Scheduled Bookings Overview

You can allow customers to request or book a service in advance, but with more flexibility than a traditional reservation.

Calendar View

Tap the calendar icon on the left to access the calendar view.

You can change the views of the calendar, such as selecting Month and turning off Timeline Views to see the entire month.

It will remember your chosen calendar settings when you come back to the calendar view.

Adding Customers

Calendar View

On the calendar, tap or double-click the New Event button on the top left or tap the day and time you want to add a new booking.

ArrivalList View

When adding a customer on the ArrivalList screen, you can choose the Later tab to book for a future time instead of adding them directly to the ArrivalList.

A date, phone number, and name are required. Tap the calendar icon to choose a date, and tap the clock icon to choose a time.

The Check In Now option is NOT enabled by default, as you should only check in this customer once they arrive.

Approving Customers

Customers can request bookings through the website, and this can be set to require your approval.

After submitting their booking request, they will be shown this default message on the website:

  • Thank you for choosing [Location]. We have received your booking request for [Date] at [Time]. A member of our team will contact you soon to confirm your request.

You can be notified of this request by text and/or email. This is configured in Settings / Notifications.

In the Calendar view, requested books will be shown in yellow. The following example screenshot shows 3 pending requests:

You can tap or click on a booking request, and the full details will appear on the right side.

You can check the Approve Request box and then tap Save to approve this request.

A confirmation text will be sent to the customer. The default message is:

  • You are confirmed at [LocationName] for [RequestDate] at [RequestTime] for [PartySize]! You can modify or cancel at [Link]

The calendar entry will also be updated to green:

Moving to ArrivalList

In addition to being displayed in the calendar view, bookings will also be displayed in the bottom Scheduled section below the ArrivalList if it is within the next 12 hours.

Bookings that require approval, but have not been approved, will be displayed in the Scheduled section, and you can tap the Requested status to open the screen that has the option to choose Approve Request or Decline Request.

Once a scheduled/booked customer has been approved and checked in, they will be moved into the ArrivalList. If they do not check in, it will be removed 4 hours after their booking.

Add Calendar Event

Calendar Event allow you to block off timed events in your calendar to remind you and your staff when various events are taking place like a private party, closed for staff meeting, etc.

On the calendar view page, tap the + Calendar Event button.

Choose a Start and End Date/Time, as well as a Title.

Most of the other fields are reserved for future functionality, and you can leave them blank for now.

The Event Type is an informational field to simply help you better identify your events.

There are also checkbox options at the bottom:

  • Business Closed - Treats the business as closed during the event, which automatically enables the other close/block settings.
  • Close ArrivalList - Stops customers from joining the ArrivalList during the event.
  • Block Off Bookings - Blocks customers from making bookings during the event.
  • Block Off Group Bookings - Blocks customers from making group bookings during the event.
  • Show on Public Calendar - (not implemented yet)
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