How to add a client
Booksy allows you to create your own digital client base so that you can keep all important details in one place and easily communicate with...
How to invite a client to book online
You can encourage clients to book appoinements online 24/7 by sending them an invitation to book.Once you send an invitation, the client wil...
How to edit client details
You can update client details at any time, so that you always have up-to-date information in your client base.In order to edit client detail...
How to create a group of clients
In Booksy, there are several default groups of clients, which are created automatically, based on different characteristics of clients from ...
How to send a message to a group of clients
Booksy helps you not only manage your business but also stay in touch with your clients. You can easily send a message to a group of clients...
How to merge duplicate client records
With a large number of clients in your client base, it may happen that some records are duplicated. In order to keep your stats and reports ...
How to add a client discount
You can add an individual discount for a particular client, so that you don't forget to apply it when checking out the client's appointment ...
How to mark a client as trusted
You can mark your loyal clients as trusted. Thanks to that, they will not have to make prepayments or pay cancellation fees when they book o...
How to disable online booking for a client
You may want to block some clients from booking appointments online via your Booksy Profile. To do so, you need to disable online booking in...
How to add information about a client’s allergy
It may happen that your client is allergic to a product or an igredient. In order to avoid any risks, you can add information about a client...
How to add client photos
You can add client photos for example to document the "before and after" or progress of some treatment.In order to add information about a c...
How to view a client’s purchases / payments / memberships / packages / gift cards
Each client has a client record where you can see their history of purchased products, memberships, packages, gift cards, and payments.In or...
How to add a document
If you want to store a document from a client, for example some form or confirmation, you can add it to a client record.In order to &nb...
How to view a client’s upcoming and past appointments
Apart from checking you calendar, you can see a client’s upcoming apppointments and a history of past appointments in their client record.In...
How to add a client’s company details for invoicing
You can save a client's company details on their client record so that you can use them each time you issue an invoice.In order to add a cli...
- Questions and Answers
- Getting Started
- Import & invite clients
- Message Blasts
- Social Post Creator
- Booksy Boost
- Staff & Resources
- Gift Cards & Bundled Services
- Booksy Profile
- Business Details
- Advanced Options
- Online Booking
- Services Setup
- Mobile Payments
- No-Show Protection