Add services, rooms and bookable staff

Kluvan offers a time only when a suitable team member and, if needed, a room or piece of equipment are free for the whole service, including preparation and cleanup.

Before you start

• You need the right Set up bookings.
• Team members must already be users or staff of your organisation. See Invite your team.

Steps

To add a service:

1. Open Bookings → View → Services.
2. Under Add, type the Name, Duration (minutes) and Price.
3. Choose the Resource kind it needs (for example a chair, room or bay), and the Capacity.
4. Leave Accept online bookings ticked if customers may book it themselves, and select Save.
5. Select the service to open it, and set Preparation minutes, Cleanup minutes, Add-ons, Intake questions (one per line) and Invite to rebook after weeks as you need. Select Save.

To add a room or piece of equipment, open Rooms and resources, type the Name, choose the Resource kind and Capacity, and select Save.

To make a team member bookable:

1. Open Bookable staff, choose the person and select Save.
2. Select the person to open them. Tick Available for bookings, choose the Services they do, and either tick Use business hours or set their own hours per day.
3. Add a Role title, About the team member and a Colour for the calendar, then select Save.

To block time, open Time off and breaks, choose the person or room, set From and To, type a Reason and select Save.

Good to know

• Allow simultaneous use up to capacity on a room lets several people share it at once, each taking one place.
• A team member cannot be booked at two branches at the same time.
• Changing a service, room or team member that future bookings already use is refused, so those bookings stay valid. Move or finish the bookings first.
• Starting price shows the price as "from" on the public page.
• If HR & Payroll is switched on, Bookings is designed to respect time off recorded in HR. That link has only been tested with sample data, so record time off under Time off and breaks as well.
• Next: make a booking.