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How to Set up Contact to Book for Treatments and Shifts

  1. Online Booking
  2. How to Set up Contact to Book for Treatments and Shifts

    3. 3 min read
    Practice Plan Thrive Plan
Staff Access Level: Administrative/All Billing or higher
Jane Plan: Practice or Thrive

Contact to Book lets you show your availability on your Online Booking site while prompting patients (clients) to call or email your clinic to schedule. You can enable Contact to Book on individual treatments, on shifts, or on both.

Option 1: Enable Contact to Book on a Treatment

Enabling Contact to Book on a treatment displays a message on your Online Booking site asking patients to contact your clinic to schedule that treatment.

  1. Go to the Settings > Treatments, Classes and Group Appointments 
  2. Click Edit to the right of the treatment you want to update.
  3. Scroll down to the Online Booking Settings section.
  4. Check the Contact to Book checkbox.
  5. Click the blue Update Treatment button to save your changes.
  6. Repeat these steps for any other treatments you want to set as Contact to Book.

What to Expect

Patients will see the message Please contact us to book in this Treatment on your Online Booking site for that treatment. They will need to call or email your clinic to schedule.

Option 2: Enable Contact to Book on a Shift

Setting a shift to Contact to Book displays your availability for that shift on the Online Booking site but asks patients to contact your clinic to schedule any appointment during that time.

  1. Go to your Schedule > Shifts in the top right corner of the screen
  2. Click on the shift you want to edit and panel will slide in from the right
  3. Scroll down to the Booking Options section of the panel
  4. Change the online booking setting to Contact to Book
  5. Save your changes

What to Expect

Patients will see available time slots during that shift on your Online Booking site, but each slot will display as Contact to Book. The label “Contact to Book” will also appear at the top of the shift on your admin schedule.

Important Notes

  • Contact to Book on a treatment applies to that treatment across all shifts.
  • Contact to Book on a shift applies to all appointments during that shift.
  • If you want to mix and match (some treatments bookable online during certain shifts, but not others), apply Contact to Book at the treatment level rather than the shift level.
  • The phone number and email patients see on the Contact to Book message come from your clinic’s Location settings.