Set your online booking rules
Decide how short notice and how far ahead clients can book online, how often a start time is offered and until when they can cancel or move.
You set the online booking rules once, under Settings › Planning › Appointments. They apply to all your locations and all your booking links. In the calendar itself you can always book, even outside these rules.
Set online availability
- Go to Settings › Planning › Appointments in the menu.
- Click Edit next to Online availability.
- Under Minimum time between booking and appointment, choose how short notice someone may book: from Immediately to 48 hours before the start.
- Under Maximum advance booking period, choose how far ahead clients can book: 1 to 6 months.
- Tick or untick Allow customers to select team members.
- Under Customers can cancel or reschedule online, choose until when: At any time, or from 30 minutes to 72 hours in advance.
- Click Save.
When selecting team members is off, clients skip the step for choosing a professional and Saloon picks a free team member. At any time means: until the appointment starts.
Terms and conditions
- In the menu, go to Settings › Planning › Appointments.
- Under Terms and conditions, click Edit.
- Turn on Customers have to accept them to book online.
- Paste the text under Your terms and conditions.
- Click Save.
When booking, clients then tick that they accept, and read your terms in a window. Without the tick they cannot continue. On the appointment in the calendar you see when the client accepted and which text that was, even if you change the text later.
The time slot interval
Click Edit next to Booking optimisation and choose the Time slot interval: how often a client can pick a start time online. You choose 5 to 55 minutes or 1 hour. A small interval gives clients the most choice; a larger one keeps your calendar tidier with fewer small gaps.
The default settings
- Minimum time between booking and appointment: Immediately.
- Maximum advance booking period: 5 months.
- Allow customers to select team members: on.
- Cancel or reschedule online: At any time.
- Time slot interval: 15 minutes.
Team member ratings and the waitlist
- With Show ratings next to team member names, under Team member reviews, clients see a professional's average score when choosing one. This is on by default and saved straight away.
- Whether clients can put themselves on the waitlist online is set under Settings › Planning › Waitlist with Allow customers to put themselves on the waitlist online. This is on by default.
You need the permission Has access to business settings for this. You set it under Settings › Team members › Permission roles.
Frequently asked questions
Do these rules apply when I book in the calendar myself?
No. The minimum time, the advance period and the time slot interval only apply to online bookings.
Can I set different rules per location?
No, the rules apply to your whole business.
Can I charge a fee when a client cancels late?
No. Online payment and asking for a deposit are not possible yet; that is planned.
How do I switch online booking off completely?
Take the location's profile offline under Online profile. If you only want one service or team member off, switch online booking off for that service or team member.