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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 in Booksy 3.0?
Booksy Business: Mobile vs. Tablet
Tell me about Best of Booksy
How do I contact the Booksy support team?
Booksy Biz Pro: Early Access FAQ
Early Access Mobile vs. Tablet
Early Access: Getting Started
I've been invited to Early Access. How much will it cost?
Booksy Biz Lite vs. Booksy Biz Pro
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?
Can I have different tax rates for different Services?
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 is the Booksy Point of Sale system (POS)?
How do I set up Booksy POS for my business?
What are Mobile Payments?
How do I contact my customers?
How does Chat work?
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 are Cancellation Fees?
Where can I set up my deadline for free cancellations?
How do I add products to my inventory?
Can I sell my products online through Booksy?
Can I have different tax rates for different Products?
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?
Can I choose more than one Business category?
Can my staff members manage their own calendars on Booksy?
How do I group my services into categories?
How do I mark free time between services?
Do I have to confirm bookings made by my customers?
What is a trusted client?
What is a blocked client?
How can I access my Booksy Profile Link to share with customers?
How do I set up No-Show Protection?
What is Prepayment?
How do Cancellation Fees work?
How do I send a Message Blast?
How do I create a Social Post?
How do I set up Promotions?
How does Boost work?
How do I claim a client on Boost?
How do I prevent accidental Boost charges?
How do I update my bank account information?
I'm having a problem verifying my bank account.
Does Booksy have a POS solution?
How can I see when payouts are going to hit my bank account?
How can I sell my products online through Booksy?
What types of Payment methods can I accept through Booksy?
How do I set up registers?
How do I set up and sell Gift Cards?
How do I set up and sell Memberships?
How do I set up and sell Packages?
How do I contact Booksy Support?
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 in Booksy 3.0?

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.

Booksy Business: Mobile vs. Tablet

Coming soon in Booksy 3.0.

Tell me about Best of Booksy

You work hard, and every once in a while it’s nice to feel noticed. That’s the essence behind our Best of Booksy Awards. To celebrate you. The dreamers and doers that inspire us to do more, and do it best. 

How does it work? 

Every month we head out in search of our Best of Booksy recipients. For every zip code, we present one award per category. If you make it to the winner’s circle, we’ll follow up to deliver instant street cred, along with a fancy certificate that you can hang on your wall or share via your social media channels {#BestofBooksy}. 


What are the categories? 

  • Buzz: awarded to those with the most and best reviews
  • Loyalty: recognizing businesses with the most returning customers
  • Bookings: elevating those with the most customer bookings
  • Portfolio: highlighting businesses with the most portfolio photos
  • Busy: celebrating those with the fullest calendars


When are you coming to my city? 

First stop, Orlando. But we’ll be expanding to all geographies soon. Stay tuned and keep up the good work so that you’re in good standing when we arrive in your city.

Congrats to all of our winners so far. If you want to follow along or send some much deserved kudos to other Booksy Providers, you can do so by searching the hashtag, #BestofBooksy. 

How do I contact the Booksy support team?

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

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Early Access

Booksy Biz Pro: Early Access FAQ

Why the Shift?

At Booksy we have over 35K active service providers on our platform, and no two businesses are alike. Rather than trying to fit everyone into the same mold, the next version of Booksy is our answer to creating a platform that can meet your specific needs and scale with your business, no matter where you’re headed. 

For some of our service providers this means focusing on simplicity. Core functions to get the job done, on the go. On the other hand, we have businesses like yours. Busy. Ambitious. Juggling all the things. You need more, and we could no longer fit all of that into a single mobile app. 

Enter: Booksy Biz Pro

What will change with Booksy Biz Pro??

When you first get started on Booksy Biz Pro you’ll notice a fresh look and a feel, a more intuitive menu structure, and prompts to help you get the most of your experience. Dive a little deeper to see improvements to Checkout, Message Blasts, your Business Profile and other features that you already know and love. Not to mention new features such designed to help you thrive. What’s new? Well, a lot. What’s better? Everything.

Why Are Some Options Missing on Early Access?

We’re rolling out Booksy Biz Pro in stages. During the Early Access period some features and functionality may be limited. If you’ve been invited to Early Access it’s because we think you’d be a great candidate to explore what we currently have in place. That said, only you know what’s best for your business and we want you to opt in when it makes the most sense for you.

