Quickstart
Use this checklist to launch online booking: open your availability, confirm your services are bookable, review your booking settings, share your booking link, and test the customer flow on a mobile device. Each step links to the detailed guide for that setting.
1. Set your availability
Your calendar starts completely blocked, so customers can't book until you open time slots. Follow Setting Up Your Availability to create availability blocks for each day and worker you want to accept bookings.
2. Confirm your services are bookable
Customers can only book a service that is visible online, has a price and duration, and has at least one qualified worker assigned. Review each service you want to sell online.
Check each service's Price and Duration (see Adding and Editing Services)
Confirm Show in online booking is on for each service (see Hiding Services from Online Booking)
Confirm at least one staff member can perform each service (see Managing Staff Capabilities)
Review any weekday restrictions (see Limiting Services to Specific Weekdays)
3. Review your booking settings
These settings control how much notice customers need and what they can do on your booking page.
Review your Minimum booking lead time, including any worker overrides (see Setting Minimum Booking Lead Time)
Review the booking controls in Settings: require manual approval for new bookings, let customers cancel their own bookings, let customers choose a professional, and bot protection
Set a PIN if you want to restrict access to your booking page (see Require a PIN Code for Your Booking Page)
Add custom booking terms if customers must accept them (see Add custom booking terms)
4. Share your booking link
Your booking link is in Settings under Booking Link. Click Copy, then share the link on your website, social media, or anywhere customers will find it.
5. Test the customer flow on a mobile device
Before going live, open your booking link on a phone and complete a test booking to confirm the page works as expected.
Open your booking link on a phone
Select a service
Select a professional if the option is shown
Pick an available time
Enter the customer's information
Accept the terms if they are enabled
Confirm the booking
Once the test booking goes through, you're ready to accept online bookings. If you have questions, reach out to support.