Empower your clients with 24/7 online booking self-service and create a hassle-free scheduling experience for everyone.
Manage Booking Options
Manage your booking options for all your services.
To manage booking options:
- Open the platform.
- Click Settings.
- Click Booking Options.
Manage an Individual Service
You can manage booking options for individual services instead of using the default settings.
To manage an individual service:
- Open the platform.
- Click Settings.
- Click Services.
- Next to the service, click the edit icon
.
- Under "Booking Options" or "Client Notifications," select Customize.
- Enter the details.
- Click Save.
Turn On Online Scheduling
With online scheduling turned on, clients can book appointments right from your website, client portal, email, or social media pages.
To turn on online scheduling:
- Open the platform.
- Click Settings.
- Click Booking Options.
- Check I offer online scheduling through my client portal.
Display Options
Customize how your service menu is displayed to clients.
- Display of Service Categories: Choose if services are displayed by default, or if services are displayed only when a category is selected
- Display or promote packages: Hide packages, or use a link or banner to promote them
- Scheduling order: Choose whether clients first select a service and then the preferred staff member, or vice versa. This option is not applicable if you are the only staff member providing the service.
- Display time slots: Choose whether time slots are spilt into sections for morning, afternoon and evening, or are displayed together at once
- Group Events Display: Choose whether upcoming events are displayed in calendar or list view
- Service Menu Title: Enter a line of text to be displayed above your services menu
Setting Booking Options
These settings give you control over how you accept appointments.
Accepting Appointments
- Manually: You must confirm the client's request
- Automatically: Appointments are automatically approved when the client books
- Combined: You must confirm appointments for new clients. Existing client appointments are automatically approved.
Once confirmed, the appointment is added to your calendar and a confirmation email is sent to the client.
Appointment Scheduling Restrictions
- Advance notification: Set how far in advance a client needs to book, from 15 minutes to 6 weeks
- Limit future bookings: Control how far ahead a client can book, from 1 day in advance to 1 year
Setting Booking Policies
Your Online Booking Policy sets how far in advance clients can cancel or reschedule. It appears before they confirm their booking, outlining expectations for cancellations, rescheduling, and late arrivals.
To access booking policies:
- Open the platform.
- Go to Settings.
- Click Booking Options.
- Click the Booking policies tab.
- Create a waitlist for fully booked events: Check to create a waitlist for fully booked group events
- Arrival window: Let your clients know you'll be arriving during a window of time instead of an exact time, from 15 minutes to 4 hours. You can also set a custom arrival window
Cancellations and Rescheduling
- Allow clients to reschedule appointments: Check to set how long a client has to wait to rebook after a cancellation, from always (no restriction) up to 4 weeks
- Allow clients to cancel appointments or registration to events: Check to set a time up to when appointments and event registrations can be cancelled, from always (any time) to 4 weeks notice
- Booking Policy Text: Describe your policy for cancellations, rescheduling, or late arrivals. The text entered will be displayed right before clients submit a appointment request, and on the "Appointment" client portal screen.
- Terms of service: Check if you require clients to accept your terms of service before booking. You'll need to enter your Terms of Service URL for clients to review
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