Online Booking Setup

Online Booking Setup

Setup Products - 


Enable Online option for Services - 

  1. Catalog
  2. Products
  3. Manage products/services
  4. Change Type to “Service”
  5. Search

Find the Service that you want to offer online - 

  1. Turn on “Sell Online”
  2. Add an eCommerce friendly name
  3. Create a detailed description (optional)
  4. Save





Update Back Office Settings - 


From the back-office: Settings > General > Booking settings > Online Booking Settings







 

Number

Function

Description

1

Enable online booking

Allow to book appointments online

2

Enable online classes/events

Allow to book classes or events customers can attend in (NOT TURN ON)

3

Select Locations

Multi-Owners Function

4

Default Service

Select the default service

5

Retention Type

Left in Online Booking

6

Minimum time ahead (minutes)

How many minutes in advance the guest can book an appointment

7

Maximum days ahead

How many days in advance the guest can book an appointment

8

Use service time interval

Uses the time duration defined for each service

8.1

Search internal

When (8. Use service time interval) OFF, you can define a specific and fixed time for a spot in your schedule

9

Enable guest booking

Allows the guest to make an appointment

10

Allow notes

Guest will be able to write notes for the appointment

11

Enable preferred times

Allows defining specific times during the week to accept online bookings

11.1

Add preferred time

When (10. Enable preferred times) ON, allow add multiples preferred start times, preferred end times and preferred days

12

Show service duration

Display service duration define for each service

13

Show service price

Display service price define for each service

14

Enable service provider selection

Allow the guest to select the service provider

15

Require service provider selection

Force the guest to select one service provider in the list

15.1

How do you want system to assign appointments

When (15. Require service provider selection) OFF, you can select the way the system will assign a service provider. Has 3 choices: Assign to the most booked employee, assign to the least booked employee or assign randomly

16

Enable deposit

Enable this feature to collect partial or full amount for booked appointment via configured credit card payment at the last online booking step. Collected amount will be placed on customer account and can be used as a payment at the checkout process

16.1

Deposit percentage

When (16. Enable deposit) ON, defines the percentage % that will be collect based in the price of the service select

16.2

Deposit instructions

Provide the customer with terms and conditions for providing a deposit on their service




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