Prevent New Clients from Booking Online

Modified on Fri, 2 Oct at 1:16 PM

You can limit online booking to existing clients and require new clients to contact your business directly. This feature is ideal for managing high booking demand, screening first-time clients, prioritizing referral requests, or reviewing consultation requirements before confirming appointments.

Things to know

The ability to prevent new clients from booking online is controlled by the "Accessing Account Settings" permission and the "Who can book you online?" company setting
Invited New Clients: Sending an online booking invitation to a new client will not bypass this restriction; they will still receive the block message.
Client-Level Restrictions: The "Able to book online" checkbox on individual client profiles operates independently, allowing you to block specific existing clients.
Members-Only Services: "Members Only" service restrictions apply separately, reserving specific services exclusively for active membership holders.
Internal Staff Bookings: Staff members can always manually create appointments for new clients directly from the schedule.
Accessing Account Settings
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

Configuring the Setting to Restrict Online Booking for New Clients
Online View

Configuring the Setting to Restrict Online Booking for New Clients

To prevent new clients from booking online:

Go to Business Setup / Location Setup > Settings
Scroll to the Online Bookings section
Locate the "Who can book you online?" dropdown setting
Select Existing customers only
Select Save to apply your changes

New Client Experience

When a new client attempts to book an appointment through your booking widget or guest app, the system will prevent them from completing the booking. A message will display letting them know that online booking is restricted to existing clients and prompting them to contact your team directly to schedule.