Bookings - Make a reservation [Customer] Tutorial

In this video, you will learn how to make a reservation as a customer.
The video covers the process of selecting a service, choosing a staff member, and checking availability.
It also explains how to fill in customer information and finalize the reservation.
This tutorial will help you easily navigate the reservation process and ensure a smooth booking experience.

  • 1:51
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Objectifs :

This document aims to provide a comprehensive overview of the booking process for customers using the online reservation system. It outlines the steps customers need to follow to make a reservation, including selecting services, staff members, and filling in necessary information.

Chapitres :

  1. Introduction to the Booking Process
    The booking process allows customers to make reservations easily through a public booking page. Once the booking page is set up and visible to the public, customers can access it via a share link.
  2. Accessing the Booking Page
    Customers can access the booking page by clicking on the share link provided. This action redirects them to the booking interface where they can begin the reservation process.
  3. Selecting Services
    Upon entering the booking page, customers start by selecting a service. Here, they can view the duration and pricing information associated with each service offered.
  4. Choosing a Staff Member
    If the option is available, customers can choose a specific staff member for their reservation. The availability calendar is linked to the staff member's Outlook calendar, ensuring that the displayed availability is accurate. If the selected staff member is unavailable, a delay notification will appear.
  5. Understanding Availability
    When customers select a date, they will see several time slots based on the availability of the chosen staff member. If the customer is in a different time zone, they have the option to adjust it accordingly.
  6. Filling in Customer Information
    Customers must fill in the required customer information fields. These fields include default options provided by the booking system as well as any custom fields created by the service provider. Optional fields are clearly marked.
  7. Finalizing the Reservation
    To complete the reservation, customers click on the designated button. A confirmation window will appear, indicating that the reservation has been successfully made.
  8. Post-Reservation Actions
    Customers have the flexibility to modify or cancel their reservations at any time. Upon successful booking, customers receive a confirmation email, and if configured, the relevant staff member also receives a notification. For remote services, a link to the IT team will be included in the email.

FAQ :

How can customers make a reservation?

Customers can make a reservation by clicking on a shared link that redirects them to the booking page, where they can select a service and fill in their information.

What happens if the selected staff member is not available?

If the chosen staff member is not available, a delay message will appear, indicating that they cannot take the appointment at that time.

Can customers modify or cancel their reservations?

Yes, customers can modify or cancel their reservations at any time after booking.

What information do customers need to provide when booking?

Customers need to fill in their details in the customer information fields, which include both default and any custom fields created for the booking.

Will customers receive a confirmation after booking?

Yes, customers will receive a confirmation email after finalizing their reservation, and the relevant staff member will also receive a notification if set up.

Quelques cas d'usages :

Salon Appointment Booking

A hair salon can use the booking page to allow clients to select services like haircuts or coloring, choose their preferred stylist, and book appointments based on real-time availability.

Consultation Scheduling for Therapists

Therapists can implement this booking system to let clients schedule consultations, ensuring that they can see available time slots and receive confirmation emails for their appointments.

Remote IT Support Services

IT support teams can use the booking page to allow clients to book remote assistance sessions, automatically sending links for virtual meetings in the confirmation emails.

Fitness Class Reservations

Fitness studios can utilize the booking system to manage class registrations, allowing clients to select classes, view instructor availability, and receive reminders about their bookings.

Glossaire :

Booking Page

A web page where customers can view available services and make reservations.

Public Visibility

A setting that allows anyone to view and access the booking page.

Service

The specific offering that customers can book, which includes details like duration and price.

Availability Calendar

A schedule that shows when staff members are available for appointments, linked to their Outlook calendars.

Time Slots

Specific periods during which a service can be booked, based on staff availability.

Customer Information Fields

Forms that customers fill out with their details when making a reservation, including default and custom fields.

Confirmation Email

An email sent to customers to confirm their reservation, which may also be sent to the relevant staff member.

