Schedule appointments for clients
Send clients your scheduler or book an appointment for your client
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Updated Jan 12, 2023

For existing clients, you can book an appointment for your client or email them your scheduler — all within their project!


In this article:


Book an appointment for a client

If you know what appointment date and time works for you and your client, schedule an appointment on behalf of your client.

  1. Go to Projects and select your client’s project.

  2. Click on the Appointments tab.

  3. Click on Schedule Appointment >> Use Existing Scheduler Template.

  4. Select the preferred scheduler template.

  5. Click Add. The scheduler template is now added to the client’s Pending tab.

  6. Click Open on the scheduler that was just added.

  7. Choose an appointment for your client. A confirmation email will send to your client.

Confirmation email

The confirmation email you set in the scheduler will send to the client as soon as you book the appointment. To edit, go to Templates >> Scheduler >> Advanced.

arrow pointing to confirmation email setting

If no confirmation email is chosen in the scheduler, the default email will send. Edit the default email in Templates >> Canned Emails >> Edit Templates >> Appointment Confirmed.

arrow and box indicating edit templates and appointment confirmed

Send the scheduler to the client

Instead of booking an appointment for your client, email the scheduler itself so your client can choose a time that works for them.

  1. Go to Projects and select your client’s project.

  2. Click on the Appointments tab.

  3. Click on Schedule Appointment >> Use Existing Scheduler Template.

  4. Select the preferred scheduler template.

  5. Click Add. The scheduler template is now added to the client’s Pending tab.

  6. Click Send on the scheduler that was just added. An email draft will appear.

  7. Edit the email body then click Send.

Edit the default email in Templates >> Scheduler.

arrow pointing to email

FAQ

If I click “New Scheduling Request”, will the scheduler save as a template?

Yes! To save as a template in Templates >> Scheduler, check the Save scheduler as template box then click Save.

arrow pointing to checkbox labeled save scheduler as template

Does “Add Appointment” book an appointment for my client?

No. Add Appointment only schedules an appointment on your calendar — your client won’t get an appointment confirmation. To make an appointment for your client, see above.

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