What are regular slots?
Most PTs see the same clients at the same time each week. Regular slots let you define those recurring time slots once, and they appear as placeholders in your calendar every week. When it's time to book, just click the slot and confirm. No need to fill in the full scheduling form from scratch.
How to set them up
- Go to a client's profile page by clicking their name in the clients table.
- In the Regular Slots section, click Add Slot.
- Choose the day of the week, start time, and session duration.
- Click Save. The slot will now appear in your calendar every week as a ghost event.
You can add multiple regular slots per client. For example, if a client trains with you on Mondays and Thursdays.
Booking from a slot
Regular slots appear as lighter-coloured events in your calendar. To book a session from a slot:
- Click the regular slot in your calendar.
- Review the pre-filled details (client, time, duration).
- Click Confirm to create the session.
The session is created instantly and the client receives a calendar invite, just like any other session.
Managing and editing slots
You can edit or remove regular slots from the client's profile page at any time. If a client changes their regular day, just update the slot and it will reflect in your calendar immediately.
Deleting a regular slot only removes the placeholder from your calendar. It doesn't affect any sessions that were already booked from that slot.
Using the assistant
You can also manage regular slots by messaging the Foundations assistant. For example:
- "Add a regular slot for Tom on Mondays at 9am, 60 minutes"
- "Move Sarah's Thursday slot to Fridays at 2pm"
- "Delete Tom's Monday slot"
The assistant will show you a confirmation card before making any changes.