FAQ_ FAQ_

How can we help?

How does Booksy work?
Which Booksy app is right for me?
What operating systems are supported? Can I use Booksy if I have a Windows Phone?
What's new with Booksy?
How do I contact the Booksy support team?
Can I choose more than one business category?
How do I set up a business with two addresses?
Can customers access my Booksy calendar from my website, Facebook, or Instagram?
Do I have to confirm bookings made by my customers?
Does Booksy send customers reminders of their upcoming appointments?
Is there a risk that Booksy will allow multiple clients to book a service during the same time slot?
Can my customers cancel or reschedule an appointment at any time?
Can my customers schedule appointments a few months in advance?
Can I schedule recurring appointments for my clients?
If I take a break and close my business for part of the day, how do I display this on my calendar?
I am planning a vacation or leave. How do I mark this on my calendar?
Can I reschedule an appointment in case of emergency?
Can I see Resource availability before assigning it to an appointment?
How do I add the Book Now Button to my Facebook Page?
How do I add a Book button to my Instagram profile?
Can my staff members manage their own calendars on Booksy?
Can I set different working hours for each of my staff members?
How do I manage Staff Permissions? Who has access to what?
Can I assign an employee to a certain service or category?
Getting Started with Shiftworks
How do I group my services into categories?
Do I always have to define the price of my services?
How do I build out Services with variable prices and durations?
Can I add extra services or products to a receipt?
How do I handle tips through Booksy? Can I make them mandatory?
What are Mobile Payments?
What types of Payment methods can I accept through Booksy?
Why should I use Booksy Payment Solutions?
How much does it cost to process payments through Booksy?
How do I set up Mobile Payments?
Can you tell me more about the Payout process?
How can I see when payouts are going to hit my bank account?
What do I do if my Payout is reversed?
How are receipts generated?
Will I be able to view all of my transactions through Booksy Stats & Reports?
What happens if a customer card is rejected?
What is a chargeback? How to avoid/defend chargeback?
Can my customers pay for services ahead of time?
How do I contact my customers?
How do I invite my clients to use Booksy?
Can I send messages to specific groups of customers?
How do I adjust prices for specific days?
How does Boost work?
What is the difference between Prepayments and Cancellation Fees?
What does it mean to auto-charge Cancellation Fees?
How do I set up No-Show Protection?
How do my cancellation fees interact with my cancellation policy in Booking Settings?
What is a Trusted Client?
What if I need to refund a Prepayment or Cancellation Fee?
Can I choose to waive Cancellation Fees if I’d like to?
How do I add products to my inventory?
Can I sell my products online through Booksy?
If I enable Product Stock Control, will it keep track of all of the products left in my inventory?
Whose contact info should I enter when registering a business?
How do I set the default tax rates for products and services?
How do I mark free time between services?
How do I cancel my Booksy account?

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General

How does Booksy work?

Booksy is more than appointments, it's a platform to help you run your business, your way. When you sign up for Booksy here's what you get: 

Booksy Biz app: A simple, intuitive smartphone app that will let you check your calendar, add or cancel appointments or services, get in touch with your clients, and much more. 

Booksy client app: A handy and intuitive app for your clients to use to make appointments directly from their phone,  24/7.

Calendar and management panel: Easily manage your calendar, reservations, staff, and update the list of your clients.

A custom business page: Your Booksy profile is your virtual business card. Both returning clients and new ones can find information about your services, view your portfolio, and book an appointment with you 24/7.

Which Booksy app is right for me?

Booksy is a place for fiercely independent business owners. Booksy is a place for growing teams. Booksy is also a place for customers looking to book the services that they love.

Within our community of dreamers and doers, needs vary. One size does not fit all. This is why if you search for Booksy on the Appstore or on Google Play you'll see multiple different apps.

Read on to determine which one, or which ones, are right for you ...

