Booking settings
This article helps you find a complete guide on how to set up your
Booking. With detailed information from the messaging system and communication
with customers, important details from the schedule screen.
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COMMON SETTINGS |
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# |
Function |
Description |
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1 |
Enable booking |
Allow to book appointments. |
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2 |
Enable classes/events |
Allow to book classes or events customers can attend. |
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3 |
Select All Locations |
Multi-Owners Function. |
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4 |
Auto assign service provider |
Assigns the appointment to any available service provider. |
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5 |
Show notes on confirmation and reminder email |
Notes will be visible to customers and employees on confirmation emails. |
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6 |
Service provider name availability on Reminders |
Options: Show, First
name only or Do not show.
Allows the customer to see the name of the provider who will do the service on Reminders.
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7 |
Show "Booked by" in appointment details |
Allows the customer to see who the service was booked by.
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8 |
Enable deposit |
Allow collection of deposits (for in-store bookings and online bookings). |
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9 |
Deposit percentage/amount |
Defines whether the deposit will be charged in % (of the selected service) or a fixed amount $. |
EMPLOYEE NOTIFICATIONS – Settings for Employees
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EMPLOYEE NOTIFICATIONS |
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# |
Function |
Description |
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1 |
Enable email reminder for employee |
Email reminder to employee about upcoming service. |
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2 |
Enable text reminder for employee |
Text reminder to employee about the service. |
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3 |
Enable employee appointment confirmation |
Allow employee to confirm appointment. |
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4 |
Enable cancellation email for employee |
Email notifying employee of cancelled service. |
CUSTOMER NOTIFICATIONS – Settings for Customers
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CUSTOMER NOTIFICATIONS |
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# |
Function |
Description |
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1 |
Enable email reminder for customer |
Email reminder to customer about upcoming service. Sends an email to the customer with the 1st Reminder of the appointment.
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2 |
Send email before (hours) |
How many hours before the appointment to send email reminder. Example: If the number is 72, it will send an email 72 hours before the scheduled time. |
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3 |
Enable text reminder for customer |
Enable text reminder for customers. |
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4 |
Send SMS before (hours) |
How many hours before appointment to send SMS reminder. Example: If the number is 72, it will send an SMS 72 hours before the scheduled time. |
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5 |
Limit 1 reminder SMS per customer per day |
Limits sending automatic SMS to customers to just 1 per day. It does not interrupt sending through Notify (appointment details screen) or through the message center. |
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6 |
Enable email "Check-in" reminder |
Email reminder about “check-in” (2ND Reminder) appointment. Sends an email to the customer with the 2nd Reminder of the appointment,
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7 |
Send email before (hours) |
How many hours before “check-in” (2ND Reminder) to send email reminder. Example: If the number is 24, it will send an email 24 hours before the scheduled time. |
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8 |
Enable text "Check-in" reminder |
Text reminder about “check-in” (2ND Reminder) appointment. |
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9 |
Send sms "Check-in" before (minutes) |
How many minutes before “check-in” (2ND Reminder) to send SMS reminder. Example: If the number is 1440, it will send an SMS 1440 minutes (24 hours) before the scheduled time. |
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10 |
Allow customer to confirm appointment via reminder email |
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11 |
Enable email appointment confirmation for customer |
Sends appointment confirmation email to the customer right away after the appointment has been booked. Sends an email to the customer with appointment scheduled,
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12 |
Enable text appointment confirmation for customer |
Sends appointment confirmation text to the customer right away after the appointment has been booked.
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13 |
Enable "Require approval" email for customer |
Sends email to the customer
right away after the appointment has been booked with "Require
approval" status" (online booking for example). |
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14 |
Enable "Require approval" text for customer |
Sends text to the customer right away after the appointment has been booked with "Require approval" status" (online booking for example)
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15 |
Allow customers to cancel appointments |
Allows the customer to cancel his own appointment.
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16 |
Cancel appointments threshold (hours before start) |
Defines the previous time (in hours) allowed for the client to cancel his own appointment. Example: If the number is 6, will not allow the customer to cancel the appointment if it is less than 6 hours from the original appointment time. |
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17 |
Enable cancellation email for customer |
Email notifying customer of cancelled service |
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CALENDAR SETTINGS – Settings to control Calendar functionality.
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CALENDAR SETTINGS |
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# |
Function |
Description |
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1 |
Show only business hours |
Shows the location business hours only. |
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2 |
Show service provider working today |
Shows available service providers who are working today on booking dashboard. |
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3 |
Time slot interval (minutes) |
Available time slots for booking appointments. |
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4 |
Time slot dividers |
How many time slots are available per hour.
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5 |
Time slot custom width (pixels) |
Width of time slot on booking dashboard. |
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6 |
Time slot custom height (pixels) |
Height of time slot on booking dashboard. |
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7 |
Booking body color |
Options: Status or Retention type.
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8 |
Booking border color |
Options: Status or Retention type.
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9 |
Enable "Service Complete" step for appointment |
Makes it mandatory to finish the Service first so that it is possible to check-out the appointment. |
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10 |
Customer late threshold (minutes) |
Defines how long the delay for the Status change. Example: If the number is 2, after 2 minutes from the original appointment time schedule, the system will change the Status and the Color (FROM “Not Check In” Light Blue color TO “Customer Late For Appointment” Dark Blue Color). |
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