Make Scheduling Easy with Software

• To set up your business hours, tap on settings > scheduling > my hours.
• If a service is only offered during specific hours, you can specify the hours under the service’s settings > schedule > availability.
• If you need to block specific time slots within your business hours, use the Block out time function by tapping ‘+’ from the calendar page.
• If you are having Scheduling issues, learn more here.

• To start, tap on settings > calendar sync.
• You will be prompted with 2 options (you will not be able to select both): 1) Direct integration with Google Calendar (you may add more than one google account) OR 2) Connect to other calendars (such as iCal, Outlook, etc).

• To set how much advance notice you would like from clients when they book an appointment, use the Lead Time feature. If you accept walk-in clients (no advance notice) or allow clients to book you for your next available appointment, you will want to select “no lead time”.
• To limit how far in advance clients are able to book an appointment with you, use the Can’t Book Beyond feature located under settings > scheduling.

Use the buffer time feature under settings > scheduling to set time between appointments. You can also use calendar blocks to prevent clients from booking you during certain times. See Calendar FAQ for details on how to block out time between appointments.

Yes! Tap the calendar icon, then the date you want to add the block, then tap ‘block out time’. If you have repeating appointments turned on under settings > features, you can also create a recurring block. See Calendar FAQ.

Yes! If a service is only offered on specific days or times, specify this under the Availability setting in the Settings > Services > Service Name > Schedule menu. See more on how to restrict client bookings at specific times.

• First, ensure the toggle for “Allow double bookings” is off under Scheduling settings.
• Then, sync your device calendar with your PocketSuite calendar to avoid scheduling conflicts like double bookings. See how to add and sync your device calendar with PocketSuite.

• See Accepting Payments and Online Payments. Here, client credit card information is not saved. See Setting cancellation/no-show policy. To ensure the system can enforce your cancellation policy, you’ll need to require a credit card for all bookings. You can set that requirement by going to Settings > Scheduling > Require CC > Always > Save.

• You can also set up PocketSuite to have clients pay deposits when booking appointments. If you have a deposit set on your appointment, the late fee will first be deducted from the deposit and if there is a remaining balance, the client’s card will be charged automatically. If the late fee equals the price of the deposit, there will be no additional charge to the client’s card. 

• If you want to have your client’s card on file and attached to their profile, you will need to request authorization from the client. Once the client has a payment method on file, you can simply charge the client for their appointments, items purchased, etc. 

• You can easily schedule appointments right from PocketSuite. You only need a client and date/time to get them on the books and start getting paid. See more on Scheduling.
• See also apply appointments to packages or subscriptions.

• Once you set up Online Booking, you can accept bookings at your PocketSuite.io user link, or use your website Online Booking widget, or your Facebook Online Booking widget to have clients book an appointment. 
• You can also use Messaging to send an Online Booking link to clients so they can self-book an appointment.
• Once online booking is enabled, you’ll get a text message with your new booking link. To customize your link, head to Settings>Business and enter a username. You’ll then get a new text with the new, custom link.
• You can also add questions for clients to answer before finishing checkout. See Online Booking setup with instructions and an informational video.

On the appointment screen, tap on edit on the top right hand corner. Once you have made your changes, tap on next and send the updated confirmation to the client.

On the appointment screen, tap on edit on the top right hand corner. Once you have made your changes, tap on next and send the updated confirmation to the client. The edit screen allows the pro to make scheduling changes, payment changes, etc.

On the appointment screen, tap on the cancel button.

• Flexibility to accept cancelled appointments may differ widely depending on your industry and your team. You can set your business’ Cancellation policy on PocketSuite. Consider using Contracts in the PocketSuite app to have clients agree to your Cancellation policy as part of booking an appointment. See also Detailed Setup of Contracts and Waivers.
• Use Messaging to provide a handy link to your Online Booking widget so your client can schedule a new appointment, or text them other links of your packages or services to re-engage them with these options.

• How often your clients book appointments will depend on your industry. If you offer a private limousine service, you may see a client once or twice a year, while if you run an in-home hair salon, then you may see clients once every few weeks. You can also offer Classes, Packages and recurring Subscriptions from PocketSuite to create new types of revenue streams for your business.
• Consider updating the Services you offer through PocketSuite with promotional messaging to attract new clients and entice existing clients to book an appointment.