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 a class using the Client Portal, complete the following:
1. Open the Classes tab
On the top menu, click Book Now, then click the Classes tab.
If the business has multiple locations, and the class you want to book isn’t available at your home location, under the business’s address, click Change location and select another location.
2. Select your time zone
In the time zone dropdown at the top-right, select a time zone from the list. This option is available only if the Allow clients to adjust time zone setting has been enabled by the business.
3. Select the class you want to book
Find the class you want to book and click Book now. You may have to browse the list or filter the list to find the class.
If you are booking a class 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.
Note: If you’re not signed in, you’ll be prompted to sign in now. If you don’t have an account yet, click Sign up to create a new client profile with the business.
4. Select any assets for the class
If assets are required for the class, asset categories will be displayed under Asset. Next to each asset, click Edit to select the asset for your booking.
5. Determine how frequently you’ll attend the class
Under Frequency, select whether you want to book a single session or recurring sessions of the class. To book recurring sessions:
Click the Frequency field and select Custom frequency. The Custom frequency popup is displayed.
Under Ends, select whether the booking ends after a specified number of occurrences or after a specified date range.
To make a recurring booking for a certain number of classes, select Number of sessions and enter the number of classes you want to book.
To make a recurring booking for classes over a specific time period, select Book from [X] to [Y] and select a start and end date in the date fields.
To make an ongoing recurring booking for a class that repeats indefinitely, select Never end.
Under Repeats every, select the number of days, weeks, or months on which the class booking will repeat.
Under Repeats on, select the day for the recurring class to repeat on. Unavailable days will be grayed out.
Confirm the booking information is correct. Under Booking [X] sessions, the dates of all booked sessions are displayed. If the client was added to any waitlists, this will be displayed under Added to [X] waitlists.
If unavailable on one of the displayed dates, click the date. The date will be grayed out and the next available date will be selected.
Click Save.
6. Provide any supplemental information
Under Documents, any contracts or forms required for the booking will be listed:
If a form must be completed, click Fill in form, complete the form fields, and click Submit.
If a contract must be signed, click Sign Contract, read and sign the provided contract, select I agree to use Electronic Signatures, and click Submit.
7. Choose how you want to pay
Depending on how the business is setup, different payment options will be available to you:
If online payment is unavailable, click Complete booking to proceed with your booking. Payment will be collected when you attend the class.
If online payment is available and you own a Purchase Option that can be used to pay for the class, it will be selected under Purchase Option. If you own multiple applicable Purchase Options, you can choose the one you want to use from the list. Click Complete booking to proceed with your booking.
If you don’t own an applicable Purchase Option, an option will be automatically selected for you under Buy a new Purchase Option.
Click Continue to checkout or Book & Pay Now to make your purchase and proceed with your booking. Sign any required contracts, select your payment method, and enter gift cards or discount codes on the Checkout page, then click Complete Booking.
Click Book & Pay Later to proceed with your booking without payment. Payment will be collected when you attend the class.
8. 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 a class using the Achieve Client App, complete the following:
In the bottom menu, tap Book Now, then under Select a service category, tap a classes tab.
Find the class you want to book and tap Book. You may have to browse the list, use the Search option, or filter the list to find the class.
Tap Join Wait List to book a class that has a wait list enabled and has reached full capacity. You’ll be placed on a wait list for the class and will be promoted to the attendance list if the clients ahead of you cancel their bookings.
If you want to book recurring sessions of the class, tap One-time booking and set the Repeat option to ON.
Tap Frequency to select the time interval when the class will repeat. You can select Daily, Weekly, or Monthly.
If you select Weekly, you must select the days of the week when the class will repeat.
If you select Monthly, you must select whether the class will repeat on a day of the week or a day of the month.
Tap Every to select how often the class will repeat based on the selected Frequency. For example, if you select Monthly under Frequency, you can select 2 months, so the class repeats every 2 months.
Tap Select Ending Mode to select when the recurring class will end:
Tap After [X] Occurrences and then select the number of times you want the class to repeat.
Tap On a Date and then select the date when you want the class to stop repeating.
Tap Save.
Review the detailed class information and tap Next.
If the class you’re booking is full, review the detailed class information, including your spot on the wait list, and then tap Join the Waitlist.
If the class requires you to book an asset, select one and tap Next.
Select a payment option for the class 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 class 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:
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.