Hi everyone,
I’m new to Instabook and excited to integrate it into my business for seamless appointment scheduling. I run a small service-based business (consulting and coaching), and I want to make the booking process as efficient and user-friendly as possible. However, I’ve hit a few roadblocks and would love your advice.
Here’s what I’ve set up so far:
- I’ve created a few service categories (e.g., one-on-one coaching, group sessions, and workshops).
- Each category has specific time slots and durations.
- I’ve linked my calendar to avoid double bookings.
Challenges I’m Facing:
- Customization of Booking Pages:
I’d like to personalize my booking page to reflect my branding better (colors, fonts, and overall layout). Are there specific tools or templates within Instabook that allow for more customization? - Payment Integration:
I want clients to pay for services upfront. While I’ve linked a payment method, I’m unsure how to ensure that bookings are only confirmed after payment is made. - Notifications:
How do I set up automated reminders for both myself and my clients to reduce no-shows? Is there a way to customize the reminder messages? - Client Data Collection:
Is it possible to collect additional information from clients (e.g., preferences or goals) during the booking process? If so, how can I implement this seamlessly?
I also checked this: https://community.instabook.io/t/my-client-on-a-membership-plan-is-unable-to-book-classes/alteryx
I’d really appreciate it if anyone could share tips, resources, or best practices for tackling these challenges. Feel free to share any lessons you’ve learned from using Instabook effectively.
Thanks in advance for your help!