Note: this form only needs to be completed for new clients/bookings, or cancelled/rescheduled bookings – all normal scheduled bookings will be invoiced as per expected schedule if form isn’t completed to say otherwise.

Don’t need to fill out this form for appointments that proceed as per expected schedule.

If new client:

• Select ‘Client Name’ -> ‘*New Client’
• Enter client details

If existing client:

• Select ‘Client Name’ -> client’s name

If normal/regular repeating booking is being cancelled or rescheduled:

• Select ‘Appointment’ -> ‘Cancelled’
• ‘Cancelled Appointment Date’ -> select the date of the original regular appointment that is being cancelled/rescheduled
• ‘Rescheduled’ -> select if appointment has been rescheduled to a new time (outside of normal repeating schedule)
• ‘Session Price’ -> enter price to be charged for this one session
• ‘Cancellation Notes’ -> can let me know time of new appointment, and any other info needed…

If new booking being added (in addition to normal scheduled bookings)

• Select ‘Appointment’ -> ‘Booked’
• ‘First Appointment Date’ -> select the date of the first of the series of repeating appointments, or the one-off/ad hoc appointment
• ‘Frequency’ -> select repeating period (‘other’ for ad hoc/one-offs)
• ‘Session Price’ -> enter price to be charged per session
• ‘Booking Notes’ -> can let me know time of appointment, frequency if ‘other’, and any other info needed…

If want to send a file or note to Jacob:

• Can just email, really, but if you really want to use this special form…
• Click on ‘Send File/Note to Jacob’
• To upload a file, click on ‘Browse Files’, or just drag the file you want to send onto that area
• To add a note, enter in the ‘Notes’ field

Then, click Submit!