[{"data":1,"prerenderedAt":304},["ShallowReactive",2],{"help-article-\u002Fhelp\u002Fen\u002Fonline-booking\u002Fbooking-settings":3,"help-siblings-en-online-booking":290},{"id":4,"title":5,"body":6,"category":279,"description":280,"draft":281,"extension":282,"meta":283,"navigation":285,"order":270,"path":286,"seo":287,"stem":288,"__hash__":289},"help_en\u002Fhelp\u002Fen\u002Fonline-booking\u002Fbooking-settings.md","Booking settings and confirmations: control how online booking behaves",{"type":7,"value":8,"toc":268},"minimark",[9,13,28,33,40,54,58,65,107,113,117,131,135,152,162,170,174,180,198,220,224,234,238],[10,11,5],"h1",{"id":12},"booking-settings-and-confirmations-control-how-online-booking-behaves",[14,15,16,17,21,22,27],"p",{},"Open ",[18,19,20],"strong",{},"Booking settings"," in the sidebar to control how your public booking page behaves for clients. Changes apply immediately to new visitors. For the page's address and how to share or embed it, see ",[23,24,26],"a",{"href":25},"\u002Fhelp\u002Fen\u002Fonline-booking\u002Fyour-booking-page\u002F","Your public booking page",".",[29,30,32],"h2",{"id":31},"how-new-bookings-get-confirmed","How new bookings get confirmed",[14,34,35,36,39],{},"The ",[18,37,38],{},"Booking confirmation"," section decides what happens the moment a client books online.",[41,42,43,51],"ul",{},[44,45,46,47,50],"li",{},"With ",[18,48,49],{},"Require manual approval"," off (the default), new bookings are confirmed automatically as they come in.",[44,52,53],{},"Turn it on, and bookings arrive as pending approval instead - a staff member confirms each one from the Appointments calendar. Pending bookings are never called confirmed: clients get a \"request received\" message and email until approved.",[29,55,57],{"id":56},"what-clients-see-on-the-booking-page","What clients see on the booking page",[14,59,60,61,64],{},"Under ",[18,62,63],{},"Display & workers",", you control how services and specialists are presented:",[41,66,67,73,79,89,95,101],{},[44,68,69,72],{},[18,70,71],{},"Hide all prices"," removes prices from the whole booking flow.",[44,74,75,78],{},[18,76,77],{},"Show service descriptions"," displays each service's description alongside its name.",[44,80,81,84,85,27],{},[18,82,83],{},"Collapse categories by default"," only applies once categories are turned on in ",[23,86,88],{"href":87},"\u002Fhelp\u002Fen\u002Fgetting-started\u002Fservices-and-catalog\u002F","Services and catalog",[44,90,91,94],{},[18,92,93],{},"Specialist name format"," picks how staff names appear - full name, first name with last initial, or first name only - with a live preview underneath.",[44,96,97,100],{},[18,98,99],{},"Hide specialists initially"," starts the picker on \"Any specialist\" instead of a named list.",[44,102,103,106],{},[18,104,105],{},"Booking step order"," lets clients pick a specialist before a service instead of the default.",[14,108,109,112],{},[18,110,111],{},"Booking form languages"," picks which languages the booking form offers; English is always on as the guaranteed fallback.",[29,114,116],{"id":115},"cancellation-and-rescheduling","Cancellation and rescheduling",[14,118,60,119,122,123,126,127,130],{},[18,120,121],{},"Cancellation policy",", two switches decide what clients can do after booking: ",[18,124,125],{},"Clients can cancel their booking"," and ",[18,128,129],{},"Clients can reschedule their booking",". Turn either off and that button disappears from the client's booking page and manage-appointment link; the change then goes through the clinic.",[29,132,134],{"id":133},"verifying-client-contact-details","Verifying client contact details",[14,136,137,140,141,144,145,148,149,27],{},[18,138,139],{},"Client verification"," cuts down on spam bookings and no-shows by confirming a client actually owns the contact they book with. Choose ",[18,142,143],{},"Off",", ",[18,146,147],{},"Email verification",", or ",[18,150,151],{},"SMS verification",[14,153,154,155,158,159,27],{},"With verification on, clients enter a 6-digit code sent to their email or phone before the booking goes through. They can request it again after 60 seconds with ",[18,156,157],{},"Resend code",", or fix a typo with ",[18,160,161],{},"Change contact details",[14,163,164,165,169],{},"SMS verification codes are real SMS, so they work once your clinic has a plan bought through checkout (a trial started at checkout counts too), which switches SMS on, and they are billed to your clinic the same way as any other SMS, unless covered by a free allowance or bonus (see ",[23,166,168],{"href":167},"\u002Fhelp\u002Fen\u002Fbilling\u002Fsubscription-and-billing\u002F","SMS