Welcome, SafeTalk users! Managing your booking schedule is simple and efficient with our platform. This guide will walk you through setting up your availability and managing your booking.
Navigate to the Booking Management Page
- Login to your SafeTalk account
- From the sidebar, click on My Practice & select the Booking Schedule tab
- Find your Primary Schedule & click on Manage Availability
Quick setup your availability
First let’s quick setup your availability. On top right, click the + Add your Schedule button, and a popup will appear:
Now let’s complete the fields here:
- Firstly, let’s set your schedule for different days of the week. Select the days you are working & set your start and end time. You can have a different availability for each day of the week
- Next you need to select your Appointment Gap Duration. This will set the duration between your availability slots. Example, if you set your Monday availability, from 10AM – 3PM & select 1 hour Appointment Gap, your availability slots will be 10AM, 11AM, 12PM, 1PM, 2PM
- Select the Services / Therapy Packages that clients can select when making a booking
- Select the Locations that clients can select when making a booking
Scroll the end of the popup and click on Save! Give few seconds and your schedule is set.
Note: make sure to set your session duration for different Services in the Management->Services. Example Client Intake Sessions can be 30 minutes, while Individual Therapy Sessions are 60 minutes. When a client selects a slot to make a booking, the length of the session will be based on the service duration. Example if a client selects a 10AM slot for Client Intake, the session will be 10AM-10.30AM. And if the client select 10AM slot for Individual Therapy, the session will be 10AM-11AM.
Fine-tuning your availability
Once your booking schedule has been set, you’ll see your availability timeslot under the respective days.
You can click the arrow on the right and see a detailed view of each availability slot. Here you can adjust each individual slot separate, such as changing the time, services and locations. Once complete, click the Update button on the bottom of the page again, and you are ready to go.
Resetting or Clearing Your Schedule
Need a fresh start?
- Click Clear on the top right to reset your schedule to empty and start again!
Additional Booking “Settings”
On top right, you will also see the “Settings” button, click on it and here you can
- Go to the “Settings” section, where you can configure options like advance booking hours and future booking days.
- Adjust these settings to suit your practice needs, and click “Update Settings” when you’re done.
Finalizing Your Schedule
Once you’re satisfied with your setup, review your schedule. You can always go back to make changes, add new slots, or delete unwanted ones.
We hope this guide helps you efficiently manage your bookings with SafeTalk. If you need more help, feel free to reach out to us!
Thank you for using SafeTalk!
