Booking an Appointment

Make sure you have completed the Appointment Scheduler Set Up first.

Three ways to book an appointment

There are three ways for a client or practitioner to schedule an appointment in Nutri-Q.

• The practitioner books an appointment for an established client.
• An established (active) client can book an appointment from their Nutri-Q client dashboard.
• A new client can book an appointment from one of your public scheduler URLs.

Practitioner books an appointment for a client

As a practitioner, you can schedule an appointment on behalf of one of your clients on the Appointment page in your Nutri-Q dashboard.  To book an appointment this way, the client must already have a profile in your clients list. 

Use the following steps to book an appointment for one of your clients:

1. In the left-sidebar, click the Appointment link.
2. Click Add > New Appointment in the upper left corner of the page.
   
3. Choose a client from the drop-down menu, and click Select.
   
4. In the pop-up window, choose the Appointment Type you want to book.
   
5. Click the desired date on the calendar.
   
6. Select an appointment time from the list of available appointments on that date.  Green slots are available, while blue are booked/unavailable.
   
   
   
7. Confirm the client's contact information and click Finalize Booking.
   
   
8. You will see a confirmation page, and both you and the client will receive an email notification confirming the booking.
   

You can also initiate this process on the client's profile page in the Info & Settings tab.  At the bottom of the Client Information section, click Book Appointment, and follow the same process as above.

Client books an appointment from their dashboard

This method is only possible for clients who have an Active Nutri-Q profile and log into the site. It does not apply to Direct Link clients who do not have a Nutri-Q login.

Use the following steps to book an appointment as an Active client.

1. Log into your client dashboard from the client login page.
2. On the right side of your dashboard click Book a new appointment in the Upcoming Appointments panel.
   
3. Select an Appointment Type from the available options.
   
4. If you are in a different time zone than your practitioner you can use the Change Time Zone link at the top of the window to specify your time zone.
   
5. Click your desired date on the calendar. Note that the scheduler will only display appointments on days that fall within the practitioner's specified working hours.  If you do not see any available appointments on a specific date, check with them about their working hours or select a different day.
   
6. Select your desired appointment time from the list of available appointments beneath the calendar.
   
7. Confirm your contact information and click Finalize Booking.
   
   
8. You will see a confirmation page, and both you and your practitioner will receive a confirmation email.
   

Client books an appointment from your public scheduler URL

On the right side of your scheduler page there are public scheduler URLs that you can send to prospective clients, place on your website, or share on social media platforms. 

These links can be used by anyone, even if you have not already added them as a client on Nutri-Q.

• The Scheduler URL on the left is a general link to your scheduler, and allows clients to pick from your entire list of appointment types.
• The Appointment Links on the right, open directly to the scheduler page for that specific appointment type.

As a client, booking an appointment from a public scheduler URL is the same process as shown in steps 4 through 8 in the section above.

Linking Established Clients

If one of your established clients books an appointment from your public scheduler URL, you can link that appointment to their existing client profile.

1. Click the appointment entry on your calendar.
   
2. In the Appointment Details window, click Link Appointment to existing client.
   
3. Use the drop-down menu to select the corresponding client, and click Link.