Your First Booking
Learn what happens when a client books with you and how to manage your first appointment from start to finish.
Step 1
Client Books Your Service
A client visits your booking page and selects a service
- Client finds your booking page (shared via link or website)
- They browse your available services and select one
- Choose a date and time from your availability
- Fill out any required intake forms
- Complete payment if deposits are required
Step 2
You Receive Notification
Get notified immediately when a booking is made
- Email notification sent to your registered email
- SMS notification (if enabled) for urgent alerts
- Booking appears in your dashboard immediately
- Calendar automatically updated with the appointment
- Client receives confirmation email with details
Step 3
Review Booking Details
Check all the information and client details
- View client name, contact information, and notes
- Review selected service, date, time, and duration
- Check any special requests or intake form responses
- Verify payment status and deposit received
- Add any practitioner notes or preparation reminders
Step 4
Prepare for Session
Get ready for your client's appointment
- Review client history and previous session notes
- Prepare your space (in-person) or test video call (virtual)
- Set up any tools or materials needed for the session
- Check that meeting link is working (for virtual sessions)
- Ensure you have client's contact information handy
Step 5
Conduct the Session
Deliver your service to the client
- Meet client at scheduled time (in-person or virtual)
- Begin session according to your practice protocols
- Use Flowdara's session timer if desired
- Take notes during the session if needed
- Provide any follow-up instructions or recommendations
Step 6
Complete and Follow Up
Wrap up the session and maintain client relationship
- Mark session as completed in your dashboard
- Add session notes and client progress updates
- Send follow-up email with session summary
- Schedule next appointment if recommended
- Process any remaining payment if needed
Best Practices
Follow these guidelines to ensure smooth booking experiences
Always confirm appointments 24 hours in advance
Keep detailed notes for each client session
Follow up with clients within 24-48 hours
Use intake forms to gather important information
Set clear expectations about session duration and format
Have a backup plan for technical issues (virtual sessions)
Common Issues & Solutions
Quick fixes for common booking problems
Client can't find booking page
Share your booking link directly or add it to your website
Double booking occurs
Keep your calendar updated and set buffer time between sessions
Payment issues
Verify Stripe is properly connected and test with small amounts
Video call problems
Test your Zoom/Google Meet integration before sessions
Client no-shows
Set up reminder notifications and clear cancellation policies
Customize Your Brand
Learn how to add your logo and branding to your booking page
Client Management
Learn how to manage client information and session notes