How to create a new consultation

At any time, you can schedule a consultation with a client. You can set it up in the same way as you set up a new booking appointment. Simply click 'New Appointment', select 'Consultation' instead of 'Appointment', and fill out the consultation details. You can even add time slots options for clients to choose from.

If you want to set up a video consultation, just check the box labeled 'Include a video link' to automatically attach a link to your appointment invite.

Here’s a quick video on how to add a video link for a consultation:

Good luck with your consultation! 

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