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FAQ_ FAQ_

How can we help?

What are Combo Services and why should I use them?
How do I set up Combo Services?
What is Family & Friends and why is it important?
How can I make sure my Booksy app is up-to-date?
How does Booksy work?
Which app is right for me?
What are Booksy’s Core Features?
Booksy Biz Lite vs Pro: which one is right for me?
Booksy Biz Pro: Mobile vs. Tablet
How do I manage my Booksy subscription payments?
What is a Marketplace and how does it help me?
How can I stand out from other businesses in the Booksy Marketplace?
What is the Best of Booksy award?
How will I know if I won?
What exactly do I get if I win?
How can I win an award next time?
My award certificate says “Tied for” on it. What does that mean?
My award certificate has the wrong business category listed. What should I do?
Do I have to confirm bookings made by my customers?
How do I mark free time between appointments?
I am planning a vacation or leave. How do I mark this on my calendar?
Does Booksy send customers reminders of their upcoming appointments?
Can my customers cancel or reschedule an appointment at any time?
I offer services that require specific Resources. How can I make sure these Resources don’t get double booked?
How do I check out clients?
How do I set up Registers?
What types of Payment methods can I accept through Booksy?
Why should I use Booksy Payment Solutions?
What are Mobile Payments?
How do I set up Mobile Payments?
What’s the difference between Mobile Payments and Booksy Card Reader?
I’m already using Mobile Payments. Can I use Booksy Card Reader as well?
How much does it cost to process payments through Booksy?
Can you tell me more about the Payout process?
What do I do if my Payout is reversed?
How can I see when Payouts are going to hit my bank account?
Why do I need to be verified?
What will I need to verify my account successfully?
What type of Bank Statement is accepted in KYC verification?
What do I do if I’m having a problem verifying my bank account?
How do I update my bank account information?
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?
What is Booksy Card Reader?
How do I set up my Booksy Card Reader?
Are there fees associated with using Booksy Card Reader?
I’m already using Mobile Payments. Can I use Booksy Card Reader as well?
How do I connect my Stripe Reader M2?
How can I troubleshoot connecting my Stripe Reader M2?
How do I connect my BBPOS WisePOS E?
How can I troubleshoot connecting my BBPOS WisePOS E?
How do I use my Booksy Card Reader at Checkout?
How are payouts processed when I process transactions with the Booksy Card Reader?
What if my Booksy Card Reader is rejecting the client’s card?
How do I change the gratuity settings on my BBPOS WisePOS?
How many Card Readers do I need for my business?
What are the internet requirements for my Booksy Card Reader?
Can Booksy process International credit cards?
Can Booksy Card Reader take mobile wallets like Apple Pay and Google Pay?
Can I use Booksy Card Reader to charge for items or services that I do not have set up in Booksy?
What is Fast Payouts?
How long does it take to get my money with Fast Payouts?
What’s the fee for Fast Payouts?
How do I enable Fast Payouts?
How do I initiate a Fast Payout?
How much can I transfer with Fast Payouts?
When can I initiate a Fast Payout?
How often can I initiate a Fast Payout?
What debit cards are supported for Fast Payouts?
How do I contact my customers?
How do I add a client?
How do I invite a client to book online?
How do I import multiple clients?
How can I prevent a client from booking with me?
What is a blocked client?
What is a Trusted Client?
What are client tags and how can I use them?
What is Family & Friends and why is it important?
How do I Add Products?
How do I add stock of a product to sell customers or use with services?
How do I remove a product from my stock without selling or using it?
How do I use products with services?
How do I use Booksy’s Message Blasts?
How do I set up and use Promotions?
How do I Add & Invite my Clients?
How do I create a Social Post?
How do I adjust prices for specific days?
How does Boost work?
How do I enable Boost for my account?
How does Boost pricing work?
How can I see if I got new clients using Boost?
How do I prevent accidental Boost charges?
How can I reactivate Boost if I turned off?
How do I claim a client on Boost?
What is Online Booking and how to enable it?
Do my clients need to have Booksy for Customers downloaded on their mobile device to book with me?
How do I add the Book Now button to Facebook?
How do I add a Book Now button to Instagram?
How do I integrate Reserve with Google with my Booksy account?
How do I create and manage Gift Cards & Bundled Services?
How do I set up/sell Packages?
How do I set up/sell Memberships?
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 can I accept deposits?
How do I download Reports from Booksy?
Will I be able to view all of my transactions through Booksy Stats & Reports?
How do I copy shifts to other weeks?
How do I edit Shifts for individual Staff Members?
How do I mark my business as closed for a specific day?
How do I adjust my business hours for a specific day?
Can I print my weekly schedule?
How do I add a Staff Member?
How do I adjust Staff Members’ working hours?
How do I add a Resource?
Can my Staff Members manage their own calendars on Booksy?
How do I manage Staff Permissions?
Can I assign a Staff Member to a certain service or category?
Where can I find my Booksy Profile Link to share with customers?
How can I sell my products online through Booksy?
What is Profile Completeness?
Is Profile Completeness visible to my clients?
How can I mark a step as completed?
How do I add photos to my Portfolio?
How do I add a Cover Photo?
How do I delete photos from my profile?
Can I import client reviews from another platform?
How can I remove a client’s bad review from my Profile?
How do I edit my business information?
How do I change my business location?
How do I set up a business with multiple addresses?
How do I set my standard business hours?
Can I choose more than one business category?
How do I adjust my Booking Settings?
How do I set up Services?
How do I group services into categories?
How do I create services with variable prices and durations?
How do I set default tax rates for products and services?
How do I cancel my account?
How do I contact support?
How do I reset my Booksy password?
What do I do if I can’t remember my password?
How can I change my password if I don’t have access to my email?
How can my staff members change their passwords?
My email is associated with another Booksy account. Can I create a new Booksy Biz account using the same email?
How do I obtain a copy of my Client List from Booksy?
How can I restore my account after paying my Booksy Subscription?
Why isn't my Booksy subscription payment going through?
How can I change my email address?

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What's New

What are Combo Services and why should I use them?

Combo Services allow you to group existing services into a single appointment. Along with reducing admin work, use them to set yourself apart – creating unique experiences for your customers to enjoy.

Combos are available for you to schedule from your Calendar and for your Clients to Book via Booksy for Customers (mobile app) and Booksy.com. 

Combo Services can be booked together:
- In Sequence (one after another) + optional processing time between services 
- In Parallel (they start at the same time)

How do I set up Combo Services?

To set up a new Combo Service, first you need to have at least two services added.

1. Go to Business Settings (mobile: ProfileSettings)
2. From Services Setup select Services & Combo Services 
3. Click on + icon and select New Combo Service
Tip: You need to have at least 2 services available to create a Combo and choose Booking type:
- Sequence – services are performed one after another with the option to add breaks between them
- Parallel – every service starts at the same time and involves more than one Staff member
4. Assign Services to a Combo
5. Set up Pricing:
- Service pricing – summed up from all Services in the Combo 
- Custom pricing – custom pricing of the Combo

What is Family & Friends and why is it important?

Family & Friends is a feature mainly for your Clients. It allows them to easily book visits for their Family or/and Friends. From your side, the only visible difference is the addition of new Family & Friends Client Cards. They are easy to spot, because they are marked with a tag: Family & Friends and a relation type with a main booking account e.g. Friend, Child, Parent.

Contact info is imported from the client’s main Card. To sum up – we want to make booking easier for your Clients and generate more bookings for you. 

How can I make sure my Booksy app is up-to-date?

Booksy releases upgrades to our mobile app almost every week. These upgrades contain everything from performance and stability improvements to brand new functionalities. To ensure you run the most recent version of the Booksy Biz app, open the App Store or Google Play on your device. Search for “Booksy Biz” and update it as necessary. 

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General

How does Booksy work?

At its core, Booksy is a scheduling app but it's so much 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: Choose the solution that best suits your needs. 

  • Booksy Biz Lite: Simple, mobile-only solution with core business functions. Schedule appointments, manage your clients, set up marketing features and process transactions.
  • Booksy Biz Pro: Full featured solution for mobile, tablet, web. While only core features are available in the mobile app, if you sign in on your tablet or computer, you will get access to more advanced features, such as Reports, Inventory, Shifts, and Packages and Memberships.

For a comparison of these two versions, please visit our Pricing page

Booksy for Customers: A handy and intuitive app where new clients can discover what you have to offer, and both new and existing clients can make appointments directly from their phone, 24/7.

Unique Booksy Profile: Your Booksy Profile is your virtual business card on the Booksy Marketplace. Both new and existing clients can find your services, view your portfolio, read reviews, and book appointments with you 24/7.

Which app is right for me?

Booksy is the one-stop solution for booking clients, marketing your business, managing the day-to-day, and building community. It’s also a place for customers to connect with their favorite providers and discover new businesses through our Marketplace.

  • Booksy Biz:
    Overview: Booksy Biz is our mobile solution designed for managing core business functions - on the go. If you need more - get Booksy Biz Pro on your tablet or computer to manage shifts, track inventory, run reports, offer memberships and access our complete point-of-sale experience. 
    Who it's for: Independent business owners, but it's also appropriate for teams that want a simple, mobile solution.
    Where to use it: Mobile
    How to access it: Download Booksy Biz from Google Play or the App Store.
     
  • Booksy Biz Pro:
    Overview: Booksy Biz Pro is our full-featured solution designed to help you manage the growing needs of your business from the front desk. Booksy Biz Pro works alongside the Booksy Biz mobile app so you and your staff members can stay connected - even when you’re on the go. 
    Who it's for: Busy teams and ambitious independents who want a full-featured solution for managing their business.
    Where to use it: Tablet, Web
    How to access it: Download Booksy Biz Pro from Google Play, the App Store, , or access your account on the web at booksy.com/pro.
     
