Online booking is your company page where a client picks a service, a specialist, a day and a free time slot and books without a phone call. A link like wazzabee.com/book/name goes to Instagram, 2GIS, your website or into WhatsApp. The booking appears in the «Booking» section of your CRM right away.
How to turn on online booking
Everything is set up in «Settings → Booking». At the top of the «Booking page» block there is a «To make the page work» list: while it has open items, clients cannot book.
- Your own services. In «Services and prices» click «Set up my services» and enter the duration and price of each service. The «For online booking» button under a service opens its section (for example, «Hair services»), the «price up to» and a short description.
- Page address. In «Page address» enter an address in Latin letters: letters, digits and hyphens, 3 to 40 characters. If the field is empty, the CRM suggests an address from the company name. Click «Save address». The address must be free: two companies cannot have the same address.
- Company profile. The name is required, the rest is optional: business type, city, address, phone, Instagram and a few words about the company.
- Specialists. In «Specialists in online booking» expand an employee: title, «Show in online booking», which services they do and their own schedule.
- Rules. In «Online booking» choose how far ahead clients can book (from 1 week to 3 months) and the latest booking before the visit (from «no limit» to «1 day before»).
- Turn on «Accept online bookings».
When everything is ready, the link, the «Copy link» and «Open page» buttons and a QR code appear under the address. The QR code can be downloaded and printed for the front desk.
Specialist schedule
Until a specialist has their own schedule, they work every day during the company hours from «Working hours and confirmation». The own schedule is set by weekday: working day or day off, start and end, break. Vacation and sick leave are added as «From» and «To» dates: on those days the specialist is not available for online booking.
| Setting | What it changes in online booking |
|---|---|
| Show in online booking | Off: the specialist is not on the page, but can still be booked in the CRM |
| Specialist services | The specialist is offered only for the services they do. Nothing marked: all services |
| Working days and hours | Free time is counted only within the specialist's working hours |
| Break | The break time cannot be booked |
| Vacation, sick leave | The specialist has no free time on those days |
How a client books
- Services. The client sees services by section, with prices and duration, can search and pick up to 5 services at once.
- Specialist. Only specialists who do all the selected services are shown, plus «Any specialist».
- Day and time. Free time is split into morning, afternoon and evening. Busy time and breaks are hidden.
- Details. Name, phone and a comment. A phone with WhatsApp is best: the confirmation is sent there.
After booking, the client sees the «You are booked» screen with the date, time, specialist and price and can add the visit to the phone calendar.
What appears in the CRM
- A booking in the «Booking» section for the chosen specialist. If the CRM is open, it appears right away with a «New online booking» notification.
- A client and a deal with the «Website» source. If a client with this number already has an open deal, no new deal is created and a comment about the booking is added to its history.
- A «Confirm booking» task for the specialist for today, if «New bookings are confirmed at once» is off in the settings.
«You are booked» in WhatsApp
A robot sends the message to the client. In «Robots», in the «Specialist booking» column, add a robot with the «Right after booking» event and the «Message the customer» action, then choose a line and a template. The text can include the visit date and time, the specialist and the service. The robot works for every new booking, online or created by an administrator. It does not send messages for old bookings. For a reminder before the visit, add a «N hours before the visit» robot.
For official WhatsApp choose an approved template: your own text is delivered only if the client wrote to you within the last 24 hours.
Protection from mistakes and spam
- Two clients cannot book the same specialist at the same time. If the time is taken while the client fills in the details, the page asks to choose another time.
- No more than 3 online bookings per day from one number and no more than 10 per hour from one device.
- It is not possible to book a past time or earlier than the «latest booking before the visit» rule allows.
- If the CRM subscription is not paid, the page shows «Online booking is not available right now».
FAQ
Can I change the page address?
Yes, in «Settings → Booking». The old link stops working after that, so replace it on Instagram and your website.
Why does the client not see a specialist?
Check that «Show in online booking» is on for the specialist, that they do all the services the client selected and that they have working hours on the chosen day.
Why is there no free time on a day?
All specialists are busy, off or on vacation, or the time has passed given the «latest booking before the visit» rule.
Do I need my own services?
Yes. Without your own services with price and duration the booking page does not open: the client would have nothing to choose.