Booking system overview

• Booking system overview

  The Booking System is your complete scheduling hub — manage client appointments, set practitioner availability, configure your online booking portal and maintain your service catalogue. | 📍 Where to find this: Left navigation menu → Booking System 🧭 How to access the Booking System Click Booking System in the left navigation menu. The Booking System menu expands to show all sub-sections. ![Booking System Menu](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac15Few readers

Booking calendar & appointments

• Booking calendar & appointments

  The Booking calendar is your day-to-day scheduling view — add client bookings, block private time for practitioners, send SMS reminders and review full appointment details. | 📍 Where to find this: Booking System → Booking ✅ What you can do View bookings in calendar or list view Filter by practitioner or service Add client bookings and practitioner private time Send SMS directly from the booking calendar View booking details and add notes 📅 Booking calendar Click **BooFew readers

Staff schedules & availability

• Staff schedules & availability

  Use Schedule to define when each practitioner is available for bookings — set specific services, days of the week and date ranges for short or long-term availability. | 📍 Where to find this: Booking System → Schedule ✅ What you can do View and manage practitioner schedules in calendar view Create schedules for all services or specific services Copy and paste weekly or daily schedules Clear schedules for a date range or specific practitioners 📅 Schedule calendar Click **Few readers

Online booking portal for clients

• Online booking portal for clients

  The Booking Portal lets clients book appointments entirely on their own — choosing a service, selecting a time slot, entering their details and paying online without any staff involvement. | 📍 Where to find this: Booking System → Booking Page ✅ What you can do Set which fields are visible and required in the booking form Share the booking portal link with clients Let clients book, pay and complete questionnaires online ⚙️ Configure the booking page Click *Booking SystemFew readers

Bookable services

• Bookable services

  Manage the services your clients can book — add new services, set pricing and duration, assign questionnaires or consent forms, and control what appears on the booking portal. | 📍 Where to find this: Booking System → Bookable Services ✅ What you can do Add new single or group booking services Set service price, duration, colour and time margin Add questionnaires and consent forms to a service Enable or disable services on the booking portal Link directly to the booking portalFew readers

Service categories

• Service categories

  Use Categories to create and manage the service groupings that organise your bookable services in the online booking portal. | 📍 Where to find this: Booking System → Categories ✅ What you can do Add single or group service categories Edit and activate/deactivate categories Enable or disable categories on the booking portal Link directly to the booking portal for a specific category 🧭 Open Categories Click Booking System → Categories. The categories list opens,Few readers

Configure the booking system

• Configure the booking system

  Configure your clinic's system-wide booking settings — set scheduling policies, configure email and SMS notifications, customise the booking page and add public holidays. | 📍 Where to find this: Booking System → Configurations ✅ What you can do Set minimum/maximum lead time and cancellation rules Configure client and internal email and SMS notifications Set up the booking widget, magnetic booking and booking policy Add and remove public holidays from the booking calendar ⏱️Few readers