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Getting Started with Clientbook Appointments

Clientbook Appointments help you turn more browsers into buyers by giving clients an easy way to schedule dedicated time with your sales associates.

When a client books time, they are more engaged, more prepared, and far more likely to purchase.

Why Use Appointments?

When they book, they buy.

Clients who book appointments convert at 2 to 3 times the rate of walk in shoppers. With Clientbook Appointments, you can:

  • Allow clients to book appointments online through your website, link, or QR code

  • Automatically send confirmations, reminders, and follow up messages

  • Route appointments to the right store and associate

  • Track appointment volume, outcomes, and performance over time

Appointments help your team stay prepared, deliver better experiences, and close more sales.

 

 

Key Features

Feature What It Does
Online Booking Clients book from your website, QR code, or shareable link
Automated Messages Confirmation, reminder, and follow up messages send automatically
Appointment Assignments Appointments route to specific locations and team members
Appointment Types Create categories like Consultation, Personal Shopping, or Pickup
Client Profile Integration View upcoming and past appointments directly on each client profile
Reporting Track appointment volume, status, and outcomes

Where to Find Appointments in Clientbook

Location URL Purpose
Appointments Settings Setup > Clients > Appointments Configure appointment settings, messages, and stores
Today Page Today View and manage today’s appointments
All Appointments All Appointments View all appointments and apply filters
Client Profile Clients > Select a client View appointment history for a specific client
Kiosk or Booking Form Today > Kiosk Access customer facing booking forms

 

 

Quick Start Checklist

Follow these steps to get up and running quickly.

  1. Enable appointments for your stores

  2. Create appointment types

    • Add options like Consultation, Personal Shopping, or Pickup

  3. Customize your automated messages

    • Edit confirmation, reminder, and follow up messages to match your brand voice

  4. Set up your booking form

    • From the Today page, click the Kiosk button to generate your booking link or QR code

  5. Share your booking link

    • Add it to your website, email signatures, social media, or in store signage

 

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