Configuring Online Booking

Main tab settings

1.    Go to Meevo > Business Settings > Online Booking Settings, or type online into the Convobar.

2.    Select Edit.

3.    Enable Online Booking: This enables Online Booking . See Enabling Online Booking for details.

4.    Google Analytics Tracking Id: Enter the Google Analytics tracking ID for your Online Booking Property here. See Using Google Analytics with Online Booking and eGift for details.

5.    Default referral type assigned: Any new client who registers through Online Booking will have this Referral Type automatically selected in the Referred by field in the client profile. This can be overridden in the client profile, as long as it is before the client's first transaction.

6.    Display 'Business Type' selection in zip code search: When this option is enabled, clients can select a Business Type prior to searching for a location by ZIP Code. When this option is disabled, all Business Types are shown in results. If your clients are unfamiliar with your Business Types, we recommend that you do not enable this option.

7.    Display Terms and Conditions: Displays the Terms and Conditions text that you can enter in the text box below this option.

8.    Allow client(s) to reschedule appointment(s) from their "Future Appointments" tab: Clients can reschedule an appointment by going to their Future Appointments screen. Enable this option to allow clients to easily move an appointment (and its deposit); otherwise, the existing deposit will need to be refunded and a new deposit collected.

9.    Allow Online Appointment Cancellation: Allows clients to cancel their own appointments through Online Booking in the Appointments area, as long as the appointment is not within the Appointments may not be canceled within 'X' hours threshold that is explained below. If the Cancellation Reason chosen by the client is associated with a fee, you can process that fee from the Cancel/No-Show list in the register.

       Appointments may not be canceled within 'X' hours: Customers are prevented from canceling an appointment through Online Booking if the appointment Start Time is within the number of hours set here.

10.  Client must agree to Cancellation Policy on every booking: When enabled, clients are required to select the I have read and agree to the cancellation policy checkbox that appears at the end of the booking workflow.

11.  The following options determine which information will be required when a client signs up for Online Booking:

       Initial Login Required: Clients must log in before they can view available appointment openings.

       Display Available Points Indicator: This allows logged-in Online Booking clients to see their total number of points.

       Hide monetary value: This hides the monetary value of points from logged-in Online Booking clients.

       All new clients can access Online Booking: If this option is selected, then when creating a new client profile, the profile will automatically have Client can access Online Booking enabled. If this option is not selected, then when creating a new client profile, Client can access Online Booking will not be enabled. New clients will be unable to book appointments through Online Booking until you manually enable Online Booking in each of those client profiles.

       Enable the ability to collect deposit at the time of booking: This turns on Online Booking Prepay. Clients will be required to deposit a certain amount to hold an Online Booking appointment if they book a service that has This service requires a deposit enabled in the service definition.

       Deposit percentage/amount required: This is the default amount or percentage of the service price that must be deposited to hold the appointment. If  there is a service deposit amount override on the service definition, that override will be charged instead of the value entered here.

       Client(s) who have redeemable services in a Pre-Paid Package will not be required to leave a deposit for those services(s): A deposit will not be required if the booked service is redeemable from a pre-paid package.

       Credit Card Required: Requires the client to enter a valid credit card to book and hold a future appointment. Note that this option is revealed only if your default Merchant Account processor supports it.

       Prompt guest to call the business to book their appointment if there is an issue placing a credit card on file: As the description explains, this setting ensures that a client cannot book an appointment if there is a communication issue between Meevo 2 and the processor.

       Phone Required: Clients must provide a phone number to use Online Booking.

       Client may edit email address: Allows the client to edit their email address through the client-facing Online Booking site. The updated address will be reflected in the client's Meevo profile.

12.  These options are where you can set limits and conditions on Online Booking:

       Maximum Number of Bookable Services per Appointment: Limits the number of services that can be booked for a single appointment.

       Prevent Appointments from being Booked for 'X' hours: Prevents last-minute appointments from being booked. For example, if set to 3, the earliest available appointment is 3 hours from the time a client attempts to find an opening through Online Booking.

       Maximum wait time between services (in minutes): This option is for clients booking multiple services online. It defines the maximum wait time that can pass between services in a single appointment. Meevo considers this option during a "scan for opening." Setting this option to a lower number prevents too much down time for clients as they wait between services.

       Maximum appointment openings shown per day: Sets the maximum number of available openings to clients booking online.

       Number of days searchable in a custom date range: Defines the maximum number of days a client can search for an opening using a custom date range.

       Date Ranges available for Online Booking guests to choose from: This list determines the predefined, relative date ranges that will be available to clients.

       Maximum number of guests: Determines the maximum number of guests a client can book with through Online Booking. Setting this to zero (0) turns off couples and family booking. Setting this to anything other than zero enables couples and family booking.

Note: When this option is set to 1 or greater, family booking is simply considered "on" with no restrictions on the number of family members that can be booked.

       Require email to be entered for each guest: If Maximum number of guests is set to 1 or greater, this option appears. When enabled, the booking client must enter an email address for each guest on the appointment.

       Require mobile phone number to be entered for guests: If Maximum number of guests is set to 1 or greater, this option appears. When enabled, the booking client must enter a mobile phone number for each guest on the appointment.

13.  Enable or disable the remaining settings that determine what a client can see or do in Online Booking. A description appears below each option.

Enabling employees to be bookable online

Making employees bookable online can be done via Online Booking Settings > Employees tab or via the employee profile.

Note: Employees will be available to book online according to their schedule. Clock actions do not affect an employee's availability to be booked online.

Online Booking Settings > Employees tab

Here, you select which employees are available to clients for Online Booking.

       If you selected Bookable online in an employee profile, then the employee will already appear selected in this list.

       Actions you perform in this tab will be reflected in the employee profile. So, if you select an employee and save your changes, then Bookable online will automatically get enabled in the employee's profile. The reverse of this is also true.

Employee profile

Select Bookable online on the Main tab of the employee's profile.

Enabling services to be bookable online

Making services bookable online can be done via Online Booking Settings > Services tab or via the service definition.

Via Online Booking Settings >  Services tab

Here, you select which services are available to clients for Online Booking.

       If you selected Bookable online in a Service definition, then the service will already appear selected in this list.

       Actions you perform in this tab will be reflected in the service definition. So, if you select a service save your changes, then Bookable online will automatically get enabled in the service definition. The reverse of this is also true.

Via Service definition

Select Bookable online on the Main tab of the Service definition.

Enabling OB employees to perform OB services

Finally, you'll need to enable Bookable online for the OB-enabled services that OB-enabled employees are configured to perform. The fastest way to achieve this is to use the "shortcut" option in the Service definition, which automatically enables Online Booking in the Employees > Services tab and Services > Employees tab, as long as the following is true:

       Bookable online is enabled in the service definition (Main tab).

       Bookable online is enabled on the employee profile (Main tab) and the employee is configured to perform the service referred to in the previous bullet.

This can also be done manually in the Employees > Services tab and Services > Employees tab.