Bookwhen Client Booking Page Launch (Onboarding)

Bookwhen Client Booking Page Launch (Onboarding)

1. 01

   Create the client booking page under the agency sandbox account

   Sign in to the Bookwhen admin, add a new booking page, and set the client's logo, header image, and page URL before any schedule entries exist. Confirm the plan tier covers the page count: Lite allows 1 booking page, Standard allows 3.

2. 02

   Build the class schedule with recurring and one-off entries

   Enter each class or course as a recurring schedule where it repeats weekly, and as a one-off event where it does not. Attach location and class records so the same session can run across multiple venues without duplicating the page.

3. 03

   Configure the booking form fields and attendee limits

   Set required attendee questions (name, contact, any health or waiver field the client needs), enable multi-attendee bookings where a parent books for several people, and set capacity per session so the waiting list triggers automatically at the limit.

4. 04

   Connect the payment gateway and discount codes

   Link the client's PayPal or Stripe account inside the payment settings, then create discount codes and passes for intro offers or class bundles. Verify a live test transaction end to end before handing the page to the client.

5. 05

   Turn on automated confirmations, reminders, and waiting lists

   Edit the confirmation and reminder email templates to carry the client's tone and venue details. Confirm the waiting list promotes attendees when a cancellation or transfer frees a seat, and that the check-in register is enabled for the first session.

6. 06

   Embed the booking widget on the client site

   Use the iframe embed or the API to place the booking flow on the client's own domain, or hand over the standalone Bookwhen URL if the client has no site. Test the embed on mobile before sign-off.

7. 07

   Run a live test booking and hand over credentials

   Book a seat as a test attendee, confirm the email arrives, cancel it, and check the waiting list and register behave as expected. Then transfer page admin access to the client contact and log the plan tier and booking allowance in the retainer file.