Let clients book you

Make the service bookable online

A service only appears on your booking page once it's switched on for online booking.

1. Go to Settings → Scheduling → Services and open the service.
2. In Service details, check Assign team member. Pick who delivers it, or All team members.
3. In Online bookings, click Edit and turn on Bookable online.
4. Turn on Allow for new clients if people who aren't clients yet can book it.
5. Check Location of service, then Save.

Don't see Scheduling under Settings? Your permissions don't include workspace settings, so ask whoever manages your workspace to do this step. You can still do the next one yourself.

Set when you can be booked

Clients can only book times that sit inside your schedule. Go to Settings → My Profile → Services and availability.

• Assigned services: click Edit and tick the services you offer. Clients can't book a service with you if you aren't assigned to it.
• Availability: your schedules. You may already have one called Working Hours, set to weekdays 9 to 5. Edit it, or click + New to add another. Set the Timezone, the days and hours, and a location for each time slot (All locations, a specific location, or Video call). Keep Enabled schedule switched on.
• Date specific hours: click New date override when one date is different, such as an extra clinic. An override replaces your usual hours for that date.

Set your booking rules

Go to Settings → Scheduling → Online Booking and open Booking & cancellation policies:

• Minimum booking time: how close to the start time clients can still book. Unless someone has changed it, there's no minimum.
• Maximum booking time: how far ahead clients can book. The default is 12 months.
• Minimum cancellation time: whether clients can cancel online, and how late.
• Booking requests: approve every booking yourself, approve new clients only, or Auto-accept all bookings. New workspaces start on Auto-accept all bookings.

Saving these policies needs a paid plan (Plus or Advanced). On Free you'll see an upgrade prompt.

Two more settings live on each service, under Optimize service times: Buffer time before and after appointments, and Start time increments (how often a slot can start).

Share your booking link

Click your profile at the top right, then the link icon (Share booking link). Or, on Calendar, click Booking. Share your booking link has three tabs:

• Link: click Copy and paste it into emails, texts or your website.
• Button: code for a button on your website that opens your booking page.
• Inline embed: code that shows your booking page inside a page on your website.

Use Team and Services to point the link at one person or certain services. Clients can only choose bookable services.

Your link starts with book.carepatron.com. Open it in a private browser window to see exactly what clients see.

If a client sees no available times

Clients see No available times when a date has no free slot. Work down this list:

1. Is the service bookable online? If not, clients see No services available.
2. Is the client new? New clients only see services with Allow for new clients switched on.
3. Is someone assigned to the service? If no one is, clients see No staff available. Invited team members don't appear until someone assigns them services.
4. Is a schedule switched on? If every schedule is off, Services and availability warns that clients cannot book you online.
5. Does the schedule include the service? A schedule set to Choose services only offers the ones you picked.
6. Does the location match? For in-person bookings, the time slot needs the location the client picked. A slot set only to Video call offers video bookings.
7. Does the service have its own hours? With Service availability set, times must fall inside the service's hours and yours.
8. Is there a date override? It replaces your usual hours on that date.
9. Is it inside the booking window? Check Minimum booking time and Maximum booking time.
10. Is the time already taken? Appointments and other calendar items block time, plus any Buffer time. So do busy events from a synced Google or Outlook calendar, though all-day events don't. A gap shorter than the service won't show.
11. Has the schedule ended? Nothing shows after a schedule's End date.