- BOOKSY BIZ -

  • Color: Yellow
  • Overview: For appointment based businesses who need a platform to help with calendar, appointments, checkout, and general business management.
  • Who it's for: Businesses of all sizes and within any category.
  • Where to use it: Mobile

- BOOKSY BUSINESS -

  • Color: Charcoal
  • Overview: For businesses who need a full-featured platform for managing their business. The experience is designed with teams in mind, but is also a good fit for ambitious independents who want access to inventory, advanced reporting, and more.
  • Who it's for: At this time access is limited to businesses who have been invited to participate Early Access.
  • Where to use it: Mobile (For Staff Members) and Tablet (For Business Managers)

- BOOKSY FOR CUSTOMERS -

  • Color: Teal
  • Overview: For customers looking to book their favorite services directly from their mobile device. Booksy connects customers to Barbers, Massage Therapists, Hair Stylists, Tattoo Artists, Personal Trainers, and other service-based professionals.
  • Who it's for: Customers
  • Where to use it: Mobile

What operating systems are supported? Can I use Booksy if I have a Windows Phone?

Booksy apps are optimized for two operating systems: iOS and Android. If you have a Windows Phone or another device, you can still access Booksy via the web. To do so visit: https://booksy.com/biz/ where you can register your account or login to your existing profile.

What's new with Booksy?

Fresh look and feel: On the surface Booksy has a whole new look. Dive in to experience an improved menu structure which allows you to easily navigate from your calendar, to checkout, and wherever else your day takes you.

Calendar: We’ve enhanced the calendar to help you be more efficient as you bounce between appointments. No need to memorize your calendar grid or open time slots. Now when you create or edit an appointment it will open alongside your calendar - so you can see everything without clicking back and forth.

Improved checkout: Processing payments is easier than ever. Use the new Quick Sale feature to access your most popular products and services without having to click through multiple menus.

Promotions: You can now access Promotions through our built-in marketing suite. No need to have have Boost enabled. 

Boost Dashboard: Boost your profile, track your performance, and increase your visibility all from one dashboard. This gives you power in deciding how you want to manage your business growth.

Message Blasts: Engage your customers and market your skills with Message Blasts. Use improved automated messages to work for you behind the scenes, or create your own blasts as you need them.

Client tags: Client tags allow you to group clients for easy discovery and targeted Message Blasts. The more relevant the information, the more likely your clients are to stay engaged.

Business Profile: We’ve made improvements to the Business Profile to help you better establish and maintain your brand. 

Staff Management: Build out your team and let them shine with dedicated profiles. From one central location you can assign their services, set their working hours, add permissions, and invite them to fill their calendar using Booksy Biz on their Mobile device.

Shifts: Once you’ve got everyone set up use Shifts to simplify staff scheduling. In a single view you can create, modify, and replicate your weekly schedules so everyone knows exactly where they're supposed to be.

Profile Completeness: Profile Completeness will guide you through all of the steps that you need to take to be successful on Booksy such as perfecting your profile, engaging your community, and making your time count. Each time you complete a new level, be on the lookout because we’ll be sending rewards your way.

In-app hints: Allow Booksy to guide you towards success with new in-app hints. We’ll help you perfect your settings, establish your rhythm, and explore features that you may not have thought about. 

Stats & Reports: Booksy Biz Pro comes with 20+ new reports to help you keep tabs on your business, make informed decisions, and make your accountant happy.

Inventory: Offer your customers the products they need to supplement the services they love. Booksy simplifies inventory management so you can explore new ways to make money without a ton of heavy lifting.

Multi-modal experience:  Your tools meet you wherever you are. On the go, from your tablet, or on the web.

Chat: Make yourself available without having to hand out your personal digits. When you enable Chat you'll be able to communicate with your customers directly from Booksy - as long as they have an appointment on the books.

How do I contact the Booksy support team?

You can email us at info.gb@booksy.com.

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Onboarding

Can I choose more than one business category?

