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

  You will 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.