Setting lead time and how far in the future clients can schedule appointments will help adjust your available appointment times.

Note: For setting daily Available Appointment Times, you can learn more here.

Contents in this article:

  • Setting new appointment lead time
  • Setting how far in the future clients can schedule appointments

Setting new appointment lead time

Lead time is the minimum amount of time before the next available appointment time appears in the scheduler.  This is helpful to create a gap to prevent a client scheduling an appointment you are not prepared for.

(1) Go to Settings > Scheduling Policies

(2) Scroll down to the New Appointment Policies section

(3) Below the question "How much lead time do you require for new appointments?," select the desired length of time

Note: You can select as short as 30 minutes prior to an available appointment time or as long as 14 days. You also have the option of no lead time so that clients can schedule an appointment at any point up to the available appointment time.

(4) Click Save at the bottom of the page

Examples

With a 4-hour lead time, if a client were scheduling at 8:00 am, the earliest a client would see an appointment time for the same day would be 12:00 pm.  At 8:01 am, the 12:00 pm appointment time would no longer be available.

With a 24-hour lead time, and with availability between 9:00 am to 5:00 pm, a client scheduling at 6:00 pm on Monday would not see available appointment times for the next day.  The next earliest available time they would see would be Wednesday at 9:00 am.

Setting how far in the future clients can schedule appointments

(1) Go to Settings > Scheduling Policies

(2) Scroll down to the New Appointment Policies section

(3) Below the question "How far in the future can clients book appointments online?," select the length of time into the future that appointment times will be available for clients to schedule.

Note: You can select as short as 1 day into the future up to as long as 2 years.

(4) Click Save at the bottom of the page


keywords: policy, policies, new, appointment, scheduling, lead time, how far, future, availability, times

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