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Setting Up Multi-Practitioner Booking for Packages

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Packages are assigned to a specific practitioner by default, meaning clients can only book sessions with that practitioner. On the Team Plan, you can configure a package so that clients can book sessions with multiple team members. This article walks you through the two layers of configuration required to make that work.

In this article:

Before You Begin

Multi-practitioner booking for packages requires the Team Plan. Before configuring your package, make sure:

How Multi-Practitioner Booking Works

Two layers of configuration control which team members a client can book with from a package:

  1. Service-level sharing: Each service within the package must be shared with the team members you want clients to be able to book with. This is configured in the service's settings, not the package.
     
  2. Package-level team booking: The package must have the Allow clients to request sessions with other team members option enabled. Without this, clients can only book with the practitioner assigned to the package, even if the service is shared with other team members.

Both layers must be configured for multi-practitioner booking to work. If either layer is missing, the client will only be able to book with the practitioner assigned to the package.

💡 Tip: Because sharing is configured at the service level, you can control bookability on a per-service basis within the same package. For example, an initial consultation service could be bookable only with the package owner, while follow-up sessions are bookable with any team member.

Step 1: Share the Service with Your Team Members

Before enabling team booking on the package, ensure each service included in the package is shared with the relevant team members.

Learn more about Sharing Resources with Team Members →  

Step 2: Enable Team Booking in the Package

Once your services are shared, enable team booking on the package itself. This can be done when creating a new package or by editing an existing one.

  1. Go to My Practice > My Services and create a new package or click Edit on an existing one.
     
  2. Under the Sessions & Services section, enable Allow clients to request sessions with other team members.

     
  3. From the Allow bookings with picklist, select one of the following:
    • Assigned team member only
    • Any team member
    • Specific team members
    • Team members in specific roles
       
  4. If you selected Specific team members or Team members in specific roles, use the Restrict to field to specify who is included.
     
  5. Click Done in the pop-up, then Save Changes near the top-right.

To adjust team booking settings after closing the pop-up, click Edit settings to open the team booking configuration again.

Once configured, when a client requests the package or a package is created on their behalf, they'll be able to book sessions with the practitioner assigned to the package and any team member who meets the criteria defined in the team booking settings, provided the relevant service is also shared with that team member.

Showing Combined Availability Across Practitioners

When a package is set up with multi-practitioner booking, clients booking through the package's public booking page can select Any practitioner from the practitioner dropdown. This displays available time slots across all practitioners included in the package's team booking settings, with each slot showing the name of the available practitioner.

To share the package booking page:

  1. Go to My Practice > My Services and locate the package you want to share.
  2. Click the More Options menu (3 dots) on the package and select from one of the following options:
    • Invite to book: Select a client and send them a direct email notification that includes your package's public booking page link.
    • Share link: From the pop-up, copy the public booking page URL either by clicking the Copy button or toggling on the short link to copy. Send this copied link to your client by email or through the Practice Better secure messenger.  

Through this package's team booking page, clients can find the earliest available appointment across your team without needing to check each practitioner's availability separately, and the session is automatically assigned to the practitioner whose slot they select.

💡 Tip: To make this work, ensure each team member included in the package's booking settings has set up their availability for the relevant services. Learn more about Managing Your Availability →  

Adjusting Team Booking Settings for an Individual Client's Package

You can update team booking settings for a specific client's package at any time after it has been created, without affecting the package template or other clients' packages.

  1. Go to the client's Bookings & Packages > Packages page.
     
  2. Click the More Options menu (3 dots) next to the package and select Edit package.
     
  3. Under Sessions & Services, click Edit settings next to the team booking option.

     
  4. Adjust the settings as needed and click Done in the pop-up.
     
  5. Click Save Changes near the top-right of the page.

Learn more about Creating and Managing a Client's Package → 

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