Yes. You can choose any number of categories for the business. For example, if your business offers haircuts and massages, you can select these two categories. Your business will be listed in both of these categories in the basic application window.

Tip: We recommend listing your business in the categories of your core services, not your supplemental services.

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Business Profile

How do I set up a business with two addresses?

There are two ways to set this up. You could create separate accounts for both business locations, and allow customers to select a specific location. You also have the option to merge these two accounts, which would enable you to switch between these businesses using a single login. If you would like to merge multiple accounts, contact us at info.gb@booksy.com.

Can customers access my Booksy calendar from my website, Facebook, or Instagram?

Yes. To connect your Booksy Profile to your website, Instagram, Facebook or Yelp, go to: Settings > Connectors & Widgets. There you can create widgets, or copy your Booksy Profile link. The more places you link to your Booksy Profile, the more places your customers can book you.

 

 

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Calendar & Appointments

Do I have to confirm bookings made by my customers?

No. If you haven't changed any of your Booking Settings, bookings made by customers are automatically confirmed and managed by Booksy. If you'd like to change this setting and confirm bookings yourself, go to Settings > Booking Settings.

Does Booksy send customers reminders of their upcoming appointments?

Booking reminders are sent 24 hours before the visit via text. These messages are sent at no cost to Booksy Providers.

Is there a risk that Booksy will allow multiple clients to book a service during the same time slot?

If you are managing all of your bookings through Booksy, and have not made any changes to your Advanced Settings, you shouldn't experience any double bookings. 

If you would like to allow more than one customer to book at a time, use the Parallel Clients feature. When you set up your Services, you can adjust Parallel Clients under Advanced Settings. By default, this is set to "No" -- meaning only one client can book at a time. Changing this setting lets you decide how many clients can book a service at the same time, which is helpful for busy nail salons, fitness classes, and workshops. 

Can my customers cancel or reschedule an appointment at any time?

Yes, your customers can either cancel or reschedule their appointment by selecting their scheduled booking in the app. In this case, your business will receive a notification of the appointment change and the time slot in your calendar will become free. To modify your cancellation policy, go to Settings > Cancellation & Cancellation Policy. 

Can my customers schedule appointments a few months in advance?

Yes, your customers can schedule appointments up 24 months in advance, depending on your account settings. You can change your booking lead time under Settings > Booking Settings.

Can I schedule recurring appointments for my clients?

Yes. Booksy allows you to easily create recurring appointments. This feature replicates the same service and assigns it to the same staff member. Reservations can recur on a daily, weekly, or monthly basis, or you can set up a recurring appointment for different days.

Please note: Your customers can’t set this up themselves, so it will need to be managed on the business side.

If I take a break and close my business for part of the day, how do I display this on my calendar?

You will need to book reserved time or block out time between services. This can be done in three ways: 

  1. Adjust your Business Hours to include a break for any days you would like
  2. Add "unavailability" to your calendar. This time will be reserved and clients won't be able to book.
  3. Schedule automatic breaks for specific staff members. To do this, go to their Staff Profile and adjust their Working Hours to include breaks.
I am planning a vacation or leave. How do I mark this on my calendar?

Booksy allows you to set full days off for yourself and your staff. Go to Business Profile > Staff Members. Click on the appropriate staff member, select Upcoming time off > Add time off, and mark the days you are planning to be away. This prevents anyone from being able to schedule an appointment with you during that time. 

Can I reschedule an appointment in case of emergency?

Yes. If you are unable to perform a service due to an emergency, you can propose a new time for the appointment. From your Calendar, select the booking you wish to reschedule. When the details of the booking show up, you have the option to change the date and time of the appointment. Your client will be notified of the change, and the appointment will update on your Calendar. 

Can I see Resource availability before assigning it to an appointment?

Yes. Sometimes two or more employees provide services using the same Resource (a massage bed, a tanning bed, a nail bar etc.). It is important to check whether the Resource is available before scheduling an appointment.

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Integrations

How do I add the Book Now Button to my Facebook Page?

The one constant in life is change. Facebook and Instagram recently changed the requirements for adding a Book button for businesses. So, what does this mean for you? 

Well … 

  • If you’re a current Booksy Provider who already has your Book button set up you’re in the clear - for a little while. That said, we recommend refreshing your connections now while it’s top of mind.
  • If you're a new or existing Booksy Provider who has yet to set up your Book button, this process is effective immediately.

FACEBOOK

The skinny 

You’ll still be able to set up and manage your Book Now button via the web version of Booksy. To do so: 

  • Navigate to Settings > Connectors & Widgets (on web)
  • Click Connect with Facebook under the Integrations section to initiate the process.
  • You will be guided through a series of steps by Facebook - all required to host a Book Now button on your page.

Step by Step: Within Booksy

From your primary menu navigate to Settings > Connectors & Widgets

From Settings > Connectors & Widgets navigate to Connect with Facebook under the Integrations section

Step by Step: Guided by Facebook

Once you click Connect with Facebook you’ll be routed to Facebook to complete the necessary steps, which start with an overview of the permissions you are granting.

From there, you’ll be taken to a menu summarizing all of the Facebook solutions you’ll need to have set up in order to secure your Book Now button. It’s possible that you’ll already have some of these set up, but Facebook will guide you through it. 

1. Set up or connect the appropriate Business Manager account. What is this? It's a centralized place for managing business information on Facebook. 

2. Connect to the appropriate Facebook page, or set one up to represent your business. 

3. Select or create the appropriate catalog. What is this? It's a central place to house all of the information associated with the products or services you are promoting on Facebook. For Booksy, this will be a service catalog.

4. Select or create an Ad Account. What is this? It's an account for hosting all of your advertising campaigns on Facebook (think Boosted posts). It doesn’t cost money to have a Book Now button, but you do have to have an active Ad Account.

5. Choose the appropriate Facebook Pixel or create a new one. What is this? A Pixel accessible via Facebook Business Manager that you can use to track specific actions or results. From the Booksy standpoint, this Pixel will be added to your Booksy profile for tracking availability and the like. 

6. Confirm all settings are correct. You’re almost done.

Once all steps are complete, you’ll need to give Facebook the appropriate permissions to manage your catalogs and your business extension (i.e. bookings through Booksy). Please refer to Facebook documentation or support if you need further information.

How do I add a Book button to my Instagram profile?

The one constant in life is change. Facebook and Instagram recently changed the requirements for adding a Book button for businesses. So, what does this mean for you? 

Well … 

  • If you’re a current Booksy Provider who already has your Book button set up you’re in the clear - for a little while. That said, we recommend refreshing your connections now while it’s top of mind.
  • If you're a new or existing Booksy Provider who has yet to set up your Book button, this process is effective immediately.

INSTAGRAM

Step by Step:

Before you get started, remember that in order to add a Book button to Instagram, you must have a business profile. Instructions for doing so can be found right here.

From there, here's what you'll need to do: 

  • From your Instagram profile, click on Edit Profile
  • Select Contact Options
  • Select Add an action button
  • From the list, choose Booksy and hit Next
  • Login with your Booksy username and password

Remember you can always include your Booksy Profile Link in your Instagram bio for greater visibility.

LET'S RECAP

Eventually, all businesses who want to host a Book button on their Facebook page and Instagram profile will have to go through this process. Please consult Facebook support if you run into any issues, and remember that Booksy is here to help as much as we can from our side: info@booksy.com.

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Staff & Shift Management

Can my staff members manage their own calendars on Booksy?

Yes. As the owner of the Booksy account, you can invite staff to download the app on their mobile device. With the app, they can manage appointments, access client details, view their calendar, checkout clients, and more. All from the palm of their hand.

Can I set different working hours for each of my staff members?

Of course. You can set different working hours for every staff member associated with your account.

