Practice Better allows you to book client sessions from multiple areas of the platform, giving you flexibility and convenience. Below are the available booking methods and how to use them.
- Booking Prerequisites
- Booking from My Calendar
- Booking from My Services
- Booking from the Client Record
- Using the Fast Action button
- Managing Client Booking Requests
Booking Prerequisites
- Set up Services: You must have at least one Service to book a session. Learn more.
- Enable Telehealth: To schedule a virtual session, you must have a compatible plan with Practice Better telehealth or our Zoom integration. Learn more.
- Add a client: To book a session, you must add at least one client record. Learn more.
Booking from My Calendar
You can quickly schedule sessions directly from your Practice Better Calendar.
- Go to My Schedule > My Calendar.
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Click on any date to initiate a new booking. (Requires one-click booking.)
OR - Click the Fast Action Button near the bottom-right and select the desired option.
Enable One-Click Booking
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Go to My Schedule > Booking & Cancellation Settings.
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Scroll to the Calendar Options section.
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Check Enable one-click bookings from My Calendar.
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Save your changes.
Booking from My Services
You can initiate bookings directly from your list of services.
- Go to My Practice > My Services.
- Select Book a client next to the service.
Booking from the Client Record
- Go to your client record's Bookings & Packages page.
- Click the Fast Action Button near the bottom right.
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Choose from the following options:
- Book a session: Schedule a one-time session from available Services or active Packages
- Book multiple sessions: Schedule multiple future sessions at once (not the same as Recurring Sessions).
- Invite to book: Send an email invitation with a direct booking link for a selected service.
- Book a package: Assign a package from your available Packages to the client.
Using the Fast Action button
The Fast Action Button allows for quick booking access across several parts of the platform.
Where to Use:
- Dashboard
- Recent Activity in a client’s record
- Bookings & Packages tab in a client’s record
- My Schedule > My Calendar
- My Schedule > My Bookings
Managing Client Booking Requests
If you allow clients to schedule themselves through your booking page, there are some considerations to manage those booking requests.
Automatically confirming booking requests
Use Practice Better Automations to automatically confirm 1-1 bookings or Package requests.
Manually responding to booking requests
If you elect not to use Automations, your booking requests must be responded to manually.
You'll receive a notification in your Practice Better dashboard for new booking requests.
Clicking on the notification will open the Review Booking page.
From this page, you can:
- Confirm: Click Confirm near the top-right to accept the booking request and send a confirmation email to the client.
- Decline: Click the Decline request button to reject the booking request and send an email notification to the client.
- Review booking page forms: If your service or package includes a booking page form, you can review the client's responses here.
- Suggest a different time: You can manually update the date and time or service delivery method, add a note to the client, and then click Confirm to accept the booking request with your updated preferences.