  • Booksy for Customers:
    Overview: Booksy makes it easy for customers to book appointments anytime, anywhere. Customers can browse for beauty, wellness, and health services to find local providers, compare pricing, and view open appointments.
    Who it's for: Customers
    Where to use it: Mobile, Web (Booksy.com)
    How to access it: Download Booksy for Customers from Google Play or the App store. 
What are Booksy’s Core Features?

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*.

Checkout: Processing payments is easier than ever with the new Quick Sale feature.

  • Lite - Accept multiple payment options and send receipts, all from the palm of your hand.
  • Pro - 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. Make your promotions more effective and reach more customers with 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 automated messaging campaigns 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: Easy access to what your customers experience when they visit your page on the Booksy Marketplace.

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 the steps 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.

*Some features are available only in Booksy Biz Pro (web/tablet app).

 

Booksy Biz Lite vs Pro: which one is right for me?

Booksy Biz Lite is our simple, mobile solution, whereas Booksy Biz Pro is our full featured solution for mobile, tablet, web. For a comparison of these two versions, please visit our Pricing page

Booksy Biz Pro: Mobile vs. Tablet

Our tablet/web experience is designed to help you keep pace from the front desk. That said, we understand that in the world of appointments, a lot still happens on the go. Booksy Biz Pro integrates with the Booksy Biz mobile app to give you and your staff members access to core business functions while you’re flying from one appointment to the next.

A lot of mobile features work the same as those available on tablet/web:

  • Calendar & Appointments
  • Client Management
  • Marketing tools
  • Business Profile
  • Profile Completeness
  • Booksy Library
  • Support

Some features, for simplicity’s sake, are only available in Booksy Biz Pro (web/tablet app), or their operations in Booksy Biz (mobile app) are modified slightly: 

  • Checkout: Cash Registers must be managed on tablet/web. Checkout doesn’t support split payments on mobile.
  • Gift Cards & Bundled Services: Gift Cards can be redeemed on mobile. Checkout doesn’t support sale of new Gift Cards, Packages or Memberships on mobile. 
  • Shifts: Feature not available on mobile
  • Staff & Resources: Staff can be added on mobile, but Commissions, Resources, and Shifts are only available on tablet/web. 
  • Inventory: Feature not available on mobile
  • Stats & Reports: On mobile, Managers will see a snapshot of business performance. Staff Members will be able to see their own performance stats. 
     
How do I manage my Booksy subscription payments?

To start your Booksy subscription or to update your payment details, head to Subscription & Billing in your Business Settings. From there, you can update the card you want to use for your Booksy subscription.

If you miss a payment, updating your card information will trigger a charge to bring your subscription back into good standing. Your Booksy subscription will charge automatically every month. The same payment method is used for Boost fees if you have Boost enabled.  

If you subscribed to Booksy via the Apple App Store or Google Play, please update your subscription payment details in the corresponding store for your device.

If you subscribed to Booksy via the App Store and you want to reduce the number of your Staff Members, note that the subscription price will not change automatically. In that case, you need to first cancel your subscription and buy a new one that will cover the required number of Staff Members.

For more Subscription-related information, click here

What is a Marketplace and how does it help me?

Booksy Marketplace is the platform where your Business Profile will appear to clients looking to book an appointment for a service. New or returning clients access the Marketplace through the Booksy for Customers app or through the web. They can search for specific services, service providers, locations, and more. By making your business bookable on the Booksy Marketplace, new customers can find you and book your services 24/7. 

How can I stand out from other businesses in the Booksy Marketplace?

The Booksy Marketplace is a great way to pick up new customers, but it only works if you stand out from your competition. There are a few ways you can set yourself apart. Before you do anything else, make sure you have a crisp, inviting cover photo. This is the first thing people see when they see your business on Booksy. After that, check out Profile Completeness for more suggestions to establish your brand on Booksy. Finally, enable Boost for that extra little push and make sure everyone you see leaves a review. 

Check our Blog post to see more ideas.

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Best of Booksy

What is the Best of Booksy award?

Every quarter we head out in search of our Best of Booksy recipients. For every city, 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

Click here for more information on the Best of Booksy Awards

How will I know if I won?

If you’ve won a Best of Booksy Award, you will be notified in your Booksy Biz app. You’ll also see a new category in the Social Post Creator that’s available only for winners. This is where you can find your award certificate and easily share it to your social platforms.

Don’t see your certificate in the Social Post Creator? No worries. You may just need to manually update your app.

Close out of the app and go to your device’s app store → search for Booksy Biz and hit Update. Re-open the app and click the bell icon to open the Notification Center - information about your award should be listed there → head over to the Social Post Creator and the exclusive new category with your Award Certificate will appear.

What exactly do I get if I win?

Instant street cred! If you’re a winner in any of the above categories, you will see a Booksy Awards badge* appear on your business profile on the Booksy Marketplace. Just a little flex to show new and returning customers that you made it into the Best of Booksy.

You’ll also receive a snazzy certificate that you can download and print, or share on social media using Booksy’s Social Post Creator. Be sure to tag @booksybiz on Instagram and use the hashtag #BestofBooksy for even more visibility.

*The Booksy Awards badge is only visible during the quarter (3 months) starting on the day you received the award. After that, the badge will disappear. But if you win again, it will come right back!

How can I win an award next time?

Want to learn about the data behind how Best of Booksy winners are selected? Click to read how Best of Booksy awards are chosen.

My award certificate says “Tied for” on it. What does that mean?

If you see this phrase on your certificate, it means that you tied with another business in your area for the same award.

My award certificate has the wrong business category listed. What should I do?

Best of Booksy awards are based on what you have set as your Main Category in the Booksy Biz app. If your award certificate has a category that does not accurately reflect what you do as a business, please update your Main Category.

  1. Navigate to your Business Settings (mobile: Profile → Settings)
  2. Select Business Details
  3. Go to Business Category and update your Main Category
  4. Save

To receive a revised award certificate, please complete this Google form and let us know the correct category for your business. 

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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:

  1. Go to Business Settings (mobile: Profile → Settings)
  2. Select Advanced Options
  3. Go to Booking Settings 
  4. Turn off the Automatically confirm bookings switch
  5. Save
How do I mark free time between appointments?

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, use Padding Time:

  1. Navigate to Business Settings (mobile: Profile → Settings).
  2. Go to Services Setup.
  3. Select Services & Combo Services and choose a specific service.
  4. Select Settings.
  5. In Padding Time, for each service, you can adjust the amount of time you need to free up before, after or 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. Select Add Unavailability rather than New Appointment. Blocking off time as unavailable prevents clients from booking during that time.

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 members. 

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. 

To add vacation or leave to your calendar in Booksy Biz Pro (web/tablet app): 

  1. Go to Staff Members & Resources.
  2. Open Shifts. If you need to add Time Off, make your way to the bottom right corner and click on Add Time Off. Here you’ll be able to choose a single Staff Member or multiple and adjust the days and times that they’ll be away. You can also select the reason and also note whether or not the Time Off was approved. If not, it will be deducted from their Working Hours.

Alternatively, in Booksy Biz (mobile app): 

  1. Head over to your Profile.
  2. Select Settings.
  3. Open Schedule Management.
  4. In the Opening Calendar you can adjust business hours for a certain day. Mark certain days as closed, or add time-off for staff members. 
Does Booksy send customers reminders of their upcoming appointments?

Booking reminders are sent 24 hours before the appointment via text message. These messages are sent at no cost to you. Your customer will receive a push notification from the Booksy app instead of a text if they are logged in to their account on their device and have used the app to book appointments with your business. 

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

You can limit when your customer can reschedule an existing appointment with you, but they can cancel their appointments at any time by logging in to their account in Booksy and selecting their appointment. Prevent cancellations and protect your bottom line by adding No-show protection to your services. Make changes to your Booking Rules by going to your Business Settings (mobile: Profile → Settings) → Advanced Options → Booking Settings. You will receive a notification whenever your client makes any change to an existing appointment.

I offer services that require specific Resources. How can I make sure these Resources don’t get double booked?

This answer applies only to Booksy Biz Pro (web/tablet app). For help with other Booksy products, contact the Support Team at info.us@booksy.com.

  1. Go to Staff Management & Resources 
  2. Head over to the Resources tab
  3. Click on the + icon at the bottom to add a new Resource
  4. Set Working Hours for the Resource to match the day(s) of the week you want the assigned service(s) booked
  5. Select the service(s) you want to limit and assign the Resource to it

Now your Customers will be able to Book only one of the services at the same time.

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Checkout & Payments

How do I check out clients?

Booksy allows you to quickly and easily Checkout your customers from our Mobile, Tablet, and Web applications. You can do so directly from any existing appointment, or by accessing Checkout from the main menu.

For more information about how to do so check out our video tutorial by going to Booksy Library and searching for Tutorial: Checkout.

How do I set up Registers?

This answer applies only to Booksy Biz Pro (web/tablet app). For help with other Booksy products, contact  the Support Team at info.us@booksy.com.

You first need to enable Cash Registers on your Booksy account:

  1. Go to Business Settings
  2. Click on Advanced Options
  3. Open Point of Sale & Retail
  4. Toggle on Enable cash register option
  5. Save

With Cash Registers enabled, you can now open a register. In the Checkout screen select Cash RegisterOpen. 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:

  1. Go to Checkout
  2. Open on the Cash Registers tab
  3. Close your Register

If you want to perform the Cash In/Cash Out function, be sure to add Tax Info to your Business Name & Info:

  1. Navigate to Business Settings
  2. Open Business Details
  3. Click on Business Name & Info
  4. Add Tax Info

In order to save the Cash In/Cash Out, add info in the Person / Item / Note field. 

What types of Payment methods can I accept through Booksy?

Booksy offers two unique Payment Solutions: 

  • Mobile Payments allowing you to store cards on file for contactless, virtual payments
  • Booksy Card Reader for collecting onsite payments when the card is present

Both solutions are integrated with your Booksy experience and if you’d like you can use them in parallel to offer your customers the greatest flexibility. Each solution 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 Booksy Payment Solutions, other options that you can offer at Checkout include: Cash, Check, Square, a third-party Card Terminal, Gift Cards, Memberships, and Packages. Pro users can also split payments between any of these options from the front desk.

