Create and Select Client Statuses that Cannot Book

Removing access is one step, but if clients can still call your team to schedule bookings, it’s easy for them to bypass those restrictions. Use or create statuses that prevent clients from booking care altogether.

1. Select the shift job calendar. 

2. Select any date, as if you are going to schedule a booking. 

3. On the booking, scroll down and select the Gear Icon next to the Select Client.

4. Add statuses to Client Statuses that can be selected for the job. 

or types to Client types that can be selected for the job. 

5. As an extra precaution, the status of a client will appear as they are selected, so if you team creates a do not book status that can be seen and noted by your team before they proceed.