Remote Service

A service that is provided online, where a link to the IT team is included in the confirmation email.

résultat(s)
00:00:02
Once your booking page is complete,
00:00:05
if it is in public visibility,
00:00:07
your customers can make a reservation.
00:00:09
For example, if you send your share link,
00:00:12
the customer simply clicks on it and
00:00:14
it is redirected to your booking page.
00:00:17
Once on that page this start
00:00:20
by selecting a service.
00:00:21
Here we find the duration and
00:00:24
price information. Just below,
00:00:26
if you have given them the option,
00:00:28
they can choose the staff member with
00:00:30
whom they want to make this reservation.
00:00:33
Since the availability calendar is linked
00:00:35
to your staff members Outlook calendars,
00:00:38
it will be modified according
00:00:40
to the chosen person.
00:00:42
If this person is not available,
00:00:44
the delay appears like this.
00:00:47
If they have time for at
00:00:49
least one appointment,
00:00:50
the daisies played in this color.
00:00:52
When your customer selects today,
00:00:54
several time slots are offered.
00:00:57
Again, they are linked to the
00:00:59
availability of the chosen staff member.
00:01:01
If your customer doesn't have
00:01:03
the same time zone as you,
00:01:05
they can change it here.
00:01:07
Next they need to fill in the
00:01:10
customer information fields.
00:01:11
These correspond to the default
00:01:13
fields that exist in bookings as
00:01:15
well as the custom fields you have
00:01:18
created and assigned to this booking.
00:01:20
Optional fields are notified.
00:01:23
Then they just have to click here
00:01:26
to finalize their reservation.
00:01:28
A confirmation window appears.
00:01:30
Customers can always modify or
00:01:31
cancel their reservation afterwards.
00:01:33
Your customer receives a confirmation
00:01:35
e-mail and if you have defined it as such,
00:01:39
the relevant staff member also receives one.
00:01:41
If it is a service that is done remotely,
00:01:45
IT teams link will be included in the e-mail.

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résultat(s)
00:00:02
Assim que a sua página de reserva estiver completa,
00:00:05
se estiver em visibilidade pública,
00:00:07
Os seus clientes podem fazer uma reserva.
00:00:09
Por exemplo, se você enviar seu link de compartilhamento,
00:00:12
o cliente simplesmente clica nele e
00:00:14
é redirecionado para a sua página de reservas.
00:00:17
Uma vez nessa página, este início
00:00:20
selecionando um serviço.
00:00:21
Aqui encontramos a duração e
00:00:24
informação sobre preços. Logo abaixo,
00:00:26
se lhes tiver dado a opção,
00:00:28
eles podem escolher o membro da equipe com
00:00:30
a quem querem fazer essa reserva.
00:00:33
Uma vez que o calendário de disponibilidade está vinculado
00:00:35
para os membros da sua equipe calendários do Outlook,
00:00:38
será modificado de acordo com
00:00:40
à pessoa escolhida.
00:00:42
Se esta pessoa não estiver disponível,
00:00:44
O atraso aparece assim.
00:00:47
Se tiverem tempo para pelo menos
00:00:49
pelo menos uma consulta,
00:00:50
as margaridas jogavam nesta cor.
00:00:52
Quando o seu cliente seleciona hoje,
00:00:54
São oferecidas várias faixas horárias.
00:00:57
Mais uma vez, estão ligados ao
00:00:59
disponibilidade do membro do pessoal escolhido.
00:01:01
Se o seu cliente não tiver
00:01:03
o mesmo fuso horário que você,
00:01:05
eles podem mudá-lo aqui.
00:01:07
Em seguida, eles precisam preencher o
00:01:10
campos de informação ao cliente.
00:01:11
Estes correspondem ao padrão
00:01:13
campos que existem em reservas como
00:01:15
bem como os campos personalizados que você tem
00:01:18
criado e atribuído a esta reserva.
00:01:20
Os campos opcionais são notificados.
00:01:23
Então eles só têm que clicar aqui
00:01:26
para finalizar a sua reserva.
00:01:28
É apresentada uma janela de confirmação.
00:01:30
Os clientes podem sempre modificar ou
00:01:31
cancelar a reserva posteriormente.
00:01:33
O seu cliente recebe uma confirmação
00:01:35
e-mail e se o definiu como tal,
00:01:39
o membro do pessoal em causa também recebe um.
00:01:41
Se for um serviço feito remotamente,
00:01:45
O link para as equipes de TI será incluído no e-mail.

