You can allow clients to book or view appointments for their spouse, children, etc., by granting access to other clients in the backoffice. Clients can also add their spouse, children, etc., in the scheduler and schedule appointments on behalf of someone else.
In the following example, we'll assume that our client Robyn Edwards wants to be able to schedule tutoring appointments for her two children, Alice and Hugo. Our client Robyn will have to login (if an existing client) or register (if a new client) in order to be able to book appointments on behalf of someone else.
After our client logs in, she will see the option to "Add Connected Client" ("Add Connected Student" in this scenario):
After the client clicks the button to add a connected client, a new window will appear where she will enter the information of the new client she wants to book appointments for. The client may enter the same email and phone number she provided in her own profile if she wants to receive email notifications of the appointment she books for her children. If the client wants to receive confirmation and reminder emails in 2 or more emails addresses, they may be entered separated by a comma. After the information is entered, she'll click "Add & Connect Student" (Client):
After the connect client is added, she will be able to toggle between profiles in the dropdown located on the top right corner:
As the client adds more connected clients, their name will appear in the "Viewing Account For" dropdown:
After all connected clients are added, the client can click the button to book a new appointment:
After choosing the service, time and date, the client will be directed to the Client Information panel where she will be able to select the connected client she wants to book for:
