Setup Online Booking

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 available for online booking.

Online Booking Login Page: A unique URL link for the business’ online booking page requiring a login or account creation to book appointments.  

Appointment Search Page: A unique URL link for clients to search for service appointment availability before logging in or creating a new account if enabled. 

Class Search Page: A unique URL link for clients to search for class time availability before logging in or creating a new account if enabled. 

Online Booking URL Unique ID: Enter a unique URL ID to incorporate your business into the online booking link.  Click Check Availability to confirm the unique URL is available for use. 

Select Online Booking Background allows you to select any color (the darker, the better) or upload any photo as your selected background photo on the online booking page.  

Online Booking Enabled will allow clients to access your online booking.

Show Price: Enable this checkbox to display the service price during the client-facing online booking experience.

Show Total Duration: Enable this checkbox to display the service total duration during the client-facing online booking experience.

Show Reward Points: Enable this checkbox to show the name of the reward program and the client’s current point value to the client when logged into Online Booking.

Online Booking Preferences

Maximum # of Availabilities sets the maximum number of appointments that could display to a client during the online booking process.

Only Display Best Available Appointments when enabled only displays availabilities online where the appointment would be at the begining of the day, end of the day, close a gap in the day or go immediately before or after another appointment. Every interval would not be offered, just the best times. 

Require Card on File to Book when enabled will require a card on file to book an appointment online.  This feature requires an STX Payments account to be setup in Setup> Setup Ticket Preferences. 

Booking window starts field reflects how soon a client should be able to book an online appointment.

Booking window ends field sets how far out a client can book an appointment online. 

Auto Send PIN Login to New Clients will auto e-mail clients a PIN and link to your online booking when created.

Allow New Clients to book online checkbox when enabled will allow new clients to create an online booking profile. 

Allow Appt Cancellations when enabled will allow the clients to cancel appointments online.  The Required Notice field is the amount of hours or days
leading up to an appointment that they are able to cancel.

Allow Appt Changes when enabled will allow the clients to change appointments online.  The Required Notice field is the amount of hours or days leading up to an appointment that they are able to change.

Online Booking Email Notifications

Send notifications for all Online Booked appointments: when enabled will email a notification that an online appointment has been booked to the emails listed in the field to the right.  To send a notification to multiple emails, simply separate the emails by a comma.  Example: sales@stxsoftware.com, info@stxsoftware.com

Send notifications for clients booked online with booking alerts: if enabled an email notification will be sent when a client with a Booking Alert - Alert Only set in the Client Card was booked online.  To send a notification to multiple emails, simply separate the emails by a comma.  Example: sales@stxsoftware.cominfo@stxsoftware.com

Online Booking Messages

Online Booking Login Message: Text entered into this field will appear on the online booking login page.

Do Not Book Message: Text entered into this field will appear if a client has “Do Not Book” restrictions enabled on their client card.  

Pending Deposits

Automatically delete failed online deposits and purchases: Enabling will delete an initialized sale or deposit online within 5 minutes. Disabling will book the appointment with a 'Pending Deposit' status and show a balance due on the client's accounts tab.

Send a notification of failed online deposits/ purchase to a specific worker by selecting one from the drop down list (workers must be created prior to selection).  

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