To better understand your clients and their needs, it is helpful to understand their booking experience.
Booking the appointment: Booking widget
The client visits your website or your Booxi booking page.
The client opens the booking widget.
The client selects (in order) a category, a service, a staff member* (depends on settings) and a date/time* (depends on settings).
The client enters their contact information, chooses whether to receive an appointment reminder and if so, whether by email and/or SMS.
The client decides whether to agree with the presented consents (i.e. terms and conditions); if so, they confirm the booking.
The client is sent an appointment confirmation via email and/or SMS (depending on decision in step 4).
Notifications: emails/SMS
Here's an example of an appointment confirmation email:
The email will contain an ICS link, which the client can download and use to add the event to their personal calendar application (e.g. Google Calendar, Outlook, Apple Calendar, etc.).
For clients using a gmail address, an option to add the event to their calendar will appear at the top of the email.
Tracking page
All appointment emails contain a link to the tracking page, which includes all the appointment details, as well as links to modify and cancel an appointment (if allowed; see Business and/or Service booking rules).
What the tracking page looks like:
What clients see when modifying an appointment:
