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The Guide

Set up your treatments.

Diary, TreatmentsPractice owners

Your treatments are what clients and Amy can book: the length, the price, any deposit and where each one is offered.

Steps

  1. Open Treatments beneath Diary in the rail.
  2. Press Add a treatment, or click a treatment to change it.
  3. Give it a Name, choose In person or Video call, and set the Length, Time held after and Time held before.
  4. Set the Price, turn on Take a deposit online if you want one and type the amount, and choose Where it is offered if you work in more than one place.
  5. Add a line or two under What the client reads, then press Save.

Questions

How do I stop offering a treatment?Open it, press Stop offering it, then Stop offering it again to confirm. Booked appointments stay; it just leaves the booking page and Amy.
What is Time held after for?It keeps a gap after each appointment, for notes or a reset. OS tells you when the next booking can start, so a 60 minute treatment with 15 minutes held after has the next start 75 minutes later.
Can I control how far ahead and how late clients book online?Yes. Under How clients book online, set How far ahead, Shortest notice and Start times, then press Save how clients book. Bookings you make yourself in the Diary are never held to these.

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