This article will help you to customise your business and calendar, after which you will be ready to:
Add appointments to your Calendar according to your service preferences
Take online bookings through your Public Booking Page
Send Booking confirmations and reminders
Your location is from where you run your business. Appointments may physically happen there or you may provide virtual or remote services from your location. You can have as many as you like.
Notifications and reminders, can contain a booking details link. If you have an address specified, this link goes to a page with a location map on it, which when clicked by your client will take them there via GPS on Google Maps.
Add all team members who are available for bookings
Add resources that may also be needed for bookings, such as treatment rooms or specialised equipment. This is useful for when
Remember to associate Team Members & Resources the location they're serviced at
Customise (or get them to after logging in) Team Member notifications, so that they receive appointment related notifications
Set your availability so that your main calendar has helpful visual cues to clearly indicate when team members are on holiday/time-off vs blocked out vs available/business as usual
So that reports work correctly
Most importantly, if your business takes online bookings, clients won't be able to book online if this hasn't been done
Associate team members/resources and locations to each service
Set how your bookings are handled when you, or your team members, make a booking manually as well as how your Public bookings are managed
Automated messages lets you set up the SMS and Email confirmations and reminders client's receive from you when an appointment is booked, changed, confirmed.
Customise your message that sends out intake/client forms or questionnaires
Top up your Tokens to make sure SMS messages are sent
You should have some Sendable Forms, Booking forms and Note Forms set up by default. Edit these or create your own.
Our Help section is full of information that will help you navigate your way through the setup and is accessible at any time from the purple "Need help?" button on the bottom right of the screen, or from the "Help" link on the left.
Block off long or repeating times such as holidays or lunch breaks
Limit the number of available slots seen by clients when they book online
Setting up Availability for individual Team Members/Resources, if different to global schedule
What is the difference between a Service duration and a custom duration?