This video and article will guide you through creating a booking policy at the Corporate level to control when a client can book a session and when they can cancel and reschedule without being charged. You can create as many booking policies as needed. You may create booking policies for each service or class as needed.
1. Access Booking Policies
Navigate to Setup > Scheduling > Booking Policies.
Policy Name - Start by entering the name for your new booking policy.
How Much Lead Time Is Required To Make a Booking - In hours, how much lead time is required to make a booking. Lead time is how far in advance a client needs to book before the service or class takes place.
How Far Out Can A Customer Booking - How far out a client can make bookings.
How Long Before A Sessions Starts Can A Customer Cancel Online And Avoid
Billing - How much time, in hours, a client could cancel online and still maintain their credit.
How Long Before A Session Starts Can A Customer Still Reschedule Online - How long before a session starts, in hours, a client can reschedule online and still maintain their credit.
Enter A Written A Description of Your Cancellation Policy - Enter in what you want the client to see when they book or cancel sessions online.
Add New Booking Policy - Click to save your new policy. Your new policy will appear in the booking policy list.
Now that you have created a booking policy you can tie this to existing classes and sessions or ones that are created in the future.
2. Editing Booking Policies
To edit an existing booking policy, click the edit pencil next to the Existing Booking Policies list.
Use the red x to delete a booking policy.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup