General

Setting up your store options "General" tab

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

Setting up your store options "Customer" tab

Learn which features you can enable under the store options "Customer" tab.

Setting up your store options "Provider" tab

Learn how each setting affects your providers under the store options "Provider" tab.

Setting up your store options "Admin" tab

Learn how each feature affects your store under the store options "Admin" tab.

Setting up your store options "Scheduling" tab

Learn how each feature affects scheduling under the store options "Scheduling" tab.

Payment processors overview

Learn which payment processors you can connect to BookingKoala and how they work.

Multiple appointments overview

Learn how to set up multiple appointments per booking spot.

Smart scheduling overview

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

Three types of scheduling

Learn more about the three different styles of scheduling in BookingKoala.

N/A (not available) scheduling

Learn more about the "NA" tag and why it is added to a booking when a provider is considered unavailable.

Same-day scheduling

Learn how to enable or disable same-day scheduling for customers.

How do providers/teams receive bookings

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

Set up your "Store Info" section

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

Log in as a customer or provider

Learn how to log in as a customer or provider without logging out of your admin account.

Enable the customer and provider "My Drive" feature

Learn more about the "My Drive" feature and how to enable it for customers and providers.

How to enable multiple appointments per booking spot

Learn how to enable multispot scheduling so providers can be scheduled for multiple appointments at the same date and start time.

How to enable the multiple time zone feature

Learn how multiple timezones work and how to enable this feature.

How to set up payments and automatic charges

Learn how to set up your customer payments, including enabling automatic charges, pre-charges, and refunded payment rules.

Add your location name to the customer's address

Learn how to add your custom location names to the end of a customer's address.

How to set up reschedule fees

Learn how to set up and charge fees whenever a customer rescheduled and/or postpones their service.

Set up cancellation fees & reasons

Learn how to set up your cancellation settings, including when a customer can cancel and if fees will be charged.

How to set up automatic credit card holds/preauthorizations

Learn how to set up card preauthorizations, or card "holds", to secure payments made with credit cards.

Enable/disable customers from editing quotes

Learn how to allow or block customers from editing the quotes you have sent them.

Enable/disable notes for booking price and time adjustments

Learn how to enable notes for the price and time adjustment options in the booking form.

Edit the message customers and providers see when they are blocked or deactivated

Learn how to modify the messages displayed when a deactivated/blocked customer or provider sees when they try to log in.

How to enable/disable "Calendar View" and customize how the schedule looks

Learn how to enable or disable the calendar view and customize your calendar view preferences.

Query parameters & preselected fields on the booking form

Learn how to preselect value, like frequencies, service categories, extras, and pricing parameters on the forms passed through URLs as "query parameters".

Setting up sales tax

Learn how to set up sales tax for your services using flat tax.

Flushing the test data

Learn the purpose of test data in your BookingKoala account and how to remove it.

Setting up your invoice settings in "Store Options"

Learn how to set up your invoice settings in the General Store Options tab.

Switching payment processors

Learn about the recommended steps on how to change from one payment processor to another in your BookingKoala account.

Delete or consolidate locations

Learn how to delete or consolidate locations in your BookingKoala account.

Hide job length from customers or providers

Learn how to hide the estimated job length from your customers, providers, or even the admin/staff.