Implementation BlueprintExecution layer

Bookafy White-Label Setup (3-5 days)

A sprint to rebrand Bookafy under your agency's name and deploy it for a pilot client, covering booking page customization, calendar sync, and payment integration. Time: 3-5 days.

By InnovaAI ResearchPublished Updated

Voice Appointment Booking

How do you implement it?

Blueprint

Bookafy White-Label Setup (3-5 days)

A sprint to rebrand Bookafy under your agency's name and deploy it for a pilot client, covering booking page customization, calendar sync, and payment integration.

Prerequisites
  • Active Bookafy Pro+ plan ($11/mo per user annually) for white-label capability
  • Client's service list, staff availability, and booking rules
  • Stripe account credentials for payment collection
  • Access to client's Google Calendar or Outlook for 2-way syncing
  • Agency's logo, brand colors, and domain for white-labeling
Execution Timeline
  • 1.Create agency account and configure white-label branding (logo, colors, domain)
  • 2.Set up client's services, staff profiles, and working hours in Bookafy dashboard
  • 3.Enable skill-based routing for client's appointment types
  • 1.Integrate Google Calendar or Outlook for 2-way syncing
  • 2.Configure automated email and SMS reminders for each appointment type
  • 3.Test Zoom, Webex, or Microsoft Teams integration for virtual meetings
  • 1.Connect Stripe to accept online payments and set up deposit or full payment rules
  • 2.Customize booking page with client's branding and embed iframe or button code on their website
  • 3.Run end-to-end test booking to verify calendar sync, reminders, and payment flow
  • 1.Train client staff on managing appointments, rescheduling, and using the admin panel
  • 2.Document client-specific settings and create a handover guide
  • 3.Set up Zapier or API integrations if client needs custom workflows
  • 1.Finalize white-label domain and ensure all client-facing pages show agency branding
  • 2.Review analytics and booking logs to confirm no errors
  • 3.Deliver training session and handover documentation to client
$55-$165 (5 users at $11/mo per user annually for the pilot month, plus setup time)3-5 days
ROI Logic

At $11/mo per user, a 5-user client costs $55/mo. Bundling this into a $299/mo retainer yields a 82% gross margin before labor. Even with 8 hours of setup labor at $50/hr, the first month breaks even, and subsequent months are nearly pure profit.

Deliverables
  • White-labeled Bookafy booking page with client's domain
  • Configured calendar sync and automated reminder templates
  • Stripe payment integration with deposit rules
  • Staff training guide and admin panel walkthrough
  • Handover document with client-specific settings and support contacts
Definition of Done

Client's branded booking page is live, a test booking successfully syncs to their calendar, sends reminders, and collects a Stripe payment, and staff can manage appointments independently.

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