Monday, August 8, 2016

Merging Duplicate Client Profiles in BookSteam

When a client books online they are asked to provide a valid email address to create a unique profile (where they can view, cancel or reschedule their bookings). Sometimes the same client may end up with duplicate profile records because they signed up multiple times using different email addresses. When that accurs, you can simply merge duplicate profiles into one account. All data (booking history, notes, packages and gift certificates) will be combined as well. 

Navigate to the 'Clients' tab, select duplicate client profile and click 'Merge' button.









For detailed help article, please follow this link:
https://booksteam.com/Support.aspx?sid=2&aid=1115&s=merging-duplicate-client-profiles

Tuesday, August 2, 2016

New! Customize Your Booking Webpage

Another awesome feature from our development team! You can now fully customize the look and feel of your BookSteam scheduling mini webpage to match your business aesthetics. Personalize the booking interface with custom colors, styles and fonts with ease.


Desktop/Full Site booking page customization

To customize Desktop version of your booking page, navigate to the Marketing > Look and Feel > Desktop tab.










To preview your changes click the 'Preview mini webpage' button or simply refresh your already opened scheduling link.








To save your changes click 'Save' button.


Mobile booking page customization

To customize Mobile version of your booking page, navigate to the Marketing > Look and Feel > Mobile tab.












To preview mobile version load your mini webpage link on your mobile device.
























To save your changes click 'Save' button.

Thursday, June 30, 2016

New! Two-Way Sync with Google Calendar

Google two-way calendar sync feature finally comes to BookSteam!


It is a known fact that Google calendar is a  very popular online calendar application loaded with awesome features. So we realized that creating a two-way sync between your booksteam events and your google calendar would be the perfect fit! 


Google calendar is heavily integrated with the Android platform, which comes especially handy with your staff members being able to sync BookSteam with their Android mobile devices.


One-Way vs Two-Way Sync

With our one way sync feature you are able to synchronize your BookSteam events directly into your Google calendar, however, events created in Google calendar do not reflect back to BookSteam.

Two-Way sync allows your events (appointments, classes and blocked time) to be synced between BookSteam and Google calendars both ways. This means, appointments created in Google calendar will appear in BookSteam and vise versa.  


How to set it up

To learn more about two-way sync configuration and setup, view our help article here at https://booksteam.com/Support.aspx?sid=1110&aid=1111&s=setting-up-two-way-sync-with-google-calendar 

Related article:
Google Two-Way Sync - Everything You Need To Know

Tuesday, June 7, 2016

New Feature - Double Booking

We have just added a new exciting feature: double booking. It's now possible for staff members to double book and make overlapping appointments or classes at any given time.

There are two ways you can make a double booking:

1) Simply, click and drag an existing first appointment directly onto the second appointment (the time slots will automatically adjust and split).












2) Click the time slot close to the existing booking and select add appointment. In the new appointment window, review all the details and select the preferred time. If another event has been booked in this time range, a red warning sign will appear instructing you that you're about to make a double booking.





















Click 'Save' button and you're done, appointments will automatically adjust and split. Here is an example with two overlapping appointments and a class.











Note: Double booking can only be made offline by staff members manually, directly from the calendar.

Wednesday, May 25, 2016

May updates and changes

- New website design released, check it out at http://booksteam.com

- Under Settings>Preferences>Scheduling Rules>Clients' Additional Details option new 'Country' selection has be added.

- Added 'Country' drop box to the client profile.

- Under client profile you can now set a password.

- In the client profile, under Activity tab, font size can be viewed in smaller size (to see longer words).

- In the final step on the scheduling mini webpage (desktop version), the button 'Confirm' has been renamed to 'Book Now'.

- In the Statistics tab, a bug not showing multiple months has been fixed.

- BookSteam logo has been removed from the top right corner in the online mini webpage.

- 'New here?' link has been added to the top right corner of the mini webpage for customers to be able to register.

- Wording "This booking is not yet confirmed. To finalize the booking, click the "Book Now" or "Pay" button." has been added to the mini webpage in the final step of the Summary page (desktop version).

- Wording "This booking is not yet confirmed. To finalize the booking, click the "Confirm" or "Pay" button." has been added to the mini webpage final step Summary page (mobile version).

- Time zone selection has been added, see our blog post here.

