What do customers see when they book online [Video]
To see what the online booking process looks like for your customers, check out this video:
Select a locationThe first thing option your customers will see when they book online is to select a location:
If you only operate from one location, or have only one location that is bookable online, then customers won't see this step:
Choose between services or classes Most of the time your customers get to choose whether or not they want to book an appointment with services or book into a scheduled class:
Once they have made a choice they click the Next button to proceed to the next step.
Choose a service or class
If this setting is enabled, customers will be able to select multiple services from the list to book at once. To adjust this setting head to Setup > Online bookings > Allow customers to book appointments with more than one service.
Once they're done, they click the green Next button to proceed to the next step.
Choose a staff member The customer will then be prompted to select a staff member from the available options. This will determine which available times are shown:
If the customer chooses No preference they will be shown the availability for all staff.
If your staff are set to be automatically assigned, they will be taken directly to the next step.
Select a date and timeAt this step, available dates and times will be displayed to the customer. We will automatically determine their timezone (if this setting is enabled) and display the dates and times accordingly:
Your customer can easily locate days which have availability, which is indicated by the green blocks. Each green block on a given day shows if there are free slots in the morning and/or the afternoon:
If a day is grey then there are no times available. We will automatically select the next available date. The selected date will be identified by the blue box (see above).
Once your customer selects a day, the free times available for that day will appear on the right hand side. They can then select a suitable time and then click the Next button to proceed.
Enter customer details At this step, your customer adds their name, contact details and any comments related to the appointment. If there is a red asterisk next to the field then that information is mandatory:
- Check the Remember me checkbox so that their details are remembered next time they book an appointment on that same device.
- Opt in to your email marketing and newsletters with MailChimp list (if connected).
- Agree to the Cancellation policy - this must be done to complete the booking.
Your customer can then:
They can also check that all the appointment details are correct at any time, using the Your appointment so far link:
They can then click the Confirm button to complete the booking.
Confirmation pageThis is the confirmation page which means the appointment is now booked in your calendar. Your customer can decide to
Add to Calendar,
Return to the website or
Make another booking using the appropriate buttons.
If your appointment require a confirmation from you and your staff, this page will show the appointment as Pending:
Note: Depending on how your account is set up (e.g., number of locations, staff selection preferences, etc.) then the process above can look a little different. No matter though because the process is fundamentally the same for everyone.
Check out the guides in the 'Related articles' section for more information on online bookings.