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 feature on or off at any time.
You can set up booking / cancel restrictions in three places:
- at company level
- “service item group” level and
- “service item” level (shown here)
You can use the booking / cancel restrictions in conjunction with "Service Request Time Constraint" 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 Service Request Time Constraint as the cutoff time is midnight.
The booking restriction setting allows you to overwrite the midnight cutoff and set your own cutoff at any time during the day before, for example 9pm.
How Can I Set My Own Cutoff Time for Late Bookings or Late Cancelations?
Navigation: Admin > Settings > Service Requests > Restrictions
- In the "Service Booking Cut Off Time" and “Service Cancellation Cut Off Time” enter a time, eg. 9:00pm or you could choose different times for each option.
- Click "Update."
Below is an example of the error message seen by the client in the client portal when trying to book or cancel too late.
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