FAQ: Group Appointments

The following staff member permissions are used for group appointments:

• Can book and change own appointments: This permission allows the staff member to create group appointments on their own calendar and modify their own appointments that are part of groups. This permission only allows the staff member to update the services for their own appointments that are part of groups; they cannot update the date, time, or location.

• Can book and change other people's appointments: This permission allows the staff member to create and modify group appointments where multiple staff members are assigned. This permission allows the staff member to make changes to an entire group and individual appointments in a group.

• Can change status of appointments: This permission allows the staff member to change the status of an entire group and individual appointments in a group.

• Can start a checkout and modify sales: This permission allows the staff member to check out an entire group and individual appointments in a group.

When a client books a group appointment online, all of the required deposits for each guest will be combined into one deposit for the booking client to pay in order to book the group appointment.

Every group appointment has one client who is the primary contact for the group. You can change the primary contact for an existing group appointment as needed.

• For Express Booking™, the primary contact will be the client who receives the text message to complete the booking.

• While each client in a group appointment can view their appointment in the client portal, only the primary contact can:

  • Self-reschedule the entire group. Individual appointments in a group cannot be self-rescheduled.

  • Self-cancel the entire group and individual appointments in the group. The primary contact's appointment can only be canceled if the entire group is canceled.

In addition to the group appointment icon, service providers will be able to see in the appointment details whether their appointment is part of a group.

Clients who are blocked from online booking cannot be added to a group appointment online, either as the primary contact or as a guest in the group.

If a client who is blocked is added as the primary contact or as a guest in the group, the booking client will be prompted to contact the business instead.

You can apply offers to group appointments in the following ways:

• During online booking, the booking client can enter one offer code for the entire group. The offer will be applied to any corresponding checkouts, whether the appointments are checked out individually or all together.

• If you check out clients individually, you can apply any corresponding offers to each checkout.

• If you check out clients all together, the client assigned to the sale will be used to determine eligibility for offers that are limited to specific clients. By default, the primary contact will be the client assigned to the sale, but you can change the client during checkout as needed.

A group appointment is a collection of multiple appointments. This means each appointment can trigger any corresponding automated flows, and each appointment will be displayed in your reports as usual.