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résultat(s)
00:00:02
Una volta completata la pagina di prenotazione,
00:00:05
se è in visibilità pubblica,
00:00:07
i tuoi clienti possono effettuare una prenotazione.
00:00:09
Ad esempio, se invii il link di condivisione,
00:00:12
il cliente fa semplicemente clic su di esso e
00:00:14
viene reindirizzato alla tua pagina di prenotazione.
00:00:17
Una volta su quella pagina, inizia
00:00:20
selezionando un servizio.
00:00:21
Qui troviamo la durata e
00:00:24
informazioni sui prezzi. Appena sotto,
00:00:26
se hai dato loro la possibilità,
00:00:28
possono scegliere il membro dello staff con
00:00:30
con chi vogliono effettuare questa prenotazione.
00:00:33
Poiché il calendario delle disponibilità è collegato
00:00:35
ai calendari di Outlook dei membri dello staff,
00:00:38
verrà modificato in base
00:00:40
alla persona prescelta.
00:00:42
Se questa persona non è disponibile,
00:00:44
il ritardo appare così.
00:00:47
Se hanno tempo per
00:00:49
almeno un appuntamento,
00:00:50
le margherite giocavano in questo colore.
00:00:52
Quando il cliente sceglie oggi,
00:00:54
sono disponibili diverse fasce orarie.
00:00:57
Ancora una volta, sono collegati al
00:00:59
disponibilità del membro dello staff prescelto.
00:01:01
Se il tuo cliente non ha
00:01:03
il tuo stesso fuso orario,
00:01:05
possono cambiarlo qui.
00:01:07
Successivamente devono compilare il
00:01:10
campi informativi per i clienti.
00:01:11
Questi corrispondono a quelli predefiniti
00:01:13
campi che esistono nelle prenotazioni come
00:01:15
così come i campi personalizzati che hai
00:01:18
creato e assegnato a questa prenotazione.
00:01:20
I campi opzionali vengono notificati.
00:01:23
Quindi devono solo cliccare qui
00:01:26
per finalizzare la loro prenotazione.
00:01:28
Viene visualizzata una finestra di conferma.
00:01:30
I clienti possono sempre modificare o
00:01:31
cancellare la prenotazione in seguito.
00:01:33
Il cliente riceve una conferma
00:01:35
e-mail e se l'hai definita come tale,
00:01:39
anche il membro del personale interessato ne riceve una.
00:01:41
Se si tratta di un servizio svolto a distanza,
00:01:45
Il collegamento ai team IT sarà incluso nell'e-mail.

