Home/Front desk/Approvals & who can book you
You decide who can book you

You decide who can book you.

No directory, no marketplace, no strangers. New clients need your approval, a card on file, a deposit, or nothing: your call, per service, per therapist.

Say it to Palm
New clients need my approval before anything's confirmed.
Review every appointment request before it's confirmed.
Referral-only. Nobody books without a card on file.
Set. Want to see what it would have done to your last two months?Palm
What it does

Approvals & who can book you, in detail.

No directory

Palm doesn't list you anywhere. Clients arrive through your link and your number.

New-client conditions

Approval, a card on file, a deposit, or nothing. Per service, per therapist.

Requests wait for your yes

A pending booking holds the slot and asks you. Regulars book straight through.

Per provider

"New clients can only book with Marco and Rachel, not me."

Never a cut

No commission on first visits, ever. They were your clients.

Safety is a booking rule

"Referral only. It's safer." We heard it from mobile therapists in 2022 and we're hearing it about public directories now. Who can book is a rule you set, not a marketplace's policy.

First-timers

Card on file before anything is confirmed, if you say so.

Approval

Hold the booking until you've looked.

Referral-only

Nobody new without a name you recognise.

Say it to Palm
New clients need my approval before anything's confirmed.
Review every appointment request before it's confirmed.
Referral-only. Nobody books without a card on file.
Set. Want to see what it would have done to your last two months?Palm
Say it to Palm
New clients need my approval before anything's confirmed.
Review every appointment request before it's confirmed.
Referral-only. Nobody books without a card on file.
Set. Want to see what it would have done to your last two months?Palm

What most schedulers give you instead

One switch: online booking on or off. An owner who didn't want new clients herself had to take her whole book offline and call people back.

Provider-level new-client rules

Your book stays online for regulars while new clients go to the others.

Service-level

Consults open to anyone; 90-minute deep tissue for returning clients only.

"Home based. Referral only. It's more safe."
Mobile therapist · interview
Questions

About approvals & who can book you

Does approval slow down regulars?

No. Approval applies to whoever you say: new clients, a service, a therapist. Regulars book instantly.

What does a client see while waiting?

"Requested", with your wording, and a text when you confirm.

Can I require a card without charging it?

Yes. Card on file is separate from a deposit; charge it only if your late-cancel policy says so.

Is there any way strangers find me on Palm?

No. There's no listing to find.

More in front desk

Say it once. It books that way.

Finally, a scheduler that runs your calendar the way you would.

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