Online appointment scheduling: clients book, confirm, pay
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Step 16
Take everything with you
Export everything, at any time.
Every client, booking and payment, on every plan.
Export
Run your own week on Filledweek
Free for one member, no card.