Help centre · Step-by-step manual

Bookings

Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.

Bookings gives your salon, clinic, barbershop, car wash, studio or restaurant its own booking page, one calendar that never double-books, reminders, and a till that knows who just walked in. A visit is checked out like any other sale. Bookings comes with the Online Restaurant and Chain plans (not Retail) and is not in the buy-once desktop program.

Switching Bookings on

  1. Sign in as the owner and switch Bookings on in Settings.
  2. Follow the set-up steps below.
  3. Give your team their Bookings rights in Team: managers and cashiers have none until you do. A team member can be limited to their own visits.

Switched off, the Bookings pages close and your public pages say they are not available.

Setting up

The set-up starts with your type of business (salon, clinic, car wash, repair, studio, restaurant tables or other) and fills in the wording, the slot size, a starter list of services, the kinds of resources and the reminder times.

  1. Set each branch's opening hours, the holidays, and dated changes such as the Ramadan hours you choose.
  2. Set your rules: how far ahead customers may book, until when they may move or cancel, and whether a booking waits as requested until your staff confirm it.
  3. Add services, team and resources.
  4. Import services and upcoming appointments from a spreadsheet if you have them.

Check your opening hours and cancellation rules before you switch the public page on.

Services, team and resources

  • A service is sold at checkout as a product. It has a duration, buffer time, a price, add-ons, the team members who may do it, the resources it needs, an optional deposit, and whether it is bookable online.
  • Each team member has their own hours, breaks and days off; block time for a meeting or a holiday. With HR on, the roster and approved leave count too.
  • Resources are chairs, rooms, bays or tables. Nobody can book the same chair twice at once, and one person cannot be booked in two branches at once.
  • A team member can get a private calendar link for their phone, without customer names or phone numbers.

Your booking page

Three public pages, each switched on separately: appointments, table reservations and classes.

  1. The customer picks a service, a team member (or anyone) and a free time, on their phone and in their language, without an account.
  2. The slot is held for ten minutes while they type their name and phone.
  3. They confirm and get a link to add the visit to their calendar, and to move or cancel it within your rules.

Share the link, print the QR code for the counter, or put the Book now button on your website. Limits per phone and per address keep fake bookings out, and you can block a customer. Other customers and private notes never show.

The calendar

Day, week, month or list, by team member or by chair, room or bay. The today board shows who is expected, arrived, in service and done.

  • Tap a free slot, find the customer by name or phone (or add them) and pick the services: durations and prices fill in. Choose a team member or any free one.
  • Several services fit in one visit, one after another or side by side.
  • Move, copy, repeat (recurring visits are made eight weeks ahead) or cancel with a reason.
  • If a time was taken a moment ago, the calendar offers the nearest free ones.

At the till

  1. On the Sell page, press Bookings to see today's visits.
  2. When the customer arrives, press Arrived. Queue ticket prints a ticket for the waiting area.
  3. When the service begins, press Start.
  4. Press Check out: the visit loads into the cart with the customer and the team member. Add any product and take the payment.
  5. Two team members give two carts, one receipt each. After the first payment the screen names the next cart: press Check out again.
  6. When every cart is paid, the visit is reported to Bookings and marked done.

A booking price that differs from the product's price needs a manager's approval. A cart without a deposit can be sold offline and is reported after the sync.

Walk-ins and the waiting list

Next available walk-in books the first free team member for the service in one tap, and the printed ticket tells the customer their place. A walk-in taken offline is placed when the line returns, or marked for the front desk to review if the slot has gone. A waiting list offers freed slots for a limited time, and classes have a seat count.

Messages and reminders

Eleven templates, editable in every language: received, confirmed, reminder, moved, cancelled, deposit due, waiting-list offer, missed you, thank you with a feedback link, time to book again, and birthday. Quiet hours apply, and a customer can opt out.

Messages go by e-mail where there is an address. WhatsApp messages wait in a to-send list: one tap opens WhatsApp on your phone with the message filled in. WhatsApp and SMS are never sent automatically.

