The Reservation feature is a great option for restaurants, beauty salons, offices, and more! Using the built-in booking system, users can reserve time slots for various services, and you can fill up your calendar without having to take calls or reply to emails non-stop.
This feature also allows you to:
- Implement an optional up-front commitment fee for the appointment
- Manage your appointments with a beautiful built-in calendar
- Receive notifications via email when appointments are scheduled
- Provide users with easy appointment management
- Book more customers and increase repeat appointments
Great for these industries:
- Gyms/Fitness Studios
- Charge the business a service fee for each reservation that is booked.
Navigate to Edit > Build to begin the setup process, then follow the steps below.
1. Click ADD FEATURE.
2. Choose the Reservation feature from the menu, then click SELECT.
3. Name your feature, then click ADD. Your new feature will now appear in the left-side menu.
4. Click on the feature to expand its menu. From the left-side menu you can:
- use the checkbox to delete the feature.
- click and drag the arrow icon to rearrange.
- edit the feature icon by clicking it, then selecting a new image from the fly-up menu.
- toggle on/off the feature.
- jump to a specific section (i.e. Content or Custom Design) to adjust the feature settings.
Here you can rename the feature and add your services.
1. Under Screen Info, change your Screen/Feature Name or leave as-is. This is the name that will appear in the app's feature menu (e.g. "Booking" as opposed to "Reservation Feature").
2. Under Reservation, click Header to add a thumbnail.Upload your Mobile Header Image (640x264px) & Tablet Header Image (1536x634px) by clicking the portrait icon to search for photos.
A pop-up window will appear with two features:
Under the Library section, you can choose from preset images we provide. If you want to select preset images, click the pop up menu to browse through various industry options. (Note: You can use any image for any industry, we just categorize them for your convenience.)
Under the Your Images section, you can upload custom images to use for your feature icon.
- There will be an option to Drag Image Here, where you can take any image file from your computer or desktop and drag it directly to the box. 7.
- There is also an option to click Browse. A pop-up window will appear. Select the image file(s) you want to upload from your computer, then click Choose (or whatever command applies to your operating system).
3. Under Locations, click ADD LOCATION to add a new address.
- Service Hours:Select each location's operating hours. Turn on the toggle to indicate that the location is open on a given day. Adjust the time according to your service hours. If there is a break in service during the day, click the plus sign to add additional hours.
- Email: Input a valid email address for this location. When users click the one-touch Email button, this email address will auto-populate into the field.
- Address Section 1 & Address Section 2 (requires Hazel or later): Use these fields to name the location whatever you'd like (e.g. "Mission Location" & "San Francisco"). They'll serve as the top & bottom lines of the location name.
- Address: Search for the address in the “Enter a query” field or enter the coordinates in the Latitude/Longitude fields below. When you use the coordinates option, Google Maps will pull the nearest address.
- Distance Type: Specify whether distance should appear in Kilometers or Miles.
4. Click Information to add your business's general information.
- Unlimited Reservation Toggle (on): Turn on the toggle to indicate that there are unlimited reservations for each time slot.
- Unlimited Reservation Toggle (off): To allocate the maximum reservations.
- Unavailable Dates: Click ADD BLOCK DATE to add a specific date reservations will not be available
- Date: Select each date individually.
- Description: Add a reason for why services are not available on that date (ex. Holiday).
5. Click Payment to add payment options.
- Currency: Select the appropriate currency from the drop-down menu.
- Braintree: Toggle on to enable credit card processing through Braintree. See here for instructions on generating your Merchant ID, Braintree Public Key, and Braintree Private Key.
- Cash: Toggle on to enable cash payment. Users will need to pay upon delivery if this option is selected.
6. Click services, then ADD SERVICE to specify the services you offer.
- Service Name: Give your service a name.
- Price: Indicate the price of each reservation.
- Reservation Fee: Decide if you are taking a percentage or specific dollar amount by selecting the $ or % sign in the drop down, then input a number indicating the percentage or dollar amount the user will be charged for making the reservation.
- Unlimited Simultaneous Service Possibilities: Turn on this toggle to indicate that unlimited services can be booked at this time.
- Max Service Possibilities: If the toggle is turned off, you will be asked to select the maximum number of services that can be booked by unique customers for each time slot.
- Duration: Indicate the duration of the service.
- Image of Item: Upload an image for each service.
- Choose your item's available locations: Select which locations offer this service.
- Availability: Select when a specific service is offered. (None, Any Open Time, and Specific Time)
7. Click Emails to customize the order confirmation emails. See here for more info.
- Customer Confirmation: This is the confirmation email customers will receive when they place an order.
- Admin Receipt: This is the confirmation email the app admin will receive when an order is placed.
- Custom Guides: Customize how individual items are displayed in confirmation emails.
8. Click Extras to add a printer or preview your web widget here.
- Printer: You can connect a printer to the Reservation feature to automatically print order confirmations.
- Click ADD PRINTER to connect an e-printer.
- Click CONNECT TO GOOGLE CLOUD PRINTER (BETA) if you'd prefer to use a Cloud-ready printer (not recommended).See here for more info.
4. Click SAVE at the top right when you're done.
If you'd like create a custom design for this feature instead of using the Global Design, you'll do so here. Skip over this section if not. See here for more info.
User Account Registration
Users must register for an account through the Reservation feature in order to book appointments. Once they register, they'll be able to log into the feature each time they return. They can view upcoming and past reservations, plus cancel reservations through the app.
Registering for an account: