How to Use the Booking System
Professional FeaturesUpdated Sep 22, 20262 min read
Overview
The Booking System lets clients request sessions with Human Design professionals directly through the platform. Professionals can manage their availability and respond to booking requests from their dashboard.
For Clients: Requesting a Booking
- Visit a professional’s profile page.
- Click Book a Session or Request Booking.
- Fill out the booking request form:
- Select a service (if the professional offers multiple).
- Write a message describing what you are looking for.
- Submit the request for the professional to review. Notification delivery is not guaranteed.
For Professionals: Managing Bookings
Setting Up Availability
- Go to your Profile Settings.
- Navigate to the Professional Settings section.
- Configure your availability: days, times, session formats (online, in-person), and pricing.
- Add the services you offer with descriptions and pricing.
Responding to Requests
- Check your booking requests rather than relying solely on notifications.
- Go to your Bookings section to view pending requests.
- Review the request details and the client’s message.
- Review the request and use the available action to confirm or decline it.
Booking Status
A confirmed booking means the request has been agreed to. The wording shown on screen may differ.
- Pending – Awaiting your response.
- Declined – You declined the request.
CRM Integration
Do not assume that a booking request has also created a CRM lead. Check that the lead exists before relying on CRM follow-up.
Note: Free and Personal members can request bookings. Accepting and managing bookings as a practitioner requires a professional profile and Pro entitlement. View our plans.