FAQ : Subscriber > Managing Clients
Clients can be opted out of receiving emails from Click4Time 2 ways and you will see a warning under the client's name in the appointment details "Client Opted Out of Emails": 1. By requesting we block their email address through the Opt-Out form. The f...
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...
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...
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...
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. Client must be a registered online user to have access to the My Appointments list. NOT...
No. In your company calendar, you can add a new client when booking their first appointment by selecting the desired time of the appointment and then 'Add a Client'. Alternatively, go to the 'Clients' tab and select 'Add a Client'. If a client wants t...
Yes. * After registering your first company, REMAIN LOGGED IN and register each additional location separately by going to https://book.click4time.com/signup and filling out the registration form. The email address will link the businesses to be manag...
Check to see if you have duplicate records for this client in your Clients page. If there are duplicate client records, only the appointments associated with the Online Client, with a green silhouette, will appear under their My Appointments page. To cons...
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...
Go to the "Clients" tab, choose "Edit" and set the "Send Emails" toggle to "No".. Alternatively, select the client's name within the appointment details screen from your company calendar to access the same settings.
If you are having difficulties logging in to Click4Time, please try clearing your browser's cookies first. Once you have cleared the cookies, try logging back into https://book.click4time.com. Cookies are small text files stored on your computer by webs...
Go to the Clients tab, search by first name, last name or email, or access the "Possible Duplicates" sub tab. Select the check boxes for the two client records to be merged. All unique entries will be displayed, where you can choose which information is...
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...
Go to Clients, select Edit next to the client's name and choose the Images section. Select the "+Browse" button, to search through your files to locate the picture. Once selected, Crop the image displayed as needed by moving the handles on the image. Refe...
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".
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 ...
No. Entering your client's email address will not affect their registration when they sign up as a new user.
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 ...