Special instructions for a home visit (parking, gate codes, access)

Clients can leave a note when they book a home visit, such as a gate code, parking, which buzzer or the dog, and their practitioner sees it on the visit screen.

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Clients: fill it in when you book

On a home-visit booking, under Address and "Phone for the day", there is an optional "Special instructions" box. Write anything your practitioner needs to reach you: parking, a gate code, which entrance, stairs, a dog.

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Practitioners: read it on the visit

Open the visit on your appointments list. The note appears as "Getting there", between the address and the phone number: address first, then how to get in, then the number to call if that fails.

Limits
  • • It is only on home-visit services. An in-studio appointment has no address to get into.
  • • It is optional. A client with nothing to say leaves it blank and the booking goes through as normal.
  • • Only the practitioner assigned to the visit and the studio can see it.
Tips
  • • If nothing is written, the practitioner can still message the client from the visit screen to ask.
More detail

Booking again prefills the box with what you wrote last time, so a regular does not retype their gate code every visit. Editing it changes only the new booking.

The note is not put in emails. Like the address, it stays on the screen that needs it.

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