Client side: book, pay, manage
Book an appointment (client side)
What the person booking does: pick a type, a slot in their time zone, fill in their details and confirm.
What it is for
Understand your clients’ journey to help them better, or to explain it to them.
Before you start
The provider’s booking page (their link) and a valid email.
Step by step
- Open the link you received. If the provider offers several types, choose one (duration, location and price are shown).
- In the calendar, choose a day then a slot. Times are in your time zone; you can change it with Time zone: then Change.
- Under Your details, enter Full name, Email and, if you wish, Phone (optional). Answer the provider’s questions (those with * are required).
- If needed, tick the SMS reminders (SMS reminders for the client) and add guests.
- Tick the news box only if you wish, then click Confirm the appointment (or Continue to payment if the appointment is paid).
Expected result
The “Your appointment” page shows “It’s confirmed! A confirmation email has just been sent to you.” The email contains the location or video link and a link to reschedule or cancel. The appointment can also be added to the calendar with Add to my calendar.
Tips
- Keep the confirmation email: its link is the only way in to manage the appointment.
- The page exists in French and English (Pages and emails in French or English).
Common problems
- “This slot has just been taken. Choose another one.”
- Someone booked just before: choose another slot.
- “Enter your name and a valid email.”
- Fix the name or the address.
- “Too many attempts. Try again later.”
- At most 10 bookings per IP address per 15 minutes.
- “Bookings are temporarily closed.”
- The provider has reached their plan’s monthly limit; contact them.
- “This booking page is temporarily unavailable.”
- The provider’s account is suspended or their subscription has ended.
- No slots to show.
- Try the following month or change time zone; otherwise the provider has no availability.