Kara Connect Workstation: Client and Booking Management
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      3. Kara Connect Workstation: Client and Booking Management

      Professionals: How to manage your Waitlist for new Requests placed (On request)

      When clients apply to access your services (on request) you need to confirm and manage the client, here you will find how to do so.

       

      To learn more about how to set up on request and more about waitlist management you can click here.

      How to manage the Waitlist and what clients see with my "On Request" settings

      Once a client place a request (in the event that you are set up "On Request" in our wellbeing hubs programme or using the "Request a Service" functionality to run your practice with Kara Connect - learn more here), clients can request a service from you and will go straight into your Waitlist.


      You need to now process the request accordingly and book a session for your clients at a suitable time for you and them. 

      Please Note: This request does not automatically schedule a session. You must process and accept the request before booking a session with your client.

      First you need to accept the Request and make sure this client appears in your Client list.

      1. Log into your Kara Connect workstation
      2. In the top menu, Click Clients --> Requests
      3. Here you can accept their request (by hovering over the client's name and clicking on the blue "eye" button) --> Click "Accept Request" and once you do that, they will move to your "Clients" area.
      4. In your client area, you will be able to click on the name of your new client and book a session by selecting the service, time and date agreed with your client.

      After accepting the request, it is advisable to reach out to your client using the contact information provided in the "Client Requirements" section when setting up the "On Request" feature.This will help in coordinating a convenient time and date for both you and your client.


      Your clients will receive two emails: one that informs them that they requested a service and once you confirm and accept their request, the confirmation email.

      ⚠️ Please Note: You still need to book their session and manage their request as explained here. The "acceptance" of the request is NOT a booking. The client will have NO booking scheduled until you process the request and create a time and date session in your calendar.
      Learn how to create a booking here.

      Client Confirmation Emails Examples

      Service Request                                                         Service Request Accepted

       

      Video tutorial On Request (From minute 4.50 you will see how to manage and process the requests)