Test the Booking Form

Once you've set up your booking form, it's important that you understand how your new booking form works and what you can do with it. That's why in this article, we'll go ahead and book an appointment with you ourselves.

In this article

• Book an Appointment
• Respond to a Booking Manually
• Respond to a Booking Automatically

Book an Appointment

To book an appointment, follow these steps:

1. Open the booking form on your website
2. Choose any location (if your business has more than 2 locations)
3. Choose any offer
4. Choose any appointment
5. Enter your first name, last name, and email address
6. Click Send request

Easy, right?

You've now received your first booking with your new form.

For every booking, we send you an email notification with all the details the lead selected. To see the notification, open your email inbox.

You can now respond to this request in two ways.

Respond to a Booking Manually

You can simply reply to the email request by clicking Reply in your email app.

This is useful for requests that were sent with a question or comment that you can't answer with our Booking Accepted template.

Respond to a Booking Automatically

Responding to bookings automatically is part of the online Booking System module.

Our Booking Accepted template is a prewritten email that helps you save time because you don't have to write the same replies over and over.

So you never send your leads a message without knowing what's in it, you need to activate the template first.

Set Up the Booking Accepted Template

To do this, follow these steps:

1. Log in to your account. Go to Settings and choose Email Templates. The guide to email templates explains how to set them up.
2. Click the name of the Booking Accepted template
3. Review the template's content and adjust it if needed. In particular, check that it includes everything your customers need to know before the appointment (e.g. what to bring).
4. Save the template by clicking Save

Your template is now ready to use.

Use the Booking Accepted Template

By clicking the Respond to booking button in the email we sent you earlier, you can open this booking directly in the admin panel. You can also find the booking in the bookings view by clicking Bookings in the admin panel.

Once you've opened the booking in the admin panel, you can use the Booking Accepted template as follows:

1. Click the Accept button
2. In the next step, the Reply with template option is already selected. Below it, click Send acceptance to "lead"

As soon as you send the acceptance to the lead, the booking is marked as Accepted and you can see the message under the activities.

And just like that, you've booked your first appointment. Of course, this was only a test run, but next time you'll know exactly what to do.

Where to go from here?

• Subscribe to your appointment calendars
• Set up all email templates