Bookinglive Client Portal Setup (Onboarding)

Bookinglive Client Portal Setup (Onboarding)

1. 01

   Create a new client workspace in the Bookinglive admin dashboard

   Navigate to 'Workspaces' and select 'Add Workspace'. Assign a unique name, set the timezone, and choose the branding theme that matches the client's identity.

2. 02

   Configure user roles and permissions for the client team

   Under 'Settings' > 'User Roles', define roles such as 'Admin', 'Scheduler', and 'Viewer'. Assign these roles to client staff to control access to booking data and configuration.

3. 03

   Set up the service catalog with client-specific offerings

   In 'Services', add each service the client provides, specifying duration, capacity, and any required custom fields. Enable 'Virtual Queuing' for high-demand services to manage overflow.

4. 04

   Enable automated email and SMS reminders

   Go to 'Notifications' and configure reminder templates. Set the timing (e.g., 24 hours and 1 hour before) and ensure both email and SMS channels are active to reduce no-shows.

5. 05

   Integrate the booking widget into the client's website

   Use the 'Embed' section to generate a widget code. Customize the widget's appearance to match the client's brand and paste it into their site's HTML.

6. 06

   Connect external tools via Zapier or webhooks

   In 'Integrations', select Zapier to connect to the client's CRM or email marketing platform. Alternatively, set up webhooks to push booking data to custom endpoints.

7. 07

   Test the end-to-end booking flow with sample data

   Create a test booking, confirm the reminder triggers, and verify that the calendar syncs correctly. Check that the widget displays properly on the client's site.

8. 08

   Hand off the workspace to the client with training

   Schedule a walkthrough session to train client staff on the dashboard, reporting, and how to manage bookings. Provide documentation and access to support resources.