All appointments for Saltroad customers must be scheduled through the Saltroad booking system before you mark them as delivered.
Keeping all scheduling within Saltroad means the customer automatically receives confirmations and reminders (which reduce no-shows), your calendar stays accurate, and we have the visibility we need across appointments.
How to Schedule an Appointment
There are two ways to schedule an appointment: book it yourself (therapist-side scheduling), or send the client a link so they can book it themselves (client-side scheduling).
Therapist-side scheduling
You can book appointments for your clients yourself, directly in Saltroad, from either of these places:
On the Sessions page: find the customer's service in the table (a block expands to show each session, eg. "Session 1 of 6") and click Schedule against the session you want to book.
On the Appointments page: click + New Appointment (or click a date on the calendar), choose the client, then choose the session from Service to Schedule.
Pick a date and start time, then click Schedule Appointment.
To book one of your client's paid sessions, choose it from the Paid sessions list. You can also book an intro call or one of your other services from the Other Appointments list.
If the time you pick is outside your availability or within the buffer time around another booking, you'll see "Please Approve Conflict Before Booking". You can click Confirm & Schedule to book it anyway. You can't book a time that overlaps another of your appointments.
The appointment then appears on your Appointment Calendar, and the customer automatically receives a confirmation, a calendar invite and reminders before the session.
Client-side scheduling
If you'd rather the client picks a time themselves, send them a booking link for a specific session.
On the Sessions page, open the ··· menu at the end of the session's row and click Client booking link to copy it, then send it to the client. On mobile, scroll the table across to find the menu. You can also click Copy this booking link in the scheduling form.
The client can book any time within your availability for Active Customers, so make sure your Availability is set - see Setting Your Availability.