Choose a Service That Aligns with Your Client’s Needs:

Ensure the selected service matches the specific requirements of your client.
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Select from the Drop-Down Menu:

When scheduling an appointment, all services available in your services section will be displayed in a drop-down menu.
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Both In-person and virtual services are identified in the menu.

Review Invoice Line Items:

​Paid in Advance Services: If you select a service that requires payment in advance of the session, you must review the invoice line items before scheduling the appointment.

​Paid at Session Completion Services: If you choose a service that is paid at session completion, you can select the service and schedule the appointment without reviewing invoice line items.

These steps ensure you select the appropriate service for your client’s appointment, considering the payment terms and type of service needed.