2BookNow Documentation
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Getting Started Video
Features
Account
Account This guide provides detailed instructions on how to manage your account, including subscription management and data exports. Managing Your Subscription Plan Follow these steps to view your current plan, upgrade your subscription, or manage billing details: Web...
Account Closure
Account Closure This guide provides a comprehensive walkthrough on how to close your account using our system. Closing your account is a significant action that permanently deletes all data associated with your business. Please follow the instructions carefully to...
Automated follow-up emails are valuable marketing tools
Automated follow-up emails are valuable marketing tools The client relationship doesn't end when the service is complete. The post-appointment period offers valuable opportunities to strengthen connections, gather feedback, and encourage future bookings. 2BookNow's...
Automated reminders can greatly reduce no-shows
Automated reminders can greatly reduce no-shows No-shows are one of the biggest challenges for service-based businesses. Each missed appointment represents lost revenue and wasted time that could have been filled by another client. Studies show that appointment...
Booking Details
Booking Details This guide provides step-by-step instructions for staff to create a booking for their clients using the system. Service and Provider Selection Begin by selecting the service the client wishes to book. Then choose the provider (staff member) who will...
Booking instructions help clients prepare properly
Booking instructions help clients prepare properly Clear communication before appointments is essential for a smooth client experience. When clients know exactly how to prepare for their service, both parties benefit: clients arrive ready and comfortable, while...
Booking List
Booking List This guide provides an overview of the Booking List feature, designed to help manage and track bookings for classes or tours. Features Overview: Viewing Bookings: Users can view a list of all bookings for a specific session, including details such as...
Booking Page Settings
Booking Page Settings This guide helps you customize your booking page effectively. Navigate to "Booking Page Settings" from the main menu to access these options. Booking Page Handle The Booking Page Handle is a unique identifier for your online booking URL. It...
Booking Policy
Booking Policy This guide helps you understand and configure the booking policy settings for your business. Each setting within the Booking Policy page plays a crucial role in how your clients interact with the booking system. Navigate to the "Booking Policy" from the...
Business Details
Business Details Your business information is crucial as it directly affects how your business is presented to your clients, both on your booking page and in any communications. Navigate to the 'Business Details' page from the main menu. Here, you will find the form...
Business Hours
Business Hours Configure your business's default operating hours and specify any time-offs to accurately reflect your availability for online bookings. Business Hours Business hours determine your default availability for appointments. These hours are used as the...
Calendar (3-Day View and Weekly View)
Calendar (3-Day View and Weekly View) This guide will help you navigate and utilize the calendar effectively to manage your bookings. Features: Navigation: Navigate through weeks using the arrows located at the top of the calendar. You can also select a specific month...
Calendar (Daily View)
Calendar (Daily View) This guide will help you navigate and utilize the calendar effectively to manage your bookings. Navigating the Calendar Changing Dates: Use the arrow buttons next to the date at the top of the calendar to move to the previous or next day. You can...
Calendar (Monthly View)
Calendar (Monthly View) This guide will help you navigate and utilize the calendar effectively to manage your bookings. Features: Navigating Between Months: Use the forward and back arrows to navigate to the next or previous month. On mobile devices, you can also...
Clients
Clients The Clients section displays a list of all your clients, with the total number shown at the top. Each client entry shows: Client Name: The client's first and last name. Phone Number: The client's contact number. Restricted Services Access: A lock icon...
Custom booking form fields gather important client information
Custom booking form fields gather important client information Providing excellent service often depends on understanding your clients' specific needs before they arrive. Whether you need to know about preferences, experience levels, or health conditions, gathering...
Customizable SMS and email templates
Message Templates Customize email and SMS templates to effectively communicate with your clients. These templates are sent automatically based on specific booking events. If an email template is left empty, it will not be sent. Navigate to the "Message Templates"...
Customize your booking page to match your brand
Customize your booking page to match your brand Brand consistency creates a cohesive experience for your clients. When your booking page visually aligns with your website and other marketing materials, it reinforces brand recognition and enhances client confidence in...
Discount Codes
Discount Codes Discount codes are useful marketing tools that let you to offer special deals. Access the 'Discount codes' page from the main menu to start creating a new code or editing an existing one. Creating or Editing a Discount Code Whether you're looking to add...
Discount codes can increase bookings during slow periods
Discount codes can increase bookings during slow periods Most service businesses experience natural fluctuations in demand. Whether it's seasonal changes, specific days of the week, or certain times of day, these slow periods can impact your revenue and resource...
Dynamic time slots vs fixed timetable scheduling
Dynamic time slots vs fixed timetable scheduling Different business models require different approaches to scheduling. Some services benefit from flexible, on-demand booking, while others operate best with structured, recurring schedules. 2BookNow accommodates both...
Flexible booking policies work for your business
Flexible booking policies work for your business Every business has unique operational requirements and client expectations. That's why 2BookNow offers highly customizable booking policies that can be tailored to align perfectly with your business model. Through the...
How to create a booking for your client
How to create a booking for your client While online self-booking is convenient for many clients, some situations still call for staff-assisted booking. Whether helping clients who prefer phone bookings, managing walk-ins, or rescheduling appointments, your team needs...
