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#Appointment scheduler full
This creates an invoice that must be paid in FULL in order to secure the appointment.
![appointment scheduler appointment scheduler](https://justcall.io/blog/wp-content/uploads/2021/04/Appointment-Scheduler-1.png)
Invoice - If you require payment, check the box. Redirect URL - Not required, but you can redirect clients to a custom page outside of Dubsado after they book by pasting a link in here.
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Questionnaires, Proposals (sans contract), and Lead Capture forms can be added into the booking system flow. This has nothing to do with the appointment duration, just which start times are displayed.Īdditional Form - Not required, but if you wanted to add a form into the scheduler booking process, you can. Increments - This is how the appointments are viewed by your client. Great for allowing padding if meetings run over or travel time between scheduled appointments. Prevention - This allows you to stop clients from booking within a certain amount of time so that you don't get surprise last-minute appointments.īuffer Time - This is the time you want as a buffer before the appointment and after the appointment. It will not matter if this scheduler is embedded. Location - This is the link, address, or location that the meeting will take place.Įmail - This is the email that comes with the sending of the scheduler IF you are sending them a link directly. Especially if you have other schedulers in Dubsado, you don't want there to be any overlap. Most likely, you are going to want to set this as BUSY. Show me as - This option blocks out for other appointments to book at that time or not. To edit availability, click on a day, adjust the time slots, and apply the changes to that specific date or that day of the week (for example, all Thursdays): If you have synced calendar events marked as Busy, the scheduler will be blocked out at the time, unavailable for someone to book. Keep in mind the scheduler also looks at your connected external calendar.
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To adjust times further out than the next two weeks, click the arrows on the calendar. What times are you available? - Set the time slots you want to be available to take appointments. Indefinitely allows your clients to book as far out as they would like. This is great if your scheduler is only going to be used in a certain period of time. Fixed Date Range allows you to set a range of dates when appointments will be available. This is the most common setting and prevents clients from booking too far out. Rolling day window specifies a number of days, from the day the scheduler is being viewed, that an appointment can be booked. Your clients will see this.Īppointment duration - Choose how long your appointment is going to be. Next it will pop up with your basic appointment options:Īppointment name - Is the template name you would like your appointment to be called. You can create multiple scheduler templates for different types of appointments! Head to Templates > Scheduler and click Add Template. Using the scheduler begins with creating a scheduler template. You can even charge for your appointments. You can customize almost everything about these appointments, from the times you are available to how long each appointment can be, from the location of the appointment to how much time you want between each appointment. Instead of going back and forth via email trying to decide on a time for a meeting, a paid coaching session, or a venue tour, you can just send out a scheduler and your client can book at their convenience. The scheduler gives your clients the ability to book appointments with you. Where can I find the completed form?Ģ3:22 - How can I customize my canned email templates for my scheduler?Ģ3:58 - I'm trying to send an appointment scheduler template, but the link does not show up in the email.Ģ4:40 - Can Dubsado's appointment scheduler sync to my calendar?Ģ5:28 - My live link for the scheduler is not showing all available dates. Time Coded Breakdown of the Scheduler Videoĥ:00 - Blocking off days you aren't available with synced calendarħ:51 - Advanced settings of the schedulerġ0:40 - Confirmation email on the schedulerġ1:08 - Adding a cancel and reschedule button in your confirmation emailġ2:38 - Adding an invoice to the schedulerġ9:50 - Where does a booked appointment go?Ģ1:49 - Can my clients cancel or reschedule through the client portal?Ģ2:19 - My client filled out the direct link to the scheduler.