- Go to Communication, then Availability Summary
- Toggle the tool On, in the top right corner
- Enter a Subject, then select your preferred When to send? and Whose availability to send? options
- Optionally, click Edit Design to customize the look and feel of your email
- 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
Video guide
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