If a staff member works the same days and times every week (e.g. every Monday the employee works between 9 AM and 3 PM, and every Tuesday between 1 PM and 8 PM, etc), then these working hours can be set automatically under Business profile > Staff members > Working hours.

To add more variation to their working hours, visit the Calendar to "block" specific hours when the staff member is unavailable. To do so, add a "New Time Reservation" with all appropriate details.

By defining working hours for staff members, customers will be able to see and select their appointments based on who is available.

How do I manage Staff Permissions? Who has access to what?

Booksy has 5 types of permission levels. Please be aware that only an owner or manager can invite a staff member to the account and set the relevant permission levels. To change the staff permission level, go to Business profile > Staff members > Click the 3 green dots in the right top corner > Staff permission > Change permission level.

Can I assign an employee to a certain service or category?

Yes, you can assign each employee either to specific services or all the services your business offers. To make changes, go to Business Profile > Staff. If you are the only staff member, you still need to update the hours that you are available for appointments.

Here you can:

  • Add or remove a staff member
  • Assign a staff member to chosen services
  • Input their time off
  • See appointments and commissions assigned to a specific employee
  • Assign staff specific working hours, if they differ from the working hours of your business. It is important to check these times for each staff member, as it will determine when they are available for appointments.
Getting Started with Shiftworks

Coming soon

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Services

How do I group my services into categories?

Booksy allows you to group all of your services into categories so that they are easier for customers to find.

  • On the app, hold down your finger on the service until the background changes color, and drag the service to the appropriate category
  • On the web, use your mouse or touch pad to drag and drop services into the appropriate categories 
Do I always have to define the price of my services?

No, you don’t always have to define the price of your services. If you select the option Don't Show, Varies, or Differs for the price, your prices will not be shown to customers. However, we do recommend that you either set the price of your services or at least set a price range. For many customers, service price is a very important factor in choosing where to book.

How do I build out Services with variable prices and durations?

Service with variable pricing: If you'd like to set variable pricing for a specific service, set the service price as Differs or Varies. If you would like to offer different versions of the same service, each with a different price point, you can do that under Price Options. 

Service with variable duration: If you'd like to set multiple durations for one service type, you can do so under Price Options. For example, you can offer a Haircut service for long hair (1 hour) and short hair (30 mins). 

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Checkout

Can I add extra services or products to a receipt?

Yes. If a customer adds a service during their appointment or purchases a product during checkout, click Add Item on the receipt. You can add either services or products. The process is similar for both, except when adding products, you will need to click on the menu bar left of the magnifying glass and select Products > All Categories to view the product list.

How do I handle tips through Booksy? Can I make them mandatory?

Yes, Booksy allows you to require tips. The default setting is No Tip, but you can automatically add a tip to any receipt and add as many tip rates as you'd like. To change these settings, go to Settings > Retail/Sales > Tips Settings. Any rates you add here will become tip options on your receipts in Checkout. 

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Payments

What are Mobile Payments?

Mobile Payments allow you to process payments directly from the Booksy app. It also simplifies the payment process for your clients. Once you activate Mobile Payments, clients will have the option to enter their credit card information directly into the app, so they can pay quickly and easily. Mobile Payments allows you to accept Visa, Mastercard, or American Express.

How does it work?

Through a platform called Adyen, Booksy withdraws funds from the client’s card and forwards it to the business. This can happen anywhere, anytime, and no physical card is necessary. The best part? This method is easier and cheaper for you.

How do I checkout clients?

You can checkout appointments straight from your Calendar or manually look up the appointments that need to be charged. From Calendar, select the appropriate booking and click Checkout at the top of the page. Or you can click on Sales > To be charged to view all appointments  awaiting client payment. Select the appointment you'd like to charge and process it right from Booksy. 

Alternatively, you can create a new sale. Choose a service or product from your catalog, select a client, and check them out in just a few clicks: 

  • Go to Sales > New Sale
  • Select a customer
  • Add services and products
  • Modify item prices if needed
  • Select a payment type
  • Apply a discount or tip, if applicable
  • Email a receipt to the customer
What types of Payment methods can I accept through Booksy?

