Inviting New Clients to Book Online

When a new client profile is created in-store, you can send an automatic email invitation encouraging them to book future appointments online. This allows new clients to create an account, access your booking widget, and schedule their own appointments—saving your staff valuable time.

Things to know:

• The ability to use this feature is determined by the “Invite to book online upon client record creation” company setting as well as the "Accessing Account Settings" and "Accessing Automated Messages" access control settings.
• The "Client Invitation to Book Online" template will only appear under Marketing > Automated Messages if the main company setting is enabled.
• Who gets invited: Any client added manually to your system receives an invitation, provided the Able to book online checkbox is checked on their client profile.
  • Clients added via bulk import, integrations, or API will not receive this automated invitation.
  • Clicking "Book Now" in the invitation email prompts new clients to set up an account before booking. Clients who already have an account can log in directly. If guest checkout is enabled, clients can book without creating an account.
• This invitation respects your standard online booking rules:
  • If Who can book you online? is set to "Existing customers only," new clients will still see a restriction message asking them to call for their first appointment.
• Configured advance notice requirements (e.g., minimum lead time before booking) still apply.
• The setup option displayed in the top-right user menu depends on how you access the account and your assigned role:
• When navigating from the Parent Account (Location Management tab):
• Admin: Displays Business Setup when viewing the location account.
• Login As: Displays Location Setup when viewing the location account.
• When logged in directly at the Location Level:
• Location Owners & Location Managers: Display Location Setup.
• Service Providers & All Other Roles: Display Profile Setup.

  
  

Contents:

• Enabling Invite to Book Online Setting
• Activate the Automated Message

Enabling Invite to Book Online Setting

1. Navigate to Business Setup / Location Setup > Settings
2. Scroll to the Online Booking section
3. Locate “Invite To Book Online Upon Client Record Creation”
4. Toggle this setting to YES 
5. Click Save at the bottom of the page

Activate the Automated Message

1. Navigate to Marketing > Automated Messages
2. Locate the "Client Invitation to Book Online" template
3. Hover over the template row and click 'Activate' 

Once both the setting and the template are active, eligible new clients will automatically receive an invitation email directing them to your online booking widget.

For more information contact us at support@mytime.com.  

Related Articles:

• Adding Clients Manually
• Adding Clients on Scheduler App
• Signing Up on MyTime