Bookings - Make a reservation [Customer] Video

In this video, you will learn how to make a reservation as a customer.
The video covers the process of selecting a service, choosing a staff member, and checking availability.
It also explains how to fill in customer information and finalize the reservation.
This tutorial will help you easily navigate the reservation process and ensure a smooth booking experience.

1:51
1404 views

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Once your booking page is complete,

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if it is in public visibility,

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your customers can make a reservation.

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For example, if you send your share link,

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the customer simply clicks on it and

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it is redirected to your booking page.

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Once on that page this start

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by selecting a service.

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Here we find the duration and

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price information. Just below,

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if you have given them the option,

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they can choose the staff member with

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whom they want to make this reservation.

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Since the availability calendar is linked

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to your staff members Outlook calendars,

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it will be modified according

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to the chosen person.

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If this person is not available,

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the delay appears like this.

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If they have time for at

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least one appointment,

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the daisies played in this color.

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When your customer selects today,

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several time slots are offered.

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Again, they are linked to the

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availability of the chosen staff member.

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If your customer doesn't have

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the same time zone as you,

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they can change it here.

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Next they need to fill in the

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customer information fields.

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These correspond to the default

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fields that exist in bookings as

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well as the custom fields you have

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created and assigned to this booking.

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Optional fields are notified.

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Then they just have to click here

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to finalize their reservation.

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A confirmation window appears.

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Customers can always modify or

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cancel their reservation afterwards.

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Your customer receives a confirmation

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e-mail and if you have defined it as such,

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the relevant staff member also receives one.

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If it is a service that is done remotely,

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IT teams link will be included in the e-mail.

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Assim que a sua página de reserva estiver completa,

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se estiver em visibilidade pública,

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Os seus clientes podem fazer uma reserva.

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Por exemplo, se você enviar seu link de compartilhamento,

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o cliente simplesmente clica nele e

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é redirecionado para a sua página de reservas.

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Uma vez nessa página, este início

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selecionando um serviço.

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Aqui encontramos a duração e

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informação sobre preços. Logo abaixo,

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se lhes tiver dado a opção,

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eles podem escolher o membro da equipe com

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a quem querem fazer essa reserva.

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Uma vez que o calendário de disponibilidade está vinculado

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para os membros da sua equipe calendários do Outlook,

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será modificado de acordo com

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à pessoa escolhida.

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Se esta pessoa não estiver disponível,

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O atraso aparece assim.

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Se tiverem tempo para pelo menos

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pelo menos uma consulta,

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as margaridas jogavam nesta cor.

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Quando o seu cliente seleciona hoje,

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São oferecidas várias faixas horárias.

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Mais uma vez, estão ligados ao

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disponibilidade do membro do pessoal escolhido.

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Se o seu cliente não tiver

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o mesmo fuso horário que você,

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eles podem mudá-lo aqui.

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Em seguida, eles precisam preencher o

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campos de informação ao cliente.

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Estes correspondem ao padrão

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campos que existem em reservas como

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bem como os campos personalizados que você tem

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criado e atribuído a esta reserva.

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Os campos opcionais são notificados.

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Então eles só têm que clicar aqui

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para finalizar a sua reserva.

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É apresentada uma janela de confirmação.

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Os clientes podem sempre modificar ou

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cancelar a reserva posteriormente.

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O seu cliente recebe uma confirmação

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e-mail e se o definiu como tal,

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o membro do pessoal em causa também recebe um.

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Se for um serviço feito remotamente,

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O link para as equipes de TI será incluído no e-mail.

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