Can I control how far in advance Staff Members or Customers can make Appointments?

PRICING TIER: All

APPOINTMENT VERSION: Single & Multiple

Controlling Advance Appointment Booking

One of the primary ways you'll control how your scheduling system is used is to identify how far in advance an Appointment can be created. You can specific different lengths of time for your employees, Staff Members in DaySmart Appointments, or Customers.

 

Control Surprise Appointments

Do you want to limit the ability for your Customers to book either on the same day or within a set number of hours? Maybe you need to lead time prior to conducting an Appointment due to prep work. If this is your situation, you will want to review Settings > Appointments > #5.

This setting is important if you would like a buffer between the current day and the earliest day your customers can make appointments.

Tip on how to use this setting:

• If you don't want customers to be able to make same-day appointments, you could set the value in this field to 1 day. 

Advance Time for Customers 

On the same page, you may also want to determine how far in the future your Customers can schedule an Appointment. You may only want to offer the next 60 days for an Appointment booked by the Customer. Review Settings > Appointments > #2 for Appointments or Settings > Appointments > #4 for Event Registration.

Tips on how to use this setting:

• If your Service is something that should be scheduled often, you may want to set a 60 or 90 day option to encourage Customers to book in the next 2-3 months.
• If your Service occurs yearly for most Customers, maybe offer 365 days to encourage Customers to book their next Appointment in 1 year.

Advance Time for Staff Members 

Similar to the advance setting for Customers, you may want to configure how far in the future your own employees or users can set Appointments. To check or change this amount of time, view Settings > Appointments > #3.