Settings Unique to New Online Booking

There are lots of new and exciting features used on the New Online Booking platform. Below, we will go over some new settings you will want to verify before sharing with your clients.

Navigate to: Manage > Online Settings > New Online Booking (Beta)


At the top of this screen, you will see that there is a new Online Scheduling Beta URL that you can use to share with clients in emails, on social media, and integrated with your website.

Enable online scheduling beta? When you are ready for this page to be accessible to clients, you will set this to Yes.


Maximum Scheduling Window (days): this allows you to restrict how far in advance clients can schedule appointments online.

Important Notes: this message will be displayed to your clients on the checkout screen. You can use it to share additional information, policies, links, etc.


Service Pricing, Duration, and Descriptions

Now, your clients are able to see pricing and service descriptions before scheduling their appointment online. Navigate to Manage > Basic Settings > Services to reference these settings.

 

If a client is scheduling by selecting their service first, it will display the starting price and duration "+" so it is important that your default prices and timings are updated accurately.


Your Service Descriptions for each service can also be added so they are displayed on the online booking platform. 

Service Instructions are still used to provide your clients instructions and are only shown on confirmation and itinerary emails.

If a client opts to schedule by selecting their service provider first, it will automatically update to show the client the timing and pricing unique to that service provider. Because of this, you will also want to check your employee's individual settings by navigating to Manage > Basic Settings > Employees > select an employee name > Assigned Services.

It is also a good opportunity to review your cancellation policy. The New Online Booking checkout page will remind clients of the policy and will require clients acknowledge this prior to scheduling their appointment. To reference and edit your existing policy, please navigate to Manage > Advanced Settings > Cancellation Policy: Configure how Clients can cancel appointments.