geekApps Booking – Tutorial

Booking is one of the most popular and in-demand of our features! It is not surprising, because thanks to this feature you can simplify life not only for yourself but also for your customers. You can easily create a database of your staff, the types of services you provide and use the calendar to track the workload of your staff. But about everything in order!

Settings

First of all, when you click on Booking, then go to Settings. You will see all the Booking details you need to set up.

geekApps booking settings manuals

geekApps booking settings manuals

First, fill in the Booking Rules field in the upper left corner of the page. Namely, enter the following data (time) manually:

  • Customers can make an appointment before the start time.
  • Customers can cancel appointments before start time.

In the field below you will see Booking Availability, here you need to set the time and days of services when your customers can book them. First, fill in Calendar Layout (Display your calendar in intervals. We recommend you to place 15 minutes as your default value). Here you will have a choice of 15, 30, or 60 minutes. Click on the time field and select the one you want.

 

Below, configure Availability (Adjust the availability of your business with certain hours or shifts – choose the availability when people can book). You have two ways to do this:

  1. Available during business hours – ie your services can be booked at any time of the working day. Choose the days when your business provides services. Opposite each day of the week, you will see a “Square” icon, to select a specific day, click on the “Square” icon opposite the desired day. You can also set different business hours on different days. To do this, click on the hours of the beginning (or end) of the working day, you will see a drop-down window with the proposed hours, select the hours you need.
  2. Separate booking hours – ie your services can be booked only from a certain to a certain hour of the entire working day. Choose the days when your business provides services. Opposite each day of the week, you will see a “Square” icon, to select a specific day, click on the “Square” icon opposite the desired day. You can also set different business hours on different days. To do this, click on the hours of the beginning (or end) of the working day, you will see a drop-down window with the proposed hours, select the hours you need. Also in front of each day of the week, there will be a function “Add shift” (hours when you can book services). To add a Shift, click on the inscription itself, the Shift function will appear under the Time function. To set the Shift hours, click on the Shift start (or end) hours, you will see a drop-down window with the suggested hours, select the hours you need.

 

Next, configure the Cancellation Policy – this feature is created specifically to inform your customers about the terms and consequences of canceling the service. Here you need to write your terms. For example, “24-hour advanced notice is required for any appointment cancellations. The online booking service will allow you to cancel your appointments as necessary. For any cancellation less than 24 hours, the client will be charged for the full price of the missed service. Two consecutive cancellations in less than a 24 hour period will cause a client to lose their online scheduling privileges and I reserve the right to refuse future services to the client”. To do this, hover your mouse over the Cancellation text field and click, then type your text.

 

Below you can write a text for Emails & Notification – this is the text that will be sent to your customers in certain cases (confirmation of appointment, reminder before appointment, cancellation).

 

Confirmation Email/Notification. This email will be sent to your customers’ emails when they order the service. For example, the title “Reminder from FashShop” and the text of the letter “Hello, It’s FashShop. In 3 hours your session starts. Our location is WS, 22 Calvary street. Have a great day! FashShop”. To write text or title, click on the desired field and enter the text.

 

Cancellation Email/Notification. This email will be sent to your customers when they cancel their visit. For example, the title “Cancellation request” and the text of the letter “Hello, it’s FashShop, we’ve received your cancellation request if it’s needed our Administrator will talk to you soon. Have a great day, FashShop”. To write text or title, click on the desired field and enter the text.

Now that all the settings are entered, click Save in the upper right corner of the page. Next, let’s move on to creating the Service!

 

Services

In the Services tab, you will need to create the services that your business provides. This will help you increase your profits because it is always easier for customers to book a time, date, type of service online in a few clicks. Let’s understand how to create services in order!

geekApps booking services manuals

On the Services page in the upper right corner, there is a button “Create a new service”. Hover your mouse over this button and click. You will have two functions to choose from:

  • Create a single service

Create a single service where you can define the price, time, location, and more.