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: 

  1. 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.
  2. Integrated Experience: Booksy Payment Solutions are integrated with the rest of your Booksy experience including client information, checkout, and Stats & Reports for Pro users. No need to leave the app to process payments or keep tabs on your performance. 
  3. 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.
  4. 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. 
  5. 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.
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 all common credit cards (Visa, MasterCard, American Express, Diners, Discover) along with e-Wallets (Apple Pay, Google Pay).


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. Before accepting payments via Mobile Payments, you will need to successfully verify your bank account, business, and personal information. 
 

How do I set up Mobile Payments?

To set up Mobile Payments in Booksy Biz Pro (web/tablet app):

  1. Click on Business Settings (mobile: Profile → Settings)
  2. Navigate to Customer Payments 
  3. Open Payment Types

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.

What’s the difference between Mobile Payments and Booksy Card Reader?

With Booksy Card Reader you’re able to process transactions, in person when the card is present. With this method, credit card information is not kept on file - adding that extra layer of security.
The largest difference is that Mobile Payments allows clients to add their card information to their Booksy account, which enables contactless virtual payments. Instead of storing a card on file, customers also have the option of using e-Wallets (Google Pay, Apple Pay). Another benefit of using Mobile Payments is that it’s connected to Booksy’s No-Show Protection feature: Prepayments and Cancellation Fees.
Whether you choose to use one option, or both, Booksy Payment Solutions are fully integrated with your entire Booksy experience including your clients, checkout, and reporting. No need to leave the app, it’s all right there. 
 

I’m already using Mobile Payments. Can I use Booksy Card Reader as well?

Of course! It’s a great idea to offer flexible payment options for your clients. Please note that even if you use Mobile Payments, your account will need to be verified for enabling Booksy Card Reader separately.

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: 

  • Booksy Card Reader: When the card is present, processing fees are 2.49% + 0.10 USD
  • 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. 

Transaction fees apply to refunds processed through Mobile Payments and Booksy Card Reader at their respective rates above. 

Can you tell me more about the Payout process?

Once your account has been verified, you’re ready to start receiving Payouts. For Mobile Payments, they will typically land in your bank account 2-5 business days after the transaction is settled. For Booksy Card Reader, payouts will typically land in your bank account the next business day. For more information about Booksy Card Reader payouts, go to this section

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

What do I do if my Payout is reversed?

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

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 2-5 business days for the money to post to your account for charges made through Mobile Payments and 1 business day* for charges made through Booksy Card Reader. When a payout is sent, you’ll receive a detailed payout report via email.
 

*Some exclusions may apply.

Why do I need to be verified?

The verification we ask you to complete is required by our processing partners and is intended to ensure that your money lands safely into your bank account. Both Mobile Payments and Booksy Card Reader require verification, and each must be conducted separately.

What will I need to verify my account successfully?

In order to verify your account you’ll need: 

  • Bank account and routing number
  • Valid tax identification number
  • Copy of your photo ID
  • Copy of a recent bank statement

Note that if you’re using a business bank account, business registration documentation is required.

Once you have all of the appropriate documentation at your fingertips, the verification process is easy. Expect to start collecting payments in 1-2 days. 

What type of Bank Statement is accepted in KYC verification?

When uploading your Bank Statement make sure that:
- Bank logo, bank name and account number are visible.
- File format is one of the allowed: JPEG, JPG, PNG, PDF.
- File doesn’t exceed 4 MB in size.
- File is at least 1 KB large if it's a PDF, and at least 100 KB for other formats.
- Statement was issued in the last 12 months.
- Statement was issued by your bank, not created on your own.
- You do not make any changes to the document.
- You do not upload a picture of your credit card.

What do I do if I’m having a problem verifying my bank account?

To check your bank account verification: 

  1. Go to Business Settings
  2. Click on Customer Payments
  3. Go to 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 the Support Team at info.us@booksy.com.
 

How do I update my bank account information?

You can update your bank account information under Business Settings Customer Payments.
 

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 Stats & Reports Cashflow to see detailed payments reports. If you’re interested in all transactions go to Checkout Transactions.

Booksy Biz Lite users will receive Payout information via email. As an Owner/Manager you can also view Transaction Summaries from the Profile tab or view your transaction report for a particular period by sending a Detailed Report to your email.
 

What happens if a customer card is rejected?

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

  1. There are enough funds in their account 
  2. The limit (for number of transactions or value) has been reached
  3. 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. Chargebacks for Booksy Card Reader and Mobile Payments transactions will incur a $15 fee.

In order to avoid or at least limit the number of chargebacks, make sure your cancellation policy is clear and well communicated. We also recommend 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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Booksy Card Reader

What is Booksy Card Reader?

We know you’ve been asking… and we’re delivering BIG. Physical card readers have finally landed at Booksy and, as always, we give you options so you can choose what works best for you and your business. Booksy Card Reader allows you to charge credit cards and mobile wallets on the spot. Spend less time chasing payments and more time doing what you love.  


For more information about Booksy Card Reader, check out this blog post with all the details.

How do I set up my Booksy Card Reader?

To set up your Booksy Card Reader:

  1. Go to Business Settings
  2. Open Customer Payments
  3. Select Payment Types
  4. Click on Booksy Card Reader
  5. Choose to Enable Booksy Card Reader 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 and routing 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’ll be prompted to order your Booksy Card Reader. When you receive it in the mail, all you need to do is connect it to your Booksy account by following the step-by-step guide in the app and then you’re ready to start processing onsite payments. 

Are there fees associated with using Booksy Card Reader?

All Booksy Card Reader transactions have a fee of 2.49% + $0.10, this applies to both regular transactions, as well as refunds. Chargebacks are processed for a flat fee of $15.

You don’t pay any subscription fees for using Booksy Card Reader.

I’m already using Mobile Payments. Can I use Booksy Card Reader as well?

Of course! It’s a great idea to offer flexible payment options for your clients. Please note that even if you use Mobile Payments, your account will need to be verified for enabling Booksy Card Reader separately.

How do I connect my Stripe Reader M2?
  1. Connect the USB cable to the Card Reader’s port and charge it for 2-3 hours.
  2. Once charged, power on the Card Reader. When the card reader is fully charged, all four LED lights will turn on.
    TIP: leave the Card Reader plugged in to the power source while connecting to Booksy Biz to avoid a connection failure.
  3. Head in to your Booksy app on your mobile phone, to Settings → Customer Payments → Payment Types → Booksy Card Reader
  4. When prompted, give Booksy access to Bluetooth and location. Next, tap “Connect New Card Reader” and follow the on-screen instructions for connecting your Card Reader to your Booksy app. 
How can I troubleshoot connecting my Stripe Reader M2?

If you’re having trouble connecting your Stripe Reader M2 to your Booksy app, follow these troubleshooting steps:

  1. If you have previously purchased other Booksy Card Readers, ensure that a different Card Reader is not already connected to the mobile phone you want to connect your new Card Reader to. Similarly, ensure that your Card Reader is not already connected to a different mobile phone. You can connect multiple Card Readers to your Booksy account simultaneously, but each device can only have one Card Reader connected at a time.
  2. Ensure the Stripe Reader M2 is charged - all four LED lights on indicates full charge. 3/4 lights indicates 75% charge. 2/4 lights indicates 50% charge. 1/4 lights indicates 25% charge.
    TIP: leave the Card Reader plugged in to the power source while connecting to Booksy Biz to avoid a connection failure.
  3. Ensure you’re attempting to connect the Stripe Reader M2 to a mobile device (iPhone or Android phone) or tablet. The Stripe Reader M2 cannot connect to a desktop or laptop computer.
  4. The Stripe Reader M2 connects to your phone over Bluetooth, but you must connect it through the Booksy app. The Stripe Reader M2 cannot be connected to your phone’s standard bluetooth settings, like you would a speaker or headphones. Head to your Booksy app on your phone, go to Settings → Customer Payments → Payment Types → Booksy Card Reader, click “Connect New Card Reader,” and follow the on-screen instructions.
  5. Allow Bluetooth and Location access when asked. On the previous step, when you go into your Booksy app, and then to Settings → Customer Payments → Payment Types → Booksy Card Reader, you’ll be prompted to allow Bluetooth and Location access. Both must be enabled for your Stripe Reader M2 to connect.
  6. If you’ve verified the steps above, completely power off and back on your Card Reader. Then go back into the Booksy Card Reader setting above on your mobile phone, and retry the connection process by tapping “Connect New Card Reader” and following the on-screen instructions.

After all the above steps, if your Stripe Reader M2 will still not connect to your Booksy mobile app, contact the Support Team at info.us@booksy.com.

How do I connect my BBPOS WisePOS E?
  1. Remove the back panel of the reader, and install the battery. The gold connectors on the battery should line up with the connectors in the battery slot.  
  2. Reinstall the cover, and press the side power button to power on the reader.
  3. When you first activate your Card Reader, you’ll be promoted to connect to the WiFi network. Swipe right on the screen of the Card Reader and tap “Settings”. Enter PIN 0-7-1-3-9. You’ll need to enter this pin every time you enter the Card Reader settings.
  4. Tap “Network” in the Settings menu on the Card Reader to access WiFi settings, and connect to a network. Your card reader and Booksy app must be connected to the same network, and that network must be password-protected.
  5. Head over to your Booksy app on the device you want to connect the Card Reader to. Navigate to Settings → Customer Payments → Payment Types → Booksy Card Reader.
  6. When prompted, allow access to Location and Bluetooth.
  7. Tap “Connect New Card Reader” to begin connecting your WisePOS to your Booksy app.
  8. Follow the on-screen instructions to connect your WisePOS to your Booksy app.
  9. If prompted during connection, allow access to “Find and connect to devices on your local network”.
     
How can I troubleshoot connecting my BBPOS WisePOS E?

