Satori provides a number of ways to communicate your scheduling policies to clients.
Notice periods
The Minimum Notice Period is a setting which allows you to specify how much notice you require when clients want to schedule sessions or make changes to existing bookings. For example, if you set this to 24 hours, it means that all bookings must be made at least 24 hours in advance.
This is also the minimum notice required to reschedule an existing session. For example, if a session is scheduled for 9AM Thursday, and the client wishes to reschedule it for another time, they must give at least 24 hours notice of the change. I.e. they must reschedule that session before 9AM Wednesday.
Once that window has past, clients lose the option to reschedule. They can still cancel sessions however, (which will still count towards their total allocation).
To change your minimum notice period:
- Navigate to Settings > Scheduling.
- Enter your desired notice period (in hours).
- Click Save Settings.
Call instructions
Each offer you create can have unique Call Instructions. This is where you describe your protocol for initiating sessions. For example, if you’re connecting by phone, you will want to list your phone number here. If you’re meeting at a specific location, be sure to include the address.
Satori displays this information to your client on the booking confirmation screen, and also includes it in follow up email reminders.
See Creating Offers for more details.
Agreement terms
If you have other policies that you need to communicate (e.g. refund policies etc.) you can include all the relevant details in the agreement terms for associated offers.
Note that Satori doesn’t provide any built-in support for enforcing arbitrary agreement terms or policies that you may have. It’s up to you to make sure these are adequately communicated and managed as needed.