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Task guideOwners only

Configure your booking flow, services, and availability rules

Last reviewed 2026-07-06

What this helps you do

Set your business up so online booking works the way it actually operates — the right services, the right hours, and the right policies around deposits and cancellations.

Before you start

  • Your business identity and services are already set up.
  • Payments are connected or in progress.
  • At least one provider is invited or ready to join.

Booking configuration isn't one single settings page — it's a small group of settings that work together: your services, your operating hours, and your booking policies.

Steps

Step 1: Review your services

Confirm the services you added during business setup are correct — clear names, accurate durations, and prices clients will understand at a glance.

Step 2: Set your operating hours

Go to Operating hours and confirm when your business is actually open for bookings. This is the schedule every provider's availability builds on top of.

Step 3: Set your booking policies

Open your Policies settings and configure deposits, cancellation windows, and no-show handling. These protect your time and set clear expectations with clients before they book.

Step 4: Check provider availability

If providers are already invited, confirm their individual availability reflects reality — a provider marked available at hours your business isn't even open will confuse clients.

Step 5: Preview the booking experience

Before sharing your booking link broadly, walk through it yourself as a client would — service selection, available times, and any deposit prompts.

What success looks like

  • Clients see a clear, accurate service list when they book.
  • Available times reflect your real hours and your providers' real schedules.
  • Your deposit and cancellation policies are active and match how you actually want to run your business.

Common problems

  • Clients are confused by the service list — Simplify names, durations, and prices so a first-time client can choose quickly.
  • Availability looks wrong — Check whether your operating hours, a provider's individual schedule, or a blocked-time entry is the actual cause before assuming something's broken. See Troubleshoot booking conflicts, scheduling issues, and service-setup problems if it's still unclear.
  • I'm not ready to share my booking page yet — That's fine. Finish payments and provider setup first, and only share the link once a walkthrough of your own booking flow looks right.

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