App

For clients A real situation

Your estimate arrived. Book the option you want.

Open the estimate link, compare the options, and book the one you choose at the quoted price.

5 steps · 0:45 narrated walkthrough· Captions and written steps

Recorded in a demo workspace. Narrated, with captions on.

1

Open your estimate

The link opens your estimate in the business's own style, with who it was prepared for and the date it is valid through.

The situation

Put it into practice.

Your clinic sent you a link with two treatment options and their prices. You have decided which one you want and would like to book it.

What you will take away

You know how to read your estimate, choose an option, book it, and what to do if it has expired.

Before you start

Open the link from the text or email your clinic sent. You do not need to sign in to see your estimate.

Keep in mind

An estimate is not a booking. Booking follows the business's usual terms, including any deposit, and prices are only promised until the valid-through date. This walkthrough stops before confirming the booking.

Try the decision

You chose an option and picked a time but have not confirmed. Is the visit booked?

Read the full walkthrough
  1. 1. Open your estimate

    The link opens your estimate in the business's own style, with who it was prepared for and the date it is valid through.

    A fictional client estimate with two options and its valid-through date.
  2. 2. Compare the options

    Each option lists the visit, anything bought at your visit, tax and the estimated total. If booking needs a card on file, the option says so before you start. Tap the option you want; you can take one.

    The second option selected, with its treatment, product and estimated total.
  3. 3. Book this visit

    The button opens the booking page with that option's treatments already chosen, at the quoted prices. Choose who you would like to see, or Anyone available.

    The booking page opened from the estimate, with the treatment chosen and the times available.
  4. 4. Pick a time

    Choose a day and a time. The time is held for you for a few minutes while you continue to your details and confirm, as with any online booking. Products in the option are added to your visit. This walkthrough stops before confirming.

    A time chosen for the visit, held while you continue to your details.
  5. 5. If it has expired

    After the valid-through date, an estimate cannot be booked. Contact the business for a fresh one, because prices may have changed.

    An expired estimate asking the client to get in touch for a fresh one.

Go deeper

The details, when you need them.

How do I accept a price estimate?Book an appointment onlineBack to Academy