Inviting New Clients to Book Online

Once a new client is created in-store, an automatic invitation can be sent encouraging them to book online.

Things to know:

• The ability to invite new clients to book online is determined by the company setting “Invite to book online upon client record creation,” as well as the "Accessing Account Settings" and "Accessing Automated Messages" access control settings.
• If a newly added client does not have a MyTime user account when they receive the automated marketing email encouraging them to book online, clicking the "Book Now" button will prompt them to create a user account before they can proceed.

Contents

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

Enable the Invite to Book Online Setting

1. Navigate to Business Setup > Settings
2. Locate “Invite to book online upon client record creation”
3. Toggle this setting to YES
4. Click Save

Activate the Automated Message

1. Navigate to Marketing > Automated Messages
2. Under the Automated Messages tab, find the "Client Invitation to Book Online" template
3. Click Activate

When both the setting and the automated message are active:

Every new client added to the system will receive an email inviting them to create an account and book online.

When the client clicks the “Book Now” button, they’ll be redirected to your booking widget to complete their booking and set up their account.

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

Related Articles:

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