The Multi-Client feature lets you create a service that several clients can book into at once, like a class or a group session.
You make one appointment in an operator's column, but you can add as many client names to it as you like.
Creating a Multi-Client service
- Go to Admin, then Services. Pick the category you want the service to sit in, or create one, then click New.
- Fill out the service details on the right, click the Other tab, then select Multiple Clients.
- Tick Allow Multiple Clients. You can set the maximum number of clients per booking here too.
- Click Save.
Booking a Multi-Client appointment
- On your Appointments page, click a time slot in an operator's column.
- Next to Search Client, click Add Multi-Client.
- Pick the service from the list and it's booked straight in, no separate Confirm step needed.
The appointment sits on the diary as one block, labelled with the service name and "(Multi-Client)".
Adding clients to the booking
- Click the appointment on the diary to open its Visit Details.
- Use Search Client to find each client and add them one at a time. Keep going until everyone booked for the session is in the list.
Each client gets their own row with:
- Arrived Flag and Confirmed Flag checkboxes, so you can tick them off as the class fills up.
- A Paid indicator, red until that client's part of the visit is paid.
- An X to remove that client from the booking.
Click a client's name to open their full Client Card if you need more detail, like their booking history or contact details.
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