If you’re having trouble connecting your BBPOS WisePOS E to your Booksy app, follow these troubleshooting steps.
 

  1. If you have previously purchased other Booksy Card Readers, ensure that a different Card Reader is not already connected to the phone/tablet/computer you want to connect your new Card Reader to. Similarly, ensure that your Card Reader is not already connected to a different phone/tablet/computer. You can connect multiple Card Readers to your Booksy account simultaneously, but each physical phone, tablet, or computer, can only have one Card Reader connected at a time.
  2. Ensure the battery has been installed properly. The battery was provided in the box containing your Card Reader, and needs to be installed. Pull the back cover off the WisePOS by flipping the device over, and pulling up on the back cover from the tab on the bottom-left. The battery should be installed so that the gold connectors on the battery line up with the gold connectors in the battery slot.
  3. Ensure the WisePOS is connected to the internet. This can be done by plugging in an ethernet cable (requires separately-sold docking station), or connecting to WiFi. To access WiFi settings, swipe right on the screen of the Card Reader and tap “Settings”. Enter admin pin 0-7-1-3-9, and then tap “Network” to view and connect to WiFi networks.
  4. Ensure the WisePOS and the phone/tablet/computer you want to connect it to are connected to the same WiFi network. This network must also be password-protected. If your WisePOS is connected to ethernet, the phone/tablet/computer you’re connecting it to must be connected to the same ethernet network.
  5. After you connect to WiFi, the WisePOS must still be connected to Booksy through the Booksy app. Head to your Booksy app on your phone/tablet/computer, to Settings → Customer Payments → Payment Types → Booksy Card Reader, click “Connect New Card Reader”, and follow the on-screen instructions. 
  6. Allow Bluetooth, Location, and Network access during the connection process. After you enter the previous step above, when prompted during the connection process, allow access to:
    a. Bluetooth
    b. Location
    c. Find and connect to devices on your local network
  7. If you’ve verified the steps above, completely power off and back on your Card Reader. Then go back into the Booksy Card Reader setting above on your phone/tablet/computer, and retry the connection process by tapping “Connect New Card Reader” and following the on-screen instructions.
     
How do I use my Booksy Card Reader at Checkout?

Once your card reader is connected, you can use it to check out any appointment, walk-in, product, or service!  
 

  1. Make sure your Card Reader is connected. If you’re not sure whether your Card Reader is connected, navigate to Settings → Customer Payments → Payment Types → Booksy Card Reader. Under “your devices” you should see “connected” next to your Card Reader. If you’re having trouble connecting, check out our Connection Troubleshooting FAQs above. 
  2. Once your Card Reader is connected, go to check out any appointment, service, or product. Add any products or services to the transaction, and click “Continue”.
  3. On the Payment Method and Gratuity screen, select “Booksy Card Reader” as the payment method.  
    a. Note: if you’re using the BBPOS WisePOS E, you won’t be able to select gratuity on this screen. The customer will be able to enter gratuity directly from the Card Reader screen.
    Change the gratuity options displayed on the BBPOS WisePOS E in your Advanced Options → Point of Sale & Retail → Tip Settings.
  4. Tap “Charge” to initiate the transaction. The screen will then indicate that the customer can tap, swipe, or dip their card.  If you’re using the BBPOS WisePOS E, the customer will also be asked to select a gratuity amount.
  5. The screen on your Booksy app will change and notify you when the checkout is complete.  
  6. Get paid! Transaction funds will automatically deposit into your account in 2-3 business days.
How are payouts processed when I process transactions with the Booksy Card Reader?

Any transaction processed with Booksy Card Reader before 8 PM EST will land in your bank account the next business day. Transactions processed after 8 PM EST will land in your back account the following business day (i.e. two business days after the payment was charged). 

Please keep in mind that weekends and holidays may delay your payouts.

Let's break it down ...

  • If you're paid at 8 AM EST on a Monday, you'll get those funds on Tuesday.
  • If you're paid at 10 PM EST on a Monday, you'll get those funds on Wednesday.
  • If you're paid at 12 PM EST on a Saturday, you'll get those funds on Monday.
  • If you're paid at 8 AM EST on the Sunday before Labor Day, you'll get those funds on Tuesday, following the holiday.

Need your money sooner? Use Fast Payouts and get your money within 30 minutes for a small 1% fee.

Check out the Fast Payouts section to learn more.

What if my Booksy Card Reader is rejecting the client’s card?
  1. Reboot your Card Reader. Press and hold the power button to power the Card Reader off, and then again to power it back on. It will automatically reconnect to your phone/tablet/computer.
  2. Check to make sure the Card Reader is charged. Plug in the USB charging cable and retry.
  3. Ensure the computer/tablet/phone your Card Reader is connected to is in range with the reader.
  4. If the client is swiping or inserting their card, ensure the swipe and chip reader slots do not have any obstructions.
  5. If the client is swiping or inserting their card, ensure the mag stripe or EMV chip is facing the right direction.
  6. If the client is using the tap function with their card or mobile wallet, ensure the card/phone is tapped within 4cm of the Card Reader.
  7. If the client is using the tap function with their card or mobile wallet, remove any other cards from their physical wallet that may be obstructing the payment card/phone.
How do I change the gratuity settings on my BBPOS WisePOS?

Your BBPOS WisePOS can accept gratuity directly from the screen of the Card Reader. Change the gratuity options displayed (the % options shown to the client) on the BBPOS WisePOS E in your Advanced Options → Point of Sale & Retail → Tip Settings.

How many Card Readers do I need for my business?

You’re able to order as many Card Readers as you’d like for your Booksy account. However, you can only connect one Card Reader at a time to each individual mobile phone/tablet/computer. For example, if you use a mobile phone and a tablet, you’ll be able to connect one Card Reader to each.

How many card readers your business needs ultimately varies depending on your business. If you are using multiple checkout stations in a store, or are frequently traveling between store locations, you may find it useful to have a card reader at each station/store.
 

What are the internet requirements for my Booksy Card Reader?

The BBPOS WisePOS must connect to WiFi or Ethernet to process payments. The Stripe Reader M2 will not connect to the internet directly, and will connect to your mobile device via bluetooth. All readers must still be connected and used via the Booksy app.

When connecting the BBPOS WisePOS to the internet, ensure that it is the same network your Booksy app is connected to. It must be the same network regardless if you’re using WiFi or Ethernet. If using WiFi, ensure the network you’re connected to is password-protected.

Can Booksy process International credit cards?

International cards are not supported with PIN verification. In most cases, international cards can be processed without a PIN, but the charge’s final approval will be up to the bank’s discretion.

Can Booksy Card Reader take mobile wallets like Apple Pay and Google Pay?

All Booksy Card Readers can contactlessly charge cards, and mobile wallets, such as Apple Pay, Google Pay, and Samsung Pay. Just have your client pull up their mobile wallet on their phone, and tap it to the contactless tap icon on the Card Reader.

Can I use Booksy Card Reader to charge for items or services that I do not have set up in Booksy?

Yes! You can use our Quick Sale feature to charge a client for something not set up in Booksy.

To access Quick Sale in Booksy Biz Pro (web/tablet):

  1. Go to Checkout.
  2. Under Quick Sale on the left hand side, select Custom Amount.
  3. Enter the amount.
  4. Click Add to cart.
  5. Click Continue.
  6. Select Booksy Card Reader as the Payment Method.
  7. Click Charge.

In Booksy Biz (mobile):

  1. Go to Checkout.
  2. Enter the amount.
  3. Tap Continue.
  4. Select Booksy Card Reader as the Payment Method.
  5. Tap Charge.
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Fast Payouts

What is Fast Payouts?

Fast Payouts is a tool for Booksy Card Reader users that allows you to pay out funds within 30 minutes. The funds can be only paid out from what has been processed using Booksy Card Reader that day, and payouts must be linked to a verified debit card. This is different from the Standard Payout process, where funds are paid out to your linked debit card or bank account the next business day*.

*Some exclusions may apply. 

How long does it take to get my money with Fast Payouts?

Funds are typically posted to the linked debit card within 30 minutes.

What’s the fee for Fast Payouts?

The fee for Fast Payouts is 1% of the total payout amount. The Booksy Card Reader processing fee of 2.49% + $0.10 per transaction is not applied to Fast Payouts.

How do I enable Fast Payouts?

Fast Payouts require the use of Booksy Card Reader. If you are not a Booksy Card Reader user, click here for more information.

If you are a Booksy Card Reader user, make sure your linked payout information is to a debit card. Fast Payouts are not supported with deposits directly to bank accounts using account number and routing number.

To update your payout information, go to:

Settings → Customer Payments → Payment Types → Booksy Card Reader → Update Your Business Details

Or

Settings → Customer Payments → Payment Types → Booksy Card Reader → Fast Payouts → Account Details

Once your payout information is updated to a debit card, go to Settings → Customer Payments → Payment Types → Booksy Card Reader → Fast Payouts and ensure the “Fast Payout Allowed” toggle is set to “Enabled”.

How do I initiate a Fast Payout?

Once Fast Payouts has been enabled, go to the Profile screen of your Booksy account and locate the Card Reader balance section. The available balance shown there is the total funds you have charged on your Booksy Card Reader that day. You can initiate a Fast Payout for up to that balance (within minimum and maximum daily limits).

Tap the Card Reader balance section in mobile or the Fast Payouts button on tablet, and type in the amount you’d like to have deposited to your debit card.

Reminder - This amount cannot exceed the available balance, or the daily maximum of $5,000.

Tap Continue, and enter a description for the Fast Payout. The description is for your record keeping only, and has no impact on the funds.

Tap Continue again, and confirm the Fast Payout.

How much can I transfer with Fast Payouts?

With Fast Payouts, you can transfer an amount within the minimum and maximum daily limits, up to the available balance you have charged on your Booksy Card Reader that day. Go to your Profile to find your Card Reader daily balance.

The minimum daily transfer amount is $100 and the maximum daily transfer amount is $5,000 per account.

