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Auto Populate My Client's Information During Self-Scheduling
Auto Populate My Client's Information During Self-Scheduling

How do I auto populate my client's information to make self-scheduling easier?

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Auto populating your customer's existing customer data during self-scheduling is easy!
โ€‹Step 1: Send the customer a message from within Gazelle.

Step 2: In the message insert {{scheduling_link}} or {{rescheduling_link}}.

Step 3: Done!

This will generate a 'Book Online Now' button for each customer which includes a special 'Private Booking Link' unique to each customer.

When is Client Information Pre-Loaded?

Client's will only have their information pre-populated in the online scheduler if they use their private booking link to schedule an appointment. However, if a customer clicks on your public scheduling link their information will not be paired with an existing customer until you approve the reservation. This is because Gazelle does not yet know who they are until they input their information. You will be able to match all clients up with an existing client record when you approve the reservation.

Why can't a client simply search for their file from the public site?

The short answer is because it isn't in compliance with data security and privacy regulations. In order to allow clients access to their file we would have to provide them with a way to log into your Gazelle system as a customer. This is not a feature we support at the present time.

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