Introduction
Welcome to 2BookNow This guide is designed to help you navigate and make the most out of the features offered by 2BookNow to streamline your booking process and grow your business. Improving Booking Efficiency 2BookNow's online booking system simplifies how your...
Manage group bookings easily
Manage group bookings easily Group activities require different management approaches than one-on-one appointments. Whether you're running classes, workshops, tours, or events, you need specialized tools to handle multiple participants efficiently. 2BookNow offers...
Message Templates
Message Templates Customize email and SMS templates to effectively communicate with your clients. These templates are sent automatically based on specific booking events. If an email or SMS template is left empty, it will not be sent. Navigate to the "Message...
Messages
Messages The message log lets you to review and monitor all automated communications sent to clients. This includes details on booking confirmations, reminders, cancellations, and other notifications. Stay aware of SMS usage as your subscription plan includes limits...
My Profile
My Profile This guide helps you navigate through updating your profile, setting work hours, and scheduling time off to ensure your availability is accurately reflected for clients booking appointments. Profile Information Navigate to the 'My Profile' page from the...
Online Booking Process
Online Booking Process The online booking process is designed to be straightforward and fast. Clients can complete a booking in just a few clicks, with only the essential information required for their service type. The exact steps they encounter depend on your...
Online payments reduce no-shows and secure deposits
Online payments reduce no-shows and secure deposits No-shows and last-minute cancellations can significantly impact your business revenue and resource utilization. One of the most effective strategies for addressing this challenge is implementing online payments....
Overview
Overview The Overview section is your central hub for managing and viewing important updates and features related to your business operations. This section provides a snapshot of your business activities, letting you to see at a glance how many scheduled bookings you...
Payment Settings
Payment Settings We have partnered with Stripe, a leading and trusted payment gateway, to enable seamless online payment processing. Manage your payment settings and connect your Stripe account to receive payments directly from your booking page. If you have...
Promote your online booking to grow your business
Promote your online booking to grow your business Having an online booking system is only effective when clients know about it and can easily access it. Actively promoting your 2BookNow booking page is essential for maximizing its impact on your business growth. With...
Push notifications remind you of appointments and more
Push notifications remind you of appointments and more Staying informed about schedule changes and new bookings is essential for service businesses. Traditional notification methods like email can easily get buried in busy inboxes, potentially causing missed...
Registrations
Registrations The Registration feature lets you to create a customized registration process for new clients before they can book services. This tool can be used for various purposes beyond traditional registration, such as collecting information for price quotes,...
Reports & Insights
User Guide for Reports & Insights In the 'Reports & Insights', you can access detailed analytics and reports about various aspects of your business. Here, you will find a list of available reports: Booking Summary Report Booking Payments Report Service...
Restricted Services Booking
Restricted Services Booking Restricted Services is a security feature that allows you to restrict access to specific services, ensuring that only authorized clients can view and book them. This feature helps protect your staff's schedules from public view and allows...
Restricted Services Booking for Approved Clients Only
Restricted Services Booking for Approved Clients Only Not all services are meant for public viewing. Whether you offer exclusive treatments, specialized consultations, or services that require pre-qualification, some offerings are best kept visible only to authorized...
Schedule appointments with multiple staff members
Schedule appointments with multiple staff members Managing appointments for multiple staff members can be challenging. Coordinating schedules, preventing double-bookings, and ensuring proper staff allocation requires an efficient system. This is where 2BookNow's...
Service Details
Service Details This guide walks you through updating and managing the details of your services to ensure an efficient booking experience for your clients. Navigate to the 'Services' page from the main menu, click on a service to go to the 'Service Details' page, you...
Service reminders boost repeat bookings
Next service reminders boost repeat bookings Many services benefit from regular maintenance or follow-up appointments. Whether you offer hair styling, pet grooming, dental cleanings, or vehicle maintenance, timely reminders can significantly increase client retention...
Services
Services This guide provides instructions on how to manage your services in the booking system, including adding new services, cloning existing ones, reordering them, and more. Viewing Your Services All your services are listed on the Services page. You can view...
Sync Calendar
Sync Calendar Sync your calendar to view your bookings directly in your device's calendar. While the 2BookNow app has its own built-in calendar for managing bookings, this one-way synchronization feature gives you the flexibility to see your professional appointments...
Team Members
Team Members This guide provides step-by-step instructions on how to manage team members in the booking system, including viewing team members, adding new staff accounts, editing staff details, and handling deleted staff accounts. Viewing Team Members Access the Team...
Use 2BookNow on computers or mobile devices
Use 2BookNow on computers or mobile devices Business happens everywhere - in your office, at home, or on the go. Modern service providers need booking systems that match this flexibility. 2BookNow's multi-platform accessibility ensures you can manage your business...
Wait Lists
Waitlists The Waitlist feature lets your clients to join a waiting list for preferred appointment times that are currently unavailable. This automated system helps maximize booking opportunities and enhances client satisfaction by offering flexible alternatives. How...
Waitlists automatically fill canceled appointment slots
Waitlists automatically fill canceled appointment slots Last-minute cancellations are a reality in service businesses, often resulting in revenue loss and under utilized time. While you can't eliminate cancellations entirely, you can implement systems to quickly fill...