Is It For Me?

Are you managing a team? And/Or are you an ambitious solo business owner looking for a full-featured solution to help you run your business, your way? Do you want a sneak peak at the latest and greatest from Booksy?

If you answered yes to either question then Early Access is for you. At this time Booksy Biz Pro is available to all existing Booksy Providers. To get a sneak peek login to your Booksy account from the web and click "Try Booksy Biz Pro" from the bar at the top. You can also download our new tablet app from the App Store or on Google Play. 

Can I Switch Back?

Yes! If at any time you’re not satisfied with your Early Access experience you’ll be able to access the previous version of Booksy. Simply navigate to the “Switch Back” button from within Booksy Business and we’ll send you to a more familiar place.

As we countdown to the official launch of the product we'll let you know when you'll no longer be able to switch back and forth between the two versions. 

Is There A Mobile App Available?

Right now Booksy Biz Pro Early Access is available via any web browser, or through our new tablet app. We're working on an updated version of our mobile app but. For now you can continue to use Booksy Biz on your phone which integrates seamlessly with Booksy Biz Pro on tablet/web.

Are there any webinars I can attend to learn more?

Whether you’re logging into Early Access for the first time, or have some new questions that you want to chat about … we’re here. Check your e-mail for upcoming webinar dates, or visit this link.

Where do I go to submit feedback?

Love what you’re seeing so far? Have some ideas about how we could make things better? Give us a shout. We designed Booksy Biz Pro with you in mind, so we want to make sure we get it right. To share your thoughts navigate to the top bar from your Calendar and click "Send Feedback".

I need help, who do I contact?

While we’re very excited about what’s coming, we understand that there may be some bumps along the way. If you need to report a bug or critical performance issue please reach out: info.us@booksy.com

How much does Early Access cost?

When you opt in to Early Access your subscription rates will remain the same. For more on pricing, visit this article.

Early Access Mobile vs. Tablet

From the desk, or on the go

Booksy Biz Pro is designed to help busy teams create a rhythm. To keep that momentum going. To do this Booksy Biz Pro includes 1) a tablet/web solution designed for the front desk and 2) a mobile solution for Managers and Staff Members to use on the go. The goal? To give everyone the tools that they need, where they need them. 

Tablet & Web

Our full-featured solution for managers to oversee all aspects of the business.

  • Shift & Staff Management
  • Products & Inventory
  • Packages & Memberships
  • Advanced Checkout
  • Stats & Reports

Mobile

Designed specifically for busy staff members to manage their calendar and clients on the go. 

  • Calendar
  • Client Management
  • Simple Checkout
  • Marketing Tools

Please note that access to specific features will depend on user permissions.

Side by Side Comparison

Booksy Biz Pro Tablet vs. Mobile

Early Access: Getting Started

Booksy Biz Pro is coming.

Staff management, inventory, marketing tools, reporting. Our growing number of features to help your business adapt and thrive are now available through an improved Tablet/Web experience. That said, we get that in the world of appointments a lot still happens on the go. To complement your front desk experience you'll still be able to use Booksy Biz from your mobile device so that you and your Staff Members can stay connected while you're on the go. 

It’s a big shift, but one we’re all ready for. Together, let’s do more, better.

How to start your Early Access experience

Once you've been invited to Booksy Biz Pro Early Access, you’ll see a banner at the top of the Calendar screen the next time you login to Booksy.

Click “Try Booksy Biz Pro” to update your experience and see what’s new

Send us feedback so that we know you’re doing, and don’t hesitate to reach out at any time

At this time Booksy Biz Pro is available to all active US Providers. 

Explore the new vibe and check out these features first ...

Fresh Look/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 & Appointments

Our new user interface helps you breeze through your day. Use the Appointment List for a quick glance of upcoming appointments. 

Client Management

Even less information to keep track of. Use client tags to create custom groups for Message Blasts, easily merge duplicate clients, and access everything you need from the client card. 

Checkout

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

Improved Profile

We’ve improved the Business Profile to help you better establish and maintain your brand. Access your Portfolio, respond to reviews, preview your Profile, and assign a Cover Photo - all from one spot.

Marketing Tools

Booksy makes it easier than ever to engage your customers. Enjoy Promotions, without having Boost enabled, rely on automated Message Blasts to work for you from behind the scenes, and take advantage of new Social Post templates with more customization options. 

