Total Control Mode and Client Booking Controls
Control Your Calendar, Clarity For Clients
Aaron Remorenko
Last Update há 8 meses
With Total Control Mode and configurable booking settings for clients, you can manage your calendar however you want - from 100% in your hands to opening it up for client booking and changes.
No matter how you set your booking settings, your clients get a great digital experience using the CoachFirst app and portal to check their schedules, receive service reminders, check their remaining credits, and view their order history.
Turning On Total Control Mode
- Click on the icon for the settings menu on the lower right of your screen
- Click on Client Control Settings
- To turn Total Control Mode on, simply turn that toggle on (it will turn red when on)
How Total Control Mode Works
In Total Control Mode:
- Clients will not be able to book, reschedule, or cancel a 1:1
- Clients will not be able to cancel a class that they are registered for
- All new Classes and Camps that are added to your calendar will default to Private, meaning only a coach can see and book clients for them
- Note: any Classes or Camps that are already on your calendar will retain the privacy setting you chose when scheduling them; you can adjust the privacy setting for any of those services directly from the calendar
Adjusting Client Booking Settings
- Make your classes public, keep control of your 1:1 bookings (great combo of automating where you can while keeping 100% control of your calendar)
- Go for full automation by turning on public booking for 1:1s and all of your services
- Create predictability in your week by controlling if and when clients can change an existing booking for 1:1s and Classes
In the Coach Portal, you can easily configure these additional settings:
1:1 Services
- Turning coach availability on/off for 1:1 booking in each Location
- Selecting which 1:1 services can be publicly booked for each coach
- Pro tip: to make a Coach publicly available for 1:1 bookings, make these updates to your settings:
- Turn 1:1 booking on for the Company
- Turn booking on for the Coach in the Location
- Turn booking on for the Coach for the 1:1 service
- You will also want to check the working hours schedule for the Coach so you know when they will show as available for booking
Classes & Camps
- Setting the privacy default for each Class and Camp
- These can always be updated when scheduling a specific service on the calendar
- Learn more about privacy settings in these related articles:
- Scheduling a Class in the Hub App
- Scheduling a Class in the Coach Portal
Other Client-Facing Settings
- Easily access settings for other client-facing features like e-mail confirmations and reminders