Taking your first booking

Overview

Once your services and staff are set up, your booking page is ready. Here's what the customer journey looks like — and what happens on your end.

What the customer does

1. 1.They open your booking link (see Sharing your booking link).
2. 2.They select a service from your service list.
3. 3.They pick a staff member (or accept whoever is available).
4. 4.They choose a date and time from the available slots.
5. 5.They enter their name, phone number, email address (if not set for email OTP in customer verification settings) and an optional Notes.
6. 6.They choose a payment method — pay in store or pay online by card (if you have Stripe set up).
7. 7.They accept to receive booking confirmation and confirms the booking.

If you have email verification enabled, the customer receives a one-time code to verify their email before the booking is confirmed.

What you see

• •A new booking appears instantly on your Dashboard under Upcoming Bookings.
• •The booking also appears on your Calendar page and Bookings page.
• •If the customer provided their email, they receive an automatic confirmation email.

Tip: You can also create bookings yourself from the admin side — go to the Dashboard and click Add Appointment button on the top right corner.

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What's next? Share your booking link with customers → Going live — sharing your booking link