Product
...
Platform
Appointment

Booking Tab

12min

The Booking Tab in the Appointment Settings module is where you configure how clients interact with your booking system. This includes setting up the booking rules, customizations, notifications, and availability options for seamless scheduling. It provides the flexibility to align the booking experience with your business needs while offering clients a smooth and user-friendly interface.

Getting Here

Admins, managers, and other authorized users can control different settings in the Booking Tab settings.

To access the Booking Tab:

  1. Log in to your Sanoflow account.
  2. Navigate to the Settings section on the left-hand menu.
  3. Select Appointments under the Platform section.
  4. Click on the Booking Tab located at the top of the Appointments settings page.

Key Features

The Booking Tab is divided into several configurable sections, each offering detailed options to refine your appointment booking experience.

Primary Features

1. Booking Rules

  • Buffer Time Between Appointments:
    • Define the duration of breaks between consecutive appointments (e.g., 10 minutes, 15 minutes, etc.).
    • Ensures specialists have adequate time to prepare for the next appointment.
  • Allow Overlapping Bookings:
    • Toggle to enable or disable the ability for multiple appointments to overlap.
  • Cancellation Policy:
    • Specify rules for cancellations, including:
      • Minimum notice required before a cancellation.
      • Penalties (if any) for late cancellations.
  • Rescheduling Policy:
    • Similar to cancellations, define the minimum notice required to reschedule an appointment.

2. Client Booking Experience

  • Online Booking URL:
    • Displays the unique URL for your booking page.
    • Can be copied and shared with clients for direct booking.
  • Customize Landing Page:
    • Add a business logo, header image, and custom welcome message to personalize the client-facing booking page.
  • Fields to Collect:
    • Choose the information you want clients to provide during the booking process:
      • Name
      • Phone number
      • Email address
      • Notes (optional)
  • Enable Guest Bookings:
    • Toggle to allow bookings without requiring clients to create an account.

3. Specialist and Service Availability

  • Define Working Hours:
    • Set the default working hours for all specialists.
    • Options to configure exceptions for holidays or specific days.
  • Location-Based Availability:
    • Configure the availability of specialists for specific locations.
    • Toggle settings to enable or disable certain locations for client booking.

4. Notifications

  • Client Notifications:
    • Enable automated email or SMS reminders for:
      • Booking confirmations.
      • Upcoming appointments (customizable timeframes, e.g., 24 hours before).
      • Cancellations or rescheduling.
  • Internal Notifications:
    • Notify team members or specialists when a new booking is made or modified.

5. Advanced Settings

  • Double-Booking Alerts:
    • Toggle alerts to notify administrators if a client attempts to book a second appointment within a short time frame.
  • Waitlist Feature:
    • Enable a waitlist option for fully booked slots. Clients will be notified if a slot becomes available.
  • Custom Time Zones:
    • Allow clients to select their time zone for virtual appointments.
  • Payment Integration:
    • Set whether clients must prepay for bookings or pay later.
    • Supports integrations with payment platforms like Stripe and PayPal.

6. Preview Button

  • Located in the top-right corner, the Preview Button lets you see how the booking page will appear to clients after applying changes.

Practical Use Cases

  1. Efficient Time Management:
    • Add buffer times between appointments to prevent overlaps and ensure specialists have time to prepare.
  2. Personalized Client Experience:
    • Customize the booking page with your branding for a professional and seamless client experience.
  3. Enhanced Availability Management:
    • Use location-based availability settings to ensure clients can book appointments specific to their nearest branch.
  4. Automated Communication:
    • Enable notifications to reduce no-shows and keep both clients and specialists informed.
  5. Streamlined Payment Process:
    • Use payment integration to collect deposits and reduce last-minute cancellations.

Best Practices

  1. Regularly Review Policies:
    • Periodically update your cancellation and rescheduling policies to align with business needs.
  2. Use Clear Branding:
    • Add a logo and welcoming message to your booking page for consistency and trust-building.
  3. Leverage Notifications:
    • Utilize SMS and email reminders to reduce missed appointments and improve client engagement.
  4. Optimize Availability:
    • Adjust working hours and location-based availability based on demand trends.
  5. Enable the Waitlist:
    • Maximize your capacity by offering clients the chance to join a waitlist for fully booked slots.

FAQs

  1. Can I customize the fields required during booking?
    • Yes, you can choose which fields are mandatory for clients, such as phone numbers or emails.
  2. How do I share the booking link with clients?
    • Copy the online booking URL and share it via email, SMS, or embed it on your website.
  3. What happens if I disable guest bookings?
    • Clients will need to create an account before booking an appointment.
  4. Can clients reschedule their appointments?
    • Yes, clients can reschedule if allowed by your rescheduling policy.
  5. Is it possible to set different working hours for each specialist?
    • Yes, you can define individual working hours for each specialist.
  6. How does the waitlist feature work?
    • When a slot becomes available, clients on the waitlist are notified and can book it on a first-come, first-served basis.
  7. Can I preview changes to the booking page?
    • Yes, use the Preview Button to see how the page appears to clients.
  8. What happens if a client books for the wrong time zone?
    • The system adjusts appointment times to reflect the client’s selected time zone.
  9. Can I integrate third-party payment platforms?
    • Yes, integrations with platforms like Stripe and PayPal are supported for prepayments.
  10. How do I handle fully booked days?
    • Use the waitlist feature or adjust availability settings to open additional slots if possible.

ο»Ώ

Updated 13 Jan 2025
Did this page help you?
PREVIOUS
Departments Tab
NEXT
SMS & WhatsApp Templates Tab
Docs powered byΒ Archbee