Make it easier for members by learning how to do a cross-club service booking! This guide will help you understand the steps needed to get a member from another club into your services.
Please Note:
- If you do not see the option to "Include clients from other clubs" one (or both) reasons may apply:
1. Select Time Slot: Locate the service provider and select the available time slot within their column.
2. Service: Select the service the customer requested to have.
3. Include clients from other clubs: Check the box and enter the name of the customer.
4. Select Customer: Your search results will produce any (and all) customers that share the results; this can be first name, last name, or email.
Note: The customer's primary club will be in parentheses.
5. Add: Set the information or send out confirmation (if needed) and then select Add to book your customer.
Congratulations! You have successfully booked another club's member into a service!