The COVID-19 pandemic has impacted businesses all over the world. With recent lockdowns and social distancing, businesses are forced to ch...

BookSteam’s New Video Meeting Scheduling tool helps businesses stay online BookSteam’s New Video Meeting Scheduling tool helps businesses stay online

 


The COVID-19 pandemic has impacted businesses all over the world. With recent lockdowns and social distancing, businesses are forced to change their business model in order to stay operational. More and more businesses are implementing online video scheduling software for their digital services to connect with their client base. 

To help businesses succeed, BookSteam released a new highly requested feature, the ability to add video/meeting links (from your favorite video conference software such as Zoom, GoToMeeting, Microsoft Teams, etc) to your services, classes or courses. Integrated video links will be automatically added to the customer email confirmations and reminders.


Get started

To get started with video links, please go to the Settings > Services tab. From there, edit or create new service and in the 'Video Link' section add your meeting link (the same strategy applies to classes and courses).


Staff can also add video link manually and directly to their booking from the Calendar view.


When bookings are made, customers will receive email confirmations and reminders with included video link. Customers will also see included video link in their client portal account.



To learn more about video links, please visit our tutorial here.

Promotion is a classic marketing technique and is a crucial part to any successful business. If you are looking to promote your business, ...

This Is Why You Need To Start Promoting Your Business Using BookSteam This Is Why You Need To Start Promoting Your Business Using BookSteam













Promotion is a classic marketing technique and is a crucial part to any successful business. If you are looking to promote your business, a staff member, or one of your locations, you can easily program and set this up in BookSteam online booking app.

Utilizing promotions will ultimately increase sales for your business, improve customer retention, and bring in new customers.

Begin Setting Up Your Promotions With These Easy Steps Below

1. Start by traveling to the 'Sales' tab and then select 'Promotion', if it's your first promotion, click on 'Add New Promotion'. Once you've clicked on this button, then start filling out all of the necessary information.




2. We like to ensure that our platform is easily customizable towards your business, which is why in this form you can easily tag different locations with a promotion or even include specific staff members in it as well.



3. Promotions can only last for so long and a set duration for a promotion is a great way to entice your customers to buy faster. Program the length of time of your promotion under 'Code Availability' by selecting the 'Date Range', 'Hours', and 'Days'. With these three options, you can easily set certain days for your promotion, the time of day, and how many days your promotional code will be available.



4. Coordinating the booking window is also another huge factor when programming your promotions. Ensure that the services booked coincide with the booking window for the promotion. So in this case, select the 'Date Range', 'Hours,' and 'Days' the services can be booked.


5. Lastly, you need to set the limit for the promotional code. Scroll under to 'Usage' and select how many promo codes can be used by all clients and how many times a promo code can be used by the same client.



Learn more about this feature in our 'Support Center' and stay tuned for more tips & tricks!

Accepting online payments just got easier for BookSteam users. We’re thrilled to announce a new payment integration, Square . Square is one ...

Accept Online Payments via Square Accept Online Payments via Square

Accepting online payments just got easier for BookSteam users. We’re thrilled to announce a new payment integration, Square. Square is one of the largest online payment processors in the world, currently available in the US, Canada, Japan, Australia, and the United Kingdom. New Square payment integration will make it easier for your business to accept secure online payments, while providing further convenience and ease of use to your clientele. 

Setup
To enable Square payment gateway, from your BookSteam account, go to the Settings > Client Payments tab and click "Connect with Square" button. Sign in to your Square account, if you do not have one, simply sign up for the account directly from within BookSteam. Once connected to the Square gateway, you can specify if you require full payment, a deposit or just a credit card on file when clients book online. Make sure your set currency in BookSteam matches your currency in Square.

Payment Options
Credit Card Capture
You can request your clients to place a valid credit card on file when booking online. If a client doesn't show up for their scheduled appointment, you can easily charge their card on file.

Deposits
You can request a deposit from your clients at the time of the booking, this ensures that clients are committed to their booked appointments. 

Full Amount Payment
You can request a full payment at the time of the booking (money in your pocket with no hassle).

Guide

Start accepting online payment today and let us know if you have any questions, we'd love to hear your opinion.

Overwhelmed with patients?  Don't have an up to date or adequate booking system? When it's this time of year, it&...

What to Expect when using an Online Booking System for your Clinic What to Expect when using an Online Booking System for your Clinic


















Overwhelmed with patients?  Don't have an up to date or adequate booking system? When it's this time of year, it's basically required to ensure you have the right booking platform for your medical practice.

BookSteam offers many different features that can be customized to your clinic's needs. These features include anything from invoice processing, calendar syncing, providing mobile services and more. Take a look at a few features below and discover how you can improve your booking system for your practice.

Allow Patients to Book Online and Manage their Account

When you create an account with BookSteam, your clients will get their very own FREE client account. Through this account, your client's will be able to book their own appointments, manage upcoming appointments, review past appointments and more.

By taking the middle person out of the equation, your client will be able to manage their bookings, packages, and gift certificates without having to contact you. Giving you and your staff members more time to focus on other ends of your practice.

Capture Patient Notes and Create Tags

We understand that recording patient information during visits is important, which is why you can easily take notes in the 'Client Database' section of the platform. Just travel to the 'Clients' tab and start inputting your notes in the 'Internal Notes' section.























You can also create 'Client Tags' so that you can easily identify a client when booking them. For example, if a client has specific procedure or treatment they require at each appointment, you can add this to their client tag in their client profile. When creating a 'Client Tag' go to the 'Clients' tab first, find your patient, go to the 'Tags' section underneath 'Internal Notes', create the tag and then click on the plus icon to add the tag.

