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Online Booking - Setup
Online Booking - Setup

How to configure your online booking.

Emily avatar
Written by Emily
Updated over 7 months ago

Quick guidde

In this guide, you will learn how to set up online booking efficiently using Shakeyourtail. Each step will take you through the necessary actions to enable and configure the online booking features seamlessly.

1. Step 1

Access the "Sites" section.

Step 1

2. Step 2

Click on your site, or the site (if you have more than one) that you would like to set up online booking on.

Step 2

3. Step 3

Scroll down to Online Booking.

Step 3

4. Step 4

Select "Online Booking."

Step 4

5. Step 5

Your unique Portal link is what gives your clients access to be able to book online.

Step 5

6. Step 6

You can copy and paste this link into emails, texts and insert it into your website or social media platforms.

Step 6

7. Step 7

Click here to enable online booking.

Step 7

8. Step 8

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9. Step 9

If you have multiple resources you may wish to allow for one pet to be booked per groomer. Or disable to allow multiple pets booked to one.

Step 9

10. Step 10

Now you can choose who your online booking is open to. Both registered and new clients. Or just registered, meaning new clients have to contact you directly to register first.

Step 10

11. Step 11

Choose "Registered Clients Only."

Step 11

12. Step 12

Auto Acceptance. Choose if you want to allow clients to make bookings and for the system to automatically book them in, or the alternative, where you can review the request and either accept or decline. You can also personalise this further by only auto accepting registered clients, if your online booking is open to all. So new customers registering can be reviewed by you first.

Step 12

13. Step 13

If you do allow new customers to book online, you can limit them as to how many pets they can have and book in one appointment.

Step 13

14. Step 14

Service selection. If you also have services, these can be displayed and added to a booking online. Remember, when creating a new service, if you do want it to be something that a client can add to there appointment, make it available to view by clicking on 'publish online' in the services tab.

Step 14

15. Step 15

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16. Step 16

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17. Step 17

A bit more personalisation here. This allows you to choose which services, if any, and what other information you want displayed to your clients when booking.

Step 17

18. Step 18

Here you can limit how many services a client can add to there booking

Step 18

19. Step 19

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20. Step 20

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21. Step 21

Now you can set the Minimum request notice. You can change this to days, weeks or months.

Step 21

22. Step 22

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23. Step 23

And also, a maximum request notice.

Step 23

24. Step 24

Here you can upload a picture, logo or theme for your portal, that your clients will see when they log in.

Step 24

25. Click here

And finally, this is where to add your terms and conditions for the client to tick that they have read before booking the appointment.

Click here

26. Step 26

Now you can save your settings and your online portal will be live.

Step 26

This guide covered the setup process for online booking using Shakeyourtail. From accessing the necessary sections to configuring settings, you were guided through each step to successfully establish online booking functionality within the application.

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