How to Manually Book an Appointment for a Client Using the Zibster Scheduler
The Zibster Scheduler makes it easy to book appointments for your clients. While most clients can schedule their own sessions through your website, you can also manually create bookings on their behalf—this is called an “offline booking.”
This guide walks you through how to do that, including how to handle bookings for services that require payment.
STEP ONE
Log into your Zibster account and click SCHEDULER from the left-hand menu.
STEP TWO
Select the service you want to book
At the top of the Scheduler, click SERVICES.
Find the service you want to book for your client and click its name.
STEP THREE
Access the service's booking page
The right-side menu will open and at the top you'll see an EDIT SERVICE title. Click the link below that says Manage Your Details to open your service booking page.
This is the same page your clients use to book online, you’ll simply fill it out on their behalf.
STEP FOUR
Choose the appointment date and time
Use the calendar to select your client’s preferred appointment date and time.
FINAL STEP
Enter client information and complete the booking
Fill in your client’s:
- Name
- Email address
- Phone number
Then click BOOK NOW to finalize the appointment.
Once booked, your client will automatically receive a confirmation email. If you have email automations set up for that service, the client will also be added to the corresponding workflow.
BOOKING APPOINTMENTS THAT REQUIRE PAYMENT
If the service you’re booking requires payment, you’ll be taken to the checkout page after clicking BOOK NOW.
You have a few options for completing payment on behalf of your client:
- Use your client’s payment information (with their permission)
- Pay using your own payment method and arrange reimbursement later
- Apply a gift card if your client has already prepaid
To apply a gift card, go to your ECommerce control panel and generate a gift card to use at checkout.
After payment is completed, your client will automatically receive both a confirmation email and a receipt.
If you’ve set up an automation for that service, the client will also be added to that workflow automatically.
