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How to book more than one client into the same appointment

This guide explains how to book more than one client into the same appointment for two-person or small group sessions, including setting up the right packages.

Written by Costa Bontioti

📝 Overview

If you use Appointments to offer sessions for two people or small groups, you can register everyone attending the same session. This guide explains how to book additional clients into an appointment, whether you're starting from scratch or adding to a session a client has already booked.

💡 Need to create packages for your one-to-one, one-to-two, or group sessions?

Head to Memberships Memberships Add a Membership and select the Pack option.

Create a pack for each offering - for example, one pack for one-to-ones and another for one-to-twos. For drop-in or single-session pay-as-you-go packages, set the pack size to 1, which lets the person, couple, or group book one session with that pack.


🗓️ How to book more than one client into the same appointment

Booking more than one client is a two-step process: first book the appointment for one attendee, then add the remaining clients into the same session. Follow the steps below.

Click the arrow to view the process of booking more than one client

1️⃣ Step 1 - Book the appointment for the first attendee

First, book the appointment for one of the people attending. If that client has already booked the appointment themselves, you can skip ahead to Step 2. For full steps on booking on a client's behalf, see scheduling an appointment for a client here. You can also follow the walkthrough below.


2️⃣ Step 2 - Add the remaining clients

Once the first attendee is booked in, you can add the remaining client or clients to the same session. Follow the walkthrough below.


❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

How many clients can I book into one appointment?

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Appointments have a default occupancy limit of one. To book more than one client into the same session, increase the size limit on the appointment so it can hold the number of attendees you need.

Do I need a separate package for group sessions?

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It helps to create a pack for each offering, for example, a one-to-one pack and a one-to-two pack, so the right credits are used for each session type. See the package setup tip in the Overview above.

How do I set up an Appointment Type in the first place?

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See how to set up an Appointment Type here.

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