Mobile Payments from Booksy allows you to store cards on file for contactless, virtual payments. It's fully integrated with your Booksy experience and allows you to accept all common credit cards (Visa, MasterCard, American Express, Diners, Discover) along with e-Wallets (Apple Pay, Google Pay).

In addition to Mobile Payments, other options that you can offer at Checkout include: Cash, Check, Square, a third-party Card Terminal, Gift Cards, Memberships, and Packages.

Why should I use Booksy Payment Solutions?

Fair question. Really, we don’t see many reasons not to. Here is what other Booksy Providers are using our Payment Solutions for today: 
Revenue Protection: Turning on Mobile Payments gives you access to No-Show Protection. Imagine a world where you could 1) prevent at least 1 out of every 4 no-shows or cancellations and 2) recover over $300 per month in lost revenue due to no-shows and cancellations.
Integrated Experience: Booksy Payment Solutions are integrated with the rest of your Booksy experience including clients information, checkout, and Stats & Reports for Pro users. No need to leave the app to process payments or keep tabs on your performance. 
Secure & Reliable: You work hard and deserve to know that every dollar you earn is going to land safely in your account. This is why we go the extra mile to verify the accounts of our Providers and their customers alike. Your customers also get peace of mind knowing that they will receive a notification of all charges made through Booksy.
Safe: Times have changed, more than ever businesses and customers are looking for contactless solutions to keep everyone safe. Mobile Payments allow you to process transactions without having to exchange cards, cash, or checks. 
Convenient & Flexible: Booksy Payment Solutions are designed to make your life easier - saving you time and money in the long run. They’re also meant to grow with the needs of your business. Turn on features as they make sense for you. No commitment, no pressure.

How much does it cost to process payments through Booksy?

Processing fees vary depending on how the card details are entered. Here are the competitive rates that we offer: 

  • Mobile Payments: If the card is not present processing fees are 2.69% + 0.30 USD
  • Chargebacks: In all cases there’s a $15 fee for any chargebacks to offset processing fees.

That’s all. No setup fees. No ongoing monthly charges. 

How do I set up Mobile Payments?

Go to Business Settings > Customer Payments. When you choose to enable Mobile Payments for your account, you’ll be asked to provide information like your company name (or personal details for individuals), address, tax ID and bank account number. All the data you provide is safe and used only by our Payments Provider for verification purposes so that we can legally process your transactions. This information is not stored anywhere.

After verification is complete, you can process payments during checkout and set up No-Show protection.
 

Can you tell me more about the Payout process?

Once your account has been verified, you’re ready to start receiving Payouts. They will typically land in your bank account 2-3 business days after the transaction is settled. For Mobile Payments, our Fast Payouts solution ensures all transactions are sent to you the day following the charge.

The Payout amount that you’ll receive is the total of all transactions, less any processing fees. When the funds have been successfully transferred to your account we’ll send you an email. You can also check the status of your Payouts by viewing your Payouts Batches and Mobile Payments Transactions Summary in Stats & Reports (*Pro users only).
 

How can I see when payouts are going to hit my bank account?

We make payouts to bank accounts each business day, and it takes 2-4 business days for the money to post to your account. When a payout is sent, you’ll receive a detailed payout report via email. 

What do I do if my Payout is reversed?

If you happen to see any inconsistency in your payouts, please contact us at info.us@booksy.com.
 

How are receipts generated?

All receipts, no matter the payment method, are sent via email. We try to be eco-friendly whenever possible and encourage you to do the same.

Will I be able to view all of my transactions through Booksy Stats & Reports?

Yes, if you’re using Booksy Biz Pro. Simply go to “Statistics & Reports” > Detailed reports > Business Performance to see more data. If you’re only interested in transactions you can view the Transactions report.

