As a client, you can book in-person or virtual services, such as appointments, classes, events, and Book-a-Spot assets directly from the browser-based Client Portal or Achieve Client App.
Desktop – Client Portal
To book an asset using the Client Portal, complete the following:
1. Open the Assets tab
On the top menu, click Book Now, then click the Assets tab.
2. Select the asset you want to book
Select an asset along with the date and time for your booking
If you’re booking an asset for a relationship profile, under Booking for, select the name of the relationship client from the list.
If the relationship client doesn’t have a profile, click Add new relationship and enter their information, then click Create account. For more information, see Relationships.
If the asset is already booked, the time will be labeled WAIT LIST and after booking, you’ll be placed on a wait list for the asset.
If you don’t want to see time slots where you can join a wait list, set the Show wait-listed times option to OFF.
3. Choose how you want to pay for the asset
Under Select Purchase Option, select an applicable Purchase Option to pay for the asset.
This option will only be visible if online payment is available for the asset.
If the business’s booking policies allow it, you can pay for the asset at a later date by selecting Continue booking and pay later, then Complete Booking.
To pay for the asset during booking, do one of the following:
Select one of your available Purchase Options or redeem points and prizes tied to your account.
Buy a new Purchase Option from the list.
Click Next to continue to the required questions or forms. If there aren’t any questions or forms to be filled, click Checkout.
4. Complete your booking
Your booking is complete. Depending on the policies selected by the business, you may see any of the following:
A receipt with the Purchase number, along with Email receipt or Print receipt buttons to either email or print a receipt. For more information, see Printing receipts and Emailing receipts.
A Book another service button to book another service.
A Share button to share your booking on social media and accumulate rewards points.
Mobile – Achieve Client App
Note: If you have an iOS device with more than one calendar, you must adjust the Apple Calendar setting under Achieve Client App: Settings to determine which calendar a service is added to when you book a service and select Add to calendar.
To book an asset using the Achieve Client App, complete the following:
In the bottom menu, tap Book Now, then under Select a service category, tap an asset tab.
Select the category of the asset you want to book, then tap Next.
Select the specific asset, then tap Next.
Specify the date and time of the asset booking:
On the calendar, select the date the asset booking will occur. Available dates are displayed in blue. A list of available time slots for the date will be displayed.
If there are no dates available on the calendar, tap the Previous month
button or Next month button 
to view other months.
Tap your preferred time slot, then tap Next.
Select a payment option for the asset booking. If online payment is unavailable, or if you own an applicable Purchase Option, proceed to the next step. Otherwise, make a payment for your asset booking:
Select an applicable Purchase Option from the list.
If online payment is required, tap Next, then determine whether you’ll pay now or later.
Sign any required contracts and select your payment method, and enter gift cards or discount codes.
Complete your booking:
If a staff member isn’t required to approve your booking, tap Complete Booking. Your booking is complete. On the confirmation screen, the service you booked is listed, along with any points earned for booking. From here, you can share your booking on Facebook or Twitter, book another service, or add the service you booked to your phone’s calendar.
If a staff member is required to approve your booking, tap Request Appointment to notify a staff member of your asset booking request. You’ll receive an email when a staff member approves or denies your request.