Send people to Jane, SimplePractice or TherapyNotes
Save the page your clients book from in another system, send people there, and count them as clients when they book.
Business owners and team members who manage contacts ยท 4 min read
Steps
- Open Enquiries, then Outside booking.
- Add your booking link: choose the system, give it a name and paste the address of your booking page from that system.
- Choose Send a booking link, find the person and send it. They get an email. If they have no email, you get a link to read out or text.
- Rella cannot see bookings in other systems. When you know they booked, choose Booked on their row. They then count as a client in your reports.
- For someone who booked without a link from Rella, choose Add a client booked elsewhere.
Check it worked
The person shows Link opened after they follow the link, and shows in Reports under Clients booked in outside systems once you mark them booked.
Common questions
It says Link opened but they did not book
Link opened only means the link was followed. Some email programs open links on their own. You get a task after three days to check with them.
Open Outside booking (sign-in required)