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résultat(s)
00:00:02
Как только страница бронирования будет заполнена,
00:00:05
если она находится в поле зрения общественности,
00:00:07
ваши клиенты могут забронировать номер.
00:00:09
Например, если вы отправите ссылку для совместного использования,
00:00:12
клиент просто нажимает на нее и
00:00:14
он перенаправляется на страницу вашего бронирования.
00:00:17
Оказавшись на этой странице, вы начнете
00:00:20
выбрав услугу.
00:00:21
Здесь мы находим продолжительность и
00:00:24
информация о ценах. Чуть ниже
00:00:26
если вы предоставили им такую возможность,
00:00:28
они могут выбрать сотрудника с
00:00:30
с кем они хотят сделать это бронирование.
00:00:33
Поскольку календарь доступности привязан
00:00:35
к календарям Outlook ваших сотрудников,
00:00:38
он будет изменен в соответствии с
00:00:40
выбранному человеку.
00:00:42
Если этот человек недоступен,
00:00:44
задержка выглядит следующим образом.
00:00:47
Если у них есть время на
00:00:49
хотя бы один прием,
00:00:50
ромашки играли в этом цвете.
00:00:52
Когда ваш покупатель сделает выбор сегодня,
00:00:54
предлагается несколько временных интервалов.
00:00:57
Опять же, они связаны с
00:00:59
наличие выбранного сотрудника.
00:01:01
Если у вашего клиента нет
00:01:03
тот же часовой пояс, что и вы,
00:01:05
они могут изменить его здесь.
00:01:07
Далее им нужно заполнить поле
00:01:10
поля информации о клиенте.
00:01:11
Они соответствуют значениям по умолчанию
00:01:13
поля, которые существуют в бронированиях в виде
00:01:15
а также имеющиеся у вас настраиваемые поля
00:01:18
созданные и привязанные к этому бронированию.
00:01:20
Необязательные поля уведомлены.
00:01:23
Тогда им просто нужно нажать здесь
00:01:26
чтобы завершить бронирование.
00:01:28
Появится окно подтверждения.
00:01:30
Клиенты всегда могут изменить или
00:01:31
После этого отмените бронирование.
00:01:33
Ваш клиент получает подтверждение
00:01:35
электронное письмо, и если вы его определили как таковое,
00:01:39
соответствующий сотрудник также получает его.
00:01:41
Если это услуга, предоставляемая удаленно,
00:01:45
Ссылка на ИТ-команды будет включена в электронное письмо.

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résultat(s)
00:00:02
Una vez que la página de reserva esté completa,
00:00:05
si está en visibilidad pública,
00:00:07
sus clientes pueden hacer una reserva.
00:00:09
Por ejemplo, si envías tu enlace para compartir,
00:00:12
el cliente simplemente hace clic en él y
00:00:14
se redirige a su página de reserva.
00:00:17
Una vez en esa página, esto comienza
00:00:20
seleccionando un servicio.
00:00:21
Aquí encontramos la duración y
00:00:24
información de precios. Justo debajo,
00:00:26
si les has dado la opción,
00:00:28
pueden elegir al miembro del personal con
00:00:30
con quién quieren hacer esta reserva.
00:00:33
Ya que el calendario de disponibilidad está vinculado
00:00:35
a los calendarios de Outlook de los miembros de su personal,
00:00:38
se modificará de acuerdo con
00:00:40
a la persona elegida.
00:00:42
Si esta persona no está disponible,
00:00:44
el retraso aparece así.
00:00:47
Si tienen tiempo para
00:00:49
al menos una cita,
00:00:50
las margaritas jugaban con este color.
00:00:52
Cuando su cliente seleccione hoy,
00:00:54
se ofrecen varias franjas horarias.
00:00:57
Una vez más, están vinculados al
00:00:59
disponibilidad del miembro del personal elegido.
00:01:01
Si su cliente no tiene
00:01:03
la misma zona horaria que tú,
00:01:05
pueden cambiarlo aquí.
00:01:07
A continuación, tienen que rellenar el
00:01:10
campos de información del cliente.
00:01:11
Estos corresponden a los valores predeterminados
00:01:13
campos que existen en las reservas como
00:01:15
así como los campos personalizados que tienes
00:01:18
creado y asignado a esta reserva.
00:01:20
Se notifican los campos opcionales.
00:01:23
Luego solo tienen que hacer clic aquí
00:01:26
para finalizar su reserva.
00:01:28
Aparece una ventana de confirmación.
00:01:30
Los clientes siempre pueden modificar o
00:01:31
cancelar su reserva después.
00:01:33
Su cliente recibe una confirmación
00:01:35
correo electrónico y si lo ha definido como tal,
00:01:39
el miembro del personal correspondiente también recibe uno.
00:01:41
Si se trata de un servicio que se realiza de forma remota,
00:01:45
El enlace de los equipos de TI se incluirá en el correo electrónico.

