Frequently Asked Questions
Want to know how Booksy works? Here is the place to get all of the answers to our most frequently asked questions.
- How does the cancellation fee system work? Is the client charged the deposit before the appointment?
- Can I have different tax rates for different services?
- Can I give some products different tax rates?
- I want to make sure the taxes on my receipt are correct for my area. How can I set up the default tax rates for products and services?
- How do I handle tips using Booksy? Can I make them mandatory using the system?
- Where can I set up my deadline for free cancellations?
How does the cancellation fee system work? Is the client charged the deposit before the appointment?
The cancellation fee is used to commit the client to an appointment. You get to decide whether to enable the cancellation fee feature, and how wide your window is for free cancellation. The client is not charged for the appointment automatically, and the cancellation fee will only be taken if they cancel late or do not show up for the appointment.
Can I have different tax rates for different services?
Yep! If you need to adjust the tax rate for a specific service, go to the Services section and click on the service you would like to change.
Can I give some products different tax rates?
Yes, you can modify the tax rates of individual products by going to the Products section and clicking on the product you would like to modify.
I want to make sure the taxes on my receipt are correct for my area. How can I set up the default tax rates for products and services?
Go to Business > Settings > Retail / Sales > Tax Rates. From here, you can set the default tax rates for both products and service.
How do I handle tips using Booksy? Can I make them mandatory using the system?
Yes, the system allows you to do this. While the default setting is no tip, you can automatically add a tip to any receipt and add as many tip rates as you want by going to Settings -> Retail/Sale -> Tips Settings. Any rates that you’ve added will be options on your receipts when you go to checkout.
Where can I set up my deadline for free cancellations?
The Cancellation & Cancellation Policy section is found under Business > Settings. Here you can establish how many days in advance a person must cancel an appointment to avoid being charged, and also write a message that will inform clients of your policy when they try to book an appointment.
How do I set up Booksy POS for my business?
Go to the Settings and select Retail / Sales. When you first visit Point of Sale, you will be taken to the Settings page (in the future, you can revisit POS settings by clicking on Settings in the upper right hand corner of the Point of Sale page). At any point in time, you can choose to turn the POS feature on or off using the switch button at the top of settings.
When Point of Sale is enabled, you will see options for tax rates, tips, commissions, inventory management, and auto-payment, which you can customize based on your needs and the regulations of your area.
For more details, click on the Commissions, Payment and Checkout, Products and Inventory, Deposits, Taxes, and Tips on the left to see step by step tutorials.
There are multiple staff members on my account. Who has access to POS?
You can decide who has access to the POS features by assigning different access levels to staff members. Staff members who are at Staffer or Reception level will only have access to the checkout process and will not see the POS statistics, inventory, or settings.
For extra security, always remember to use Reception Mode for devices shared by the business.
What is the Booksy Point of Sale system (POS)?
Booksy POS is a financial and inventory system that allows you to collect payments from the client directly through the phone, apply cancellation fees to services to prevent no-shows, document and track your sales records, manage your staff commissions, as well as keep an inventory of products that you add to your sales receipts.
It is a very powerful system!
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