Once you have allowed clients to book services through the client portal, you want to have some control over how late they both request services and/or cancel services, so you are not putting your schedule under extra pressure with last minute changes.
Tip: You can turn these features on or off at any time.
You can set up booking / cancel restrictions in three places:
- at company level (shown here)
- “service item group” level and
- “service item” level
Note: Booking and Cancellation Restrictions set in both a Service Item and Service Item Group will override the Company Restrictions.The booking / cancel restrictions can be used in conjunction with Booking Restrictions to prevent online bookings at different times during the day, instead of at the standard time of midnight, as it may be helpful to set a different time than midnight on the day before the service is required.
Example
You usually finalize scheduling for the following day at 9pm. However, at 11:30pm a client requests a visit at 7am the following day. You don't see this request until the next morning after it is too late to fulfill. Your client is unhappy as they requested it the day before and believed it to be scheduled. The request was allowed with the Booking Restrictions as the cutoff time is midnight.
Note: The Service booking and/or cancellation cut off times can only be used in when Company Booking and/or Company Cancellation Restriction are set to "Days before cut off time".How Can I Set My Own Cutoff Time for Late Bookings or Late Cancellations?
Navigation: Admin > Settings > Service Requests > Restrictions
- Ensure the Company Booking or Company Cancellation Restrictions are set to "Days before cut off time."
- Enter a time in "Service Booking Cut Off Time" and “Service Cancellation Cut Off Time” to prevent your clients from being able to book or cancel after your specified time e.g. 9:00pm.
- Click "Update."
How Do I Set Bookings or Cancellations to Hours before the Start of a Service?
Navigation: Admin > Settings > Service Requests > Restrictions
- Change the Company Booking or Company Cancellation Restrictions are set to "Hours before service start."
- Enter the number of hours required in the adjoining field to prevent your clients from being able to book or cancel within the number of hours before the service starts.
- Click "Update."
Example of the error message received by the client in the client portal when trying to book or cancel too late.
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