How to create a booking page and share it with clients and leads

This guide provides step-by-step instructions on creating a booking page in Pixifi and sharing it with your clients and leads.

Summary

This guide provides step-by-step instructions on creating a booking page in Pixifi and sharing it with your clients and leads.

Step-by-Step Guide

1. Accessing Booking Pages
   1. Navigate to the Booking Pages section in Pixifi.
   2. Understand that booking pages allow clients to book sessions or services on their own, selecting dates and times that work for them.
2. Creating a Service
   1. Click on "Create Service" and configure the following:
      1. Service Name: Enter the name of the service
      2. Fixed Time Slots & Duration: Set the time slots and duration for the service.
      3. Assigned Staff: Choose who will be scheduled for this service.
      4. Price and Tax Options: Set the price and determine if it's taxable
      5. Visibility Options: Decide if the service should show as sold out when fully booked.
3. Configuring Contracts, Events, and Invoices
   1. Set the titles for contracts, events, and invoices.
   2. Select the appropriate contract template, workflow template, reminder templates, status, and payment terms
4. Adding a Description
   1. Provide a detailed description of the booking page and the service.
   2. Include a line item description if the service will be billed as an invoice line item.
5. Advanced Options
   1. Configure the available calendar options, specifying dates and times.
      1. Example: Set Mondays from 9 a.m. to 12 p.m. as available.
   2. Set the maximum number of events per day.
   3. Define the minimum and maximum advance booking times (e.g., clients must book at least 10 days in advance and can book up to 6 months out).
6. Customizing the Booking Page
   1. Thank You Emails: Set up thank you emails for bookings.
   2. Booking Calendars: Add calendars for precise control over booking times.
   3. Custom Text for Time Slots: Customize the text that appears for time slots.
   4. Override Form Fields: Adjust form fields specifically for this service.
   5. Auto-Select Add-Ons: Automatically include add-ons like extra time or accessories.
7. Testing the Booking Page
   1. Save your settings and update the page.
   2. Test the booking page by selecting a service and proceeding through the booking process to ensure everything works correctly.
   3. Ensure your logo and accent colors appear correctly on the page.
   4. Verify that clients can select add-ons, choose time slots, and proceed to checkout.
8. Client Booking Process
   1. Clients select the service and any desired add-ons.
   2. They choose a time slot based on the availability you've set.
   3. Clients can check out as a guest or log in if they have an account.
   4. They enter their name, address, phone number, and payment details.
   5. After payment, clients receive a confirmation, and you get notified of the booking.
9. Adding Additional Elements
   1. Add a header image and a page description.
   2. Configure discounts and advanced options like custom fields and labels.
   3. Customize success messages and redirect options for successful bookings.
10. Finalizing and Sharing the Booking Page
    1. Save and update your booking page settings.
    2. Share the booking page URL with your clients and leads via email or embed it on your website.