Confirm, Remind, and Follow-Up with Patients via Client Notifications

Ensure that no appointment is missed by your patients by programming client notifications. By customizing the appointment rules; you can ensure that confirmation booking messages are sent, guarantee clients receive reminder notifications about upcoming appointments, and send follow-up messages once the service has been completed.

By sending client notifications, you will ultimately be reducing the amount of no-shows which will end up improving your bottom line at the end of the day. In order to setup 'Client Notifications' go to the 'Settings' tab and then scroll down to 'Client Notifications' to begin programming. You can also customize the messages you send to clients by clicking on the 'Customize' hyperlink in this section.
















Reserve Rooms for Different Treatments

As you may offer various treatments at your practice, a few of those treatments may require separate or assigned rooms. With BookSteam, you can reserve rooms and assign them to different services with resource scheduling feature. When you are in the 'Settings' portion of your account just go to 'Resources' and start creating different rooms and then tag them to a desired location and treatment.







After this has been executed, you can review all reserved/booked resources on the left hand side of the calendar view in your account. Conclusively, this feature will enhance scheduled bookings at your practice and keep your clinic organized.

Program Recurring Appointments for Clients

If one of your patients requires one or more of the same treatment every other week or month, you as the service provider can easily program this. All you need to do is travel to 'Settings' and then navigate to 'Scheduling Rules' underneath 'Preferences' and mark off recurring appointments at the bottom of the page.

Once this is done, your patients can begin booking repeating appointments within their own account moving forward. Ultimately, this will remove the middle person and increase the efficiency of your operations.









Discover more about BookSteam by signing-up for a FREE 14-day trial below!

Sign-up today: https://booksteam.com/register.aspx.


It's been a tremendous year for BookSteam. We've seen exponential growth in terms of our business, clientele, upd...

2019 Year-in-Review 2019 Year-in-Review


















It's been a tremendous year for BookSteam. We've seen exponential growth in terms of our business, clientele, updates, and so much more. We're looking forward to 2020 as we have many new updates in store. We've been listening to your feedback and are in the process of creating some new and exciting features that will increase your booking experience in the upcoming year.

Now let's take a look back on all of the advancements we deployed in 2019. 

As we consider ourselves an extension of your business, we understand that it's extremely important to stay competitive with the market. In 2019, we ensured we focused on introducing courses, mobile/remote services, customized client information fields, client tags for easy identification, and website changes.


Workshops and Courses

Workshops and courses being our biggest launch of 2019, we took it upon ourselves to ensure that this new feature was top of line and competitive with the market.

Mobile Service
Businesses can now acquire client's address at the time of the booking with mobile scheduling.

Custom Client Information Fields
Administrators can now customize client information fields and re-arrange their order.

Client Tags
Include an identifier (like a keyword) that you can add to a client’s profile in order to organize or sort your clients.

Website Development
Various bug fixes and system improvements.

With winter being right around the corner, this has to be one of your busiest seasons. As your customer's book appoint...

Why Your Customers Need To Start Booking Their Tire Changes Online Why Your Customers Need To Start Booking Their Tire Changes Online

















With winter being right around the corner, this has to be one of your busiest seasons. As your customer's book appointments to change their summer tires to winter tires, you definitely need a system that can automate your bookings for you.

If you haven't thought about it already, now is the time to simply integrate a booking software into your daily routine. Take a look at these tips and discover why you need a booking system for your business.

1. Clients can schedule and track their own appointments

We understand that this is peak season for you, so make things easier for yourself and have your clients start booking online. It's easy. Your customers will need to create a FREE client account, select the next available time for a tire change and hit Book! Ultimately, this will take the middle person out of the equation, giving your customer the power to book or reschedule their appointments.



2. Create recurring appointments for tire changing seasons

Your clients will always be back for another tire change once spring comes around, so why not book a repeating appointment for them? With BookSteam's online scheduling platform, you can easily set recurring or repeat appointments for clients that are required to come back for another service.

All you need to do is open up an event and click on the 'Repeat' tab, choose the desired repeat date and hit 'Save'. Once this has been logged into the system, clients will receive a reminder message either 24 or 48 hours (based on your settings) prior to the appointment to ensure they do not forget about their upcoming booking.



3. Easily access and evaluate your staff's booking calendars

Get an overview of your staff's calendar by toggling through each staff member's calendar. You can also view all calendar's at once, sort it by location and view bookings for that day, week or month depending on your preferences. With all of these options, you can easily access all of your bookings and make modifications based on your business needs.

However, if you'd like to see upcoming activity in a list format, then scroll over to 'Overview' and evaluate all impending bookings this section instead.







4. Review sales with our reporting tool

Looking for an overview sale/appointment activity? No problem. BookSteam has just the solution for that. When you log into your BookSteam account, you'll see an 'Analytics' tab at the top of the page. Click on this tab and navigate to 'Statistics' to examine your daily, weekly and monthly sales in each of your locations. By assessing any sale activity, you'll be able to determine which services/products sell the most and which staff member has the highest in sales.












In the same 'Analytics' section, you can also audit all client bookings, unpaid invoices, purchased packages, and more underneath the 'Reports' section. Each category in this section will give you an itemized list of all activity so that you easily evaluate the health of your shop.

5. Control and edit your client database in BookSteam

Edit you client's profile by making notes of what's been repaired, the type of tires that were installed, the make/model/year of their car and more. You can also modify the 'Client Information Fields' to fit your business model. For instance; lets say a new customer is signing up to book online. Well, you can customize those sign-up fields and modify one to 'Type of Car' so that you and your staff members know what to except before the appointment.



Navigate to 'Settings' then "Preferences' and select 'Client Info Fields' to start making your modifications for your database.

Want to learn more about BookSteam and how it can be customized to your business? Visit the link below and sign-up for a FREE 14-day trial here: https://booksteam.com/register.aspx.