If you prefer to set your own daily maximum, go to Settings → Customer Payments → Payment Types → Booksy Card Reader → Fast Payouts → Payout Details. Your daily max can be set to any amount between $100 and $5000.

When can I initiate a Fast Payout?

Fast Payouts must be initiated before 7pm EST in order to have access to the funds from that day. After 7pm EST, all funds will automatically be paid out via the standard process, and deposited within 1 business day* (no fee applied).

*Some exclusions may apply.

How often can I initiate a Fast Payout?

Fast Payouts can only be initiated once per day. After you initiate Fast Payouts, you will not be able to initiate another until the following day.

What debit cards are supported for Fast Payouts?

Most debit cards are supported for Fast Payouts. If you’re having trouble linking your debit card, check this list to verify that your card is supported.

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Clients

How do I contact my customers?

Booksy lets you contact your customers directly from the app. You can access client contact information at any time by viewing their Client Card. Or you have the option to message a client regarding a specific appointment directly from the booking on your Calendar
 

How do I add a client?

Booksy is here to help you manage your client database with ease. To add a client, select the Clients icon from the main menu, then select the plus icon at the bottom of the page. In order to add a client you must enter either a phone number or an email. Click Add to finalize.

How do I invite a client to book online?

Our consumer app makes it easier than ever for clients to book with you 24/7. All you need to do is invite them. To do this, head over to the Clients section from the main menu. Select the client that you want to invite and from the Client Card select Invite. If you want to invite clients in bulk, head over to MarketingImport & Invite Clients.

How do I import multiple clients?

Within our marketing suite or from the Clients menu, you have the option to Import & Invite Clients. This is helpful if you wish to import your entire client database rather than adding clients one by one. Depending on the device you’re using, you can either:

  1. Select and import contacts from your smartphone or tablet - assuming you have all of your customers stored in your contact list on your phone or tablet. From there you’ll have the option to select specific contacts and invite them to book with you on Booksy.
  2. Upload an excel file that contains all of your client information. In order to make sure everything is imported correctly, start by downloading our template. This option is available only on the web (Booksy Biz Pro). 
How can I prevent a client from booking with me?

If you want to prevent a client from booking with you, you need to block them from Online Booking. A blocked client 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.

To block a client from Online Booking:

  1. Go to Clients
  2. Select the Client
  3. Click on Edit
  4. Toggle the Allow Online Booking? switch (mobile: Online booking switch)
  5. Save
What is a blocked client?

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.

 To block a client from Online Booking: 

  1. Go to Clients
  2. Select the Client
  3. Click on Edit
  4. Toggle the Allow Online Bookings? switch (mobile: Online booking switch)
  5. Save
     
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 and will not be charged a Cancellation Fee if they cancel their appointment outside of your cancellation window. 

To designate a client as a Trusted Client: 

  1. Go to Clients
  2. Select the Client
  3. Click on Edit
  4. Select no in the Trusted Client field
  5. Save
     
What are client tags and how can I use them?

Use client tags to create groups you can use for marketing campaigns. From the client card select EditAdditional Info and add tags by typing in the appropriate field. Do you have new services just for your #shorthair clients? Send them a message blast using your newly created group.

What is Family & Friends and why is it important?

Family & Friends is a feature mainly for your Clients. It allows them to easily book visits for their Family or/and Friends. From your side the only visible difference is the addition of new Family & Friends Client Cards. They are easy to spot, because they are marked with a tag: Family & Friends and a relation type with a main booking account e.g. Friend, Child, Parent.

Cards consist of [Member's name and optional surname] + [Client’s name and surname]. Contact info is imported from the client’s main Card. To sum up – we want to make booking easier for your Clients and generate more bookings for you. 

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Inventory

How do I Add Products?

This answer applies only to Booksy Biz Pro (web/tablet app). For help with other Booksy products, contact the Support Team at info.us@booksy.com.

Booksy simplifies inventory management so you never run out of the products that you sell or the ones you use internally as part of the services you offer. To add products, click the Inventory icon on the left side menu and then select the black plus icon in the bottom right corner of the All products section. From here, at a minimum you must complete the required fields such as Product name, Price, SKU, etc. Additionally, you have the option to assign a Catalog name, Brand, and include photos, a description, and supplier information.

How do I add stock of a product to sell customers or use with services?

This answer applies only to Booksy Biz Pro (web/tablet app). For help with other Booksy products, contact the Support Team at info.us@booksy.com.

Navigate to Inventory in Booksy Biz Pro (web/tablet app) and open your Documents. Use the Stock Intake Confirmation to add units of stock of your products. You can add stock for multiple products via + Add item. You can only add stock of products you have first added to your inventory. 

How do I remove a product from my stock without selling or using it?

This answer applies only to Booksy Biz Pro (web/tablet app). For help with other Booksy products, contact the Support Team at info.us@booksy.com.

Navigate to Inventory in Booksy Biz Pro (web/tablet app) and open your Documents. Use the Internal Product Expenditure to remove units of stock of your products. You can remove stock for multiple products via + Add item. You can only remove stock of products you have first added to your inventory. 

How do I use products with services?

This answer applies only to Booksy Biz Pro (web/tablet app). For help with other Booksy products, contact the Support Team at info.us@booksy.com.

Keep track of the products you use with your services. During Checkout record what product you use to automatically remove stock units from your inventory. When checking out your client, select Usage just above the total to record what products you used while providing the service.
 

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Marketing

How do I use Booksy’s Message Blasts?

Engage your customers and market your skills with Message Blasts. Set up automated messages to work for you behind the scenes, or create your own blasts as you need them. Get to know your options by going to Marketing Message Blasts.

Some Message Blasts are turned on by default. If you want to edit any of these, simply click on the title and you can set it to active/inactive. You can also edit the header image and text. 

We made sure you wouldn’t overload your clients with too much information, by setting a limit of 4 blasts per client per 30 days.

Emails and push notifications are always free, and you can check your free marketing SMS limit in Business Settings → Subscription & Billing → Your Subscription

For more information about how to set up and send Message Blasts, check out our video tutorial by going to Booksy Library and searching for Tutorial: Marketing Tools.

How do I set up and use Promotions?

Promotions are a great way to encourage bookings and drive business. With Booksy, you get access to featured promotions like Last Minute Discounts, Happy Hours, and Flash Sales to give clients an extra incentive to book their next appointment with you. To access Promotions head to Marketing Promotions and select the deal(s) you want to activate. From there, set your parameters, apply to all or certain services, and select Start Promotion.

For more information about how to use Promotions check out our video tutorial by going to Booksy Library and searching for Tutorial: Marketing Tools.

How do I Add & Invite my Clients?

Go to Marketing Import & Invite Clients. This feature allows you to import and invite clients directly from your phone’s contact list or, if you are on a computer or tablet, from an uploaded spreadsheet.

You can also invite clients individually by navigating to a specific client’s client card and selecting the Invite icon.

How do I create a Social Post?

No need to spend hours on your social media strategy. With our Social Post Creator, marketing your business is easier than ever. To get started, head over to Marketing Social Post Creator. Choose a post category and a template or you can choose to create your own. From there you can customize the post to fit your vibe and either download the post or if you’re using the mobile or tablet app, you can share it directly to your social media.

For more information about how to use the Social Post Creator check out our video tutorial by going to Booksy Library and searching for Tutorial: Marketing Tools.

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 MarketingPromotionsFlash Sale
  2. Choose the discount amount 
  3. Select the services this discount applies to
  4. Set the Sale Period for the Flash Sale discount
  5. Set the Booking date(s) to qualify for the discount (if it's a one day sale, the start and end dates should be the same)
  6. Click Start Promotion
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Boost

How does Boost work?

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.

For more information, please visit our dedicated Boost page.

How do I enable Boost for my account?

To enable Boost on your Booksy account, navigate to Boost from the Marketing section. From there you can enable Boost*.

Be sure to add a Cover Photo to see any benefit from the tool. To reach your full potential, add at least three photos to your Portfolio and collect 5 reviews at 4.5 stars or better. 

* Note that in order to enable Boost, your subscription must be through Booksy Billing and not Apple or Google Play. 

If your account is ineligible for Boost, or you do not see the Boost option, please reach out to the Support Team via Help Chat or email at info.us@booksy.com so we can help you get access to the tool. 

How does Boost pricing work?

There is no monthly fee to use Boost. Instead, whenever we find a new client for you, you pay a one-time commission fee on their first visit. For any appointments that client makes with you after that, you keep 100%. The tip, of course, is always 100% yours.

Minimum Boost Fee - There is a minimum commission fee of $10 for free services* or for services where 30% of the service’s price is less than $10. 

*If a free service is booked with a priced service where the commission for the priced service is $10 or more, the minimum commission fee will not be applied to the free service.

Maximum Boost Fee - The maximum commission fee for a client’s first visit is $100. We will never take more than that. 

What if a client books an appointment with more than one service?
If their first visit consists of several services, we calculate the commission by adding up the commissions calculated for each booking separately.

Let's have a look at a few examples:

  • $0 free consultation = $10 (minimum commission fee)
  • $50 haircut + $0 free consultation = $15 (30% of $50 haircut) + $0 (free services are not charged a commission fee when booked with a priced service) = $15 commission
  • $50 haircut + $10 consultation = $15 (30% of $50 haircut) + $3 (30% of $10 consultation) = $18 commission
  • $10 haircut + $5 consultation = $3 (30% of $10 haircut) + $1.5 (30% of $5 consultation) = $10 (minimum commission fee). 
  • $150 highlight + $350 extension application = $100 (maximum commission fee)
How can I see if I got new clients using Boost?

First, head to your Boost Details by navigating to the Marketing section and selecting the Boost option. Open your Boost Details (mobile: Boost rocket icon) to find information about how Boost is performing on your profile. 

Here you will see the total number of new clients received through Boost, the total number of returning clients, and the number of claimed clients.
You will also see the selected month’s profit from Boost and overall Lifetime Boost Profit. On average, users saw a 60% increase in bookings and a 50% increase in revenue using Boost.

