Share a booking link
Open Schedule, then Bookings. The page has a Public booking link with Share URL. Set your weekly open hours under Service hours, and mark days off under Unavailable times. Customers book on your public appointments page.
Make a booking yourself
Choose New booking.
Pick the Service and the Staff member.
Set the Start and End times. The Duration is in minutes.
Add the Customer if you know them. A new customer needs a phone number.
Add notes, then choose Create booking.
A booking moves through scheduled, confirmed, in progress, completed, cancelled and no show.
Take a deposit
When a booking has a deposit due, choose Collect deposit. Enter the amount, or leave it for the default, and pick the cash account. Choose Collect deposit again. The booking shows whether the deposit is pending, partial or paid.
A deposit can be applied to a sale held at the till.
Reminders your customers get
Reminders go out on their own.
A request to confirm, 26 hours before.
A reminder 24 hours before.
A reminder 2 hours before.
A deposit due reminder 12 hours before, when a deposit is still owed.
You cannot change these times.
What you cannot set yet
The cancellation and no show fee. The rules for a late cancellation and a forfeited deposit exist in the system, but there is no screen to set them.
Commission rules for staff. Open Financials, Payroll, Commission accruals to see what staff have earned. It says "Accruals appear as commissionable sales and bookings complete."
Messages
You see: Why: What to do
"Please fill service, staff, start and end time.": A field is empty: Fill it in
"Phone is required for new clients (minimum 3 characters).": New customer without a phone: Add a phone number
Booking not visible to customers: Outside open hours or on an unavailable day: Check Service hours