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Archive for the ‘How To’ Category

How to create a client group

  1. Log in to your Booka.me 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.
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How to invite clients to use Booka.me

  1. Log in to your Booka.me 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: jane@emailaddress.com,john@emailaddress.com,anne@emailaddress.com,tom@emailaddress.com.
  5. Click Finish.
  6. If the clients already have a Booka.me account, they now appear in your Clients list. Clients who do not have Booka.me accounts appear in your Clients list after they accept your invitation and create their accounts.

How to remove a service permanently

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 Booka.me 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.

How to make a service unavailable temporarily

  1. Log in to your Booka.me 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.

How to create services

  1. Log in to your Booka.me 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.

How to set custom office hours

  1. Log in to your Booka.me 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.

How to set default office hours

  1. Log in to your Booka.me account.
  2. On the Dashboard, click Office Hours. (About Default and Custom Office Hours)
  3. If you have multiple employee calendars, select the employee from the Choose Employee drop-down menu.
  4. Under Your Default Office Hours, click Change.
  5. Click the drop-down menus to select the earliest appointment time (From) and the latest appointment time (To) for each day. To make a day unavailable for appointments, go to the Open column and select No from the drop-down menu.
  6. Click Save.

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