Business is now open 24/7!

Online booking allows you to accept bookings from your clients online at a time convenient to them.

Once you have set up online booking, you will have a unique link that you can then add to your website or social pages. This link when clicked will open up your branded online booking pages, your client (or new client!) can select the type of appointment they're after, select a team member and then select a booking time that suits the client. They then simply add some personal details like Name, email, phone and confirm the booking. 

You as the account owner will receive an email & in-app notification of the new booking. 

The booking won't be confirmed until you have manually accepted the booking and you do this from within your account. 

This gives you the chance to modify the booking, decline or accept. When you do, the client will get automatic confirmation by SMS, Email or both (as you select). 

Setting Up Online Booking
There is some initial information we need to set up online booking. 

  1. Go here
  2. Or go to Settings > Online Booking
  3. Select your Online Booking URL. This is unique to you and will form the unique URL for your online booking link. What about trying your business name, a term unique to your business or something memorable & inspirational to your team members, clients or you!
  4. Select the Location from the dropdown.
  5. Upload a logo that will appear in the header of your online booking pages - this is a great branding opportunity
  6. Time between bookings. This allows you to set a blockout time between bookings.
  7. Client First Visit Information: if a client selects that this is their first visit, the information added here will be displayed to them on the screen. This is a useful time to thank them, give some directions, tell them what to expect and what they need to bring. 
  8. Returning Client Information: if a client selects that they are a returning client you can welcome them back. 
  9. Online Booking Confirmation: Once a client has made a booking online they will be shown a final confirmation screen. You can customise content that they see on this page.
  10. Confirmation Message Title: this might be a thank you e.g. Thank you for your booking
  11. Confirmation Message: you can thank them again, include details of your business, the experience they will have, and get them looking forward to visiting you for their appointment.
  12. Button Text: Custom button text. e.g. Visit our Website or "Check Us on Instagram'
  13. Website Address: You can add a link here to your Website or Instagram pages
  14. Save

Set Your Opening Hours
Of course, you only want to accept online bookings for the hours your business is open. Or you might want to limit online booking for certain days or hours within a day. It's up to you but you do need to set up your opening times, this will them make appointments available within these time frames (as long as you're not already fully booked out!).

  1. Go here
  2. Or go to Settings > Online Booking > Opening Hours. 
  3. On this screen you will have hours management for each location you have. To adjust, simply click 'Edit Hours' button, update the 'To' and 'From' hours that you would like to accept bookings
  4. Save.

Set Your Team Availability
Now that your opening hours are set up, you need to set your team availability. Like opening hours, you only want clients to book appointments when your staff are available and working. 

  1. Go here
  2. Or go to Settings > Online Booking > Team Availability. 
  3. On this screen you will have all your team members. To adjust, simply click 'Edit Hours' button, update the 'To' and 'From' hours that each team member is available to accept bookings
  4. Save Hours

Select Appointments Available for Online Booking
Before you limit appointment types to each team member you need to select which appointments you want available for clients to book online. You might not want them all.

  1. Go here
  2. Or go to Settings > Online Booking > Products. 
  3. You will see a list of products for selection. Select which appointments you want
  4. Save

Select Appointments Available By Team Member for Online Booking
Now that you have set your online booking appointments you need to set available appointments up for each team member. You don't want your Physio booked in for a massage appointment or vice versa.

  1. Go here
  2. Or go to Settings > Online Booking > Team Availability. 
  3. Find your team member
  4. Select Manage Products
  5. Select the products you would like to make available to clients when booking online for each team member. e.g. Only make Lawn Mowing bookings available online with your appropriate team members 
  6. Save

Get Your Unique Online Booking Link
By now you have successfully configured your online booking settings, confirmation page, opening hours, team availability, your online booking appointment types and allocated each team member's appointment types.

To get your online booking link:

  1. Go here 
  2. Or go to Settings > Online Booking
  3. 'Preview' your online booking pages using button 'Preview' top right 
  4. 'Get Booking Link' is next to the 'Preview' and you will see a booking link within the pop up. You can copy this link to add to your website or social pages. You can also copy the button code and paste it into your website as HTML. We find linking from a website button or image is best.

Business is now open 24/7. All the best with your client online booking. 

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