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résultat(s)
00:00:02
Zodra je boekingspagina compleet is,
00:00:05
als het zichtbaar is voor het publiek,
00:00:07
uw klanten kunnen een reservering maken.
00:00:09
Als je bijvoorbeeld je deellink stuurt,
00:00:12
de klant klikt er gewoon op en
00:00:14
het wordt doorgestuurd naar je boekingspagina.
00:00:17
Eenmaal op die pagina begint dit
00:00:20
door een service te selecteren.
00:00:21
Hier vinden we de duur en
00:00:24
prijsinformatie. Net onder,
00:00:26
als je ze de optie hebt gegeven,
00:00:28
ze kunnen het personeelslid kiezen met
00:00:30
voor wie ze deze reservering willen maken.
00:00:33
Omdat de beschikbaarheidskalender gekoppeld is
00:00:35
naar de Outlook-agenda's van uw medewerkers,
00:00:38
het zal worden aangepast volgens
00:00:40
aan de gekozen persoon.
00:00:42
Als deze persoon niet beschikbaar is,
00:00:44
de vertraging ziet er zo uit.
00:00:47
Als ze tijd hebben voor
00:00:49
minstens één afspraak,
00:00:50
de madeliefjes speelden in deze kleur.
00:00:52
Wanneer uw klant vandaag kiest,
00:00:54
er worden verschillende tijdvakken aangeboden.
00:00:57
Nogmaals, ze zijn gekoppeld aan de
00:00:59
beschikbaarheid van het gekozen personeelslid.
00:01:01
Als je klant dat niet heeft
00:01:03
dezelfde tijdzone als jij,
00:01:05
ze kunnen het hier wijzigen.
00:01:07
Vervolgens moeten ze de
00:01:10
velden met klantinformatie.
00:01:11
Deze komen overeen met de standaardinstelling
00:01:13
velden die in boekingen voorkomen als
00:01:15
evenals de aangepaste velden die je hebt
00:01:18
aangemaakt en toegewezen aan deze boeking.
00:01:20
Optionele velden worden gemeld.
00:01:23
Dan hoeven ze alleen maar hier te klikken
00:01:26
om hun reservatie definitief te maken.
00:01:28
Er verschijnt een bevestigingsvenster.
00:01:30
Klanten kunnen altijd wijzigen of
00:01:31
hun reservatie achteraf annuleren.
00:01:33
Je klant ontvangt een bevestiging
00:01:35
e-mail en als u dit als zodanig hebt gedefinieerd,
00:01:39
het betreffende personeelslid ontvangt er ook een.
00:01:41
Als het een service is die op afstand wordt uitgevoerd,
00:01:45
De link naar het IT-team wordt in de e-mail opgenomen.

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résultat(s)
00:00:02
Gdy strona rezerwacji zostanie ukończona,
00:00:05
jeśli jest widoczny publicznie,
00:00:07
Twoi klienci mogą dokonać rezerwacji.
00:00:09
Na przykład, jeśli wyślesz link do udostępniania,
00:00:12
Klient po prostu kliknie na niego i
00:00:14
Zostanie przekierowany na stronę rezerwacji.
00:00:17
Po wejściu na tę stronę rozpoczyna się
00:00:20
wybierając usługę.
00:00:21
Tutaj znajdziemy czas trwania i
00:00:24
informacje o cenach. Tuż poniżej,
00:00:26
Jeśli dałeś im taką opcję,
00:00:28
mogą wybrać członka personelu z
00:00:30
kogo chcą złożyć tę rezerwację.
00:00:33
Ponieważ kalendarz dostępności jest połączony
00:00:35
do kalendarzy programu Outlook dla członków personelu,
00:00:38
zostanie zmodyfikowany zgodnie z
00:00:40
do wybranej osoby.
00:00:42
Jeśli ta osoba nie jest dostępna,
00:00:44
opóźnienie wygląda tak.
00:00:47
Jeśli mają czas na
00:00:49
co najmniej jedno spotkanie,
00:00:50
stokrotki grały w tym kolorze.
00:00:52
Gdy klient wybierze dzisiaj,
00:00:54
oferowanych jest kilka przedziałów czasowych.
00:00:57
Ponownie, są one powiązane z
00:00:59
dostępność wybranego pracownika.
00:01:01
Jeśli Twój klient nie ma
00:01:03
w tej samej strefie czasowej co Ty,
00:01:05
Mogą to zmienić tutaj.
00:01:07
Następnie muszą wypełnić
00:01:10
pola informacji o klientach.
00:01:11
Odpowiadają one domyślnym
00:01:13
pola, które istnieją w rezerwacjach jako
00:01:15
jak również pola niestandardowe, które posiadasz
00:01:18
utworzony i przypisany do tej rezerwacji.
00:01:20
Pola opcjonalne są powiadamiane.
00:01:23
Następnie muszą po prostu kliknąć tutaj
00:01:26
aby sfinalizować swoją rezerwację.
00:01:28
Pojawi się okno potwierdzenia.
00:01:30
Klienci zawsze mogą modyfikować lub
00:01:31
anulować rezerwację później.
00:01:33
Twój klient otrzymuje potwierdzenie
00:01:35
e-mail i jeśli zdefiniowałeś ją jako taką,
00:01:39
odpowiedni członek personelu również otrzymuje jeden.
00:01:41
Jeśli jest to usługa wykonywana zdalnie,
00:01:45
Link do zespołów IT zostanie dołączony do wiadomości e-mail.

