Appointment Scheduling

6. Handling Client Appointment Requests

In the appointment scheduling feature, you can create appointments as a trainer. Clients can also request appointments from you. And in this video, we're going to go through how that's done and how you can manage those appointment requests that come through to you as a trainer. Step 1: So, first of all, we're going to have a look at what it's like from the clients. So they see their calendar, they can also see the trainer's calendar, if there's more than one trainer, they can select diffe...

5. Rescheduling Or Cancelling Appointments

This tutorial will show you how to cancel or reschedule appointments that have already been created and exist on your calendar. Step 1: So here we are in the training portal on the appointment Calendar tab and run day view. You can see a few appointments on the calendar it says to standard appointments indicated by the yellow color and one open appointment. Step 2: We're going to cancel this appointment at 6am here consultation with Brian Hanly the simplest way to do this is just to ...

4. Creating New Appointments

In this tutorial, we're going to look at how to create a new appointment. Step 1: We're on the appointment Calendar tab. And just as a refresher to get here, you can go to the left side navigation and rollover calendar and then click on appointments, which will just refresh the screen that we're already on. Step 2: You can see any appointments that are already created for that day, as well as the day for available times and blocked out times on available times. Step 3: Click...

3. Understanding Standard and 'Open' Appointment Types

In this image, you will see that we are in the appointment Calendar tab. In the trainer portal, we're going to go through an explanation of the different types of appointments that you can create such as open appointments, and just standard appointments. Step 1: So in the calendar here, and you can see that there's two different appointment types here, which you can see by the color coding green for an open appointment, as well as the word open in bold, and a standard appointment is yello...

2. Editing Cancellation Settings & Reminders

In the appointment scheduling system, there are default settings for cancellation charges to be applied, and reminders to be sent out to clients proceeding an appointment that they booked into, so we're going to go through how to change those or confirm if they're right for your business. Step 1: If we roll over the calendar, and go to the settings tab. Then we need to click on Charges and Debit tab. Now the default cancellation charge, which is probably what 80 or 90% but trainers would w...

1. Setting Up & Managing Service Types

In this training, we're going to look at service types, what they are, and how to manage or edit or create those service types. Step 1: So service types, when you here we are in the training portal, appointment Calendar tab. Step 2: And if you click to create a new appointment you will see that any appointment that is created is given what we call a service type. Step 3: And that means what type of appointment is it a personal training appointment or group training, consultation, n...