Select services, schedule a session, and pay
Here's the use case:
I want my clients to pick what kind of session they'll have with me. When they pick what kind of session they want, I want them to schedule the session. When they schedule the session, I want them to pay to reserve that time.
Here's how to handle this use case in one smart file:
Services block: First, add a services block with an optional service selection of [Your session name]. Include instructions for clients to select this session from the services block if they want to schedule time with you.
Scheduler block: In the same smart file, add a scheduler block. Toggle Client must schedule session off and toggle Client must pay to reserve session on, which will automatically add an invoice to the smart file.
Invoice and pay block: If a client selects the session from the services block, it will pull into the invoice, where they can then pay for and reserve their session. No need to add a reference to the session in the invoice (that will happen automatically), but add any other services/goods you’ll be charging for.
Add any other blocks & pages to your smart file.
Schedule a session and pay
Here's the use case:
I want to require my clients to schedule a session with me. When they schedule the session, I want them to pay to reserve that time.
Here's how to handle this use case in one smart file:
Scheduler block: First, add a scheduler block. Toggle Client must schedule session on and toggle Client must pay to reserve session on, which will automatically add an invoice to the smart file.
Invoice and pay block: To make it clear to your clients that they’ll need to pay for the session, add a reference to it in the invoice (i.e., a $50 line item titled “Intro Call”).
Add any other blocks & pages to your smart file.
Only schedule a session
Here's the use case:
I want my clients to schedule a session with me. They will not need to pay to reserve that time.
Here's how to handle this use case in one smart file:
Scheduler block: Add a scheduler block. Toggle Client must schedule session off and toggle Client must pay to reserve session off.
Add any other blocks & pages to your smart file.
Answer questions and schedule a session
Here's the use case:
I want my clients to answer some questions I have before they schedule a session with me. Once they answer these questions, they can schedule a session with me. When they complete the file, the answers will be supplied to me and a session with the client will be scheduled.
Here's how to handle this use case in one smart file:
Questions block: First, add a question block. Include any questions you'd like clients to answer.
Scheduler block: In the same smart file, add a scheduler block. Customize the block as needed, depending on how you want your clients to interact with the Scheduler.
Add any other blocks & pages to your smart file.
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