If a client wants to continue working with you, there are a few different ways to book a follow-up session for them.
During the Attendance Update
The quickest way to book a follow-up session is during the attendance update that will appear in your Dashboard after each client's session.
The attendance update (shown below) will ask you to confirm if the client attended; if they want to rebook (for the same time next week or for a different day/time); and if you want to reserve an ongoing slot for them :
If a client does not attend a session, you will be given the option to issue a refund during the attendance update if you wish to do so.
Outside of the Attendance Update
You can also book sessions outside of the attendance update (or for a client you have invited onto the Platform) by following the steps shown in the GIF below :
Clients with Multiple Relationships (Individual, Couple etc.)
If you are looking to book a follow-up session for a client who you have multiple relationships with (for example, you work with them for both individual sessions and couple sessions), you can select the Relationships tab on the left-hand side of the client's page and then select the correct relationship (Individual Adult, Couple, Family etc.). You will then be shown the option to create a session on the next page shown :
Booking from a Reserved Slot
If you already have a reserved slot in place for a client, you can also book a session for them in your Calendar by clicking on the reserved slot, clicking on the 3 dots in the top-right-hand corner of the pop-up, and selecting the option to create a session for the date you have clicked on.
We have an article showing this option here.
Booking Sessions in Retrospect
If a session has not been booked on the system, you can book a session in retrospect by following the instructions above for booking outside of an attendance update.
Please ensure the client is aware prior to the session being booked on the system, as booking a session in retrospect will process a payment immediately.
How Payments for Follow-up Sessions Work
If you book a follow-up session for a client, the payment will be processed automatically 48 hours before the session start time from the card stored in the client's account. If the session is less than 48 hours away, the payment will be attempted immediately.
We have more information about payments here, and an article here explaining the process from the client's perspective.