booking social

12
Steps involved in setting up Booking social

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Page 1: Booking social

Steps involved in setting up Booking social

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Step 1 : Sign up free Booking Social account

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Stet 2 : launch Booking Social setup page

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Step 3 : Define the manage services

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Add new service record and click save

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Validate Service Definition

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Step 4 : Configuration Setting

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1. Define additional information that can be presented in “Booking” screen.(e.g: This can be contact information or future list of events, etc)

2. Header image that you would like to display on “Booking” screen3. Custom background image/color to be used for “Booking” screen4. When the appointment is booked, the configured style will be applied

for booked slots5. Local configuration for date selection on “Booking” screen6. Footer notes for “Booking” screen(e.g: it can have copyright, legal

links)

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Configure Other Settings

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1. Define number of days in future you want your clients to book appointment2. If there is a default expert defined for a service, than do you want the booking system to assign new service request to the default expert3. Whether we need to send email notification to expert on assignment of work or not.(In expert definition if DND is enabled for expert than expert will not get email as expert opts not to email)4. If expert notification is enabled, the email template that is used for email communication5. For all email communication that happen via “Booking Social” this is the reply to address6. Appointment confirmation email template for client7. Check this if you like to send SMS on booking. To make this work we need to define SMS integration tools like Twilio in next tab

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