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User guide

Take bookings in your app

Add your services, staff and opening hours so customers can book appointments in your app.

12 steps
Take bookings in your app

Step-by-step guide

Follow these steps, then download the PDF to keep.

Download PDF guide
  1. 1

    Choose Booking System

    In Pages, tap Add Page or Function, search “booking system” and tap Booking System.

    Module picker showing Booking System
  2. 2

    Start with your services

    Tap a popular preset to import a ready-made list, or tap Add service to create your own.

    Services tab with popular presets and Add service
  3. 3

    Add a service

    Enter the name, length and an optional description, then tap Add Service.

    Service form with name, duration and description
  4. 4

    Your services

    Services are listed with their category and length. Search, filter, edit or star a service to feature it.

    Service list with the new service
  5. 5

    Add staff

    On Employees, tap Add employee and enter their name. Email, photo and profile are optional.

    Add employee form
  6. 6

    Set opening hours

    On Schedule, switch each day open or closed and set the opening and closing times.

    Business hours for each day
  7. 7

    Set booking rules

    On Settings, choose how far ahead people can book, the notice you need and whether customers can cancel.

    Booking rules settings
  8. 8

    Name the page

    Tap Save Configuration, choose a page title and icon, then tap Create Page.

    Page title and icon picker
  9. 9

    Customers see your services

    Visitors can see what you offer straight away, then tap Sign in to book.

    Booking page asking customers to sign in
  10. 10

    Choose a date and time

    Signed-in customers open a service, choose a staff member if they like, then pick a date and time.

    Date picker and available times
  11. 11

    Confirm the booking

    Their name and email are filled in. They add a phone number if needed and tap Confirm Booking.

    Booking details form with Confirm Booking
  12. 12

    See it in My Bookings

    The confirmed booking appears under My Bookings with the date, time and staff member.

    Confirmed booking in My Bookings

Change services, staff, hours or rules any time from Edit Page Content. New bookings also appear in your Data Manager.