Services your clients can choose
Appointments for your work might include document organisation and administrative assistance. Create your own services and specify the included work, duration and price you have set. These are presentation ideas, not a preloaded service catalogue for this profession.
Details to agree before the appointment
Before confirming, clarify the intended task and documents to prepare with the client. These details help you allow realistic time and avoid an incomplete appointment. If the request falls outside your standard format, use manual confirmation and messages to agree on the scope.
Prepare the request for a useful appointment
Define the expected outcome and what the client needs to prepare. Unusual requests can use manual confirmation. For home visits, travel time remains separate from time spent on the task.
The scope for your work
You set the service price and available travel fee rules. Purchases, ingredients and expenses on behalf of the client must be agreed separately; the software does not manage a purchasing budget.