BrandX Booking Client Workspace Setup (Onboarding)

BrandX Booking Client Workspace Setup (Onboarding)

1. 01

   Create a master BrandX Booking account and enable white-label mode

   Log in to the admin panel, navigate to Branding settings, upload your agency logo, set brand colors, and specify your custom domain. Toggle white-label mode to remove vendor branding from all client-facing pages.

2. 02

   Configure agency-level default settings

   In the Settings tab, set default booking durations, buffer times, and timezone preferences. Enable the REST API v2 and generate an OAuth 2.0 token for client workspace automation.

3. 03

   Create a new client workspace

   Use the 'Add Client' button in the dashboard. Enter the client's business name and assign a dedicated subdomain or custom domain for their booking pages.

4. 04

   Connect client calendars

   In the client workspace, navigate to Calendar Sync and connect Google Calendar, Outlook 365, Exchange, or iCloud. Authorize OAuth for two-way sync to ensure bookings reflect in real time.

5. 05

   Set up round-robin routing

   Under Staff Management, add team members and assign skills or languages. Enable round-robin routing to distribute bookings evenly or based on skill matching.

6. 06

   Configure SMS reminders

   In the Notifications section, enable SMS reminders and set the timing (e.g., 24 hours before). Customize the message template with client branding and appointment details.

7. 07

   Embed the booking widget

   Generate the embed code from the Widgets section. Choose popup, inline, or floating style, then paste the JavaScript snippet into the client's website. Test the widget to confirm it loads with your branding.

8. 08

   Document admin guide for client

   Export the client admin guide from the Help section. Customize it with your agency's contact info and deliver it to the client for managing bookings and availability.