How to Preview Your Online Booking Experience
Viewing your online booking calendar as a client is a great way to understand the client experience, as well as verify whether your services and availability are set up the way you intended. You can preview your full booking menu, or specific services.
Full Booking Menu
- Navigate to Settings > My Services.
- Click on the Preview as a Client button near the top of the page.
Preview a Category
- Navigate to Settings > My Services.
- Next to the category name of the category you want to preview, click on the ⋮ icon.
- Click Grab Link.
- Copy the link and paste it into the address bar of your browser to preview the category.
Preview a Specific Service
- Navigate to Settings > My Services.
- Select a service to preview.
- In the Service Settings page, Click on the Preview as a Client button near the top of the page to preview the service as a client.
- You will be able to see what time slots are available for that service and any customizations you have made to the booking process for that service.
Advanced Scheduling Links
You can preview all the above scheduling flows and more by using direct links. Direct links are specific, customizable links that you can use to point to specific services, specific staff members and even specific events!
To create the link:
- Go to: Online Presence > Client Portal.
- Click on the Create Direct Links button found in the middle of the page.
- The Create a Link popup appears. Select Schedule as the action.
- Scheduling Link Options
- Let client choose from service menu: Offers your entire public service menu found under Settings > My Services. Specify a staff member if needed.
- Let client choose from specific category: If you have your menu divided into categories, offer a single category of services. Specify a staff member if needed.
- Select service: Directly offer one of your services. Specify a staff member if needed.
- Select upcoming event: Directly offer a single upcoming event from your Calendar. Find all your upcoming events in the dropdown.
- Advanced Options
- Select this option to offer scheduling on a specific day.
- Click Get Link.
- Click the icon to get a preview of your advanced link OR copy and paste the link into your browser address bar.