messages"," for the price). If Tervita can't send SMS for your clinic, the booking page emails the code to the client instead, so bookings still go through - but that client's number stays unconfirmed and won't get SMS reminders.",[29,171,173],{"id":172},"how-far-ahead-clients-can-book","How far ahead clients can book",[14,175,35,176,179],{},[18,177,178],{},"Availability & pricing"," section has three settings. Here is what each one does on the booking page today:",[41,181,182,188],{},[44,183,184,187],{},[18,185,186],{},"Booking window"," (days, 60 by default) decides which specialists appear on the specialist step: only people with at least one free slot within that many days from today are listed. It does not stop a client from paging the calendar further ahead - later dates are bookable wherever the specialist has hours.",[44,189,190,193,194,197],{},[18,191,192],{},"Minimum notice"," (hours) and ",[18,195,196],{},"Time-slot interval"," are saved with your settings, but the booking page does not apply them yet. Clients can book any free slot that has not started yet. Start times come from the specialist's hours: a half-hour grid from the start of those hours, plus times right next to existing bookings and the last start that ends exactly at the end of the hours. A start that would leave a gap too short for any of your services is hidden.",[14,199,200,201,204,205,207,208,211,212,215,216,27],{},"To keep a buffer before bookings, use the per-service ",[18,202,203],{},"Booking availability"," panel in ",[23,206,88],{"href":87},": ",[18,209,210],{},"Minimum lead time (days)"," makes the service bookable only from that many days ahead, and ",[18,213,214],{},"Bookable from"," opens it from a fixed date. Both are checked when the booking is made. To keep far dates closed, simply leave them without hours in ",[23,217,219],{"href":218},"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fschedules-and-shifts\u002F","Schedules",[29,221,223],{"id":222},"taking-payment-at-booking","Taking payment at booking",[14,225,35,226,229,230,27],{},[18,227,228],{},"Payments"," section is where you connect Stripe or Montonio and decide how much of the price a client pays online while booking. It has its own article: ",[23,231,233],{"href":232},"\u002Fhelp\u002Fen\u002Fonline-booking\u002Fonline-prepayment\u002F","Online prepayment",[29,235,237],{"id":236},"good-to-know","Good to know",[41,239,240,257,260],{},[44,241,242,243,246,247,144,250,144,253,256],{},"The quick ",[18,244,245],{},"Manage booking"," links right after booking (",[18,248,249],{},"Reschedule",[18,251,252],{},"Edit",[18,254,255],{},"Cancel booking",") only work in that same session. To actually change or cancel later, clients use the link in their confirmation email or SMS - valid for 30 days.",[44,258,259],{},"Disabling cancel or reschedule is enforced for the client even if they already have their management link open.",[44,261,262,263,267],{},"Confirmation emails use your own edited template from ",[23,264,266],{"href":265},"\u002Fhelp\u002Fen\u002Fonline-booking\u002Fclient-reminders\u002F","Client reminders"," if you've set one up, otherwise a built-in default is sent.",{"title":269,"searchDepth":270,"depth":270,"links":271},"",2,[272,273,274,275,276,277,278],{"id":31,"depth":270,"text":32},{"id":56,"depth":270,"text":57},{"id":115,"depth":270,"text":116},{"id":133,"depth":270,"text":134},{"id":172,"depth":270,"text":173},{"id":222,"depth":270,"text":223},{"id":236,"depth":270,"text":237},"online-booking","Set how new online bookings get confirmed, what clients see on your booking page, and whether they can cancel, reschedule, or need to verify their contact details first.",false,"md",{"key":284},"online-booking\u002Fbooking-settings",true,"\u002Fhelp\u002Fen\u002Fonline-booking\u002Fbooking-settings",{"title":5,"description":280},"help\u002Fen\u002Fonline-booking\u002Fbooking-settings","ctpiQtFDGtvcQ5x4heN56tfj4kEnseRdJaoFShRn92E",[291,294,295,298,301],{"path":292,"title":293},"\u002Fhelp\u002Fen\u002Fonline-booking\u002Fyour-booking-page","Your public booking page: where it lives and how to share it",{"path":286,"title":5},{"path":296,"title":297},"\u002Fhelp\u002Fen\u002Fonline-booking\u002Fclient-reminders","Appointment reminders by email and SMS",{"path":299,"title":300},"\u002Fhelp\u002Fen\u002Fonline-booking\u002Fonline-prepayment","Online prepayment: take a deposit when clients book",{"path":302,"title":303},"\u002Fhelp\u002Fen\u002Fonline-booking\u002Fbooking-analytics","Booking analytics with Google Analytics, GTM and Meta Pixel",1791987023135]