In Booking settings you decide how your customers book online: how far ahead and at how short notice they can book, when they can delete and edit their bookings, whether they log in first or last, which reminders they receive, and whether they can sign up for a waiting list.

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Go to Settings > Booking > Booking settings. The page is divided into four sections that you open and close by clicking on them. When you have changed something, click 'Update' at the bottom of the section.

(1) 'Time settings': How far ahead and at how short notice bookings can be made, and when customers can delete and edit their bookings.

(2) 'Login and create settings': Whether customers log in first or last in online booking, and how new customers sign up.

(3) 'Notifications': Reminders by e-mail and text message, daily overview and text message confirmations.

(4) 'Waiting list': Turn on the waiting list so customers can sign up when there is no available time that suits them.

Time settings

Here you decide when bookings can be made, and for how long customers can delete and edit their bookings themselves in online booking.

(1) 'Days ahead': How many days ahead bookings can be made. 'Quick book' applies to your own bookings in Quick Book, and 'Customer' applies to your customers' online booking. With 90, customers can for example book up to 90 days ahead.

(2) 'Can book from': How short notice you need, again for 'Quick book' and 'Customer'. Enter a number, and select 'Days', 'Weekdays', 'Hours' or 'Minutes'. 'Days' and 'Weekdays' count whole days, so with 1 day the customer can only book times from tomorrow. 'Hours' and 'Minutes' are counted from now: with 2 hours, a customer can at 8:15 book the available times at 10:15 or later.

(3) 'Show timeslots before': Tick if the customer should also see the available times that are too close to be booked.

(4) 'Remove the restriction today after the first booking': Only shown when customers can book on the same day. If 'Can book from' only allows times later today, times are opened in extension of the first booked time of the day, so the calendar can be filled up.

(5) 'Can delete': Switch it on if customers may delete their booking themselves, and select at 'Until' how close to the booking it can be done at the latest, e.g. 24 'Hours before'. 'Days before' counts whole days: with 1 day before, a booking on Thursday at 15:00 must be deleted no later than Wednesday at 23:59. 'Hours before' and 'Minutes before' are counted from the start time of the booking, so an early morning appointment cannot be cancelled late the evening before.

(6) 'Can edit time/date': Switch it on if customers may move their booking to another time or date themselves, and select at 'Until' how close to the booking it can be done at the latest.

(7) 'Allow customers to change service additions and number of class spots': The customer can also change additions and the number of spots in a class. This is only possible if the booking has no online order and has not been completed in the cash register.

(8) 'Can edit fields': Switch it on if customers may edit extra fields on their booking themselves, and select at 'Until' how close to the booking it can be done at the latest. Which fields the customer may edit is set on each field (see Extra booking fields).

Customer groups and services can have their own time settings. If 'Activate own time settings' is switched on for a customer group or a service, its settings apply instead of the ones here (see Customer group settings and Service settings).

Login and create settings

Here you decide whether customers must log in before they choose service and time, or only when the booking is to be confirmed, and how new customers sign up.

(1) 'Show login/-out button in top of all pages': The customer can always see the button to log in and out at the top of online booking.

(2) 'Create all as new customers (allow duplicates)': Everyone who signs up is created as a new customer, even if a customer with the same details already exists.

(3) 'Auto login when customer is created (no sms/e-mail validation of new customers)': New customers are logged in as soon as they have signed up, without first having to use a code from a text message or e-mail. Also tick 'Send code email when auto login new customer' if the customer should still receive their code by e-mail for next time.

(4) 'Login / create user first': The customer must log in or sign up before booking. Choose this if the customer must be logged in to see the right services, e.g. with corporate agreements where each customer group has its own services.

(5) 'Visitors can sign up as users': New visitors can sign up on the login page. Remove the tick if only customers you have created yourself may book.

(6) 'Activate normal create (default customer group)': New customers are created in your default customer group.

(7) 'Activate customer group "create code"': New customers can sign up with a code that places them in a specific customer group, e.g. the employees of a company with a corporate agreement. You set the code on the customer group (see Creating corporate agreements).

(8) 'Activate customer group selector': New customers choose which customer group they are created in, e.g. if you have several departments. Tick 'Include default customer group' if your default customer group should also be available. Remove the tick at 'show all customer groups' if you want to choose which customer groups are shown.

(9) 'Log in / create user last': The customer chooses service and time first and logs in or signs up when the booking is to be confirmed. This makes it easier for new customers to get started. You choose what the customer sees first on that page:

(10) 'Show create new customer': The customer sees the form for signing up. With 'Activate customer group "create code"', the customer can also sign up with a code.

(11) 'Show login': The customer sees the login form. With 'Activate create customer', the customer can also sign up, and with 'Activate forgot password', the customer can get a new code if they have forgotten it.

(12) 'Give the customer an option page to create or login': The customer chooses whether they are new or already have a user. 'Activate create customer' and 'Activate forgot password' work as for 'Show login'.

Notifications

With automatic reminders, customers are notified of their appointment before they are due, so fewer forget it. Here you switch reminders, the daily overview and text message confirmations on and off.

(1) 'E-mail reminder 1': Switch it on, and enter at 'Send' how many hours before the appointment the customer should receive a reminder by e-mail. With 'E-mail reminder 2' you can send another reminder, e.g. 48 hours before.

(2) 'Edit e-mail text': Opens the template for the reminder, so you can edit the text.

(3) 'Daily overview': Switch it on, and enter at 'To e-mail' where you want an overview of the day's bookings. It is sent every night at around 1 AM. 'Send now' sends the overview right away.

(4) 'SMS reminder 1': If you have activated the SMS Add-On, the customer can also receive a reminder by text message. Enter at 'Send' how many hours before the appointment it should be sent, and edit the text with 'Edit SMS text'. 'SMS reminder 2' works the same way.

(5) 'Send SMS reminder 1 to': Leave 'All services' ticked, or remove the tick and select the services that should get the reminder. This way some services can get reminder 1 and others reminder 2.

(6) 'Send to all customer groups': Remove the tick, and select the customer groups that should receive text message reminders.

(7) 'If checked, then the customer will only get SMS for the first booking each day.': If the customer has several bookings on the same day, the customer only receives one text message reminder. Remember to remind the customer of the other times yourself.

(8) 'Activate SMS confirm booking': The customer receives a confirmation by text message after booking online. With 'Activate SMS confirm delete', the customer also receives a text message when they delete a booking.

E-mail reminders are only sent to customers who have 'Wants e-mail reminders' switched on on the customer card, and text message reminders only to customers with 'Wants SMS reminders'.

Waiting list

With a waiting list, customers can sign up for a service when there is no available time that suits them. If another customer cancels, you can notify those who are waiting and fill the gap in the calendar. Here you turn on the waiting list and choose, among other things, the default period, e-mail on sign-up, waiting period and the services the waiting list applies to. All fields are described in Create general waiting list.