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Create an Online Booking Website

These instructions will help you create and set up an Online Booking website for your business that allows clients to book and request appointments that sync directly and automatically with your software.

Add the Online Booking Service Feature
  1. Log into the cloud software website and select Options (or More Options) at the top.
  2. Click on More Features on the left and select Online Booking.
  3. Click Get Started.
  4. Choose an account name for your website address. Most businesses use their name (all one word) at the beginning of the website address. Click on Check Availability to verify that your account name is not already taken by another business. If it's already taken, you must choose a name that is available.
  5. You will be given an opportunity to change your selected name or continue the setup process. If you are satisfied with your website URL, click Continue Setup. Otherwise, choose Change Name to pick something else.
  6. Pick a theme for your site. Everything on your site can be customized to match your style, but selecting a pre-designed theme will help get you started. Use the magnifying glass icon to see a preview of any available theme. If you will be doing a lot of customization, it may be best to choose a theme like Simplicity since it's very basic.
  7. Click on Finish! Create Website. This may take a couple minutes. This completes the setup of your website. Click the Continue to Edit Your Website button if you would like to start making changes and modifying your preferences now. Otherwise, your site is live with all the default settings and clients can start requesting appointments. If you want to add online booking to your existing business website, see the article here. You can also add it to your business Facebook page by following the article here. The next section provides some helpful starting tips for getting started with your website.
Editing Your Website
With your website setup, you can then begin to edit the appearance of the website to make it more of your own, along with adjusting the booking process settings. When you are signed into your website, you will have a navigation bar along the left side that will allow you to access the ability to edit your website.
  • Site Styles: Site Styles will give you access to editing the overall theme of your website. From this section, you will be able to edit the text font,size and color that will be used for the entire site by default. You will also be able to adjust the site background, menus and heading options from here.
  • Edit Layout: The Edit Layout option will let you add additional content sections. You can also rearrange the order of your content sections when this option is selected.
  • Edit Content: Edit Content will allow you to add information into the sections that you create with the Edit Layout option. You can choose to include text, video, images, a map for where your business is located, and info cards. Info cards will give you the option to include your contact info, address, operation hours, features & amenities, and other services that you offer. You can adjust all information that will be included on the info cards by selecting Website Options and then Business Details.
  • Website Options: This will take you to the behind the scenes options that will let you control what pages a customer can navigate to, what information appears on your website, and when customers can book appointments.It is highly recommended that you check your settings in the Business Details and Booking Preferences sections within these options.
Helpful Website Tips
  1. Log in to your Online Booking website and edit it from anywhere simply by navigating to the page's URL and clicking the Manage Site link at the bottom of the page.
  2. Client bookings are linked directly with employee schedules in your software. If a time is available on your appointment book, a client will be able to book in that spot. You should look at the Schedule in your software and make sure it matches employees' exact working times. See the article here if you need help creating schedules.
  3. All your requests can be managed from the new Requests​ button at the top of your software. Online Booking appointment requests will also appear as translucent "ghost appointments" on your appointment book. They will appear in the time slot for which they are requested until they are accepted or rejected. This will also prevent double-booking. Your software will alert you with a pop-up when next requests come in. Double-clicking on a ghost appointment will show you the accept/reject screen with the requested appointment details.

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