Selecting the appropriate service for your client's appointment ensures that their specific needs are met and that the billing process aligns with your payment terms. Follow these steps to choose the right service:
Choose a Service That Aligns with Your Client’s Needs:
Assess Client Requirements: Ensure the selected service matches the specific requirements and preferences of your client.
Select from the Drop-Down Menu:
Access Available Services: When scheduling an appointment, all services listed in your Services section will be displayed in a drop-down menu.
Identify Service Type: Both In-person and Virtual services are clearly identified in the menu, allowing you to choose the most suitable delivery method for the appointment.
Review Invoice Line Items:
Paid in Advance Services:
If you select a service that requires payment before the session, you must review the invoice line items.
Action Required: Confirm the billing details and ensure the payment is processed prior to the appointment.
Paid at Session Completion Services:
For services that are paid upon session completion, you can select the service and schedule the appointment without the need to review invoice line items beforehand.
No Immediate Action: The payment will be handled after the session concludes.
By following these steps, you ensure that you select the appropriate service for your client’s appointment, taking into account both the type of service needed and the corresponding payment terms. This approach facilitates a smooth scheduling process and accurate billing, enhancing the overall client experience.