Step 5 – Review & Submit

Step 5 shows a summary of everything the client has selected before you finalise the session.

The review screen with separate sections for selected appointments and contact listings.

What You Will See

The review screen is divided into two sections:

Selected Appointments A list of everything the client has booked — appointment slots (with the service name, provider, and date/time) and any drop-ins (shown as “Drop-in available” with the provider’s details instead of a date/time, since a drop-in has no fixed time). A badge shows the total count.

Selected Information A list of all contact listings the client has chosen to include in their printout, with the service name and provider. A badge shows the total count.

Before Submitting

Go through the summary with the client to confirm:

• All the appointments and drop-ins shown are ones the client wants and can attend
• All the contact listings are relevant to their needs
• There are no slots selected that the client cannot make

If anything needs to be changed, use the Back button to return to Step 4 and adjust selections.

Submitting

When you and the client are satisfied with the selections, click Print and Send.

Clicking this button will:

1. Send a booking confirmation email to each provider with an appointment slot selected
2. Log the completed session in the system with all demographic data and selections
3. Move to the print page where the printout can be generated

Caution

Once you click Print and Send, the booking emails are sent immediately. If you need to cancel an appointment after this point, you will need to contact the provider directly.

If There Are No Selections

If the client did not select any listings or appointment slots, the review screen will show empty sections. You can still submit, but consider whether the session has been useful. If the client did not find any relevant services, it may be worth trying different category selections or noting the gap for your administrator.