How do I customise my Online Booking settings?
This is where you customise your Online Booking terms, preferences, payment and new Customer registration settings
Click Online Booking > Settings
Customise the settings for a section, then click Save
BOOKING TERMS
| Field | Description |
| Require Agreement to Booking Terms | Select this checkbox to require the Customer to agree to your Booking Terms |
| Booking Terms Title | Enter the title (heading) of your Booking Terms, e.g. 'Booking Terms' |
| Booking Terms Content | Enter your Booking Terms |
| Booking Terms Accept Label | Enter the label for the Booking Terms acceptance checkbox, e.g. 'I accept the Booking terms' |
ONLINE BOOKING PREFERENCES
| Field | Description |
| Show Service Prices | Tick this checkbox to display Service prices for online bookings |
| Allow Waitlist | Tick the checkbox to allow Customers to add themselves to your waitlist |
| Waitlist Mode | If Waitlist is enabled in the above checkbox, select a notification mode from the below. If a waitlisted time slot becomes available, the status on the waitlist within the Web App and on the Mini-Site will change to Available, and the following parties will be alerted: None - No notifications are sent to the business or the customer Manually Notify Customers (internal notification) - An internal alert will notify the business, an option will appear to manually notify the customer. Automatically Notify Customers - The customer will automatically be notified via email with the option to book the appointment. For more information please see: How do I use the Waitlist? |
| Booking Threshold | From the drop down menu select the time period before which the first availability is offered |
| Booking Future Limit | From the drop down menu select how far into the future availability is offered |
| Allow New Registrations | Select this checkbox to allow new Customers to register and book online |
Allow for Customers | All customers unless disabled in a segment: This is the default setting and allows ALL Customers to book online, unless they're in a Customer Segment that has online booking is disabled, or online booking is disabled in their Customer profile No customers unless enabled in a segment: ONLY allows Customers to book online if they're in a Customer Segment that allows online booking See How do I create a Customer Segment? |
| Allow Multi Service | Select this checkbox to allow Customers to book multiple Services in one Reservation |
| Allow Wait Time in Appointments | Select this checkbox to allow multi Service Reservations with a wait time between Services Deselect to only show multi Service Reservations without wait times between Services |
Allow Employee Selection | Not Allowed (default first available) - the Customer can't select an Employee, the system will randomly assign any of the available Employees Allow Employee Selection - the Customer can select from any of the enabled Employees, or select 'First Available', which is selected by default. Only the Employee name is provided, no additional information. Expanded Employee Selection - the Customer can select from any of the enabled Employees, or select 'First Available'. The Employee's name and bio is displayed in an expanded Employee section. |
| Allow Customer Self-cancel | Select this checkbox to allow Customers to cancel their own bookings online |
| Customer Self-cancel Window | Enter the minimum number of hours before a booking a customer can cancel it online. E.g. enter '24' to not allow Customers to cancel within 24 hours of the booking time. |
| Customer Self-cancel Notice | Text entered here will be shown to a customer upon cancelling a reservation online, prior to confirmation. If left blank, the following default text will be displayed: “Are you sure you want to cancel this appointment?” |
| Allow Customer Self-Move | Select this checkbox to allow Customers to move bookings online |
| Customer Self-move Window | Enter the minimum number of hours before a booking, a customer can move it online. E.g. enter '24' to not allow Customers to move within 24 hours of the booking time. |
| Analytics Conversion Code | Add the analytics code from your analytics system, such as Google Analytics. Only confirmed bookings are tracked. No other individual clicks or events are tracked. |
| Enable Ovatu You | Select this checkbox to show your business in the Ovatu You app |
MINIMISE GAPS
| Field | Description |
| Enabled | Select this checkbox to enable gap minimisation for all Employees, reflecting below settings |
| Show first available appointment | Select this checkbox to display the first appointment time of the day, as per the hours set in the roster |
| Show last available appointment | Select this checkbox to display the last appointment time of the day, as per the hours set in the roster |
| Show availability before and after appointments / breaks | Select this checkbox to show appointment times which join up with the start and end times of all existing breaks and appointments |
| Show availability leaving minimum gaps time (minutes) | You can set a minimum gap time between bookings by entering the minimum number of minutes the gap should be before or after any existing break and appointment. E.g. enter 60 to allow the smallest gap left before or after any appointment or break to be 60 minutes. Please Note: This setting overrides all other settings in this Minimise Gaps section, so if a time is set in this field all availability will show with at least the minimum gap period between times being offered If you would like to force a gap for all bookings this can be done with the Buffer Time feature |
| Show all availability for empty day | Select this checkbox to display all availability in the event that an Employee does not already have any appointments on a given date. ie if the day is empty, all available time slots will display, once one appointment is created, further availability will display as per above settings. |
Click Save once you've completed your selections
It is also possible to override these global (all Employees) setting and customise them per Employee. Please see How do I minimise gaps for online Bookings?
PAYMENTS
| Field | Description |
| Enable Online Payments | Select this checkbox to accept payments online |
| Deposit | This field allows you to require a deposit for online bookings Enter the deposit amount and use the buttons at the start and end of the field to select if the deposit is a fixed currency amount ($) per service, or a percentage (%) of the total booking If no deposit is required, enter 0 or leave this field blank To override this for specific Services, see How do I add a new Service? |
| Allow Pay in Full Option | Select this checkbox to give Customers the option to pay in full Selecting this option will also enable the Allow Pay Later Option |
| Allow Pay Later Option | Select this checkbox to give Customers the option of not paying at the time of booking online |
| Deposit Policy Content | Enter your online deposit policy information To include the calculated deposit amount in your message, use the placeholders: {amount} or {percentage} If left blank, a default message will show |
| Enable Card Capture | Select this checkbox to capture Customer credit card details when they book online This applies to all Services apart from 0 value services. It is possible to leave this unselected and enable Card Capture for specific services only, see How do I add a new Service? Please note: Card Capture is only available via Stripe and Square, so one of these accounts must be connected to Ovatu and enabled for online payments |
| Card Capture Policy Content | Enter your card capture policy information If left blank, a default message will show |
| Enable Payment Remainder Request | Select this checkbox to include an option in emails to the Customer, for them to pay any unpaid amount noted in the Sale |
| Payment Processor Order | If you have multiple payment processors connected, you can select the order in which they are displayed by holding down the  icon and dragging and dropping the payment processor up or down the list. |
NEW CUSTOMER REGISTRATION FIELDS
This section includes a list of all default registration fields, as well as any Customer Custom Fields you may have added. See How do I add a Custom Field to Customers?
Select or deselect each checkbox against each field to specify:
| Field | Description |
| Show | Select this to display this field, Customers will have the option to complete it |
| Primary | Select this to make the field appear on the screen by default, deselect to make the field appear only after the 'More' button has been clicked |
| Required | Select this to make the field a required field, the Customer will not be able to proceed if they do not Complete this field |
Please note: If you set a field to 'Required', meaning it must be answered, also set it to 'Primary' so it shows by default