How to Manually Book an Appointment for a Client Using the PhotoBiz Scheduler
The PhotoBiz Scheduler makes it easy to book appointments for your clients. While most clients can book on their own through your website, you can also manually schedule appointments on their behalf—this is often called an "offline booking."
This guide walks you through how to do that, including how to handle bookings for services that require payment.
STEP ONE
Log in and Open the Scheduler
Log into your PhotoBiz account and click SCHEDULER from the left-hand menu.
STEP TWO
Select the Service You Want to Book
At the top of the Scheduler, click SERVICES.
Find the service you want to book for your client and click on its name.
STEP THREE
Access the Service’s Booking Page
Under the service name, you’ll see a link to the service.
Click this link to open the public-facing booking page for that service.
This is the same booking form your clients would see, but you’ll be filling it out on their behalf.
STEP FOUR
Choose the Appointment Date and Time
Use the calendar to select the date and time your client wants.
FINAL STEP
Enter Client Information and Complete the Booking
Fill in your client’s:
- Name
- Email address
- Phone number
Then click BOOK NOW to finalize the appointment.
Once booked, your client will automatically receive a confirmation email. If you have email automation set up for that service, the client will also be added to the appropriate workflow.
Booking Appointments That Require Payment
If the service you're booking requires payment, you'll be taken to the checkout page after clicking BOOK NOW.
You have a few options for completing payment on behalf of your client:
- Use your client’s payment information (with their permission)
- Pay using your own method and arrange reimbursement later
-
Apply a gift card if your client has already prepaid
To do this, go to your ECommerce control panel and generate a gift card to use at checkout.
After the payment is completed, your client will automatically receive a confirmation email and a receipt.
If you’ve set up an email automation for the service, the client will also be added to that workflow automatically.
