Prerequisites: Your account type must be set to Reservation. This is configured when you first create your account or by contacting support.

What Is a Reservation Account?

A Reservation account transforms your workspace into a complete booking management system. Define the services you offer, assign resources (staff, rooms, equipment), configure availability schedules, and let customers book appointments online — all from one platform.

Setting Up Your Reservation Business

After selecting Reservation as your account type during registration, you will be taken to your dashboard. From there:

1. Create services — Go to Services and add the services you offer (e.g., consultation, haircut, spa treatment). Set the duration, price, and description for each.
2. Add categories — Organize your services into categories so customers can browse them easily.
3. Configure resources — Add the resources that deliver your services — staff members, rooms, or equipment. Assign each resource to the services it can handle.
4. Set schedules — Define your working hours and availability windows in Schedule. Set up recurring weekly schedules or custom date overrides.
5. Accept bookings — Once everything is configured, customers can browse your services and book appointments through your website.

Core Features

• Services — Define what you offer with pricing, duration, and detailed descriptions.
• Categories — Group related services into categories for easy navigation.
• Resources — Manage staff, rooms, or equipment and link them to specific services.
• Schedule — Configure availability with weekly recurring hours and date-specific overrides.
• Bookings — View, confirm, reschedule, or cancel customer appointments from a central calendar.

Sidebar Navigation

Your reservation workspace sidebar is organized into the following groups:

Booking

• Bookings — View and manage all incoming and upcoming appointments.
• Services — Create and edit the services you offer.
• Categories — Organize services into browsable categories.
• Resources — Manage staff, rooms, or equipment available for booking.
• Schedule — Set your working hours and availability windows.

Finance

• Expenses — Track business expenses and operational costs.
• Reports — View revenue, booking trends, and performance analytics.

Manage

• Team — Invite team members and assign roles.
• Website — Customize your public-facing booking website.
• Settings — Configure account preferences, currency, timezone, and notifications.

Next Steps

Once your services and schedule are set, share your booking page with customers. You can customize your website appearance from the Website section and connect a custom domain from Settings.