Bookem General Preferences - all you need to know

Bookem allows you to manage your General preferences effectively under General Preferences

This allows you to:

  • Control the confirmation settings for bookings: either manually or automatically, with or without payment.

  • Enable online bookings for an easier scheduling experience for clients.

  • Set a reservation period for unpaid bookings to minimise lost income.

  • Clearly list your booking and cancellation policy for transparency with clients.

  • Set minimum and maximum lead times for public online bookings for better schedule control.

  • Use the public availability feature to "look busy" Aka Fog of war

This is what you'll see in General Preferences:

Booking preferences

You can edit the default status for online public bookings in General Preferences.

Bookings created by team members

When you or one of your team members make a booking manually, the default status of the booking can be set to three different settings.

  1. Confirmed - it's in the calendar and automated messages will be sent to the client accordingly

  2. Awaiting payment - the appointment will confirm, but only once payment is made, will it be finalised in the calendar. Learn more about payment methods or manually allocating a payment from the business side.

  3. Penciled in - this option will only reserve the space in your calendar, but not send automated confirmation messages to the client, until you confirm it.

Online public bookings made by clients

You can edit the default status for online public bookings in General Preferences.

1. Confirm bookings without review

Bookings will automatically be confirmed without review or payment.

2. Confirm booking upon payment

Bookings will be confirmed once payment is received.

The 'Unpaid booking reservation duration' must be set here. This is the time the client has to pay for the booking. If they don't they will expire and the slot will become available again.

Pro-tip:

Unpaid bookings are 'pencilled in' bookings.

  1. Make sure you are notified when these bookings are made so you can follow up.

    You can check your notification settings in Settings > Team members > Notifications

  2. Set up an automated message to remind clients to pay their pencilled in booking and inform them that their reserved booking will expire if they don't.

3. Manually confirm booking requests

You and your team members have control over confirmations of bookings with this option. No bookings will automatically be confirmed.

The 'Requested booking reservation duration' must be set here. This is the time you have to review booking requests. If you don't they will expire and the slot will become available again.

Show or hide pricing on public booking page

You can choose whether or not you want your clients see the cost of your services when booking online.

Here's how to change your settings:

If you need more help, please contact our support team or visit our help page. We are here to help you get started with Bookem and make the most of all of its features.