Booksy Biz Lite users will receive Payout information via email. As an Owner/Manager you can also view Transaction Summaries from the Profile tab. 
 

What happens if a customer card is rejected?

It happens sometimes. Before retrying, you can advise your client to verify if:

- There are enough funds in their account 

- The limit (for number of transactions or value) has been reached

- The card data provided for Mobile Payment was correct and card has not reached expiration date 

What is a chargeback? How to avoid/defend chargeback?

A chargeback may occur when a cardholder disputes a debit or credit card transaction with their bank. Funds are refunded to the cardholder's account, unless the Provider has compelling evidence proving the transaction was valid, and approved by the cardholder.

In order to avoid or at least limit the number of chargebacks, make sure your cancellation policy is clear and well communicated. We also recommended replying quickly anytime the Booksy Chargeback Team asks for supporting documentation.
 

Can my customers pay for services ahead of time?

If you have Prepayments set up you can require that Customers pay for all or part of a service ahead of time. To enable Prepayments go to Business Settings > No-Show protection.
 

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Client Management

How do I contact my customers?

Booksy lets you contact your customers directly from the app. Select a booking from your Calendar to view the appointment details. From there, you have the option to email, text, or call the customer. You can also access client contact information at any time by viewing their Client Card. 

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Marketing

How do I invite my clients to use Booksy?

Go to Marketing > Invite Clients. This feature allows you to send invitations via email, text message, or Facebook. 

Can I send messages to specific groups of customers?

Yes. Use Message Blasts to keep your customers engaged. You can target pre-defined client groups (i.e Loyal Clients, New Clients, All Clients) or manually select specific clients you would like to message. 

 

How do I adjust prices for specific days?

Maybe you want to offer a special holiday deal, or increase your prices on high-demand days. If you need to make time-sensitive price adjustments, here are some ways to do that on Booksy:

Temporary price decrease: Launch a Flash Sale

  1. Go to Marketing > Flash Sale
  2. Choose the discount amount 
  3. Select the services this discount applies to
  4. Set the date range for the Flash Sale discount
  5. Set the Booking Dates. If it's a one day sale, the start and end dates should be the same
  6. Click Start Now

Temporary price increases: Using Resources

  1. Go to Business Profile > Services and add a new Service. Give it a name, add details about the time-sensitive price increase in the description, and don't forget to add a price.
  2. Go to Business Profile > Resources and add a new Resource
  3. Assign the newly added Service to the Resource
  4. Set Working Hours for the Resource to match the day of the week you are increasing the price (i.e. December 24, 2020 is a Thursday, so select Thursday only) and save.
  5. Go back to the Resource. You'll see a third tab called Time off.
  6. Add Time Off for the resource to limit how long this special pricing will apply. For example, if you wanted to increase your prices on December 24th only, you would mark the time off from the current date through December 23rd, and then from December 25th onwards. 
How does Boost work?

Booksy Boost is our unique marketing toolkit designed to keep your calendar full. Boost raises your search ranking in the Marketplace, and gives you more visibility on the Booksy platform. Learn more about how Boost keeps your calendar full.

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No-Show Protection

What is the difference between Prepayments and Cancellation Fees?

Prepayments: Upon booking, a client will be required to prepay for part or all of their service. After their appointment, the prepayment gets deducted from their total at checkout. If the client doesn’t show up you keep any funds that were paid ahead of time. 

Cancellation Fees: Upon booking, clients are notified about your Cancellation Fee and asked to put a card on file. Once the card is verified, the booking will be confirmed. If they cancel at the last minute or don’t show, you can choose to charge them the fee or waive it. If you’d like to charge fees automatically visit Business Settings > No-Show Protection.

What does it mean to auto-charge Cancellation Fees?

You have the option to charge a customer automatically if they No-Show. To do this, add auto-charge Cancellation Fees in Business Settings > No-Show Protection > Charge Cancellation Fees automatically. All you need to do from there is mark the customer appointment as a No-Show when applicable. At the end of each business day Cancellation Fees for all No-Show appointments will be charged. 

