Taking Bookings

Bookings come in four ways: you book from the appointment’s calendar or the New Booking form, your customers book in the client portal, and anyone books through a link you share. Every booking is checked against the appointment’s hours and the other bookings, so a time can’t be booked twice.

Booking from the Calendar

1. Go to Appointments, select Appointments and click the appointment’s name.
2. Click a free time on the calendar.
3. The Starting Time, Ending Time and Date are filled in. Enter the Name, Email and Phone of the person booking, and answer the questions, if any.
4. Click Save.

The message at the top of the page says who the booking is for and its status. If no customer has that email yet, Akaunting adds one for you.

Booking from the New Booking Form

1. Go to Appointments, select Bookings and click New Booking.
2. Select the Appointment and the Date.
3. Select the Starting Time from the free times of that day.
4. Enter the Name, Email and Phone, and answer the questions, if any.
5. Click Save.

Note: You and your team can book any free time from now on. The minimum notice and the booking window of the appointment apply to your customers only.

Sharing a Booking Link

1. Open the appointment and click Share Link at the top right.
2. Click Copy Link, or Preview in new window to see the page your customers get.
3. Put the link on your website, in an email or on social media.

Anyone with the link can book the appointment without signing in: they see its calendar of free times, click one, fill in their name, email, phone and the answers, and click Save.

Note: The link doesn’t expire. To stop it working, disable the appointment.

Booking in the Client Portal

Customers who have a client portal login can book there:

1. In the portal, they go to Appointments. The list shows each appointment’s length and price.
2. They click an appointment, then a free time on its calendar.
3. Their name, email and phone are filled in; they answer the questions, if any, and click Save.

Their bookings are listed under Bookings in the portal, where they can also cancel. See Managing Bookings.

What Your Customer Sees After Booking

The message after Save tells the customer what happens next:

• Your booking is confirmed: a free appointment without approval. The details are in their email.
• Your booking request is sent: the appointment needs your approval. They’ll hear from you by email.
• Your booking is reserved: a paid appointment. The invoice is in their email, and the booking is confirmed once it’s paid.

Your customers see only the free times that respect the appointment’s minimum notice and booking window.