How to Use the Booking Feature

What the Client Sees As They Book an Appointment

1. When you have access to booking, there will be a button on your website that allows clients to book an appointment. This is the screen that will appear when the client wants to book an appointment from your site:

clientbookingscreen

2. From here the client can fill out the fields as needed. The only fields the client is required to fill out to book an appointment are Email Address, Appointment Date, and Appointment Time.

clientbookingscreenEDIT

Viewing Appointments

1. To view appointments first navigate to the “Bookings” section on the left-hand side of the dashboard. You will be brought to a screen that looks like this:

bookinghomepageEDIT

2. All your bookings will appear on this page whether they are confirmed, pending, or cancelled. To view any of these appointments, hover over the grey “Manage” button on the right-hand side of the page. A small menu will appear where you will click the option “View.”

bookingmanageEDIT

3. From here you will be able to view all details about the appointment. This screen will show the client’s contact information and appointment date/time. There are other actions you can perform on this page but we will go through those later.

bookingviewpage

Cancelling Appointments

1. First, navigate to the “Bookings” section on the left-hand side of the dashboard.

bookinghomepageEDIT

2. Once on the bookings page, hover over the grey “Manage” button on the right-hand side. A few options will appear once you hover over the button and you’ll want to click on the “Cancel” option.

bookingmanageEDIT

3. After clicking cancel this screen will appear. To confirm the cancellation click on the blue “Yes” button.

bookingcancel

Rescheduling Appointments

1. First, navigate to the “Bookings” section on the left-hand side of the dashboard.

bookinghomepageEDIT

2. Once on this page, hover over the grey “Manage” button on the right-hand side and click on the “Reschedule” option that appears.

bookingmanageEDIT

3. Once clicking on “Reschedule,” this screen will appear which will allow you to choose a new appointment time and date. Once you have changed everything you want, click on the blue “Save” button.

bookingrescheduleEDIT

Contacting Clients Through Booking (Email & SMS)

1. First, navigate to the “Bookings” section on the left-hand side of the dashboard.

bookinghomepageEDIT

2. There are two ways to contact your clients through booking. The first and easiest is by clicking on either the email or SMS icons under the “Contact Details” column.

bookingemailsmsEDIT

3. The second way to contact clients is by hovering over the grey “Manage” button and clicking on “View” from the drop-down menu that appears.

bookingmanageEDIT

4. You will then be brought to this page below. On the right-hand side of the page under “Account Information” the client’s email address and phone number will be shown. Next to both there will be blue icons which allow you to message the client.

bookingviewpageEDIT

5. Once you choose email or text message this screen that allows you to create the message will pop up. Once you’ve created the message then you can click on the blue “Send” button.

sendemailscreen

If you'd like to see a video walkthrough of how to add a booking click below!