While BuddyClients features a self-booking process, allowing clients to book their own services and simplifying the process of turning a prospect into a paying client, sometimes you may need to book services on behalf of clients. You can choose in your settings whether to allow self-bookings, manual bookings, or both.
Sales Commission #
If you use the sales commission feature, creating these manual bookings ensures your sales team receives credit for clients they land.
Create a Manual Booking #
To create a manual booking, simply visit the booking form while logged into an account that has permission to create manual bookings. You can set the profile types with this permission in the plugin settings.
At the top of the page, you will find a form that allows you to select a client and enter their email address. An optional checkbox allows you to indicate whether the services have already been paid in full. This is useful for transferring services that were booked through other platforms.
Select a client and submit the form. You will now see a message indicating that you are booking services for that client. Complete the form as though you are the client and click submit. Unless you indicated that the services were paid in full, the client will receive an email with a link to pay the fee and finalize the booking.