How do I prevent accidental Boost charges?

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 Now button is routed to your Booksy Profile Link.
  • Double-check Facebook: Make sure your Facebook Book Now button is routed to your Booksy Profile Link.

    For more information, please visit our dedicated Boost FAQ. 
How can I reactivate Boost if I turned off?

We made sure that reactivating Boost is as simple as possible. 

  1. Go to the Marketing section
  2. Select Boost
  3. Click Turn on in the upper right corner

If you’ve been blocked from using Boost due to unpaid charges, you will need to set up an appointment with our Support Team. You can do so by following this link: https://calendly.com/us-boost-team-booksy

How do I claim a client on Boost?

If you see a client attributed to Boost that you acquired via your own marketing efforts: 

  1. Go to Marketing.
  2. Select Boost.
  3. Go to Boost details
  4. 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 the deadline to submit a Boost claim will be synced with your unique subscription billing period.

Just check your Boost clients on the same day you check your Booksy subscription billing.

Example: Let's say your billing period is from the 5th to the 4th. If you have an appointment on January 28th, you will have until the end of the billing period (February 4th) plus 7 days (February 11th) to submit a Boost claim for that appointment.

For more information, please visit our dedicated Boost FAQ.

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Online Booking

What is Online Booking and how to enable it?

Allowing clients to book your services online will make your life and their lives easier. Eliminate the back and forth between you and your clients and enable Online Booking.

You can find Online Booking tab in Business Settings (mobile: ProfileSettings) → Online Booking

Booksy offers two options to choose from regarding managing your online visibility:

1. Search Visibility - Temporarily removes your Business Profile from search for 7 days, but you will still be available via: 
   - Direct link to your Profile
   - Existing customers will be able to re-book
   - Book buttons with our partners eg. Instagram, Facebook, Google will still work

NOTE: After 7 days you will automatically go online again.

2. Prefer the hard way? - Completely removes your Business Profile from the Booksy Marketplace. No clients can book with you.

NOTE: Up to three days after sending a client invite, you won’t have the Prefer the hard way? option. You can still disable Search Visibility during this time.

Do my clients need to have Booksy for Customers downloaded on their mobile device to book with me?

While it is true that your clients will have a better experience with Booksy for Customers downloaded on their mobile devices, they can also book with you through any of our social media integrations or on the web at Booksy.com. 

How do I add the Book Now button to Facebook?

Let your clients book you directly from Facebook! To set up booking through Facebook, first log in to your Booksy Biz app and go to your SettingsOnline BookingFacebook. After selecting Facebook, choose Connect with Facebook.

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 Now button to Instagram?

Make it easy for clients who discover you on Instagram to book with you right then and there. 

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

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

  1. Go to your Instagram profile and click Edit Profile
  2. Tap Action Buttons
  3. Tap Book Now
  4. Select Booksy and sign in with your Booksy credentials
  5. Click Continue
  6. Go back to your profile and you are all set

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

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. You can contact the Support team at info.us@booksy.com

How do I integrate Reserve with Google with my Booksy account?

Let clients book with you directly from Google Search and Maps! These appointments will appear in your Booksy calendar. If enabled, this happens automatically when your business information in Booksy matches the information in your Google Business Profile (business name, phone number, address, etc.). 

If you don't have a Business Profile, register with Google here. If you don't see the option to book with your business after 72 hours of enabling, double check your entered street address and meet Google's business restrictions.

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Gift Cards & Bundled Services

How do I create and manage Gift Cards & Bundled Services?

Gift Cards are a great option to increase revenue and attract new clients. You have the ability to create, manage, and redeem Gift Cards from all devices, but you will only be able to sell Gift Cards via Booksy Biz Pro on a tablet or computer. 

To create a Gift Card template:

  1. Select Gift Cards & Bundled Services (mobile: Profile → Settings)
  2. Open Gift Cards
  3. Click on Manage Gift Cards 
  4. Select the plus icon in the lower right corner

You can also offer Gift Cards for your customers to order via your business profile. Remember to set up your Payments Details in Gift CardsPayments Details.

For more information about how to set up Gift Cards, check out our video tutorial by going to Booksy Library and searching for Tutorial: Gift Cards, Packages & Memberships.

How do I set up/sell Packages?

This answer applies only to Booksy Biz Pro (web/tablet app). For help with other Booksy products, contact the Support Team at info.us@booksy.com.

Create custom Packages to encourage repeat visits or combine multiple services into a single experience. You will be able to sell and redeem packages during Checkout using Booksy Biz Pro on a tablet or computer. 

To create a Package:

  1. Select Gift Cards & Bundled Services
  2. Open Packages
  3. Click on Manage Packages then select the plus icon in the lower right corner

For more information about how to set up Gift Cards, check out our video tutorial by going to Booksy Library and searching for Tutorial: Gift Cards, Packages & Memberships.

How do I set up/sell Memberships?

This answer applies only to Booksy Biz Pro (web/tablet app). For help with other Booksy products, contact the Support Team at info.us@booksy.com.

Want to allow your customers to come and go as they please? Memberships are the answer. You name the price, select which services you would like to include, and then look forward to seeing your clients on the regular. You will be able to sell and redeem Memberships during Checkout using Booksy Biz Pro on a tablet or computer. 

To create a Membership

  1. Select Gift Cards & Bundled Services
  2. Open Memberships
  3. Click on Manage Memberships then select the plus icon in the lower right corner

For more information about how to set up Gift Cards, check out our video tutorial by going to Booksy Library and searching for Tutorial: Gift Cards, Packages & Memberships.

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No-Show Protection

What is the difference between Prepayments and Cancellation Fees?
  • Prepayments: Upon booking, clients 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 they cancel or don’t show up for their appointment, you keep any funds that were paid ahead of time. 
  • Cancellation Fees: Upon booking, clients are notified about your Cancellation Fee Policy 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 up at all, you can choose to charge them the fee or waive it. If you’d like to charge fees automatically, visit Business SettingsNo-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, select Business SettingsNo-show ProtectionCancellation Fees and toggle the switch next to the “Charge Cancellation Fees automatically” option on. Don't forget to mark the customer appointment as a No-Show right away. Cancellation Fees for all appointments marked as No-Show will be charged at the end of each business day.


Please Note: Booksy Biz Lite users will not have the ability to turn off automatic charges for Cancellation Fees. 
 

How do I set up No-Show Protection?

Select Business SettingsNo Show Protection (mobile: ProfileSettingsNo-show Protection). From there, you can enable No-show Protection and adjust the settings for this feature.
You can choose from two options:

  1. 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. 
  2. Cancellation Fees: At the time of booking, the client will be asked to provide their credit card information. If they cancel last-minute or don't show up, you will be able to charge their card for the cancellation fee.

You may choose to apply No-Show Protection only to specific services. 

Note that you 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

  1. Go to Clients
  2. Select the Client
  3. Click on Edit
  4. Use the Trusted Client tile
  5. Select no
  6. Save
What if I need to refund a Prepayment or Cancellation Fee?

Regardless of the reason you need to refund a client, Booksy wants to make the process as easy as possible.

To refund a client from a tablet or web:

  1. Go to Checkout
  2. Click on Transactions
  3. Search for the transaction you want to refund and click to open the details

From mobile:

  1. Go to Profile
  2. Scroll down to the Payments section
  3. Select More
  4. Click Transactions

If a refund is available to be performed, there will be a refund button on the receipt. Click the button and confirm the refund. Once confirmed, the refund will be scheduled.

Please note that it’s only possible to process a refund within 30 days of the original transaction. Booksy cannot perform refunds for payments made through Square.

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 four situations:

  1. The customer is marked as a Trusted Client.
  2. The customer has visited you more than the set number of times which resulted in their status automatically changing to Trusted Client (to change the number of appointments that need to be completed, go to Business SettingsNo-Show ProtectionTrusted Clients).
  3. 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.
  4. Manually checkout the appointment with Cancellation Fee just after it was supposed to happen and cancel the transaction to turn off Auto-charge for this one specific visit.
How can I accept deposits?

Prepayments is one of the no-show protection options. If you enable prepayments, the clients who book online will have to pay partial or full price of the service upfront. The prepaid amount will be deducted from the total price at checkout. 

Note: Prepayments can be applied only to services with a set price. It's not possible to apply prepayments to services with pricing types Varies, Free or Don't show. Minimum payment amount can’t be less than $5.00. Also note that you have to have mobile payments enabled to set up no-show protection. See how to enable mobile payments.

How to set up prepayments:

1. Navigate to Business settings from the left sidebar (mobile: Profile → Settings)
2. Select No-show protection.
3. Stay on the Prepayments tab.
4. Click Set No-show Protection rules.
Tip: Creating a rule means choosing a set of services that will have the same prepayment percentage required. You can for example create a rule for all of your hair related services and set a 10% prepayment and a different rule for nails related services and set a 15% prepayment.
Adjust the percentage of the service price your clients will have to prepay using the + and the - buttons.
5. Click Apply to services.
6. Select checkboxes next to the services you want this rule to apply to and click Select.
Tip: You can use the search bar at the top of the page to find services.
7. Save.

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Reports

How do I download Reports from Booksy?

Booksy Biz Pro (web/tablet app):

First, navigate to Reports. Here you can choose the date range that you want to view. Once your date range is applied, use the navigation at the top to choose the appropriate report category.

Our graphs provide a great visual, allowing you to identify any trends without too much digging. 

As you scroll down, you’ll find more detailed information. This will vary based on the report category.

From the right sidebar click on the report title to view it. Once you’re there, you can click the Download button in the top right corner if you’d like to save a copy for your records. This also allows you to further analyze the data. 


Booksy Biz (mobile app):

You can download a set of detailed reports by navigating to your Profile and scrolling down to your Performance Summary. Click the Detailed Report button and select the period that you’d like to generate a report for. An Excel file with a report set for that time period will be sent to the email associated with your Booksy account. 

