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How to require approval for new clients

Requirements

  • Available on: All plans
  • Device access: Web & mobile browser
  • Permission: Owner or Manager

Add a layer of review for first-time clients: when this is on, a new client's online booking stays pending until you confirm it, so a brand-new name never auto-fills your chair without a quick look.

How it works

  • A booking from a first-time client is created with a Requested status instead of Confirmed.
  • The time slot is held while it waits, but the appointment isn't final until you approve it.
  • Returning clients are unaffected — their bookings confirm normally.

How to turn on new-client approval

  1. In the left menu, open Settings, then select the Booking tab. The Settings page with the Booking tab selected

    <!-- CAPTURE: route=/settings | login=owner | state=Booking tab open | highlight=Booking tab | viewport=1440x900 -->

  2. In the Booking rules card, turn on Require approval for new clients. The Booking rules card with the Require approval for new clients toggle switched on

    <!-- CAPTURE: route=/settings | login=owner | state=Booking tab, Require approval for new clients ON | highlight=Require approval for new clients toggle | viewport=1440x900 -->

  3. Click Save changes.

What the client sees

During checkout, your booking page tells new clients that their booking may require approval by the salon before confirmation — so the wait is no surprise. After they tap Confirm Booking, they still get a Booking Received screen; their appointment simply waits in Requested for you to confirm.

Note: Approve or decline requested appointments from your Calendar or Appointments list, where they appear with a Requested status. Confirming them turns them into regular appointments.

Tip: Leaving this off means every online booking confirms instantly. Turn it on only if you want to vet new clients first.

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