Under My Practice > My Services, you can add services that clients will be able to choose from when requesting sessions with you. This article will cover the following topics:
- Adding a Service
- Payment Options
- Service Availability
- Booking Options
- Booking Restrictions
- Notification Options
- Advanced Payment Options
- Require Intake Forms & Waivers when Booking
Go to My Practice > My Services, then select Add service from the Fast Action Button in the bottom-right corner of your screen to add a new service.
Name your service and color code it for easy visual reference when viewing sessions in your Practice Better Calendar.
Use the Description field to give your clients a brief rundown of what to expect during their consultation. This description is visible on your Bookings Page.
Adding Terms & Conditions
Require clients to accept your Terms & Conditions before completing their booking. These terms can be created on your My Practice > Disclaimers page and added when you set up your services. Learn more
Require clients to pre-pay their sessions, suggest they pre-pay or simply show your service fees. This setting can be the same or different in the Client Portal and on your public Bookings Page. Learn more
You can set up your service to be In Person, Online/Video Chat, By Phone or a combination of the three. When your clients request this service, they'll be able to specify the format they'd like to book. These service methods can be further restricted when setting up your availability. Learn more
Set up additional customization for your service, including buffer time, date restrictions, and button and confirmation labels. These settings will override the defaults you've set up on your Booking & Cancellation Settings page. Learn more
Buffer time is useful if you need to take into account prep-time and travel between sessions. On days that you set your availability, we'll ensure your clients' bookings always account for buffer time between sessions.
You can specify buffer time before and after sessions based on this service.
Restrict how early or late clients can book services
To help reduce last-minute bookings, you can restrict how late a client can book this service. For example, requiring clients to book no less than 1 day in advance gives you a 24-hour notice of new appointments.
You can also set up a rolling date range to prevent clients from requesting sessions too far in advance. For example, a 14-day rolling date range will ensure clients can only request sessions within the next 2 weeks.
Allowing multiple clients to book a service during the same time
Although we don't yet support true group sessions, we do allow multiple clients to double-book the same day and time in your calendar. Learn more
Including buffer time when displaying available times to clients
Let's say you have a 60-minute service with a 15-minute buffer time after each session. By default we display times as follows:
- 2:00 - 3:00 PM
- 3:00 - 4:00 PM
- 4:00 - 5:00 PM
With this setting enabled, we will display times as follows:
- 2:00 - 3:00 PM
- 3:15 - 4:15 PM
- 4:30 - 5:30 PM
Rolling availability will override this setting.
Requiring a reason for booking
With this option enabled, clients will be required to provide a reason for booking this service when requesting sessions from your public Bookings Page:
Button and Confirmation Labels
We provide a couple of options to customize the display of the "select service" button and confirmation prompts on your Bookings Pages. The Button label appears when clients are presented with a list of services; the Confirmation label appears when clients have successfully requested your service.
Customize the page clients are redirected to after booking this service from your Bookings Page. You can use this option to redirect clients to a thank you page, newsletter sign up, or an external payment page if you're accepting payments outside of Practice Better.
On your default Bookings Page, we will display a list of all publicly available services. You may wish to hide certain services if they are only available to specific clients or can only be booked as part of your package.
This setting can be overridden by using a custom Bookings Page which gives you full control over what services (and packages and programs) are presented to clients. Learn more
Customize the default notifications we send to clients when you confirm, update/reschedule or cancel bookings. You can include links to resources on your website, directions for in-person sessions or general reminders to bring documents or complete forms before an appointment.
These templates will override the templates you've set up on your Settings > Notification Preferences page.
You can set up advanced payment options for your service (e.g. override your default tax setting, require billing information) from the Advanced Options tab of the Add/Edit Service page.
Changing the Displayed Fee
Use this option if you want to highlight a limited time offer or subscription style payment plan (e.g. $100 monthly). You are responsible for accurately reporting the fees associated with your service if payment will be collected during the time of booking.
Learn more about setting up: