When is the best time of year to transition to a new booking system?
Our clients transition to PocketSuite throughout the year. We even have a special onboarding team to help you move all your services and business operations over so you can do what you love, and we’ll take care of the admin work.
How do I transfer my information from another booking system (i.e., services, clients, products)?
How do I add all of my existing client appointments to my new booking system?
How do I notify my clients that I have moved to a new booking system?
I want all new clients to book an initial consultation with me first before anything else? Can I restrict new clients from booking me for certain services?
Should I let clients book me online?
It depends on the industry, but allowing your clients to see your availability and schedule you themselves online makes it so much easier for you and your clients. This means an end to the back and forth messaging about dates and times. Which will free you up to spend more time on actual appointments with clients or gives you back precious hours in your day to spend with your family, friends, and loved ones.
How will my clients be able to find and book me online?
See how to set up and use Online Booking. You can send clients your online booking link via Messaging, or direct them to use the website booking widget or Facebook booking widget.
Can I collect some information about clients when they book me?
Of course! Use the Forms feature on PocketSuite to make collecting information from your clients easy and organized. You can choose to require the form every time clients book you, or send forms separately following a confirmed appointment. See how to set up and use Forms on PocketSuite.