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

Yes, if you’re using Booksy Biz Pro:

  1. Go to Stats & Reports
  2. Select Cashflow to see detailed payments reports

If you’re interested in all transactions:

  1. Go to Checkout
  2. Click on Transactions

Booksy Biz Lite users will receive Payout information via email. As an Owner/Manager you can also view transactions by going to ProfileView Transaction Summary or view your transaction report for a particular period by sending a Detailed Report to your email.

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Shifts

How do I copy shifts to other weeks?

This answer applies only to Booksy Biz Pro (web/tablet app). For help with other Booksy products, contact the Support Team at info.us@booksy.com.

  1. Navigate to Staff Management & Resources
  2. Open Shifts
  3. Click Copy in the upper right corner

You can copy one day, or an entire week and then apply the same shifts to future dates. You have the option to copy shifts for all Staff Members, or just specific ones. 

How do I edit Shifts for individual Staff Members?

Booksy Biz Pro (web/tablet app):

  1. Navigate to Staff Management & Resources.
  2. Open Shifts. On the left you’ll see all of your Staff Members listed along with the number of hours they are scheduled to work. To edit a particular Shift navigate to the appropriate cell and click the pencil icon to edit shift. From there you can make changes and click Save. You can also switch to Week view. Continue editing shifts until your schedule for the week is set. 

Booksy Biz (mobile app):

  1. Navigate to your Profile.
  2. Go to Settings.
  3. Open Schedule Management.
  4. Click on Staff Member Working Hours.
  5. Select a Staff Member and edit their normal working hours as needed.
How do I mark my business as closed for a specific day?

Booksy Biz Pro (web/tablet app):

  1. Go to Staff Management & Resources.
  2. Select Shifts
  3. Navigate to the date that you need to close by using the > to scroll one day at a time, or clicking directly on the current date for a full month view.
  4. You will see a pencil icon in the upper left corner to Business Hours, and another one in the upper right corner, next to the current scheduled business hours for that date. Click on the pencil icon next to the scheduled business hours. 
  5. Click the toggle off to close your business for that day. It will show green when it’s toggled on and white when it’s toggled off. 
  6. Save

Booksy Biz (mobile app):

  1. Navigate to Profile.
  2. Click on Settings.
  3. Open Schedule Management.
  4. Select Opening Calendar & Shifts. If you are closing your business for a specific date, click the Vacation icon in the bottom right corner and select Add business full day(s) off
  5. Set the date range for which you’d like to temporarily close your business. 
  6. Save.

If you have staff members scheduled for that day, you’ll be asked if you’d like to apply these changes to their schedules as well. 
If you have appointments with clients scheduled for that day, you’ll be asked if you’d like to cancel or reschedule them. 

How do I adjust my business hours for a specific day?

To temporarily change your business hours for a certain day(s): 

Booksy Biz Pro (web/tablet app):

  1. Go to Staff Management & Resources.
  2. Click on Shifts
  3. Navigate to the date that you need to adjust by using the > to scroll one day at a time, or clicking directly on the current date for a full month view.
  4. You will see a pencil icon in the upper left corner to Business Hours, and another one in the upper right corner, next to the current scheduled business hours for that date. Click on the pencil icon next to the scheduled business hours. 
  5. Adjust the hours as needed to reflect your temporary change in your business schedule. 
  6. Save.

Booksy Biz (mobile app):

  1. Go to Profile.
  2. Open Settings.
  3. Click on Schedule Management.
  4. Navigate to Opening Calendar & Shifts.
  5. Select the date on the calendar that you’d like to adjust the hours for. The current scheduled hours for that date should appear in the banner below the calendar.
  6. Click on the banner. Adjust your opening and closing times, add a break, or even toggle the day to open or closed in the top right corner. 
  7. Save

If you have other staff members that are scheduled to work that day, and your new hours affect their schedule, you will receive a notification asking if you’d like to apply the adjusted hours to their schedule as well.
If you have appointments with clients scheduled for that day and that are affected by the change in hours, you’ll be asked if you’d like to cancel or reschedule them. 

Can I print my weekly schedule?

This answer applies only to Booksy Biz Pro (web/tablet app). For help with other Booksy products, contact the Support Team at info.us@booksy.com.

Yes, you can! 

  1. Select Staff Management & Resources
  2. Open Shifts
  3. Click on the Printer icon in the upper right corner and print your weekly schedule
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Staff Management & Resources

How do I add a Staff Member?

Build out your team. Create a profile for each staff member to assign their services, set their working hours, add permissions, and invite them to use the Booksy app.

To add a Staff Member:

Booksy Biz Pro (web/tablet app):

  1. Select Staff Management & Resources from the left side menu.
  2. Select the plus icon at the bottom of the page. From there you can add details such as their name, picture, contact information, and position. You can also assign their permission level, select which services they provide, and of course, invite them to create a Booksy account. Once you’ve added Staff Member’s details, head over to Shifts tab to set their Working Hours, add Time Off, and adjust Business Hours.

Booksy Biz (mobile app):

  1. Go to Profile.
  2. Open Settings.
  3. Click on Business Details.
  4. Navigate to Staff Members and then select the plus icon in the bottom right corner. From there you can add details such as their name, contact information, picture, and position. You can also assign their permission level, select which services they provide, set their working hours, and of course, invite them to create a Booksy account. 
How do I adjust Staff Members’ working hours?

Once you add your Staff Members in Booksy, the next step is to set up their working hours, so that clients will be able to book appointments with them online. By default, staff shifts are set to match your business hours. You can update them to reflect your team's availability. You can also add breaks during each working day and time off. 

To edit your staff’s working hours: 

Booksy Biz Pro (web/tablet app):

  1. Navigate to Staff Management & Resources.
  2. Open Shifts. Here you will be able to edit Working Hours, add Time Off, as well as adjust Business Hours.

Booksy Biz (mobile app):

  1. Go to Profile.
  2. Open Settings.
  3. Click on Business Details.
  4. Navigate to Staff Members.
  5. Select the Staff Member you wish to edit.
  6. Under More, select Working Hours.
How do I add a Resource?

This answer applies only to Booksy Biz Pro (web/tablet app). For help with other Booksy products, contact the Support Team at info.us@booksy.com.

Assign limited resources to services, just like you would a staff member. Resources are a great tool for booking rooms and ensuring that the equipment you need is available, when you need it. 

To add a Resource: 

  1. Select Staff Management & Resources from the left side menu.
  2. Go to Resources at the top of the page
  3. Select the plus icon at the bottom of the page

For more information about how to add Resources, check out our video tutorial by going to Booksy Library and searching for Tutorial: Managing Staff Members & Resources.

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.

To add your Staff Member’s email address to allow them to log into your Booksy account simply follow those solutions:

Booksy Biz Pro (web/tablet app):

  1. Navigate to Staff Management & Resources. Here you will be able to edit your Staff Members by clicking on them and selecting the pencil icon
  2. Type in an email address of your Staff Member.
  3. Tap Invite (or Invite Again if you’ve already sent an invitation).

Booksy Biz (mobile app):

  1. Go to Profile.
  2. Open Settings.
  3. Navigate to Business Details.
  4. Click on Staff Members.
  5. Select the Staff Member you wish to invite, then type in an email. 
  6. Click on Invite and create a Booksy account (or Invite Again if you’ve already sent an invitation). 
  7. Save

Tip: Be sure to set your staff members to the correct permission group based on their role.

How do I manage Staff Permissions?

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. Staff permission levels can be modified in Staff Members settings. 

To edit a Staff Member’s permissions:

Booksy Biz Pro (web/tablet app):

  1. Navigate to Staff Management & Resources
  2. Select the Staff Member
  3. Click the pencil icon
  4. Open the Permission Level menu and select which level you wish to assign

Booksy Biz (mobile app)

  1. Go to Profile
  2. Open Settings
  3. Click on Business Details
  4. Navigate to Staff Members
  5. Select the Staff Member then choose which level you wish to assign them under Permission Level
Can I assign a Staff Member 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 Staff Members settings. 

For more information about how to assign services to Staff Members, check out our video tutorial by going to Booksy Library and searching for Tutorial: Managing Staff Members.

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Profile

Where can I find my Booksy Profile Link to share with customers?

To share your Booksy Profile: 

  1. Go to Profile.
  2. Click on Share (next to the eye icon in the top right corner of your cover photo). This will prompt you to share your profile link. You can share directly to your social media and WhatsApp or copy the link to your clipboard. 
How can I sell my products online through Booksy?

If you’d like to sell products online, you can link your online store to your Booksy Profile: 

  1. Navigate to Business Settings (mobile: Profile → Settings).
  2. Open Business Details.
  3. Click on Business Name & Info. You can link your online shop in the Social Media section. 

Any retail products added to your Inventory in Booksy are only available for sale on-site 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 is Profile Completeness?

Profile Completeness is a guide through the steps you can take to find success on Booksy. Based on our data, taking these steps will help you look your best, establish your vibe, and reach the clients you want to reach.

You’ll focus on:

  • perfecting your profile
  • engaging your community
  • making your time count

For each level you complete, you’ll receive a reward via email.

Is Profile Completeness visible to my clients?

No, Profile Completeness is only visible to you. It's an internal feature designed to help you explore all that Booksy has to offer, and help you unlock new opportunities for your business. 

How can I mark a step as completed?
  • Majority of steps will be completed automatically as you meet the requirements inside the app. For example, the step “Add a workplace photo” will be marked as completed when you add at least 1 workplace photo to your profile. 
  • Some steps can’t be marked as completed by Booksy because they happen outside of our app. For example, the step “Update your business voicemail” will need to be marked as completed manually. Simply click on the step and confirm you’ve completed it. 
How do I add photos to my Portfolio?

We recommend adding pictures to your Portfolio to show off your skills and set yourself apart from the rest. 

To add your latest work: 

  1. Head over to your Profile
  2. Look for the section titled Portfolio
  3. Click on the box that says Add Media
How do I add a Cover Photo?

