FAQ : Subscriber > Managing Clients
Clients can be opted out of receiving emails from Click4Time in 3 ways. * Unsubscribing (opting out) from the Unsubscribe link in the footer of any notification email. * Marking an email as Spam/Junk * Disabling messages from their online profile...
There are 2 options available to allow others to be notified about appointment bookings. 1. In the first option, you would simply add a person's name and email to a client's "Additional Notifications" section. By adding a person to the Additional Notifi...
First check your client list to be sure you do not have a duplicate entry for the client with a different email address. Appointments are linked to the client account using the email address. If there is a duplicate entry, merge the records, being sure to...
The Client Confirmation and Reminder emails display a button that directs the client to the My Appointments page where the client can change or cancel their booking. Clients can also log in directly to book.click4time.com/appointments to manage their bo...
A Mandatory Prepayment can be forced on a per client basis by editing the client's Booking Settings in their profile. Set a prepayment percentage to force the client to pay before confirming a booking for any service. If you already force a prepayment o...
In order to import a client list into Click4Time, you will need to provide us with an excel spreadsheet with your client details, including columns for all or some of the following details: First Name (Required) Last Name (Required) Email Primary Phone ...
The short answer is Yes. All clients who wish to book appointments online are required to register and verify their email address. This is mainly to reduce the risk of scams, bots making bookings and to enable the use of many of the booking limits feature...
Yes you can manage multiple businesses from the same login and display a locations selector in the client booking calendar. * To manage multiple businesses from the same login, after registering your first company, REMAIN LOGGED IN and register each a...
You can adjust the notification options for a client in 2 places: - From the client's profile in "Client List" from the main side menu, toggle the "Send Emails" or "Send SMS" to "No". - From an appointment details screen, select "Edit Client" just below ...
Go to Settings / Configuration / Advanced / Enhanced Compliance Settings. Display Privacy Consent - Adds the following permission statement above the Confirm button when a client makes an online booking: 'By choosing Confirm, you give permission for the...
If you or your client is having difficulties logging in to Click4Time, please try clearing the browser's cookies first. Once you have cleared the cookies, try logging back into https://book.click4time.com [https://book.click4time.com]. Cookies are small...
Go to the Clients List from the main menu. Search for the client by first name, last name, email or phone number. Alternatively, you can access the list of "Possible Duplicates" from the button to the left of the search field. Select up to 2 client re...
Go to the client record in the Clients tab and set the "Active" toggle to "Inactive". Those clients will be added to the Inactive Clients list. Clients can be re-activated by setting "Client Inactive" toggle to "Active".
Go to the "Clients" tab and select the name of the client that was referred. Type the referral client's full name in the "Referred By" field found in the "Personal Information" section. You can also add a "Referred By" field to the booking form under Sett...
There are 2 ways, * In the Clients tab, registered online clients will have a head silhouette icon next to their name. * When searching for a client's record from the booking window in your company calendar, these clients will display an additional ...
Go to the Client List from the main side menu, select the clent name or the Edit button and choose the Images Gallery section. Select the "+Browse" button, to search through your files to locate the picture. Once selected, Crop the image as needed by movi...
Online Clients are those who have setup a password to log in online so they are able to book and manage their appointments, as well as download receipts if your business allows. These clients are indicated in the client list by a green head icon and in th...