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Everything about: Setup & Settings

Online Booking Settings Overview

In the online booking settings, you can precisely determine whether and how your customers can book appointments online with you:

You can access your online booking settings via Settings > Online Booking.

Booking Process
Set up your personal online booking process and determine which services can be booked online and how they are presented to the customer.

Booking Settings

  • General
  • Registration
  • Appointment Settings
  • Time Limits
  • Appointment Rhythm
  • Appointment Offer
  • Terms and Conditions

Order

  • Order of services in your calendar
  • Order of staff members in online booking

Design

  • Images and Colors
  • Appointment Highlighting and Highlighting Times

Texts

  • General Texts
  • Booking Texts

Online Booking Settings: Appointment Settings

In the appointment settings, you can customize the appointment booking according to your wishes.


Number of appointments
Determine the maximum number of appointments that a customer can book at the same time. The number of appointments refers to future appointments. If the customer already has this number of open appointments, they must wait for one appointment to pass before they can book a new one.

Appointment cart
Limits the number of selectable services for the customer app (deprecated).

only one employee available / show employee image in time selection
If this field is not activated, no employee will be shown for selection (and thus no employee image) as soon as only one single employee is available.
If you would still like to show which employee the service is booked with, activate this function.

Booked appointments can be cancelled by the customer
Allows your customers to cancel booked appointments themselves. You can determine the cancellation period under Time Limits.


Booked appointments can be rescheduled by the customer
Allows your customers to reschedule booked appointments themselves. Learn more about rescheduling appointments here.


Show the last booked service during booking
Customers who log in before booking will see the last booked service and can rebook it with one click. Of course, they still have the option to choose other services.


Show involved employees
If you offer services that are distributed among multiple employees, you can show these employees to the customer during booking. This way, the customer can already see which colleagues support the selected employee with additional work.

An overview of all online booking settings can be found here.

Online Booking Settings: Time Limits

In the time limits, you can set important time periods for your online booking.

You can access this area via
Settings > Online Booking > Time Settings

Booking Limit
The booking limit determines how spontaneously a customer can book appointments with you. Short time periods also allow appointments with short notice.

Future Limit
The future limit determines how far in the future customers can book appointments.

The online bookability of your staff is also based on the entered working hours. If the schedules are not planned accordingly in advance, customers cannot find appointments,
even if the future limit would allow it.

Appointment Cancellation Limit
The appointment cancellation limit determines how short notice customers can cancel appointments.

Example of common time settings:

An overview of all online booking settings can be found here.

Online booking settings: Registration

In the registration settings, you can determine whether and how your customers can register themselves on your online booking page.

You can access this area via
Settings > Online Booking > Basic Settings > Registration.

Allow appointment booking without login
If you allow booking without login, customers can book an appointment without prior registration. After the customer has selected the desired appointment, they enter their details without logging in and registering.

  • Advantages: Customers who prefer not to register can quickly book an appointment.
  • Disadvantages: Customers must provide all their data every time (name, first name, email, mobile number, etc.). The appointments are not assigned to the corresponding customer file.

Also show available times, then prompt for login
If you want your users to log in only after viewing the available times, activate the function.

Customers can register themselves.
If you do not want customers to be able to register themselves, deactivate this function. This way, only customers with existing access can book appointments.
You have the option at any time to invite selected customers in the customer file to online booking.

Customers must provide their mobile phone number during registration
During registration, a mandatory field "Mobile number" is created. Customers can only register if this field is filled in.

Customers must provide their landline number during registration.
During registration, a mandatory field "Landline number" is created. Customers can only register if this field is filled in.

Example of common registration settings:

An overview of all online booking settings can be found here.

Online Booking Settings: General

In the General Booking Settings, you can make the most important basic settings for your online booking.

Price Display
Prices are displayed during booking. If this checkbox is not set, customers cannot see any prices during online booking.

Notifications
Determine here who will be notified in the event of an online booked appointment. You can view all self-booked appointments at any time in the booking list.

Please note that only employees with an assigned email address can receive messages. In the employee file, you can create a separate login for each employee.

Reservation Duration

Determine how much time employees and customers have to enter an appointment.

In both cases, clicking on the desired time creates an appointment draft, which from that point on is no longer bookable for customers and already appears to colleagues as a "dotted" draft in the calendar. This makes unnoticed double bookings in the calendar impossible. However, to ensure that the appointment becomes available again after an improper cancellation of the booking, the draft is automatically deleted after the reservation duration.

We recommend not setting the time period too short, so that your customers have enough time to book the desired appointment, even if something comes up for them in the meantime, for example.

Locations
If you have linked multiple locations in one calendar, it may make sense that not all customers should be able to book at all locations.
If you enable the option "Customers may only book at locations they have been approved for", you will find the option in each customer file to assign this customer to a specific location.

Example use case:
You have several locations grouped together in one account, but you do not want your customers to be able to choose a location during online booking.
You can specify exactly in each customer file which location you want to make available to the customer.

Linked Location
Optionally select a location here that should be offered if no more appointments are available.

Example of a linked location during booking:


Example of common general settings:

You can find an overview of all online booking settings here.

Duplicate Customer After Online Registration

In the customer overview, you can see all newly registered and entered customers in the "New Customers" field. You can see new registrations from the start and can remove them directly by clicking the "Delete" button and add the customer to your existing list with their email address. This way you avoid duplicate customers. With a simple OK, the customer is transferred to the master list.

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