  • Create a package of services

Combine single services to groups create packages for your custom.

geekApps booking services manuals

If you choose to create a single service, you get to the corresponding page. Let’s start with the creation of Service Information

geekApps booking services manuals

geekApps booking services manuals

  1. First, add a photo of your service, such as the makeup process. To do this, click on the Photo icon, hover the mouse device over the inscription and click, then select the desired file, click “Save” or “Cancel”. You will see a window in which you can crop the photo.
  2. On the left, you will see a photo, on the right options on how you can crop the photo. To crop the photo, hover your mouse device over the option of your choice and click.

Next, you can control the crop in the photo to do this, hover the mouse over the “Arrow” icon (which is located in the photo), click and hold it, move in the desired direction.

  1. When you have finished cropping, click the “Crop” button (all changes will be saved) or the “Cross” icon in the upper right corner of the window (changes will not be saved, you will return to the “Services” page). It may happen that you want to change the photo, then you need to delete the existing one. To do this, hover the mouse device first over the photo and then over the “Trash” icon and click, select “Delete” or “Cancel”. Then enter the name of the service, YouTube link and description in the appropriate fields. To do this, hover the mouse over the desired field, click and enter the text.
  2. Next, set the price, first determine the Type – paid or free. Click on the Type field and select the desired option. If you choose Paid Type, enter the price for the service in the field below. This is the total price that your customer will see as the service cost
  3. Next, set a Discount (if any). In the Type field, select whether the discount will be granted as a percentage or a certain amount of money. If you choose a discount percentage, The price will be recalculated automatically according to the discount. In the field below Type, enter the desired discount percentage. If you choose a fixed cash discount, also enter the desired discount amount in the field below Type.
  4. Then you can set a deposit if it is provided – Request deposit – only for online points. In the Type field, select whether the deposit will be in the form of interest or a certain amount of money. If you choose deposit interest, The price will be recalculated automatically according to the deposit. In the field below Type, enter the desired deposit percentage. If you choose a cash fixed deposit, also enter the desired deposit amount in the field below Type.
  5. Next, we turn to the time settings – how long the service lasts and how much time you need to take a break after the service.
  6. Service duration. Set the hours and minutes of the service in the appropriate fields. This must be done manually, typing.
  7. Break after service – break or cleaning time after service. Set the hours and minutes of the break in the appropriate fields. This must be done manually.
  8. Next, determine how many people can receive this service at one time – one person or a group of people:
  • Individual service
  • Group service

Click on the option you need.

 

  1. Next, configure the location – where you need to come to the client to receive the service. You will have 3 functions to choose from:
  • My location – is the location you specified in the Settings section.
  • Customers place – the place indicated by the client.
  • Add location – a location that is not your client’s location or the location you specified in Settings.

To select one of these features, hover over the Circle icon and click. The location you choose will automatically be indicated on the Google map on the right.

 

Don’t forget to save everything! Click the “Create Service” button in the lower or upper right corner of the page. After saving, you will return to the Services page.

 

  1. On the Services page, you can hide a specific service, for example, a specialist who provides this service has gone on vacation. To hide a certain service, hover your mouse over it, you will see the “Eye” icon, click on it. To make the service visible to customers again, click the Eye icon again.
  2. You can also edit existing services, for example, you want to change the duration or cost of the service. To do this, hover the mouse over the service, you will see the “Pencil” icon, click on it – you will get to the same page as when creating a new service, but with the information, you have already specified.
  3. Also on this page, you can search for services according to certain criteria:
  • Name – You can search for a service by name only.
  • Type – you can search for services by type (Individual or group service).
  • Price – you can search for the service at its cost.
  • Duration – You can search for a service by duration.

 

Here you can manage all your services and all their details! Let’s go to the Staff Page!

 

Staff

Now let’s create a staff that will provide all the services. Let’s start with the creation of new staff! To do this, click on the button in the upper right corner with the appropriate inscription.

geekApps booking staff manuals

You get to the staff creation page. On the left side of the page, you need to fill in the basic information about the specialist. 

geekApps booking staff manuals

  1. Start by adding a photo. To do this, click on the Photo icon, hover the mouse device over the inscription and click, then select the desired file, click “Save” or “Cancel”. You will see a window in which you can crop the photo.
  2. On the left, you will see a photo, on the right options on how you can crop the photo. To crop the photo, hover your mouse device over the option of your choice and click.
  3. Next, you can control the crop in the photo to do this, hover the mouse over the “Arrow” icon (which is located in the photo), click and hold it, move in the desired direction.
  4. When you have finished cropping, click the “Crop” button (all changes will be saved) or the “Cross” icon in the upper right corner of the window (changes will not be saved, you will return to the “Services” page) . It may happen that you want to change the photo, then you need to delete the existing one. To do this, hover the mouse device first over the photo and then over the “Trash” icon and click, select “Delete” or “Cancel”.
  5. Next, enter the name of the specialist, to do this, hover the mouse over the appropriate field, click and enter the name manually. Next, select the service in the field below the name. Click on the appropriate button, you will see a list of services that you have added on the Services page. Select the service provided by a particular specialist and click. Then enter manually:
  • Email address – so that the client can contact a specialist, or specifically you.
  • Mobile phone – so that the client can contact a specialist, or specifically you.
  • Notes (additional information that customers will see) – for example, if you provide a makeup service, you can specify that the specialist uses only disposable makeup brushes.
  1. Then specify the work schedule of this specialist. First, select the days on which the specialist works, to do this, click on the “Square” icon next to the desired days. Now that you have selected the days, set the working hours. To do this, click on the hours of the beginning (or end) of the working day, you will see a drop-down window with the proposed hours, select the hours you need. Also in front of each day of the week, there will be a function “Add shift” (hours when you can book services). To add a Shift, click on the inscription itself, the Shift function will appear under the Time function. To set the Shift hours, click on the Shift start (or end) hours, you will see a drop-down window with the suggested hours, select the hours you need.

 

Be sure to click Create Staff in the upper right corner of the page to save. Once saved, you will be taken to the Staff page.

 

  1. You can also edit existing staff, for example, you want to change the phone number of the specialist. To do this, hover the mouse over the staff member, you will see the “Pencil” icon, click on it – you will get to the same page as when creating a new staff, but with the information, you have already specified.
  2. Also on this page (Staff), you can search for staff members according to certain criteria:
  • Name – You can search for a staff member by name only.
  • Service – you can search for staff members by service.
  • Status – you can search for the staff member by status.
  1. You can also send messages to your employees directly on the platform. To do this, hover your mouse over the staff member, you will see the “Arrow” icon, click on it. Then enter your message and click Send if you want to send the message, or Cancel if you choose not to send the message.

Here you can manage all your staff members and all their details!

You can now go to the Calendar page.

 

Calendar

geekApps Booking Calendar Description

On the calendar page, you will see all the services, records, customers and professionals who perform them.

  1. You can also sort the calendar by:
  • Staff members – only entries for the specialists you choose will be displayed in the calendar. To do this, click on the Staff Members button and choose the specialist you need.
  • Service type – the calendar will display individual, group services. To do this, click on the “Square” icon next to the Type you want.
  • Customers – Calendar entries of selected customers will be displayed. To do this, hover your mouse over the Customers button and click, then select the client you want.
  1. You can also view the calendar at the top of the page in the following formats:
  • Week – Only the week will be displayed.
  • Day – Only the day will be displayed.
  • Month – only the month will be displayed.
  • Reservations – Only days on which you have reservations will be displayed.
  1. You can also view the calendar by months, such as November or December. To do this, click on the arrows next to the Name of the month at the top left of the page.
  2. You can also view entries on specific days to do so, find the calendar on the right side of the page and click on the date you want. Also, switch the months on the same calendar by clicking the right or left arrows.

 

Now you have completed all the settings and learned to use our wonderful feature of Booking! Good luck and glad to help!