How do I set up No-Show Protection?

Go to Business Settings > No Show Protection. From there, you can enable No-Show Protection and adjust the settings for this feature.

You can choose from two options:

  • Prepayments: At the time of booking, the client pays either the partial or full price of the service upfront. The prepayment amount is deducted from the total at checkout. 
  • Cancellation Fees: At the time of booking, the client will be asked to provide their credit card information. If they cancel last-minute or no-show, you will be able to charge their card for the cancellation fee.

You may use one or both of these options. You may also choose to apply No-Show Protection only to specific services. Please note: You will need to enable Mobile Payments in order to use No-Show Protection. 

How do my cancellation fees interact with my cancellation policy in Booking Settings?

Cancellation fees are executed based on your settings. You can create your own written cancellation policy to explain to your customers exactly how your policy works and what they can expect. Make sure it clearly outlines the No-Show and Cancellation fee process.

What is a Trusted Client?

When you mark someone as a Trusted Client, this person will not be required to keep a credit card on file for services that require Prepayment or a Cancellation Fee. To designate a client as a Trusted Client, go to Clients > Select the client > Edit > Trusted Client. 
 

What if I need to refund a Prepayment or Cancellation Fee?

If you want to refund payment for whatever reason you simply need to go into Transactions -> search for the transaction you want to refund and click to open the details -> press the Refund button. After the refund is processed, you will receive email confirmation. Please note that it’s only possible to process a refund within 30 days of the original transaction.
 

Can I choose to waive Cancellation Fees if I’d like to?

Yes, however we encourage you to consider this carefully. These tools were designed to help you protect your bottom line because we know how important that is to your success. If you still want to waive a Cancellation fee, the app will allow you to do that in any of the following three situations:


- The customer is marked as a Trusted Client
- The customer has visited you more than the set number of times which resulted in setting a Trusted Client status automatically (to change the number of appointments that need to be completed, go to Business Settings > No-Show Protection > Trusted Clients)
- If you change the setting for the Cancellation Fees to Manual instead of Auto-Charge. Again, consider this carefully as this will apply to ALL appointments, not just this specific client's appointment. 
 

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Inventory

How do I add products to my inventory?

Easily add and manage your products by navigating to Inventory > Add Product. 

Can I sell my products online through Booksy?

Products added to your Booksy Inventory are only available for sale on-location, and can be easily added to a customer's cart during checkout. These products won't be visible to customers from your Booksy Profile. If you have an existing e-commerce site, you can link to it from your Booksy Profile so customers can purchase your products through there.

If I enable Product Stock Control, will it keep track of all of the products left in my inventory?

Yes. Enabling this feature will automatically update product quantities whenever a product is added to a receipt. However, this feature will not automatically update products that were given away or removed due to damage, etc. You can get around this by adding free products to a receipt with a 100% discount, or by manually reducing the number of items in the Products menu. 

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Settings

Whose contact info should I enter when registering a business?

You should enter the details of the business owner, or the person who conducts business on behalf of the owner. This person will be able to manage the business profile, receive all business-related notifications, and get information about app and product updates.

How do I set the default tax rates for products and services?

Go to Settings > Retail / Sales > Tax Rates & Settings. From here, you can set the default tax rates for both products and services.

How do I mark free time between services?

There are two ways to ensure you get the time you need between appointments. 

If you'd like to set a break time after specific services, using Padding Time. Under the Advanced Options for each service, you can adjust the amount of time you need to free up before and after the appointment. This gives you time to take a break, prepare, or clean up before your next service. 

If you need to block off time for a meeting, appointment, lunch date, or any other reason, you can reserve that time on your calendar just as you would schedule an appointment. Blocking off time as unavailable prevents clients from booking during that time.

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Account Management

How do I cancel my Booksy account?

Contact us on 01323 700057

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