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Setting Different Booking Restrictions per Practitioner on a Team Plan

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On a Team Plan, booking restriction fields on a shared service, such as advance notice, booking window, and availability increments can be configured in two ways. The approach you choose determines whether team members share the same restrictions or each apply their own. 

Understanding a Service's Booking Options

In your shared services' settings, any booking restriction field set to a static value applies to all team members with access to that shared service. Setting a specific advance notice period, buffer time, or other restriction at the service level overrides individual practitioner settings for everyone on that service.

To give each team member their own effective booking restriction settings, set restriction fields within Service settings to Use Default rather than a static value. 

When set to Use Default, each practitioner's own global defaults apply, so two practitioners sharing the same service can have different advance notice periods. Practitioners set their own global defaults in My Schedule > Booking & Cancellation Settings > Booking Restrictions.

  • Use Default: Each practitioner's individual global settings apply. Two practitioners sharing the same service can have different effective restrictions.
  • Static value: The value set on the service applies uniformly to all team members with access to it, overriding their individual defaults.

To give each team member their own effective booking restrictions, set the relevant fields to Use Default on the service, then have each practitioner configure their own global defaults.

Setting a Service Field to Use Default

  1. Go to My Practice > My Services and Edit the service you want to update.
  2. Locate the Booking Options section.
  3. For each restriction field, such as Restrict clients from booking or Allow clients to book, select Use Default from the dropdown.
  4. Click Save Changes.

📍 Note: If you update a field on a shared service, a warning will appear letting you know the change applies to all team members with access to that service. You can still save; this is a reminder, not a restriction.

Setting Individual Global Booking Defaults

Each practitioner on your team sets their own global defaults separately. These defaults apply wherever a service field is set to Use Default.

  1. Log in as the individual practitioner.
  2. Go to My Schedule > Booking & Cancellation Settings > Booking Restrictions.
  3. Configure the preferred advance notice, buffer time, and booking window settings.
  4. Click Save Changes.

✅ Once each practitioner has saved their own global defaults, and the service's settings are set to Use Default, clients booking that shared service will see availability and restrictions based on each practitioner's individual configuration.

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