Bookafy Client White-Label Onboarding (Onboarding)

Bookafy Client White-Label Onboarding (Onboarding)

1. 01

   Create a new client workspace in Bookafy's admin dashboard

   Navigate to the 'Clients' section and select 'Add Client'. Assign a unique subdomain or custom domain for white-label branding, ensuring the client's brand appears on the booking page.

2. 02

   Configure the client's booking page settings

   In the 'Booking Page' tab, set the client's services, duration, buffer times, and availability. Customize the page's colors, logo, and text to match the client's brand identity.

3. 03

   Set up calendar sync for the client

   Under 'Integrations', connect the client's Google Calendar or Outlook account. Enable 2-way syncing to prevent double bookings and ensure real-time availability.

4. 04

   Enable payment collection via Stripe

   In 'Payments', connect the client's Stripe account. Configure payment methods, deposit requirements, and cancellation policies. Test a transaction to verify the flow.

5. 05

   Activate automated reminders

   In 'Notifications', enable email and SMS reminders. Set the timing (e.g., 24 hours and 1 hour before) and customize the message templates with the client's brand voice.

6. 06

   Integrate booking button or iframe into client's website

   Generate the embed code from the 'Share' section. Provide the code to the client's web developer or install it directly if you have access. Verify the button appears and functions correctly.

7. 07

   Train client staff on managing appointments

   Schedule a training session. Walk through the admin panel, showing how to view, reschedule, and cancel appointments. Demonstrate how to handle no-shows and use the reporting dashboard.

8. 08

   Hand off with a documented runbook

   Create a one-page guide covering daily operations, common troubleshooting steps, and support escalation paths. Share it with the client and schedule a follow-up check-in for the first week.