book anything. anytime. anywhere. makes it easy for businesses of any size to manage appointments, get paid, and reach more customers. Use our automated tools to keep your appointment calendar current and to encourage customer referrals and online reviews. Personalized appointment reminders and simple rescheduling tools help reduce no-shows. empowers your customers to request appointments directly through your website or Facebook page. Customers can manage their appointments from mobile devices or log in to the website.

Because is based “in the cloud,” you do not have to hire a technical person or become a tech expert yourself to use it. There is no complicated software to install and we handle all of the upgrades and updates for you. A Premium subscription is only a fraction of the cost of other Client Relationship Management (CRM) systems, but does a lot more.

Let’s say that you’re a Chiropractor and your 10 a.m. slot is not as busy as you’d like.   You log onto, and make a discounted coupon for 10 a.m.  Monday through Friday  for one week.



Then, you click and post this coupon to your facebook wall, LinkedIn feed, google+, and tweet it out to your followers. You can even copy and paste the coupon widget code into your email marketing and do an email blast to your database.


In a matter of seconds you’ve let your entire social media circle know that you have a time slot open at a discounted price.

You’re creating your own demand for your services.   You keep 100% of the coupon proceeds – and you’ve filled your open appointment times.

Now this is Social Marketing!

  1. Log in to your account.
  2. On the Dashboard, click Clients. (About Client Groups)
    Clients button on Dashboard
  3. Click Create a Group.
  4. Enter a Group Name.
  5. Click the drop-down arrow and click a client name to add it to the group. Repeat this step to add each client. If you accidentally add the wrong client or add a client twice, double-click the client name in the Clients box to remove it.
  6. Click Save.
  7. The client group now appears in the Client drop-down menu when you create a service.
  1. Log in to your account.
  2. On the Dashboard, click Clients. (About Clients)
  3. Click Invite Your Clients.
  4. Enter one or more email addresses. If you are entering more than one address, use a comma to separate the addresses. Do not use a space after the comma. For example:,,,
  5. Click Finish.
  6. If the clients already have a account, they now appear in your Clients list. Clients who do not have accounts appear in your Clients list after they accept your invitation and create their accounts.

Use Client Groups to create subsets of clients. You can use these subsets to make services available only to select clients. For example, a massage therapist might want to offer a special rate to members of a local yoga studio. The massage therapist creates a client group and adds the yoga students to it. The massage therapist then creates a service that is only available to members of the yoga group. (About Services)

You can create client groups even if you do not have any clients to add to the group. You can add or remove clients at any time. However, if a client has booked an appointment for a service that is only available to the group, the appointment is not canceled automatically when you remove that client from the group. If you do not want to keep the appointment, cancel it manually.

Clients are the people who request appointments with you. Once a person is in your client list, you can view their profile, view their appointment history, or send them an appointment request. You can also send a promotional email or coupon to one or more clients.

Your Clients list expands in a number of ways. automatically adds anyone who requests an appointment with you. You can use the Invite Your Clients button to send invitations by email. If the client already has a account, they appear in your Clients list immediately. However, service providers cannot add a client to the Clients list if the client does not already have a account.

You can remove a service permanently by deleting it from your Services list. Removing a service does not cancel pending or scheduled bookings for that service, but it does remove it from the list so clients cannot request appointments for that service after you remove it.

  1. Log in to your account.
  2. On the Dashboard, click Services. (About Services)
  3. Find the service in the Services list and click the delete icon.
  4. When prompted, click OK to remove the service or click Cancel to keep the service without removing it.
  1. Log in to your account.
  2. On the Dashboard, click Services. (About Services)
  3. Find the service in the Services list and click the pencil icon.
  4. Select the Hidden check box.
  5. Click Save.
  6. When you want to make the service available again, follow these same steps and clear the Hidden check box.
  1. Log in to your account.
  2. On the Dashboard, click Services. (About Services)
  3. Click Create Service.
  4. Enter a descriptive Service Name, such as 60-Minute Massage or Follow-Up Appointment. Clients see the Service Name when they request an appointment.
  5. Optional: To limit the service to a certain client or group of clients, select the client or group name from the Client drop-down menu. To make the service available to all, select All Clients.
  6. Enter the Service Cost. You can enter a whole number or use decimals. Do not include the dollar sign. For example, if the service cost is $60.00, you can enter 60 or 60.00. If the service cost is $9.99, enter 9.99.
  7. Optional: To require clients to make a deposit or to pay for the appointment up front, select Prepayment Required. You can then enter a Prepayment Amount. Clients must pay this amount to complete their appointment request.
  8. Optional: If this service is a group service, such as a class or workshop, select Class. You can then define the class size by entering a number in the Max Attendees box.
  9. Optional: To create this service but not make it available yet, select Hidden. When you are ready to accept appointment requests for this service, you can clear the Hidden check box and make the service available for booking.
  10. Click Save.

Services are the types of appointments you make available to clients through When clients use to request an appointment with you, they select a specific service from a list. You can add, remove, or modify services at any time. You can also make a service unavailable temporarily.

  1. Log in to your account.
  2. On the Dashboard, click Office Hours. (About Default and Custom Office Hours)
    Office Hours button on Dashboard
  3. If you have multiple employee calendars, select the employee from the Choose Employee drop-down menu.
  4. Under Custom Office Hours, click Change.
  5. Enter a Title for this schedule.
  6. In the Open menu, select No if you are not taking appointments that day. Select Yes if you are accepting appointments on a custom schedule.
  7. Enter the Date or click the calendar icon to click the date in the calendar.
  8. Enter the Start Time and the End Time of the custom schedule. The Start Time is the first appointment time of the day. The End Time is the last appointment time of the day.
  9. Enter any Notes about the day.
  10. Click Save.

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