Wednesday, May 11, 2016

Time zone selection for international clients

Another awesome feature from BookSteam: time zone selection.

Clients located in different countries/timezones will be able to receive notifications, book appointments and classes in their local time, eliminating time zone barriers.

Staff members and administrators will still be able to view and book appointments/classes in their own time zone, set in the location details.

To get started, simply enable this new feature in Settings > Preferences > Scheduling Rules page under Timezone option or follow this support link for more details:

https://booksteam.com/Support.aspx?sid=22&aid=1108&s=time-zone-selection-for-international-clients

Tuesday, April 12, 2016

Customizable Gift Certificates

Today, we're excited to announce the release of our latest feature: Gift Certificates.

Gift certificates provide a new way to increase sales, attract new customers, and grow your business, especially during the holiday season. Your customers can gift services (and/or classes) to their family and friends via your online store.


Types of Gift Certificates:

We covered all bases, there are two types of gift certificates that you can sell, a dollar amount or a specific service:

a) Dollar amount type gift certificates are just like virtual cash. They can be sold as an amount, for example, $30 or $120.

b) Service type gift certificates can be sold as a specific service(s) and/or class(es), for example, a Relaxation Massage, or a combination, a Hot Stone Massage and a Bikini Wax.


Selling Gift Certificates:

We now offer three ways in which you can sell your gift certificates.
1. You can sell them via your online store.

















2. Sell directly from your BookSteam account (in the Sales > Gift Certificates tab).





3. Customers can purchase gift certificates from their account, in the management panel under the Gift Certificates tab.


Manage and Redeem Gift Certificates for services and classes:

We make it easy for you, keep track of all your gift transactions in BookSteam. To view your gift certificates activity, go to Sales > Gift Certificates and select Manage/Search tab.    



BookSteam automatically tracks all purchase and redemption activity. Customers are able to redeem their certificate code online, at the time of their booking.








Business owners can redeem the code manually, directly from the BookSteam calendar, in the appointment/class window.





















Customization

Gift Certificates can be easily customized with a personalized message, image selection, company logo, website redemption instructions, terms and conditions.
























We prepared help articles to explain in details how gift certificates work, view at https://booksteam.com/Support.aspx?sid=1095

Everything is mobile optimized, of course, so start selling gift certificates today!  

If you have any questions or feedback please contact us here. 

Friday, February 19, 2016

Class clients can now be marked as checked-in or no-show

Another awesome feature from BookSteam: Mark each client inside of a scheduled class as checked-in or no-show! It is perfect for businesses that need to keep track of their class attendance. Other options include: printing a class report (including custom question fields), viewing clients' status (checked-in or no-show) inside their profile activity tab and check all clients in at the same time by pressing 'All Checked In' button.


Click the link below to view more: https://booksteam.com/Support.aspx?sid=1&aid=1093&s=class-customers-mark-record-check-in-no-show-attendance


If you have any questions or inquiries, please do not hesitate to contact us.

Friday, January 22, 2016

Clients are now able to book multiple services

After numerous requests from various businesses, we are excited to announce the release of our new feature "Multiple services bookings". Clients can now book multiple services in a single appointment reservation session. 


This feature is very useful for businesses that tend to offer combination of services which can only be booked at the same time (For example, Haircut + Hair colour).


To get started with multiple services option, view our quick tutorial link here at https://booksteam.com/Support.aspx?sid=22&aid=1090&s=multiple-service-bookings

If you have any questions or feedback, please contact us at support@booksteam.com or view our Support section.

Monday, December 7, 2015

BookSteam + MailChimp email marketing integration

Today, we are releasing BookSteam + MailChimp integration.

What is MailChimp?

MailChimp is one of the best email marketing tools available today. It makes it easy to design email campaigns, send awesome-looking e-newsletters, manage subscribers and track your results. Email list management and distribution has never been this easy!

How does MailChimp integration work?
When you turn on MailChimp integration in your BookSteam account, the system automatically exports your customers' data to a mailing list in MailChimp and keeps it up to date. Customers booking online are able to opt-in and subscribe to your mailing list/newsletter. 

How much does it cost?
MailChimp is completely free for up to 12,000 emails sent per month.

Getting started with the BookSteam + MailChimp integration is easy, just follow our quick tutorial here.