Schedulers

You can create a calendar where clients can book themselves for meetings, sessions, etc. with Sprout. We call this feature "Schedulers".

You can create a scheduler and send the link to anyone. In the scheduler, you specify your availability, choose your preferences (i.e. buffer) and specify the date information (i.e. length and date name).

When anyone goes through the scheduler, they pick a date and time and book a date with you. You can choose to have it automatically approved or wait for your approval.

You can also schedule or reschedule an existing date with a scheduler by adding a scheduler to the date. The invitee can go through it and it will reschedule the date and time, but the original date details (name, location, etc.) will remain the same.

You can add a scheduler to a booking proposal and let your clients choose their shoot date and/or add another date to the shoot as you've specified (i.e. an IPS session or a planning meeting).

A public booking page lets you create a page where clients can self-book and go through everything they would go through in a booking proposal without being a lead first.

You can add a scheduler to a booking page the same way you'd add it to a booking proposal.

What can I use the Schedulers for?

Mini sessions

Make a public booking page with all of your options (package, contract, etc.) and add a scheduler with your mini-session dates and availability. Send out the link to your booking page and your clients can book you, pick a time, sign a contract and pay.

Auto-book session

Make a public booking page with all of your options (package, contract, etc.) and add a scheduler with your session availability. Send out the link to your booking page and your clients can book you, pick a time, sign a contract and pay.

Workshops and classes

Make a public booking page with your workshop registration fee (a package) and add a contract, etc. Add a "group" scheduler (with the max # of invitees specified) for the workshop date. Send out the link to your booking page and the max number of attendees can sign a contract and pay.

Schedule a meeting with a non-client

  • Make a scheduler with your availability and share the link.

  • Reschedule a meeting or shoot with a client

  • Click the "Reschedule with scheduler" button on the date you'd like to reschedule and add the appropriate scheduler for the date.

Booking Proposals:

It is important to set expectations with your clients in as many ways as you can - it is a principle that is deeply engrained in Sprout Studio in a variety of ways.

A booking proposal is a guided booking process; it was designed to hold your clients' hands every step of the way.

When your client first views their booking proposal, they will be met with a Welcome Message you have written to greet them. For example, you may want to thank them for booking you, give them instructions on how to make payment after signing their contract, tell them about the expiry date of the booking proposal, and so on.

After they have completed the proposal, signed the (optional) contract, and made their (optional) payment, they will be met with a Thank You Message which you can use to thank them again for booking you, provide further instruction or direction as required, and advise them of applicable timelines, etc.

How to customize your booking proposal message

By default, there is a generic welcome and thank you message in a booking proposal that we provide to start you off. To add a custom welcome and thank you message to a booking proposal:

  1. Click the "X" button next to the "Sprout Studio Default" card in the "Message Template" panel while editing a booking proposal.

  2. Create a new message or choose a message template from your list of message templates. To create new message templates, go to Settings > Booking > Proposal Messages to create, edit and manage your message templates.

If you simply want to customize the Sprout defaults, click the "Edit" button to change the messaging for this Booking Proposal.

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