Online Client Scheduling Settings (OCS)

Online Client Scheduling (OCS) allows your clients to schedule their own appointments and view their own records online, 24/7, using a secure personal login name and password.
You can use this feature from an existing business website, Rosy website builder, Business Facebook page, or Business Instagram page. Your SalonRunner representative will work with you to provide practical advice and assistance.

To Turn on your Online Client Scheduling:
Proceed to: Manage > Online Settings > Basic Settings > Allow clients to book appointments Online?: Yes

Online Settings

Proceed to:  Manage > Online Settings

To include Online Client Scheduling on your current website use the OCS URL (browser link) found under Basic Settings

Your OCS Directory URL (browser link) is found at the bottom of the page

The OCS Directory is an informational employee page where clients can view your Service Providers and Booth Renters before scheduling.
It is recommended to fill out the description and to upload a picture for your employees if you are planning on using the Online Employee Directory.

Basic Settings is where you will set the parameters that best serve your business when it comes to clients scheduling online

Allow Clients to create new accounts online?
1.     If Yes, first time clients will need to create their own account in order to schedule appointments. Clients will click on "Join Now!" below the login fields, if it is their first time scheduling online with you. Clients will need to enter any contact information in BOLD and choose a password.  

2.     If No, you wish to create all client accounts yourself through that client's Client Log.

A client’s online client scheduling password can be set through their Client Log by clicking the Reset button. Their Reset link will be sent to the email address they have on file.
  1. Access the Client Log of a client
  2. Locate the Online Client Scheduling (OCS) area on the right side of their Profile
  3. Enter a simple Username for the client
  4. Click on the Reset button next to Password

Note: Please make sure the client has a valid email address on file before clicking "Reset" or they will not receive the set/reset password link

    5. Client will receive a time sensitive email with a link to reset their password

Minimum hours in advance clients can schedule appointments:
The average is 1 hour but again, it should be whatever best suits your business.

Choose the order in which services should be scheduled within the salon/spa categories.
Much of the time it doesn’t matter but depending on your business, there can be practical reasons for choosing a fixed order.

Schedule multiple services for one service group.
The default option is only one service per group, and it will apply to most businesses. This field is geared mainly toward spa services. A only one service per group answer will prevent clients from scheduling, for instance, a single process color and perm or highlight on the same day.

Minimum gap between appointments (if they aren’t back-to-back).
The gap left between appointments should be the time it takes to perform your average service so other appointments may be scheduled in the gaps for maximum productivity.

Click Save when you are finished with each setting

Login Message is displayed when clients log in

  This can be a “welcome” message, scheduling reminder, or anything you want!

Theme Selection
This will change the theme of both the Online Client Scheduling page and the Web Page

Select a theme and colors that compliment your website. You’ll be shown a preview of all choices at the bottom of your screen.
1.     Choose a Theme from the drop-down box.
2.     Choose a type Font
3.     Choose a Text Color
4.     Choose a Background Color
        - If you’d like to swap background and text colors, click Swap Colors
6.     Save

Upload your Logo
Your logo will appear on all online scheduling pages. The file must be a .PNG, .JPG or .GIF and cannot be larger than 300KB. We recommend .PNG or .GIF, as .JPG files can be too large to work with. To convert a .JPG file to a more manageable file, go to: Converter. For best viewing, the image should have a maximum height of 84 pixels and have a transparent background.
If you do not use a logo, your business name (in plain type) will be used in its place.

1.     Current Image: Will be blank until you upload an image.
2.     In order to Upload New Image. Click on the browse box to choose a logo file that’s been saved to your computer.
3.     In the screen that comes up, find the file you want and click on it.
4.     Click Open, and the file will be uploaded.
5.     Save

Service Group Priorities
1.     Control the order in which services are booked. No matter which order the client chooses the services, group prioritizing makes sure the order is the way you want them booked. For example color always before the haircut or style, etc.
2.     Save

Turn off the services you don’t want shown online. For instance, you won’t want to show procedures that require a consultation or are an add on (extra color).
Some services require a secondary service to complete the process. For instance, if you require a haircut after a color you’ll want to set up your color service listings to require a secondary service and the haircut to be the secondary service so that the customer must book both appointments.

1.     Make your selections for each service.
2.     Save

Select the employees/service providers that are available for online client scheduling.
When you use the OCS Directory link you will have the ability to add a description and an employee profile picture to be displayed.

*Booth Renters must manage their own show online, description and profile picture in their account.

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