Setup Booking Preferences

Setup Booking Preferences



Booking

Booking Interval: Determines how appointments appear on your appointment book, in minutes or availability for searching. 

InfoExample: If your booking interval is set to 15 minutes, your schedule will display 15-minute time blocks, and all service durations must be set in 15-minute increments (e.g., 15, 30, 45 minutes).

Visit Type Required: Enable this checkbox to require workers to select a visit type when booking an appointment.
* Note: A visit type is typically used to track how a client heard about your business and the Visit Type selections can be setup in Setup Client Preferences. 

Auto-Merge Appointments for Clients on Same Day: Will group non-completed tickets together on the same ticket as long as the client and ticket date are the same. 

Hide Doublebook Time: When enabled, the doublebook time will be hidden on the calendar. If disabled, the doublebook time will display in a lighter color. Both scenarios allow an appointment to be booked over that time. 

Hide Services Added from Checkout:  When enabled, the services will not be added to the calendar when added via checkout. If disabled, it will add all services to the calendar when added from checkout. 

Allow Express Booking Without Client Name: When the box is checked, an appointment can be booked in-house without capturing a client name or any contact info.

Max # of Availabilities: The total number of appointment availabilities listed when using the Find Appointment feature on the Appointment Book.

Display Availabilities: When using the Find Appointment feature on the Appointment Book, the available times will either be listed Chronologically (ex: 9:00 AM, 9:15 AM, 9:30 AM) or by Ranking Order listing the best availabilities first.

Appointment Status Colors: The colors shown here will appear on the left side bar of the appointment to indicate the current status of an appointment.  For example: Booked, Confirmed, Completed, etc.
    • Related Articles

    • Setup Online Booking

      Online Booking Page When Online Booking is enabled, a unique URL will be provided for the business to offer 24/7 Online Booking for clients. Settings are available within the software to customize which clients, services, workers and hours are ...
    • Setup Booking Preferences

      Booking Preferences Booking Status Colors: The colors shown here will appear on the left side bar of the appointment to indicate the current status of an appointment. For example: Booked, Confirmed, Completed, etc. General Booking Preferences Booking ...
    • Setup Appointments and Emails

      In January 2023, the Main Setup page will be getting a new look. The following tabs have been relocated from Setup Appointments & Emails as follows: Booking tab moved to Setup > Setup Company > Setup Booking Preferences Notifications, Reminders & ...
    • Setup Appointments and Emails

      Setup Appointments and Emails In summary, the Setup Appointments & Emails area of the software will outline your appointment, communications, online booking and gift preferences.   Booking Booking Interval: Identifies the intervals in minutes, ...
    • Setup Worker Permissions Glossary

      SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...