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We’ve combined all of the steps to give your clients a seamless booking process! You will now have the option to require your clients to sign a contract and/or pay an invoice prior to them reserving a spot on your calendar. Check out the new and improved online booking!
When you create or edit a booking calendar, you will now see the options to toggle on the contract or invoice feature. You’ll then grab a contract and/or invoice template from the drop-down and you’ll be all set.
(Note: you must have a stored contract with signature and a stored invoice template to do this. You can find quick links to help you with both by clicking here for our YouTube channel!)
A few FAQS:
You will receive notifications as normal once a contract has been signed and/or an invoice has been paid. Your clients will be notified via a confirmation screen once their selection has been confirmed.
Absolutely. You would include a booking link as part of a workflow as normal.
We’ve made it easy: check out this short video outlining how to create and sign a contract.
Creating invoice templates is a great way to make your process more efficient. Take a look at this easy video to show you exactly how it works!
Absolutely. You’ll simply edit the calendar to include the appropriate contract and invoice template! You can always click the purple Intercom icon within Iris for help.
Upgrading to booking is an additional $7.25 per month when you pay annually and take advantage of a 15% discount. A monthly billing plan will cost you $10 per month more than our basic plan.
Absolutely! You’ll just select the booking option when you’re ready to subscribe.
Ready to get started and see how Iris can help your business get organized? The new and improved online booking feature is included in your FREE 14-day trial and our team is here to help! Today is a great day to change the game and start delivering an amazing experience to your clients.