Supporting Your Journey

We elevated your in-app experience to set you up for success. Look for hints to help you better navigate the app and explore new features. From there use Profile Completeness to help you achieve major milestones for your business.

And these capabilities available only on Booksy Biz Pro ... 

Shift Management

Simplify staff scheduling. In a single view, you can create, modify, and replicate weekly schedules so everyone knows exactly where they’re supposed to be.

Stats & Reports

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

Inventory 

Sell products to your customers or manage stock for supplies you’re using internally. Booksy simplifies inventory management and now makes it easier to properly categorize all of your goods.

Welcome to the new Booksy. We're excited about what's to come and are so glad to have you along for the ride.

 

I've been invited to Early Access. How much will it cost?

Congrats on being invited to Booksy Biz Pro Early Access. As we go on about features updates and new functionalities, and you might be wondering ...

"How much is it going to cost me?"

At this time you can experience Early Access with no changes to your subscription plan {aka it costs the same}!

"But what about when Booksy Biz Pro officially launches?"

A new experience, same price? It's true. When the Early Acccess period ends and Booksy Biz Pro is broadly available, your subscription rates will stay the same.

We're committed to helping you thrive and part of that is giving you the tools that you need, without sacrificing your bottom line.

Booksy Biz Lite vs. Booksy Biz Pro

We didn’t just design one Booksy experience. We created two: Booksy Biz Lite and Booksy Biz Pro. Choose the solution that matches your needs.

Booksy Biz Lite: Simple, mobile solution

What’s inside? Calendar, clients, checkout, and marketing. We put core business functions in your pocket so that nothing can slow you down.

Is it for me? Booksy Biz Lite was designed with independent business owners in mind, but is also appropriate for teams who want a simple, mobile solution.

Where can I use it? Booksy Biz Lite is a Mobile-only solution. If you would like to access Booksy Biz from your tablet or via the web, please switch to Booksy Biz Pro.

Booksy Biz Pro: Full features solution for mobile, tablet, web

What’s inside? Booksy Biz Pro delivers the  tools that you need to manage, engage, and grow. Along with our core features you’ll get access to Shifts, Inventory, Reporting, Packages & Memberships, and our complete Point of Sale experience.

Is it for me? Booksy Biz Pro is designed for busy teams and ambitious independents who want a full-featured solution for managing their business.

Where can I use it? Use Booksy Biz Pro from your tablet or computer when you need to access advanced features. And, when you’re on the go you and your Staff Members can continue to use Booksy from your mobile so that you never miss a beat.

The Side by Side. 

Want a visual? Here's a full comparison of the two Booksy experiences.

Booksy Biz Lite vs. Booksy Biz Pro 

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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.us@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 in Booksy 3.0.

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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 
Can I have different tax rates for different Services?

You can! Navigate to Services and select the specific service you would like to update. From there, you can adjust the tax rate for that service only.

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 is the Booksy Point of Sale system (POS)?

Booksy POS is a financial and inventory system that allows you to collect payments from the client directly through your phone, charge cancellation fees to prevent no-shows, document and track sales, manage staff commissions, and keep an inventory of products sold.

How do I set up Booksy POS for my business?

Go to Settings > Retail / Sales. When you first visit Point of Sale, you will be taken to the Settings page. In the future, you can access POS Settings by clicking on Settings in the upper right-hand corner of the Point of Sale page. You can turn the POS feature on or off at any time, by using the switch at the top of the Settings page. 

When you enable Point of Sale, you will see options for tax rate, tips, commissions, inventory management, and autopay, which you can customize based on your needs and local regulations.

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
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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. 

How does Chat work?

Coming soon in Booksy 3.0.

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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 are Cancellation Fees?

Cancellation Fees are one way to ensure that clients show up to their appointment. You decide whether to enable this feature, and you also decide how wide your window is for free cancellation. The client will not be charged pripr to the appointment time. The cancellation fee is only charged if they cancel after the free cancellation window has passed, or if they no-show. 

Where can I set up my deadline for free cancellations?

Go to Settings > Cancellation & Cancellation Policy. Here you can choose how far in advance a client has to cancel an appointment to avoid being charged. You can also create a message informing clients of your policy at the time of booking. 

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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.

Can I have different tax rates for different Products?