Your cover photo is the most important image on your Booksy Profile. It’s the first thing that your customers see. In order to encourage them to keep scrolling make sure this image is crisp and gives them insight into what you’re all about. 

To add a Cover Photo:

  1. Go to Profile
  2. Tap the Add cover + in the top left corner

On the web/tablet app, besides uploading your Cover photo, you will see the options to upload your business Logo and add Workplace Photos.

How do I delete photos from my profile?

To delete photos from your profile:

Booksy Biz Pro (web/tablet app):

For Logo, Cover Photo:

  1. Go to Profile
  2. Select the pencil icon in the top left corner to open Profile Images
  3. Again click on another pencil icon close to Logo or Cover Photo
  4. Select the Delete Logo or Delete Cover Photo button
  5. Click Delete

For Workplace Photos:

  1. Go to Profile
  2. Select the pencil icon in the top left corner
  3. Select a photo under Workplace Photos you wish to remove
  4. Click on the three dots in the top right corner
  5. Click Delete

For Portfolio:

  1. Go to Profile
  2. Navigate to the Portfolio section
  3. Select a photo you want to delete
  4. Tap on the three dots in the top right corner
    Tip: For easier searching click on the Show all button
  5. Click Delete

 

Booksy Biz (mobile app):

For Logo:

  1. Go to Profile
  2. Click on your Logo
  3. Select the pencil icon
  4. Click Delete

For Cover Photo:

  1. Go to Profile
  2. Select the pencil icon in the top left corner
  3. Again click on another pencil icon
  4. Click Delete

For Portfolio:

  1. Go to Profile
  2. Navigate to the Portfolio section
  3. Select a photo you want to delete
    Tip: For easier searching click on the More button
  4. Tap on the three dots under a photo
  5. Click Delete

For Workplace Photos:

  1. Go to Profile
  2. Click on Settings
  3. Select Business Details
  4. Navigate to Profile Images
  5. Click on Workplace Photos
  6. Select a photo you wish to delete
  7. Tap the trash icon
  8. Click Delete
Can I import client reviews from another platform?

We know how hard you work to earn your reviews and we want to make the transition to Booksy as smooth for you as possible. We can import your existing reviews into Booksy to give you a head start establishing your business on Booksy. Contact the Support Team at info.us@booksy.com to get started.

How can I remove a client’s bad review from my Profile?

A bad review reflects one customer’s experience one time. The best way to handle a less than stellar review is to work with the customer that left it. Publicly reply to that review in your Booksy Biz account with the steps you took to make them whole again. This shows you are an engaged business owner and builds trust in the services you offer for new clients visiting your profile.


Reviews can only be removed if they violate Booksy’s Terms of Service. In short, reviews that contain discriminatory or abusive language, threats of violence, or references to illegal activity will be immediately removed from the platform along with the user/s that left them. 

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Business Settings

How do I edit my business information?

When creating an account in Booksy, you need to add basic information about your business, such as the name and contact details. You can also update them later on in Business SettingsBusiness Details as well as add more information, such as your tax info and links to your social media pages.

For more information about how to edit your business information, check out our video tutorial by going to Booksy Library and searching for Tutorial: Business Settings.

How do I change my business location?

To change your business location:

Booksy Biz Pro (web/tablet app):

  1. Select Business Settings
  2. Go to Business Details
  3. Navigate to Location & Mobile Services
  4. Click the pencil icon in the Address section
  5. Fill in the correct address information
  6. Save

On the tablet app, you can also edit the pin location separate to the address. Just click on Adjust Map in the Location & Mobile Services section and scroll through the map to place the pin in the perfect position.

Booksy Biz (mobile app):

  1. Select Profile
  2. Open Settings
  3. Go to Business Details
  4. Navigate to Location & Mobile Services
  5. Click the arrow in the Address section
  6. Fill in  the correct address information
  7. Click Continue
  8. Save

On the mobile app, you can also edit the pin location separate to the address. Just tap on Map Location in the Location & Mobile Services section and scroll through the map to place the pin in the perfect position.

If you are changing time zones, please contact the Support Team via Help Chat or at info.us@booksy.com to make this update for you. 

How do I set up a business with multiple addresses?

Create separate accounts for each location and allow customers to select a specific location. You have the option to merge these two accounts, which allows you to switch between two or more Booksy accounts using a single login. If you would like to merge multiple accounts, contact the Support Team at info.us@booksy.com.

How do I set my standard business hours?

Upon setting up your Booksy account, you will be prompted to set up your business hours. You can change these at any time within the app.

Booksy Biz Pro (web/tablet app):

  1. Navigate to Business Settings
  2. Open Business Details
  3. Click on Business Hours

Tip: Changes made to your business hours can take effect immediately, the next week, or on a selected date, depending on your choice.

Booksy Biz (mobile app):

  1. Click on Profile
  2. Navigate to Settings
  3. Select Schedule Management
  4. Go to Business Hours
Can I choose more than one business category?

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

Booksy Biz (web/tablet app):

  1. Go to Business Settings (mobile: Profile → Settings)
  2. Open Business Details
  3. Navigate to Business Category
  4. Select all categories that apply to your business
How do I adjust my Booking Settings?

Booksy allows you to set up your own booking rules, so that you can plan ahead and eliminate any surprise appointments. Establishing rules will let you optimize your Booking Settings to make sure your calendar fills with bookings while you are busy with work. 

To edit your Booking Settings: 

  1. Navigate to Business Settings (mobile: Profile → Settings)
  2. Select Advanced Options
  3. Open Booking Settings

For more information about how to edit your Booking Settings, check out our video tutorial by going to Booksy Library and searching for Tutorial: Business Settings.

How do I set up Services?

Before you start managing your calendar and bookings in Booksy, you need to make sure that you have your service list set up. To help you get started, services have been created for you automatically based on the business category you selected when setting up your account. You can edit them, add new ones and categorize them whenever you’re ready, but we recommend you do this ASAP.

To set up or edit your services:

  1. Head to Business Settings (mobile: Profile → Settings).
  2. Open Services Setup.
  3. Select Services & Combo Services. From there you can add new categories and organize and edit existing services. To add a new service, select the plus icon in the bottom right corner.
How do I group services into categories?

To organize and categorize your services:

  1. Go to Business Settings (mobile: Profile → Settings).
  2. Open Services Setup.
  3. Select Services & Combo Services.
  4. Click on the plus icon and select Add Category to start building out your list. 
  5. 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 create 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 Varies. If you would like to offer different versions of the same service, each with a different price point, you can do that under Duration / Pricing. 

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

How do I set default tax rates for products and services?
  1. Head over to your Business Settings (mobile: Profile → Settings)
  2. Find your Advanced Options
  3. Select Point of Sale & Retail and locate your Tax Settings
  4. From here, you can set the default tax rates for products and services
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Support

How do I cancel my account?

Contact the Support Team at info.us@booksy.com.

How do I contact support?

Both Booksy Biz (mobile app) and Booksy Biz Pro (web/tablet app) have 24/7 live chat support. Reach out when you find yourself with a question about your Booksy account. 

  • Web/Tablet: Question mark icon → Support
  • Mobile: Profile → Settings → Help Center → Help Chat

You can also reach the Support Team by email at info.us@booksy.com, or by phone Monday - Friday 8AM to 8PM CST and Saturday 8AM to 4PM CST at 206-735-3553.

How do I reset my Booksy password?

If you need to reset your Booksy password use the Forgot Password option:

  1. From the login screen select Get Started and enter your email address in the appropriate field. 
  2. In the next screen, use the Forgot Password option. 
  3. Be on the lookout for an email from Booksy with instructions to reset your password. 

Can’t access your email? Contact the Support Team at info.us@booksy.com.

What do I do if I can’t remember my password?

If you forget your Booksy password you can always get back into your Booksy account by entering the email address associated with your account in the login screen. When asked for your password, use the Forgot Password option. We’ll send you an email with instructions to reset your password and get back into your Booksy Account. 

How can I change my password if I don’t have access to my email?

If the email address associated with your Booksy account is no longer valid, contact us so we can update your email address and reset your password. You can reach the Support Team at info.us@booksy.com or by calling our support line at 206-735-3553, available Monday - Friday 8AM to 8PM & Saturday 8AM to 4PM.

How can my staff members change their passwords?

Your staff members can change their Booksy password the same way you would. After entering the email address associated with their Booksy account, they should use the Forgot Password option to reset their password. 

If your staff member needs to update the email address they use to log in to their Booksy account, you can make that change by following these steps:

  1. Navigate to Staff Management & Resources
  2. Choose a Staff Member from your list
  3. Use the pencil icon to edit the Staff Member’s information
  4. Update their email address and resend the invite
My email is associated with another Booksy account. Can I create a new Booksy Biz account using the same email?

New accounts require a unique email address, but we can help you out! Contact the Support Team at info.us@booksy.com.

How do I obtain a copy of my Client List from Booksy?

If you’d like to obtain a copy of your client list with contact details, please reach out to us at info.us@booksy.com.

How can I restore my account after paying my Booksy Subscription?

If you paid your Booksy subscription but you still can't get into your account, or your account is still overdue, try force-closing and re-opening the Booksy Biz app. Avoid losing access to your Booksy account by staying on top of your subscription payments.

If you're still not able to access your account, double and triple-check you are using the correct email address to log in and please reach out to the Support Team at info.us@booksy.com.

Why isn't my Booksy subscription payment going through?

If Booksy is unable to process your Subscription payment, please double and triple check that your card details are correct by visiting Subscription & Billing in your account Business Settings. If we are still unable to process the transaction after verifying the card details, please confirm with your bank that funds are available and they will accept the transaction or use a different card.

How can I change my email address?

If the email address associated with your Booksy account is no longer valid, or you would like to use a new email address, contact us so we can update your account. You can reach the Support Team at info.us@booksy.com or by calling our support line at 206-735-3553, available Monday - Friday 8AM to 8PM & Saturday 8AM to 4PM.

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