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Enable Client Self-Booking (Beta)

Client Self-Booking Configuration

Written by Emma

Client Self-Booking allows clients to book sessions directly through Everfit based on the availability and rules configured by the coach.

Coaches can control:

  • Which session types clients can book

  • When clients can book

  • Available booking hours

  • Booking frequency and buffer times

Client Self-Booking settings are managed in two places:

  1. Session Type Settings: Controls whether a specific session type can be booked and its booking rules.

  2. Availability Settings: Controls workspace-wide booking windows and available hours.


Enable Client Booking for a Session Type

Client Self-Booking is enabled individually for each session type.

To enable it:

  1. Open the Session Type settings.

  2. Scroll to the Settings section.

  3. Turn on Allow Client Booking.

By default, this setting is turned off for all session types, including existing ones.

When disabled:

  • Clients cannot see or book that session type.

  • Additional booking settings are hidden.

When enabled:

  • Additional availability settings become available.


Session Type Booking Settings

After enabling Client Booking, configure:

Start Time Increments

Controls how often available booking slots appear.

Options:

  • 15 minutes

  • 30 minutes

  • 1 hour

Example: With 15-minute increments, clients will see booking options at:

  • 9:00 AM

  • 9:15 AM

  • 9:30 AM

  • etc.

Buffer Time Before Session

Blocks time before a session to prevent back-to-back bookings.

Options range from:

  • 0 minutes

  • Up to 3 hours

Buffer Time After Session

Blocks time after a session to give coaches time between appointments.


Session Type List Indicator

The Session Type list includes a Client Booking column. A tick (✓) icon indicates client booking is enabled; a dash (–) icon indicates it is disabled.


Availability Settings

The Availability page controls workspace-level booking rules.

Only Owner and Admin roles can access this page. Trainers will not see this option in the Booking menu.

Availability settings include:

  • Booking Window

  • Available Hours


Booking Window

Booking Window controls when clients can book sessions.

Booking Notice

Sets the minimum amount of notice required before a client can book a session.

Example: If booking notice is set to 12 hours, clients cannot book a session starting within the next 12 hours.

This helps prevent last-minute bookings.

Advance Booking

Sets how far into the future clients can book.

Example: If advance booking is set to 30 days, clients can only book sessions within the next 30 days.


Available Hours

Available Hours define when clients are allowed to book sessions. All times follow the workspace timezone.

Weekly Schedule

The schedule includes Monday–Sunday with an ON/OFF toggle.

Default settings:

  • Monday–Friday: Enabled, 9:00 AM–5:00 PM

  • Saturday–Sunday: Disabled

When a day is disabled, clients cannot book sessions during that day.


Manage Available Time Slots

Add Time Slots

To add availability:

  1. Click the + button on a day.

  2. A new time slot will be added.

The new slot defaults to 1 hour after the previous slot ends. Each day supports up to 20 time slots.

Remove Time Slots

A delete icon appears when a day has multiple time slots. If only one time slot remains, the delete option is hidden.

You can also turn off the day toggle to remove availability for that day.

Edit Time Slots

Click any start or end time to open the time picker. Available selections are in 15-minute intervals.

Copy Availability to Other Days

To copy one day's schedule:

  1. Click the copy icon.

  2. Select one or more days.

  3. Confirm the changes.

The copied schedule will:

  • Use the same start/end times

  • Replace existing schedules on selected days

  • Enable previously disabled days


How Client Self-Booking Works

When a client books a session through Everfit, the availability and booking options they see are determined by your booking settings.

Which Clients Can Book?

  • A client can only self-book a session when:

    • The Session Type has Allow Client Self-Booking enabled.

    • The client has an available session credit for that Session Type.

If either condition is not met, the Session Type will not be available for the client to book.

Which Session Types Can Clients See?

  • Clients will only see Session Types that:

    • Have Allow Client Self-Booking enabled.

    • Have available session credits assigned to the client.

This helps ensure clients only book sessions they are eligible to use.

Available Booking Dates

Dates shown to clients depend on:

  • Booking Notice: how soon clients can book.

  • Advance Booking: how far ahead clients can book.

Clients can only select dates within this booking window.

Available Booking Times

Clients only see time slots that meet all conditions:

  • The time is within your configured Available Hours.

  • The time is not already occupied by another session.

  • Buffer time before or after existing sessions is available.

  • The time does not conflict with synced Google Calendar events.

This ensures clients only see valid and available booking times.

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