Blocking clients from booking appointments

[Dafforne38]

Few questions:

1. how do I block annoying clients who never show up from booking future appointments?

2. How do i assign forms to fill in by client during booking an appointment, for example: client is booking in for an eyebrow tint which requires them to pop in for a patch test, id like them to confirm that they had it done and that understand they'll be charged late cancellation fee if they turn up and patch test wasn't performed. - so we can ask clients few questions. I need it to be assigned to certain treatments without having to manually send forms to fill in or email each client.

3. is there a way i can close my books for new clients? create my regular clients list so only they'll be able to book in? - but thats only for me, not blocking new clients for the rest of my staff. 

4. how do i update my staff's email address without removing their profile and having to set new one up.

thanks in advance

[Breffni]

Hey @Dafforne38, thanks for your post. 

All good questions! 

1 - It's currently a feature request to block a specific client from making a booking on your booking site. One workaround that you can use would be to switch the Reservation Guarantee in your Appointments Settings to "Business must accept or decline all appointment requests". 

Additionally, you can set up No-Show Protection for your online bookings, if you haven't already done so. This allows you to require that clients add their payment cards when requesting an appointment with you online. If your client doesn’t show up or cancels outside of your cancellation window, you can choose to enforce your cancellation policy.

2 - For your example of the patch test, with Square Appointments, you can automatically send digital contracts once a new appointment is booked with your business, by enabling this feature on your Appointments Dashboard. However, attaching a form with specific questions to specific services/treatments would be a feature request. 

3 - Here again you could use the Reservation Guarantee in your Appointments Settings function to accept or decline new clients. You could also add a notification in the form of a pop-up or banner to your site informing customers that bookings are subject to availability. 

4 - You can edit your employee's email address from the Staff section of your Appointments Dashboard. Just click on the staff member you would like to edit and amend their email address. 

I hope this helps! 

[Dafforne38]

no 1. & no 3. - I am looking for automatic features, i am too must to follow all bookings and do it manually, whole point of having booking system is to cut this time of manual work to minimum.

no 4. - doent work, you can edit all details except email as its "shadowed" and inactive to change.

no 2. - ? how do i approach feature request?

[k_atie]

Hey @Dafforne38, just stepping in for Alegra while she is out of office. 

For no. 1 and 3, automatically blocking someone is a feature request, so ill make sure to pass that over to our team as I can definitely see why having an automated process would be beneficial for your business.

As for no. 4, I just did some quick digging into this, and at the moment, account owners are unable to edit a team member’s email address for Mobile Point of Sale and/or Dashboard access. However, for team members with access to Shared Point of Sale, account owners can update the associated email addresses if needed.

If you need to update a team member’s email address that has access to Mobile Point of Sale and/or Dashboard, give us a call. We can do it manually. Just call us on 0800 098 8008, our Customer Success team will be happy to help. We’re available from Monday through Friday, 9:00 to 17:00 GMT.

Finally, for no. 2, feature requests are features that are not yet available on the Square system. They are usually provided by Square Sellers on the Seller Community and then passed on to our team. It's more of an internal process so there's nothing you need to do to initiate it on your end. However, do feel free to post about any feature request you can think of in the Community and we'll always be happy to pass it to our teams or provide a workaround, if applicable. 

Hope this helps!