Getting Started Guide

Create your first booking form in under 10 minutes

Quick Start Overview

What You'll Accomplish

  • • Create your first service
  • • Set up staff availability
  • • Customize your booking form
  • • Add the form to your website
  • • Test the booking process

Step-by-Step Setup

1

Create Your First Service

Services are the foundation of your booking system. Let's create your first service.

  1. Navigate to Services → Add New
  2. Enter a service name (e.g., "Hair Cut", "Massage", "Consultation")
  3. Add a description of what's included
  4. Set the duration (e.g., 60 minutes)
  5. Set the price (e.g., $50.00)
  6. Click "Publish"

💡 Pro Tip

Start with one service to test the system, then add more services later.

2

Configure Staff & Availability

Set up staff members and their working hours.

  1. Go to Staff → Add New
  2. Enter staff member name
  3. Set working hours (e.g., Mon-Fri 9AM-5PM)
  4. Assign services they can provide
  5. Set break times if needed
  6. Save the staff member

✅ Quick Option

You can skip staff setup initially - the system will use "Any Available Staff" by default.

3

Add Booking Form to Your Site

Now let's add the booking form to your website using shortcodes.

Option 1: Basic Form

[booking_form]

Option 2: Popup Button

[booking_popup text="Book Now"]

Option 3: Pre-selected Service

[booking_form service="haircut"]

Copy any of these shortcodes and paste them into any page, post, or widget area.

4

Test Your Booking System

Let's make sure everything works correctly.

  1. Visit the page where you added the booking form
  2. Select your service from the dropdown
  3. Choose a date and time
  4. Fill in customer information
  5. Submit the booking
  6. Check that you receive the confirmation email

Congratulations!

Your booking system is now live and ready to accept appointments!

Next: Customize Your Forms

Common Questions

Why can't customers see available times?

Make sure you've set staff working hours or enabled "Any Available Staff" option in settings.

How do I customize the form appearance?

Use the Form Builder tool to customize colors, styles, and layout without coding.

Can I accept payments through the booking form?

Yes! Configure payment gateways in Settings → Payments to accept credit cards.