Your first month checklist

Use this once your booking page is live. None of it is required, but each item saves you time or brings in bookings.

Week 1: go live

• Make a test booking on your own page and cancel it, so you know what clients see.
• Put your booking link in your Instagram bio, Facebook page and Google Business Profile.
• Print the QR code from Settings and put it by the till or on the mirror.
• Write your cancellation policy in Business settings → Booking Policies.

Week 2: protect your time

• Decide on deposits or a card on file for your longest or most-missed services. See Stop no-shows.
• Add your holidays and bank holidays in Configure → Closed dates.
• Add buffer time to services that need clean-up or set-up.

Week 3: bring clients across

• Message your regulars with your booking link instead of booking them by DM. See Move clients from DMs and paper.
• Book your regulars' next appointments into the diary yourself, so they get reminder emails.

Week 4: look after them

• Ask happy clients for a review from the booking (Request review).
• Check Grow → Retention for regulars who are overdue a visit.
• Look at Reports to see your busiest days and most-booked services.