Yes. Navigate to the specific product you would like to update. From there, you can adjust the tax rate for that product only.

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 at info.us@booksy.com.

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Booksy Biz Pro

Can I choose more than one Business category?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

You will only be able to select one Primary category, but you may select multiple Subcategories.  

Can my staff members manage their own calendars on Booksy?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

Yes, your staff can use Booksy to manage their own calendars. When you first add them to Booksy, make sure to include their email address and invite them to use the app. We also recommend assigning each staff member the appropriate permissions. 

How do I group my services into categories?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

You can organize and categorize your services by going to Settings > Services. Click on the plus icon and select Add Category to start building out your list. Once this is complete, click to edit any service and you’ll be able to assign it to a category using the category drop-down menu

How do I mark free time between services?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

If you just need time between appointments for cleaning, admin work, or a break, you can add Padding Time to your calendar. Go to Settings > Services and select the service where you’d like to add padding time. From the Service menu, click Settings > Padding Time, and choose how much time you’d like to add. Clients will not be able to book during this time. Please note that padding time will only be applied to future bookings; existing appointments won’t be altered. 

If you need to block off a specific time of the day or the entire day, go to your Calendar, click the plus icon, and select Add Unavailability. Choose the dates and times you are unavailable, and Booksy will take care of the rest. 

Do I have to confirm bookings made by my customers?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

By default, your bookings will be confirmed automatically. To adjust booking settings, go to Business settings > Advanced options > Booking settings. 

What is a trusted client?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

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 is a blocked client?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

A blocked client is someone who will no longer be able to book an appointment with you through the Booksy app. In order to book an appointment, they would need to call you.  

How can I access my Booksy Profile Link to share with customers?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

Under Profile, tap the eye icon in the top right corner of your cover photo. This will prompt you to share your profile link. You can also find your link under Marketing > Boost > Share your link. 

How do I set up No-Show Protection?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

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:

Prepayment: 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.  

What is Prepayment?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

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.  

How do Cancellation Fees work?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

At the time of booking, the client will be asked to provide their credit card information. Once the card is verified, the booking will be confirmed. If the client cancels outside of the allowed timeframe or no-shows, you will be able to charge their card for the cancellation fee. You have the option to charge cancellation fees manually or automatically. To update this setting, go to Business Settings > No-Show Protection.  

How do I send a Message Blast?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

Go to Marketing > Message Blasts. You will have the option to use an existing template or scroll down to Real-Time & Custom to create your own template. 

How do I create a Social Post?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

Go to Social Post Marketing > Social Post Creator. You will be able to choose from a list of categories and templates to create your post. You can customize it with a logo, your own image, and a personalized message.  

How do I set up Promotions?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

Go to Marketing > Promotions. You have three options to choose from: 

  1. Flash Sale: offer a time-sensitive discount to your customers. These are great for highlighting new services, creating excitement, or celebrating a special occasion.
  2. Happy Hour: offer a discount for specific days and times. These are great for increasing bookings during slower times of the day or week.
  3. Last Minute Discounts: offer a discount to clients who book 4 hours or less before their appointment begins. These are great for filling unexpected gaps in your calendar. 
How does Boost work?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

Consider Booksy Boost your mini marketing department. Activating Boost increases your search ranking on the Booksy Marketplace and gives you more visibility on our platform. Boost leverages our search engine, galleries, special badges, ads, blog, and newsletters to help show off your talent to potential customers. 

There is no monthly fee to use Boost. Instead, whenever we find you a new client, you pay a one-time 30% commission fee, only for their first visit. After that, 100% of the revenue from this client is yours. 

How do I claim a client on Boost?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

If you see a client attributed to Boost that you acquired via your own marketing efforts, go to Marketing > Boost > Boost details. Tap the Claim button to begin the claims process. Once your claim is confirmed, we'll process a refund for any associated commission fees within seven business days. Please note that all claims must be submitted within 90 days to be eligible for a refund. 

How do I prevent accidental Boost charges?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

We do our best to ensure you're only being charged for clients we find you through Boost, but you're busy and sometimes we can't keep up with you. Here are some ways you can help us prevent accidental commission charges.

Add walk-ins to your client list: If you see a new walk-in client, be sure to add their contact information to your Booksy contact list before they leave your shop.

