Online booking
Online booking allows clients to book appointments online through your website or any other platform where your online booking link is shared.
How do I set up online bookings?
To initiate the online booking process, follow these sequential steps:
Step-1:Enable online appointment booking.
Step 2: Set Up Business Location
Step 3: Add a New Branch (Optional)
Step 4: Add Services and Tag Staff
Step 5: Adding New Staff
Step-1:Enable online appointment booking.
To enable online booking follow these steps:
In the main navigation bar on the left-hand side, click on "Online Booking."
In the "Online Booking" section, enable the option that says "Allow clients to book appointments through the booking widget integrated into your Facebook account, website, etc."
Step 2: Set Up Business Location
If you have multiple branches or outlet locations, you can manage them all from one account:
To add and manage one or multiple branch/outlet locations from a single account, click on "Settings" in the main navigation bar.
Scroll down to find the "Business Settings" section and click on "Business Location."
The business outlet/branch details given will be listed by default. You can click on the branch name to add/edit or make changes to the details.
Step 3: Add a New Branch (Optional)
If you have additional branches, here's how you can add them:
If you have multiple branches or outlet locations, you can click on "Add New Business" in the "Business Location" section.
Enter the “Business Details, Location Details, Working Hours, and Online Booking Details” for the new branch.
Step 4: Add Services and Tag Staff
To offer specific staff for each service, follow these steps:
Click on "Settings" on the menu bar and select "Service" under "Modules settings."
Click “Add New Group” and create a Group name and click Save.
Click “Add Services”.
In the Add Service, fill all the service details.
Then in the “Tag Staff”, select the staff members who are specialized in that service.
Note: You must Add staff members before tagging them for a service.
Next in the “For Booking Widget” section, enable “Allow online booking for this service” under the description box.
Click on “Save”.
Step 5: Adding New Staff
To include new staff members and define their roles, do the following:
To add new staff members, click on "Settings" and select "Staff" under "Modules Settings."
Click on "Add New Staff" and provide the necessary staff details, such as name, mobile number, and e-mail id (if required).
Enable the appointment feature for the staff member and select the services they are responsible for providing.
Enter the working hours for the staff member and save the changes.
Now your online booking system is set up, and clients can easily schedule appointments with the staff members of their choice!
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