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Online appointment scheduling: clients book, confirm, pay

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  1. Step 1

    Your page is live within the hour

    Sign in with Google and say what you do.

    Your first service and weekday hours are ready. You see the booking email and reminders your clients will get, then publish, and your calendar's busy times are blocked.

    The Google sign-in
    The trade question
    Your first service and hours
    The booking email your client gets
    Your booking page, live
    Busy times from your calendar
    Hours confirmed in Setup
  2. Step 2

    Bring your clients and bookings over

    Import an export from Calendly, Acuity, Square, Setmore or SimplyBook.me.

    Each row is accepted, flagged for you to check, or refused.

    Import: rows accepted, flagged and refused
  3. Step 3

    Put your link where clients look

    Add your page to your website, your Google profile and your Instagram bio.

    Then invite past clients to book their next visit.

    Your booking page on your website
    The link in your Google Business Profile
    The link in your Instagram bio
    Invitation to book the next visit
  4. Step 4

    A client books on their phone

    Pick a service and a time, accept the policy, and pay the deposit.

    Times show in the client's own zone, and the deposit goes through the phone's wallet. The booking email adds the visit to the client's calendar.

    Choosing a time
    Accepting the cancellation policy
    Deposit by phone wallet
    Booking email
    The visit in the client's calendar
  5. Step 5

    The booking lands in your calendar

    See the new booking on your phone.

    Each one shows where the client found you.

    New booking notice
    The booking in your calendar
  6. Step 6

    Clients confirm from the reminder

    Confirm from the email, or reply with one word to the text.

    Text replies come with Pro. A second reminder goes only to clients who haven't confirmed.

    Reminder email with Confirm
    Text reminder and reply, on Pro
    Second reminder, unconfirmed only
  7. Step 7

    Start each day with Today

    See the day's bookings, who still needs a call, and unpaid deposits.

    Your open hours stand beside the regulars who are due back.

    Today
  8. Step 8

    Late changes follow your policy

    One client reschedules, and another cancels late after accepting the fee.

    The freed hour goes straight back on your page, and the refund follows your policy.

    Rescheduling from the email
    Late cancel, fee accepted
    Refund by policy
  9. Step 9

    Charge a no-show

    Mark the no-show and confirm the fee.

    It's charged to the card the client saved, and they get a link to rebook.

    No-show marked
    Confirming the fee
    Rebook link sent
  10. Step 10

    Book the next visit at checkout

    Take the balance and a tip, then book the next visit.

    The client leaves with their next hour booked.

    Checkout with tip
    Next visit booked
  11. Step 11

    Check every message was delivered

    Open a booking's timeline.

    Each email and text shows whether it reached the client.

    A booking's timeline
  12. Step 12

    See where bookings come from

    Read bookings, no-show rate, revenue and refunds by source.

    Bookings are tracked to GA4 and Google Ads, and sent to your own systems by webhook.

    Reports
    Tracking
  13. Step 13

    Book calls with prospects

    Paste times into an email, or send prospects through a form.

    Each time opens booking with it already chosen. The form sends a prospect to the right person's times, and the meeting lands on their HubSpot record, with its outcome once held. Routing forms and round robin come with Pro.

    Times in an email
    Routing form, on Pro
    The meeting on the HubSpot record
  14. Step 14

    Add staff and a front desk

    Add a second member and a front desk on Pro.

    See the day by member. When someone is out sick, move their bookings to a free member, and each client is told.

    Day calendar by member
    Moving a sick day's bookings
  15. Step 15

    Get help when you're stuck

    Press Help and chat with a person, on the free plan.

    Chat and email are answered 24 hours a day, Monday to Saturday.

    Help chat
  16. Step 16

    Take everything with you

    Export everything, at any time.

    Every client, booking and payment, on every plan.

    Export

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