Bookings: calendars, booking pages and reminders
Set up a calendar with your hours, publish a booking page your customers book from, and send them automatic reminders.
Bookings has three tabs: Appointments to follow your bookings, Calendars to set services and open hours, and Booking Pages for the public page customers book from.
Setting it up
- In Calendars click New calendar and choose a type: Personal, Collective, Round robin or Resource. Set the time zone and slot length, then save.
- In the Services tab add your services with duration and price. You can require payment or a deposit percentage.
- In Members add the staff who take appointments, and in Availability set the weekly hours.
- Use Date overrides for holidays and days with different hours.
- In Booking Pages create a page, link it to the calendar, add Extra questions and a Confirmation message, then click Publish.
- Click Copy booking link and share it, or use the Embed snippet to place the page inside your website.
Reminders and sync
- In the calendar's Appointment reminders tab choose when and on which channel to remind. An interactive reminder lets the customer reply to confirm or reschedule.
- Turn on Allow cancel by reply so a reply of 3 cancels the appointment.
- In Calendar sync connect each staff member's Google or Outlook calendar so their busy times are never offered.
- Customers get a link to manage their booking, where they can reschedule or cancel on their own.
Following appointments
In Appointments switch between Week view and List view, add a New appointment by hand, mark an appointment completed or no-show, or reschedule it.
A reminder sent on the official WhatsApp number outside the 24-hour window needs an approved template, or it will not go out.