General

• Card hold overview

  You will learn how to enable the card hold feature and the settings for it.

• Provider pairing

  You will learn how to set up your individual providers to be paired with others.

• Checklists

  Learn about checklists and how to activate your them.

• Quickbooks overview

  You will learn how to connect Quickbooks and what it can do.

• Setting up your store options "Admin" tab

  You will learn what all the features do under the store options "Admin" tab

• Setting up your store options "Customer" tab

  You will learn what all the features do under the store options "Customer" tab

• Setting up your store options "Provider" tab

  You will learn what all the features do under the store options "Provider" tab

• Setting up your store options "General" tab

  You will learn how to change your store name, domain, currency, customer payment options, and other general settings.

• Multiple appointments overview

  You will learn how to setup multiple appointments and what it can do.

• How to let providers set their own schedules

  Learn how your providers can set up their own availability.

• Automatically set new provider schedules

  You will learn how to set up a base schedule for new providers added to your account.

• Smart scheduling overview

  You will learn everything you can do with the smart scheduling feature and how to set it all up.

• Connecting provider Stripe accounts

  You will learn how to connect provider Stripe accounts so that you can easily transfer over payments.

• Payment processors overview

  You will learn about accepting customer payments and the payment processors you can connect

• Three types of scheduling

  You will learn the three ways you can set up scheduling and decide which is best for you.

• Automatic reviews explained

  Learn how to gain more external reviews and how customers can share reviews online.

• N/A (not available) scheduling

  You will learn about not available providers and teams and how it all works.

• How do providers/teams receive bookings

  You will learn more about the three types of scheduling and view live examples of how providers/teams receive bookings.

• Automatic charges

  Learn how to automatically charge completed bookings.

• Same day scheduling

  You will learn how to enable or disable same day scheduling for customers.

• Set up reimbursements

  You will learn more about reimbursements and how to set them up.

• Setting up locations for every form

  You will learn about locations, primary versus secondary zip codes, and merchant locations versus service areas.

• Email lists and abandoned cart

  You will learn more about email lists and how to activate them.

• Connecting provider PayPal accounts

  You will learn how to connect provider PayPal accounts so you can easily transfer over payments.

• Prevent providers/teams from seeing customer emails and phone numbers

  You will learn how to disable phone numbers and emails from being shown to providers/teams.

• Sales tax

  Learn about sales tax and how to set it all up.

• Calendar view

  You will learn how the calendar view functions

• Prevent providers being paired with other providers

  You will learn how to prevent providers from working together

• Set up Twilio

  You will learn how to set up Twilio to send out SMS notifications

• Clock in and out with the GPS feature

  You will learn how to clock in and out using the GPS feature in the provider app.

• Set up cancellations

  Learn about cancellations, postponing services and the entire set up.

• Enable the speed tag

  You will learn how to set up the speed tag.

• Activate Facebook and Google sign up/login

  You will learn how to set up Facebook and Google as methods of logging in.

• Enabling the customer and provider "my drive" option

  You will learn how to enable the "My Drive" option for customers and providers.

• Enable the GPS clock in and out

  You will learn how to enable the gps clock in/out feature.

• Live chat

  Learn more about the live chat feature and how to activate or disable it.

• Pre-select fields on the booking form

  Learn how to pre-select values like frequency, service category, extras, bedroom/bathrooms etc on the forms passed through IRL as query parameters.

• Zapier Integration

  Zapier integration allows you to integrate your BookingKoala account with 3000+ apps through Zapier which includes Mailchimp. Quickbooks etc.

• How to connect your Stripe account

  You will learn how to connect your Stripe account(s) to charge customers and collect payments.

• How to connect your Square account

  You will learn how to connect your Stripe account(s) to charge customers and collect payments.

• How to connect your PayPal account

  You will learn how to connect your PayPal account to charge customers and collect payments.