Appointment types are now called services. We've updated the name to better reflect how you provide care.
With custom services and client self-scheduling, your clients can schedule their own sessions within the limits you set.
How do services work?
First, you set up services with different settings, including title, length, and booking restrictions. For example, you could have a service 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.
Adding a service
For each service, you can customize the details and set booking limitations. These settings apply to a single service, not all of your services.
Go to your Settings > Services.
Click New service.
Remember to click Save when you make changes to any setting.
In the Details tab:
Set the title and description.
Remember, your clients will see the title 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 service 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 service, switch on Clients can self-schedule in the top-right corner.
Once your service 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 a service:
Go to your Settings > Services.
On any service, switch to On in the Self-scheduling column.
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 > Services.
On any service, click the link icon to copy the 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.