The steps a customer goes through
When a customer opens your booking link, they go through these steps. You only see some of them if you've turned them on.
1. Choosing a service
The customer sees your active services, with their name, duration and price. If you've turned on Multiple services per appointment under Administration > General, the customer can choose several at once. The bar at the bottom then lists every chosen service and what they cost together.
2. Choosing a staff member
If Staff selection is on in the settings of the booking widget, the customer chooses who they want to see. If they choose No preference, or the step is off, Stippa assigns a staff member itself.
3. Entering an email address
You only see this step if you limit online booking to Existing customers only. The customer enters their email address first, and only sees free times if you already know it.
4. Choosing a time
The customer sees a calendar with free times. Only moments when somebody is available and that aren't taken yet are shown.
5. Filling in details
The customer fills in their name, email address and phone number, and a note if they like. The phone number is required, unless you turn off Phone required in the booking widget settings.
6. Paying
If the service has to be paid for when booking, the customer goes to the Stripe or Mollie payment page, depending on which one you've connected. Read payments during booking.
7. Confirmation
The customer gets an email with the appointment details and a link to their appointment. Through that link they can also move or cancel it themselves, if you allow it. Read how customers can move or cancel themselves.
What do you see in the dashboard?
New appointments appear straight away in Appointments and in the Schedule. You also get a notification, if you've set that up.
The status an online booking arrives with depends on your settings:
- Confirmed: if online bookings are confirmed automatically
- Pending: if you approve them yourself first
- Unverified: if the customer has to confirm their email address first
- Awaiting payment: if the customer still has to pay
What each status means is in appointment statuses explained.
Can you limit bookings?
Yes. Under Administration > Online booking you set things such as:
- How far ahead customers can book online
- How long in advance a booking must come in at the least
- Who may book online
- Whether appointments are confirmed automatically or approved first
More on this in setting up online booking.