Managing a booking module is a simple yet powerful way to control how customers can schedule appointments. The booking module allows you to configure the booking process to match your business needs without requiring technical knowledge. In this guide, we will walk you through the key features and how the booking process looks from the customer's perspective.

Configuring the booking module

Activating or deactivating the booking module

You have the ability to activate or deactivate the booking module at any time. If the module is deactivated, customers will not be able to book appointments until you reactivate it.

Personalizing customer information

When setting up the booking module, you can choose what customer details should be collected during the booking process.

You have the option to:

• Request the date of birth from customers.
• Ask for a telephone number for contact purposes.
• Remove the gender field, if it is not necessary for your business.

Choosing available appointment templates

The booking module allows you to decide which appointment templates customers can choose from. You can either:

• Make all appointment templates available.
• Allow only specific appointment templates to be selected.

This gives you full control over which services or appointments customers can book.

Defining customer questions

For each booking module, you can set up to six custom questions that customers must answer before completing their appointment booking.

• These questions can help you gather important details before the appointment.
• You can also decide whether an answer is mandatory or optional.

Example: If you run a medical practice, you might ask, "Do you have any allergies?" or "What is the reason for your visit?"

Learn how to add additional questions to the booking process:

How do I create additional questions?

Customization with extra fields

With extra fields, you have the ability to collect additional information from your customers. You can customize a small text field, a large text field, and a checkbox to fit your specific needs.

Learn how to add extra fields to the booking process:

How do I create extra fields?

How the booking process works for customers

Once the booking module is properly configured, customers can start booking appointments seamlessly. The process follows these simple steps:

Selecting an appointment

Customers choose from the available appointment templates that you have enabled in the booking module.

Choosing a date and time

After selecting the appointment type, customers can pick a date and time based on availability.

Selecting an employee

Customers then select an available employee to handle the appointment. Only employees who have free time during the selected slot will be shown.

Entering customer information

Customers will enter the required details such as name, phone number, and any custom questions you have defined.

Questions or Extra Fields

In the final step, customers provide information that you can request individually.

Appointment confirmation

Once all information is entered, the appointment is successfully booked, and the customer receives a confirmation.

Every information entered by the customer is now visible in the booked appointment.

Conclusion

The booking module makes it easy to manage your appointment scheduling while allowing customers to book in a smooth and structured process. As an admin, you have full control over which appointments can be booked, what information is collected, and what questions are asked. By tailoring the booking module to your needs, you can ensure a seamless experience for both your business and your customers.