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résultat(s)
00:00:02
Amint a foglalási oldal elkészült,
00:00:05
ha nyilvánosan látható,
00:00:07
ügyfelei foglalhatnak.
00:00:09
Ha például elküldi megosztási linkjét,
00:00:12
az ügyfél egyszerűen rákattint és
00:00:14
átirányítjuk a foglalási oldalra.
00:00:17
Ha ezen az oldalon érkezik, ez kezdődik
00:00:20
Szolgáltatás kiválasztásával.
00:00:21
Itt találjuk az időtartamot és
00:00:24
árinformációk. Közvetlenül alul,
00:00:26
Ha megadta nekik a lehetőséget,
00:00:28
kiválaszthatják a munkatársat
00:00:30
akiket meg akarják tenni ezt a foglalást.
00:00:33
Mivel a rendelkezésre állási naptár csatolva van
00:00:35
munkatársainak Outlook-naptáraira,
00:00:38
ennek megfelelően módosítják
00:00:40
a kiválasztott személynek.
00:00:42
Ha ez a személy nem áll rendelkezésre,
00:00:44
A késleltetés így jelenik meg.
00:00:47
Ha van idejük
00:00:49
Legalább egy találkozó,
00:00:50
a százszorszépek ebben a színben játszottak.
00:00:52
Amikor az ügyfél ma választja,
00:00:54
több időpontot kínálnak.
00:00:57
Ismét összekapcsolódnak a
00:00:59
a kiválasztott alkalmazott rendelkezésre állása.
00:01:01
Ha az ügyfél nem rendelkezik
00:01:03
ugyanabban az időzónában, mint te,
00:01:05
Itt megváltoztathatják.
00:01:07
Ezután ki kell tölteniük a
00:01:10
ügyfélinformációs mezők.
00:01:11
Ezek megfelelnek az alapértelmezettnek
00:01:13
a foglalásokban létező mezők
00:01:15
valamint a meglévő egyedi mezők
00:01:18
létrehozva és hozzárendelte ehhez a foglaláshoz.
00:01:20
Az opcionális mezők értesítésre kerülnek.
00:01:23
Akkor csak ide kell kattintaniuk
00:01:26
hogy véglegesítsék a foglalásukat.
00:01:28
Megjelenik egy megerősítő ablak.
00:01:30
Az ügyfelek mindig módosíthatják vagy
00:01:31
utána töröljük a foglalásukat.
00:01:33
Ügyfele visszaigazolást kap
00:01:35
e-mailben, és ha úgy határozta meg,
00:01:39
az illetékes alkalmazott is kap egyet.
00:01:41
Ha ez egy szolgáltatás, amelyet távolról hajtanak végre,
00:01:45
Az informatikai csapatok linkjét az e-mail tartalmazza.

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