In some cases, practitioners may need to verify clients for safety and security reasons. We recommend putting measures in place to ensure your safety and that of your clients. Here’s how you can handle client verification manually:
Follow these steps:
1. Go to Settings > Services > Booking forms
2. Open an existing booking for or create a new one
3. Add a new field by clicking ‘+Add’
4. Scroll down and select the ‘Uploads’ field
5. Give the field a label, add help text and ensure that this field is *required
Anyone who makes a booking with you via your online booking page will have to verify their identity to complete their booking, which will allow you to verify them for extra safety measures.
6. Optional: You can add a field to request the referrer’s name and contact details, allowing you to follow up with them and receive any necessary warnings or disclaimers.
NB: Remember to disclaim that you may contact them, as consent is required.
If you identify a booking that raises any concern, here's how to handle it:
1. Cancel the booking without sending automated notifications
2. Send a manual response instead to notify the client, in a neutral tone, that the booking has been declined.
3. You might include a message like “This slot is unavailable. Please contact reception for further assistance.”
By implementing these steps, you can maintain a safe and professional environment for your practice until the new features are available.