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Service booking rules
Updated this week

You’ll notice that business and service booking rules have many of the same settings; this is intended. To understand how they interact, see here.

Here are all the service booking rules (to access, go to the "Services" tab > {select a service} > Booking rules).

Enable Online Booking

Choose whether to allow your clients to book this service online:

  • If enabled, the service will be available for clients to book online (i.e. on your booking page and/or through the booking widget on your website).

  • If disabled, the service will not be available for clients to book online. However, you can still manually create bookings for this service in the Calendar tab.

Show Availability Online

Choose whether the time slots shown to clients when booking online will take into account personnel availability. If disabled, when booking online clients will be prompted to submit up to 5 availability slots within your business open hours.

This setting exists both in the service booking rules and the personnel booking rules. It’s worth noting that the service booking rule setting controls the application of the same setting at the personnel level. In other words, if this setting is disabled at the service level, it will cause the setting at the personnel level to be disabled too.

Online Personnel Selection

*Note: this setting does not apply to services of type "Group reservation".

Choose whether clients will be allowed to select specific staff members when booking appointments online; see here for more info.

Options include:

  • No Personnel Selection

  • Personnel Selection

  • No preference + Personnel Selection

Time Selection Mode

This setting does not apply to services of type "Group reservation".

Determine how clients will pick a time when booking appointments online when there is no personnel selected; see here for more info.

This setting only applies if you set your 'Online personnel selection' setting to “No Personnel Selection” or “No preference + Personnel Selection”.

Options include:

  • Ask client’s availability

  • Display time slots without availability check

  • Display time slots with automatic dispatch

  • Display time slot with automatic dispatch (resource)

Booking Interval

Determine the time interval between available time slots displayed to clients when booking online. To optimize availability, we suggest setting the booking interval of your services to the shortest service duration amongst your offered services.

See below for an example of a 15 minute booking interval:

*Note: if the service's "Online personnel selection" mode is set to "Personnel selection, the personnel's booking interval will apply, not the service's.

Enable additional reminder

Choose whether to send an additional reminder to the client before their booking time.

Additional reminder delay

Determine how much time before the scheduled start time the additional reminder will be sent.

Cancellation Policy

Choose whether to enable a cancellation/modification policy (see below for options).

If disabled, the cancellation policy set at the business level will apply.

Cancellation by client

Choose whether clients can modify or cancel appointments (or both) within a specific delay (above setting must be enabled).

Options include:

  • Disable: clients will not be able to cancel or change their bookings

  • Enable Modify: clients will be able to change their bookings

  • Enable Cancel: clients will be able to cancel their bookings

  • Enable both (Modify and Cancel): clients will be able to cancel or change their bookings

Example of an appointment confirmation email with "Enable both" as the applied setting:

What the client sees when modifying a booking:

Cancellation allowance delay

Determine how much time before the scheduled booking time clients can cancel (*Note: the above setting must be set to either “Enable Cancel” or “Enable both (Modify and Cancel))”.

Custom Cancellation Policy Text

Choose whether to enter your own cancellation/modification policy text, or leave blank to use the default text.

Example:

Custom Payment Policy Text

Choose whether to enter your own online payment policy text, or leave blank to use the default text.

Example:

Limit time before

Choose whether to enforce that bookings be requested in advance (i.e. before the scheduled start time) and if so, how much time before the start time the request must be made.

Limit time in advance

Choose whether to set a limit on the number of days in advance a booking can be made and if so, how many days.

Limit of attendee per booking

This setting only applies to services of type "Group reservation".

Choose the maximum number of attendees per group event reservation.

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