How it works

Step-by-step guides, from setting up to managing bookings.

Guide 1

Set up your organization and first location

Sign in with Microsoft, Google or Apple, then select Create organization.
Enter the Organization Name, and your logo's web address in Logo URL if you have one. Select Save.
Select Add location. Enter the Location Display Name, the Single Line Address and the Timezone, then select Save.
Tick Published when the location is ready to take bookings.

Guide 2

On the location screen, select Services, then Add New. Enter a Display Name and a Default Duration, plus a Pre-appointment Buffer or Post-appointment Buffer if you need time around it.
Maximum Concurrent Appointments for this Service sets how many people can book the same time. Tick Is Hidden From Customers to take a service off the booking page. Select Save in the dialog, then Save on the page.
Select Business hours, then Add New for each day. Choose the Day of Week, Start Time and End Time, and select Save.
Select Holidays, then Add New. Name the holiday, set when it repeats, such as every Sunday, and select Save.

Guide 3

To give someone access to one location, open it and select Staff, then Add New Staff. Enter their Display Name and Email Address and select Save.
To give someone access to every location, select Organization admins on the organization screen and add them there.
They sign in with that email address, using Microsoft, Google or Apple.

Guide 5

They choose a service, a date and a time, enter their name and email address, and select Book Appointment.
They see a confirmation page and are emailed a confirmation with the appointment as a calendar file.
The confirmation page has Add to calendar. The page and the email also show a QR code that adds the appointment to a phone's calendar, scanned from a computer screen or a printout.
Need to cancel? on the confirmation page asks for an optional reason, and the customer is emailed a cancellation.

Guide 6

Select Appointments on your home screen or the location screen. The calendar opens on this week, with Day, Month and Year views at the top.
Point at or tap a booking to see its details. The list below has the same bookings, with a filter on each column and a CSV download.
Select the pencil beside a booking to change its service, time or customer details, or to mark a no-show. If the time or service changes, the customer is emailed.
Select the delete icon to cancel a booking, and the customer is emailed. To cancel a whole day, select Cancel Appointments for the selected day, pick the date and select Save. Each customer is emailed.
Select Add New Appointment to book on a customer's behalf.

Guide 7

On the organization screen, select Notification rules, then Add New.
Enter a Rule Name, choose the Notification Type (Email, Text (SMS) or Postcard), and set how many Days, Hours and Minutes before the appointment it goes. Tick Active and select Save.
Texts need the text reminders add-on (Standard plan and above) and postcards the postcard add-on (Professional and above). Add them under Plan and billing.
Customers choose their reminders when they book. A postcard needs their address.
Customers who ask get a 4x6 postcard with your name and logo, the appointment time, and a link and QR code to cancel. Set postcard reminders at least 7 days ahead.

Guide 8

Plans are priced by bookings a month. Every appointment booked that month counts, except cancelled ones.
On the organization screen, select Plan and billing. It shows your plan and this period's bookings.
Under Plans, select Subscribe and pay through Stripe. Later, Switch changes plan and Manage billing has your invoices and card.
The Free plan includes 30 bookings a month. If you go over your plan, bookings keep working for a short time and we email you.