If you are providing multiple services to your client at the same time, and want to offer your customer the ability to pay for them at once, schedule a multi-service appointment! This guide will show you how to do so and answer any questions you may have about how they differ from single-service appointments.
Article Contents
- Scheduling a Multi-Service Appointment
- Customer view of a Multi-Service Appointment
- Managing a Multi-Service Appointment
- FAQ
Scheduling a Multi-Service Appointment
To get started, click on a time on the calendar, or New>Appointment. Select or create your client. Then, select your first service.
This will bring you to the normal appointment scheduling window. From here, click on Add another service.
From here, select the additional service you would like to add.
You can continue to add additional services to this appointment (up to 50). Repeat these steps until you have added all services to the appointment. Note that the services will always appear in the order that you add them.
Once scheduled, the multi-service appointment will appear on your calendar, broken down into each services individually.
Customer view of a Multi-Service Appointment
Your customer will receive one email containing each of the included services in the order that you added them. The email will also contain a payment link where your customer can pay for all of the services in a single payment. Note that while the client receives one email, they will receive individual .ics files for each service.
When your customer clicks on Click To Pay, they will be taken to a checkout screen to pay for all services. The price for each services will display, and your client will be able to pay for all of them at once. Note that although checkboxes appear, your customer does not have the ability to pay for services individually, they can only pay for all services.
When viewing their bookings in their client portal, your customer will see both services individually.
Managing a Multi-Service Appointment
When you click on a multi-service appointment, the details for the specific service clicked on will appear. However you will be able to see that this is part of a multi-appointment booking
Click on View bookings to see all services included in this appointment. Click on a service to be taken to the details screen for that segment of the appointment.
If you reschedule or cancel one service in the multi-service booking, it will split up and will no longer be considered a multi-service booking. In other words, to reschedule or cancel a multi-service booking, each service must be done individually. This also means that your customer will now be able to pay for them individually.
Note: If you have 3 or more services combined into one appointment, moving one service will leave the others intact as a multi-service booking. Only the moved appointment will be separated.
FAQ
What kind of services can be included in a multi-service booking?
To be included in a multi-service booking, services must have a set price.
Will my customer receive repetitive notifications if I schedule a multi-service booking?
No, your customer will receive 1 email with multiple ICS files for each service. If they add the .ics files to their calendar, each service will display individually
Can I cancel or reschedule a multi-service booking all at once?
No, each service must be cancelled or re-scheduled individually.
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