How to introduce online booking to regular clients

By Citruss2 min read

A client using her phone in a hair salon

Introduce your booking link with an announcement, a helpful reminder, and support for clients who need it.

Explain what changes and what stays familiar

Regular clients already know your business. Tell them when the new booking process starts, where to find the link, and how to ask for help. Keep existing appointments clear: do not ask everyone to book them again unless you have agreed that change individually.

An announcement you can adapt

“From [date], please use [booking link] for new appointments. You can check our services, prices, available times, and any payment due before confirming. Your existing appointment on [date/time] stays as agreed. If you need help choosing, reply here and we will help.”

Use only the sentence about an existing appointment when it applies. If deposits or prices are also changing, explain those changes separately and link to the actual terms rather than hiding them inside the announcement.

Help the first booking without taking over

If a client is unsure, help them identify the right service and open the current link on their phone. In Citruss, clients can book as guests. Let them enter their own details and complete any payment; never ask them to send card information in a chat.

Offer a contact route for clients who cannot use the page. Explain how you will agree their appointment and check confirmation before treating a time as booked. Sharing a link does not itself reserve an appointment.

Use one reminder, then learn from questions

When a regular client next asks for a time, reply: “Lovely to hear from you. Our current times for [service] are here: [booking link]. Tell me if anything is unclear.” Use an appropriate agreed channel; repeated announcements are not a substitute for helping someone who is stuck.

Note whether questions concern the service, available times, payment, or confirmation. Improve that step and test the page again on a phone. Review confirmed bookings, not just clicks on the link, before deciding whether the transition is working.

See how Citruss can help.

Share one link for clients to choose a service, book an available time, and pay.

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