Automatically sharing upcoming availability with clients

  1. Go to Communication, then Availability Summary
  2. Toggle the tool On, in the top right corner
  3. Enter a Subject, then select your preferred When to send? and Whose availability to send? options
  4. Optionally, click Edit Design to customize the look and feel of your email
  5. When ready, click Save in the bottom right

Notes

  • The Availability Summary is the easiest way to fill empty time slots, by send two weeks' worth of availability your to your clients
  • Clients who have had appointments within the past two weeks or are scheduled for appointments within the next two weeks will not receive a summary
  • Clients are able to unsubscribe from the summary, and you can manually unsubscribe them at the bottom of their client file
  • The summary won't send if:
    • Online Scheduling is disabled for the entire practice
    • If the selected practitioner(s) do not have online scheduling enabled
    • There is no availability on the calendar
    • Available time is insufficient for booking, considering the duration and cleanup time of your services

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