Operators with multiple staff providing appointment/rental (single booking) services with resources Follow

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This guide covers the service setup process for operators with multiple staff providing services requiring single bookings per service with resources (rooms/vehicles/equipment) as inventory.

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  1. Set the name of service.

  2. Ensure 'Service allows' is set to single bookings.

  3. Select the location(s) where you will provide the service. If you provide a service which requires you to travel to different locations select 'Mobile location' as this will hide your business address details in the booking confirmation and reminder emails.

  4. Set the duration of the service. If you require additional time after the booking to prepare for the next service extend the duration accordingly. For example, if you provide a 1-hour service but require 15 minutes extra, simply set the duration to 1 hrs 15 mins. The duration of the service is not displayed to your customers.

  5. Set the price of your service as a numerical value.

 

Service Options: You have the ability to add options and sub-options to your service if you provide variations of your services as shown in the example below.

Business: Spa Massage

Service: Massage
      Option: Swedish
               Sub-Option: 45 Minutes
               Sub-Option: 60 Minutes
               Sub-Option: 90 Minutes
       Option: Couples Swedish
               Sub-Option: 45 Minutes
               Sub-Option: 60 Minutes
               Sub-Option: 90 Minutes

 

Multiple sessions: Allow your customers to purchase two or more "visits" upfront that can be booked either all at once or over a period of time. For more details on multiple sessions please click here.

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  1. Assign the inventory to the service. If both staff and resources are required, the system will only display availability for the service when both the assigned staff and resources align for the duration required of the service. It is recommended to only assign staff or resources to the service unless both are critical for the operations of your business.

    Click on '+ New Resource' or '+ New Staff' to add additional inventory options.
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Your service availability can be bookable 'During any available hours' or 'At specific times only'. While it is most common to receive bookings whenever there is suitable availability, you can create a schedule and only allow your customers to book at set times.

When the service bookable is during any available hours, the booking system will display all of the available time-slots that allow the duration of your service to be provided, giving your customers the convenience to book at the most suitable time for them.

  1. Booking resolution: Specify the bookable time-slot frequency, ranging from 15-minute intervals to 6 hours. If you only allow bookings on the hour as an example, set the resolution to 1 hour.

  2. Block-out times (optional): Adding blocks will prevent bookings for specified time periods. In this example, Tuesday and Thursday have been blocked-out to prevent any bookings before 10:30. You can get creative with this to have full control over your bookings to allow you to maximise revenue by funnelling your customers into the most suitable time to book each relevant service.

 

 

If your service requires you to create a schedule and only allow your customers to book at specific times only, you will be required to select each of the relevant time-slots as shown below.

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  1. Specify the booking cut-off time, the time period before the booking time when you wish to stop accepting online bookings.

  2. Specify the allowable cancellation time, the time period prior to the booking commencement time that customers are allowed to change or cancel their booking.


Payments:
Accept a full payment or a deposit at the time of booking. An approved payment gateway provider is required to accept online payments. To learn more about payments please click here.


Additional customer details: 
If you require additional information from your customer at the time of booking such as their date of birth, address or dietary requirements, you can add custom fields to obtain this relevant information. To learn more about using custom fields please click here. 

Hot Tip: After you clicked on finish button make a test booking to ensure the booking process works as you expect it to.

 

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