Module 2.1 – Booking Settings
To adjust your appointment booking settings and add locations and services, you’ll navigate to Home > Bookings and then click on “Booking Settings.”
You can customize text and/or email message reminders, confirmations, and follow-ups specific to appointment locations, services, providers, etc under the “Settings” and “Messages” tabs.
Download Email and SMS messages that Alyssa uses in her practice Here
Helpful links:
- SMS pricing & limits: https://support.intakeq.com/article/354-sms-pricing-and-limits
- Editing business location and hours: https://support.intakeq.com/article/331-custom-appointment-start-times
- Adding color-coding to services: https://support.intakeq.com/article/214-enable-color-coded-services-in-your-calendar
- Creating packages: https://support.intakeq.com/article/78-appointment-packages
- Customizing appointment reminders: https://support.intakeq.com/article/74-appointment-reminders
- Cancellation policies: https://support.intakeq.com/article/76-custom-cancellation-policy-online-booking
- Cancelling appointments: https://support.intakeq.com/article/76-custom-cancellation-policy-online-booking
- Rescheduling policy: https://support.intakeq.com/article/203-appointment-rescheduling-policy
- Adding a terms of service the booking widget: https://support.intakeq.com/article/312-adding-terms-of-service-to-the-booking-widget
- Room and resource management: https://support.intakeq.com/article/145-room-and-resource-management
- Adding a form to the booking process: https://support.intakeq.com/article/445-adding-a-form-to-the-booking-process
- Requiring upfront deposits: https://support.intakeq.com/article/231-upfront-deposits-for-appointments
- Room & resource management: https://support.intakeq.com/article/145-room-and-resource-management
- Booking settings for practitioners on a team: https://support.intakeq.com/article/321-booking-settings-for-practitioners-on-a-team
- Setting up alternative hours for a service: https://support.intakeq.com/article/139-setting-up-alternative-hours-for-a-service
- Services with multiple prices: https://support.intakeq.com/article/273-service-with-multiple-prices
- Overlapping appointments: https://support.intakeq.com/article/96-overlapping-appointments
- Color coding services: https://support.intakeq.com/article/214-enable-color-coded-services-in-your-calendar
- Hiding a service in the booking widget: https://support.intakeq.com/article/314-hide-a-service-in-the-booking-widget
- Categories: https://support.intakeq.com/article/87-how-do-i-break-my-services-down-into-categories
- Booking widgets for office locations: https://support.intakeq.com/article/86-can-i-have-one-booking-widget-for-each-office-location
- Adding practitioner picture and bio to booking widget: https://support.intakeq.com/article/88-adding-practitioner-picture-to-booking-widget
- Syncing your Google calendar: https://support.intakeq.com/article/163-sync-with-google-calendar
- Optimize your email deliverability: https://support.intakeq.com/article/276-optimize-your-email-deliverability
- Adding a practitioner picture to booking widget: https://support.intakeq.com/article/88-adding-practitioner-picture-to-booking-widget