Share your Booksy profile link: Include your unique link on your website and business cards to help separate existing clients from new clients who find you through Boost.

Double-check Instagram: Make sure your Instagram Book button is routing to your personal Booksy link.

Double-check Facebook: Make sure your Facebook Book Now button is routing to your personal Booksy link.

How do I update my bank account information?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

You can update your bank account information under Business settings > Customer payments.

I'm having a problem verifying my bank account.

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

Go to Business Settings > Customer Payments > Account Verification and verify the following details.

Account type: Individual

  1. Ensure your personal details (name, date of birth, SSN) exactly match your ID.
  2. Check that you correctly entered your bank account details (account number, routing number, account holder, account type) exactly as they appear on your bank statement. The personal details provided for the ID check should match those of the bank account holder.
  3. Upload a photo of your driver's license, state ID, or passport.
  4. Upload a photo of your bank statement that clearly shows your name as the account holder, account number, and bank logo. 

Account Type: Business

  1. Ensure your business details (Legal business name, TIN/EIN, address) match your IRS business registration document.
  2. Check that you correctly entered your personal details as a business owner (name, date of birth, SSN) and that they exactly match your ID.
  3. Ensure your bank account details (account number, routing number, account holder, account type) exactly match your bank statement.
  4. Upload a photo of your driver's license, state ID, or passport.
  5. Upload a photo of your bank statement that clearly shows your business’ name, account number, and bank logo.
  6. If you’re having trouble verifying your account, try uploading your Business Registration Documents. To do so head to Business Settings > Customer Payments > Account Verification > Company Details.

Should you require further assistance, contact Booksy Customer Success via the Help button in your Booksy app.

Does Booksy have a POS solution?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

We don't offer a physical POS yet, but you can use Mobile Payments to accept payments directly from the app. To get set up, you’ll be asked to verify some account information. Once that’s complete, you’ll start seeing Mobile Payments as an option during Checkout. You will be able to keep client cards on file, and clients will be able to approve transactions directly from their mobile device. 

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

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

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

How can I sell my products online through Booksy?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

If you’d like to sell products online, you can link your online store to your Booksy Profile. To do so, go to Business Settings > Business Details > Business Name & Info.

Any retail products added to your Booksy Inventory are only available for sale on-location and won't be visible to customers from your Booksy Profile. Adding them to Booksy allows you to control stock and add them to a client's cart during checkout. 

What types of Payment methods can I accept through Booksy?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

The accepted payment methods are Cash, Physical Card Terminal, Mobile Payment, Check, Gift Card, Membership, or Package. You can also split a payment between any of these options.

How do I set up registers?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

From Checkout, click on the cash register and select Open. Add the opening cash (float) amount you are starting the day with. Each staff member can open their own cash register through the app. Don’t forget to close out your register at the end of the day. To close your register, go to Checkout > Click on the cash register > Click on the opening float > Cash in / Cash Out > Enter closing amount > Save.  

How do I set up and sell Gift Cards?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

Go to Gift Cards and Bundled Services > Gift Cards > Manage Gift Cards. Click on the plus sign and add the gift card price, value, expiration date, tax (if applicable), and the services it’s valid for. 

Please note: At this time, gift card transactions cannot be processed through the customer app, so you will need to add separate payment types for gift card purchases. To do this, go to Payment Details and add the payment payment types you accept for gift card transactions (Venmo, CashApp, Paypal, etc). 

How do I set up and sell Memberships?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

Go to Gift Cards and Bundled Services > Memberships > Manage Memberships. Click on the plus sign and add the membership details. To redeem a membership, select Membership as a payment option during Checkout. 

How do I set up and sell Packages?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com.  

Go to Gift Cards and Bundled Services > Packages > Manage Packages. Click on the plus sign and add the package details and included services. To redeem a package, select Package as a payment option during Checkout.

How do I contact Booksy Support?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

You can reach our customer service line at (206) 735-3553 from 8am to 8pm (CST) Monday through Saturday, or 24/7 through the in-app chat. You can also email us at support@booksy.com

How do I cancel my Booksy account?

This answer applies only to Booksy Biz Pro. For help with other Booksy products, please refer to the FAQ above or contact us at info.us@booksy.com

We’re sorry to hear you’d like to cancel your subscription and/or deactivate your account. Please reach out to us through the in-app chat or at (206) 735-3553.

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