Set up online bookings

Guides > Set up online bookings

This guide has a version for scheduling appointments. Switch guides

Firstly, it's important to correctly set up the conditions of online bookings.

You find them in the Settings under the Business tab (among others, you can also set a new password, time zone, or menu there). Overview of your account settings is divided into 4 parts:

  • Bookings
  • Email + SMS notifications
  • Localization
  • Security

Right now, let's focus on the first two options connected to online bookings.

Guide image - Online Booking settings

Most online booking settings can be adjusted here. To change any of these options, just click anywhere in the window.

  • In the first line, set the latest time possible for your clients to book your service. Just click on the drop down list with automatically pre-set 1 day and select preferred time – from 1 hour right up to 60 days.
  • Following exactly the same steps, set the earliest time your clients can start booking – it can be up to 1 year in advance (just make sure the entry is higher than the previous setting).
  • In the next line, set how much in advance of the appointment clients can still cancel their bookings. Besides the time options of 1 to 30 days, you can also select Never and Whenever (the last option is for sure interesting for clients – you, however, might not be quite as excited when somebody cancels their booking 2 minutes before the meeting).
  • The next setting is just as important. You can choose whether clients can make a booking just for themselves or for their friends as well. Click into the drop down menu and select the number of bookings a single client can make (you can pick any number between 1 and 20).
  • You should also pay attention to the next settings. Decide whether the system should send clients emails reminders about the upcoming appointment. It may be useful when the bookings are made in advance. Besides setting if the email should be sent at all, you can also select how far in advance it will be sent.

You can just as easily set the option of booking only for existing clients. New clients will be notified about their inability to book the service. If a new client would like to to make a booking, you'll need to add him into the system manually.

On the next row, mark whether you want to manually confirm each booking.

Manual confirmation will help you keep an eye on clients and their bookings, but it may cost you some precious time, which you can otherwise save by enabling the automatic confirmation.

The last option offered in the Booking field is to remove the Reservio logo from the booking form, profile pages and email notifications – this option applies only for Pro premium services.

Now just click Save.

Guide image - Set up online bookings

Can I see an example?

However, at the same time, it's ineffective for you to schedule half a year in advance. To make the booking as effective as possible, set that clients can book their place 2 days in advance at the very latest and no sooner than 14 days in advance.

Select that they can cancel the reservation 2 days in advance at the latest. As you don't want your clients to forget to come or cancel their booking, you'll also set the e-mail notifications3 days in advance.

It can all be done within 2 minutes. Let's do it!

  • In the first line of booking settings, select option 1 day – and clients can book no sooner than 1 day in advance.
  • In the next line, set that clients can book no later than 14 days in advance.
  • In the option Clients can cancel their advance select 2 days from the drop down menu.
  • As you want to know who exactly is going to come, in the next line, choose that client can only book place for himself1 place.
  • Now, set the automatic email notifications for clients. Just choose the right option from the drop down menu – 3 days. Clients will receive email notifications 3 days before the lesson takes place.
  • Then choose the option: Everyone can make an appointment. After all, you surely appreciate new clients, even if you don’t know them yet.
  • You want to keep track of all the bookings, tag following option: I want to manually confirm every booking created by clients.
  • And if you don't have Premium Services, leave untagged: Remove the Reservio logo from the booking calendar, profile pages and email notifications.

Then simply click on Save button...and that's all :-)

Next: Email + SMS notifications →