling are in beta, which means not everyone has access to this feature yet, and we're still polishing it up.
How do appointment types work?
First, you create appointment types with different settings, including title, length, and booking restrictions. For example, you could have an appointment type for intake sessions, and one for recurring sessions.
Then, you send your clients a scheduling link, and they can schedule based on your set availability.
Example:
Creating an appointment type
For each appointment type, you can customize the details and set booking limitations. These settings apply to a single appointment type.
Go to your Settings > Appointment types.
Click New type.
Remember to click Save when you make changes to any setting.
In the Details tab:
Set the name and description.
Remember, your clients will see the name and description when they use self-scheduling.
Set the duration and buffer.
The duration is the length of the session, and the buffer is the amount of time you'll have between sessions.
Set the location.
For virtual sessions, provide a link, and for in-person sessions, provide a physical address. Your client will see this when self-scheduling.
In the Client-self scheduling tab:
Set your availability with days of the week and time slots.
Set a date window in which this type of appointment can be scheduled by clients.
Set how much advance notice you need, and how far in advance clients can book sessions.
To allow clients to schedule this appointment type, switch on Enable for self-scheduling.
Once your appointment type is saved, and self-scheduling is on, your clients can self-schedule via a link you share.
Client self-scheduling
Important: For clients to self-schedule, you need to have a client profile for them with an email address in Upheal.
To turn on self-scheduling for an appointment type:
Go to your Settings > Appointment types.
On any appointment type, switch on Enable for self scheduling.
Now, if you share your scheduling link, your clients can book appointments with you on their own.
To share your scheduling link:
Go to your Settings > Appointment types.
On any appointment type, click the link icon, and that will copy your link to your clipboard.
When your client follows that link, they'll need to enter the email address you have on file for them in Upheal. Then, they can book an appointment.