Linking Clients

For those businesses who have clients who book on behalf of other clients, we have a new feature that will put a smile on your face, Linked Clients! You can now link client profiles to allow each to book & manage appointments, receive email notifications and complete forms on behalf of others.

To link clients, simply go to your Client list to search for either client to link.  In the client profile, go to the “Linked Client” section, to search for the client to be linked.

After selecting the client to link, click “Setup Relationship” to define the relationship and permissions. There are 7 relationship options to choose from, which simply act as labels to define the relationship:

  • Parent
  • Child
  • Partner
  • Guardian
  • Sibling
  • Grandparent
  • Other

You can then choose what each has permission to do on behalf of the other.

  • Book and Manage Appointments – The linked client will see the others’ appointments listed under their “My Appointments” list in their account with a notation that the appointment is for another client.

  • Complete Intake Forms – The linked client will receive copies of the Intake Form request emails and outstanding forms will display in the client’s “My Appointments” list.

  • Receive Copies of Appointment Notification Emails – The linked client will receive appointment Confirmation, Changed and Reminder emails. Note: when emailing an appointment invoice/receipt, the linked client’s email will be pre-populated in the send email window.

 

Client Side Booking – When a linked client is booking from the client-side calendar, they will see an additional dialog asking to choose who the appointment is for.

Admin Side Booking – When booking an appointment for a client who has other clients linked, an additional dropdown will appear in the booking screen allowing you to choose if a linked client should be assigned to the appointment.  Note: The permissions set for the linked client (Manage Appointments, Complete Forms and Receive Notification Emails) will automatically be applied when you choose to assign the linked client to the booking.

If you have any questions, we’d love to hear from you.  Email us at support[at]click4time.com.