Checklist for your first week with Bitbooking
A practical checklist to set everything up in your first week, from services and schedules to reminders, your website and your booking link.
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This checklist gets you set up in a few short sessions. You don't have to do it all in one day: the first three days are enough to take online bookings, and the rest adds the finishing touches.
Day 1: the basics
- Add your business and upload your logo. See Add your first business.
- Set your opening hours and plan the holidays when you're closed. See Set opening hours, holidays and closures.
- Under Language of customer emails, choose the language your clients get emails in.
Day 2: your services and team
- Put your services in categories, with a short description, price and duration. See Add services and categories.
- Add your team with photos and choose who does which services. See Add your team and working hours.
- Set schedules, breaks and planned holidays.
- Use hair colour or other products that need time to develop? Set up processing time. See Services with processing time.
Day 3: rules and messages
- Choose your cancellation window, the minimum notice for bookings and your time slot interval. See Set your booking rules.
- Turn on reminders, for example 24 hours before. See Appointment reminders.
- Turn on Email me about bookings if you want an email for every new booking. See Get notified about new bookings.
- Make a test booking on your own booking page and check the confirmation email. Afterwards, set the appointment to Cancelled in the agenda.
Days 4 and 5: get seen
- Build your website with the website designer and publish it. See Design your website.
- Fill in the title and description for Google. See Title and description for Google.
- Put your booking link on Instagram, your Google Business Profile and WhatsApp. See Share your booking page.
- Already have a website? Add a booking button. See Booking button or booking form on your own website.
Days 6 and 7: work smarter
- Turn on Collect reviews so happy clients leave a review. See Collect and show reviews.
- Use an intake or consent form? Make it digital. See Digital forms.
- See your appointments in your own Google, Apple or Outlook calendar. See See appointments in your own calendar.
- Working with a team? Create a staff account. See Staff accounts.
After that: every day
After each appointment, set it to Completed, or No-show if the client didn't turn up. That keeps your revenue in Reports and your client records accurate, and clients with a completed appointment get a review email. See Appointment statuses.
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