Restaurants: table reservations

Add your tables with their seats, the tables that may be joined, and a turn time for each party size. The reservation page asks for the party size first, offers the nearest free times, and takes a seating preference and the occasion. The host list picks the smallest table that fits and joins tables only where you allowed it; seating a party opens its table order. Busy nights have a waiting list.

Deposits, packages and the customer card

  • A service can ask for a deposit. The booking then waits as requested and shows your payment instructions: there is no online card payment. Record the deposit at the till; it comes off the bill at checkout.
  • A no-show or late-cancel fee applies only when you switch it on, with a reason.
  • Packages and memberships, such as ten sessions or a monthly plan, are sold at the till and used at checkout. A manager can freeze or transfer one.
  • Every booking lands on the same customer record the till uses: visits, favourite team member, notes, intake questions, consents, birthday and private feedback.

Clinic intake answers are general notes, not a medical record. Gift vouchers are not part of Bookings.

Reports

Bookings by day, week or month; how busy each team member and resource was; revenue from checked-out visits; no-shows and cancellations with their estimated cost; where bookings came from; new and returning customers; the busiest hours; packages sold and not yet used. Export to CSV or Excel, or print. More on the Bookings page.

On this screen

Online · Bookings

Use the prepared cart in the till, then enter one receipt number per team member in the order shown.

How to use this feature

Today · Calendar · New booking · View · Import bookings · Connections · Day · Bookable staff · Anyone available · Colour · Status · Services · Find a time · Show

Online · Bookings · 2

How to use this feature

Online · Import bookings

Use the template headers. CSV, TSV or XLSX; up to 100 rows and 80 KB. Prices are in minor units. Appointment start times need a UTC offset, for example 2026-10-08T10:00:00+04:00. Preview does not reserve times; each row is checked again when applied.

How to use this feature

Today · Services · visits · Resource kind · Spreadsheet · Sheet number (first = 0) · Preview · Row · Status · Name · Notes · Apply or resume next 10 rows

Online · Connections

How to use this feature

Today · API keys · Name · Validity in days · Add · Team calendar subscription · Bookable staff · Webhooks · Revoke · Delivery stopped after repeated failures · Retry · Check the booking details.

Online · Manage my booking

This time is held for 10 minutes while you confirm.

General visit notes only. This is not a medical record system. Private notes are visible to authorised booking managers.

How to use this feature

Directions · Name · Phone · Email (optional) · Seating preference · Occasion · Notes · Add to calendar · Day · Find a time · Time · Reschedule · Reason · Cancel booking

Online · Name

How to use this feature

Alternative name · Notes · Duration (minutes) · Preparation minutes · Cleanup minutes · Price · Starting price · Active · Accept online bookings · Capacity · Resource kind · Bookable staff · Intake questions (one per line) · Invite to rebook after weeks (0 = off)

Online · You are on the waitlist. We will offer a time when one becomes available.

Use your browser menu to add this page to your home screen.

How to use this feature

Branch · Show · Number of people · Services · minutes · Bookable staff · Anyone available · Day · Find a time · Time · Use your browser menu to add this page to your home screen. · Waitlist · Name · Phone

Online · Queue ticket

How to use this feature

Booking reference only — no payment recorded. · Print day sheet

Online · Reports

Revenue comes from linked receipts and package recognition. Availability uses the current working schedule. Reminder groups show association, not proof of an effect.

How to use this feature

From · To · Show · Print / save as PDF · Today · Busiest hours by weekday · Day

Online · Booking settings

How to use this feature

Enable Bookings · Business type · Start with business defaults · Slot size (minutes) · Minimum notice (minutes) · Book ahead (days) · Free cancellation notice (hours) · Opening hours · From · To · Accept online bookings · Appointment booking page · Table reservation page · Class timetable page

Online · Share and QR

How to use this feature

Download printable QR · Website button code

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