Set up Bookings

Booking settings decide when you can be booked and how. Start from the defaults for your type of business and adjust them.

Before you start

• Bookings must be part of your plan. See Pick your apps.
• You need the right Set up bookings. The owner has all the Bookings rights; other people need them given under roles and rights.

Steps

1. Open Booking settings.
2. Choose your Business type, for example a salon, clinic, car wash, repair workshop or studio.
3. Select Start with business defaults. Kluvan fills in a starter service, the slot size and the reminder times for that type.
4. Tick the box that switches Bookings on.
5. Choose the Slot size (minutes): the steps in which times are offered.
6. Set the Minimum notice (minutes), Book ahead (days) and Free cancellation notice (hours).
7. Under Opening hours, tick each open day and set its hours.
8. Choose the Team assignment: Customer chooses, Any available team member, Take turns or Least booked first.
9. Type your Cancellation policy.
10. Under Closed dates (one YYYY-MM-DD per line), list the days you are closed.
11. Under Dated hours, including Ramadan, set the dates and the hours that replace your normal hours.
12. Select Save.

Good to know

• Five rights control Bookings: View bookings, Manage bookings, Set up bookings, Booking reports and Only my bookings. A team member with only Only my bookings sees and handles visits assigned entirely to them.
• Private notes and intake answers need Manage bookings.
• Times are in your organisation's time zone. If someone's device is in another zone, the pages say so.
• Your country's public holidays are applied, as well as the dates you list.
• With several branches, each branch has its own hours and settings.
• Switching Bookings off hides its pages and public pages. Nothing is deleted, and the settings stay open so a manager can switch it back on.
• Next: add services, rooms and bookable staff, then share your booking page and set up messages and reminders.