This article will walk you through the process of booking a client into an Appointment Session. If you are a client, please refer to: Appointment Booking Process for Clients

In this article, we will cover:   

• Booking an Appointment as an Admin or Service Provider
• Booking Recurring Appointments
• Selling Memberships on the Appointments Calendar
• Signing Clients into Appointments

Once a Client has an Appointment Pack added to their Client Profile, either manually or through a purchase on the Online Sales Portal, they will be able to book into Appointments on their Wodify App.

Booking as an Admin or Service Provider

Note: If you do not see the option to book Appointments, this means that you are not currently listed as a Service Provider and have Coach Permissions: Permissions for Admins, Managers, Coaches, Staff, and Clients

You can now book an appointment using the Book appointment side panel by clicking Shift + B or clicking "Book Appointment" in Quick Nav

• Use this shortcut to be quick and efficient. Create a client with shift + C then book an appointment immediately with Shift + B.

Booking Recurring Appointments

Recurring appointments will be generated up to one year after the start date and will continue to generate in the future if applicable. For example, if you book a recurring appointment that repeats daily, starts today, and never ends, the appointment will generate 365 instances of that appointment today. Tomorrow, it will generate the 366th instance of that appointment.

Selling Memberships on the Appointments Calendar

Signing Clients Into Appointments

Clients can only sign themselves into appointments on the Mobile App if Self Sign In is turned on for that Appointment Service. While creating or editing an appointment service, you can turn Self Sign In on or off and set the amount of time before and after an appointment when clients can sign themselves into appointments for that service. 

If Self Sign-In is turned off for an appointment service, the Provider will need to sign them into their Appointment Session.

Please note you have 48 hours to sign the Client into the Appointment to prevent a No-Show on their account.

Check out our Coach View: Booking Appointments article for assistance with booking your clients into their appointments! 

If you need any additional assistance with Booking Appointments, feel free to reach out to us at support@wodify.com or via Priority Live Chat in your admin account (Grow and Promote only).