Practice Better provides multiple ways to schedule and manage client sessions directly from your practitioner portal. This guide walks you through the essential steps of the booking and scheduling process for both practitioners and clients.
- For Practitioners: Setting Up Your Booking System
- For Clients: How to Book Sessions
- Advanced Booking Features
- Getting Help
For Practitioners: Setting Up Your Booking System
Step 1: Creating Your Services
Before you can book sessions, you'll need to set up the services you offer. Our set-up wizard can help you create your first few services.
Or follow the steps below:
- Go to My Practice > My Services from the navigation bar
- Click the Fast Action Button in the bottom-right corner and select Add service
- Fill in details including service name, description, duration, and pricing
- Set service methods (In Person, Online/Video Chat, By Phone, or a combination)
- Configure booking options like buffer time and availability increments
Learn more: Working with Services in Practice Better
Step 2: Setting Your Availability
You can enable clients to schedule themselves through your bookings page.
Define when clients can book your services:
- Go to My Schedule > My Availability
- Click the Fast Action Button to add availability slots
- Specify days, times, and which services are available during these slots
- Set recurring availability for regular scheduling patterns
Learn more: Managing Your Availability
Step 3: Sharing Your Booking Link
Make it easy for clients to book sessions with you:
- Click the Settings icon in the top-right corner
- Select Share My Link to access your Website Links & Widgets page
- Copy your Public Bookings Page link or create custom booking links for specific services
- Add these links to your website, email signature, or social media profiles
Learn more: Linking Services, Packages and Programs to Your Website
If you prefer to schedule sessions yourself, learn more about Booking Client Sessions from the Practitioner Portal.
Step 4: Managing Booking Requests
When clients request sessions, you'll need to confirm or decline them:
- View pending requests in your Booking Requests dashboard widget.
- Confirm the session to add it to your calendar, or suggest an alternative time.
- Clients will receive automatic notifications based on your action.
Learn more: Managing Client Booking Requests
Use Practice Better Automations to automatically confirm 1-1 bookings or Package requests.
For Clients: How to Book Sessions
Your clients can book sessions in several ways:
- Through your Bookings Page: Clients can select services, choose available times, and complete the booking process.
- Through the Client Portal: Existing clients can log in to their portal to schedule follow-up sessions.
- Custom booking links: Specific links for individual services or packages that you share directly.
Learn more: How do I schedule a session from the client portal?
Advanced Booking Features
Practice Better offers additional scheduling options to enhance your practice:
- Packages and Programs: Bundle multiple sessions together for comprehensive care plans
- Custom Booking Pages: Create dedicated pages for specific services or client groups
- Automated Reminders: Set up notifications to reduce no-shows
- Payment Integration: Require payment at booking for secure scheduling
Getting Help
Have questions about the booking process? Our support team is here to help:
- Browse and search our Help Center for detailed guides and tutorials
- Contact our support team through your Practice Better portal