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How To Invite Clients to Schedule an Appointment

Product Success Team
  • Updated
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1. Click on Clients

 

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2. Click on the checkbox for the desired client

Note that you can select multiple clients to send the invitation to all of them as a bulk action

 

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3. Click on Invite via Email

 

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4. Toggle your scheduling link options, if desired

 

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5. Click on Continue

 

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6. Toggle email details, if desired. Then, click on Send

 

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