It's up to you whether you allow anyone to book your services (including new clients) or whether you keep a closed group of your regular clients.
Choose from the following categories:
Everyone — anyone without restrictions.
Existing clients — only the clients that have been previously saved in your database of clients (in your account, under the Clients tab). The system recognizes these clients based on the provided email address and phone number, so if such a client wants to finish the booking successfully, the entered contact details must match the ones in your database.
Clients with a pass — this category covers only those clients that are saved in your database and have an assigned pass. Read more about passes here.
New clients and clients with a pass — apart from the clients with an assigned pass (described in the previous category), also the clients that are completely new and not saved in your database can finish the booking.
Signed up clients — this category refers to the clients who are registered directly with Reservio, meaning that they have client accounts. There are no other restrictions applying to these clients.
Booking permissions settings
In the Business — Scheduling — Booking rules, you will find this setting in the Booking permissions section. Click on the drop-down list and select the client category.
Don’t forget to save changes. 😊
Where to find this setting in the Reservio Business app
The settings for who can create a booking can be found in one place along with other booking rules. Just click on the Settings tab in the bottom bar. The booking rules are located in the Scheduling where you can set this rule.
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