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.

The holiday season is right around the corner, which means it's time to start thinking about your holiday promotions and specials. Off...

Five Great Holiday Sale Ideas That You Can Use To Promote Your Business Five Great Holiday Sale Ideas That You Can Use To Promote Your Business



The holiday season is right around the corner, which means it's time to start thinking about your holiday promotions and specials. Offering a promotion, special package or gift certificates around the holiday season is a great way to ramp up sales and gain new customers.

In this article we will detail five different ways you can utilize BookSteam's features to advertise your business and boost client purchases.

1. Get Into The Holiday Spirit With Specialized Promotions

It's the season to shop, so what better way to entice loyal and new clients then with a promotion? With the BookSteam platform, you can create separate promotions advertise your services. All you need to do is travel to 'Sales' select 'Promotions' and start customizing your very own promotions.



If you have more than one location, you can offer different promotions for each location. You can even set the days and hours the promotion is good for. By setting limits, you're giving new and returning clients incentive to buy quickly, which is perfect for the holiday season.

2. Offer Exclusive Packages For This Year's Festivities

The holidays are all about spending time with loved ones, decorating your home, and giving that special someone a memorable gift. Make it even more special by offering exclusive packages that clients can only purchase this time of year. In other words, if you are the owner of a yoga studio and normally offer packages in sessions of 3, modify this and offer packages at a discounted rate with sessions of five instead.

If you're new to BookSteam; install your own packages by navigating to 'Sales' then click on 'Packages' to begin programming your very own packages. Once this has been set up, clients will be able to purchase your packages up front on your mini booking webpage. Clients will then be able to redeem services or classes using sessions from the packages by booking them online.


3. Start Advertising Gift Certificates

Offering gift certificates for the holiday season is a great way to attract new and returning customers for this time of year. With BookSteam's scheduling software, you can sell different amounts or service specific to help improve your upfront sales and reduce potential fraud by storing a balance and eliminating cash back. Overall, it's a great gift for a loved one.

Start setting up your gift certificates by visiting 'Sales' and then go to 'Gift Certificates' to begin programming.















4. Connect Your MailChimp Account for Holiday Deals

By connecting your MailChimp account with Booksteam, you can optimize promotions, packages, and gift certificates that you're offering to your customers. This will ultimately help you provide value to your clients, allow you to grow your mailing list, and help them save on costs.

Go to 'Marketing' then hit 'Email Marketing' to connect your MailChimp account.  From there, you'll be able to sync all of your clients and enable client email subscriptions.













5.  Spread The Holiday Spirit on Social Media

Posting about your specials for the holiday season on social media is crucial to any business - small, medium, and large. By advertising your promotions through different social media platforms; such as Facebook, Twitter or Instagram, you will ultimately help increase sales and gain new customers.

An increase in sales can be related to the amount of impressions a post is getting, how many unique accounts you're reaching, the amount of times someone views your profile page and who is engaging with your content.

Invite followers/clients to book online by sharing a Facebook or Twitter message with them online.
















Interested in learning more about BookSteam and how it can be customized to your business? Sign-up for a FREE 14-day trial today.

It's time to clean house with your business and integrate a booking platform that's sustainable. Pick Booksteam as...

The Beginner's Guide to Bookings for Cleaning Services The Beginner's Guide to Bookings for Cleaning Services



















It's time to clean house with your business and integrate a booking platform that's sustainable. Pick Booksteam as your go-to online scheduling platform and stop doing the dirty work when it comes to the bookings side of your business.

Take a look at these five tips and tricks and learn how our online booking software for cleaning services can help your business grow!

1. Capture your Customer's Information for your Mobile Bookings

Your entire business is based on going to the client's home in order to fulfill your end of the bargain. In this case, it's always important for you or your staff members to capture your client's address and contact information.

When creating a new service in the 'Settings' section of the platform, scroll to the bottom of the page and select 'Mobile service (client's address required)' in order to capture your client's information.

This way, when you're ready for the booking, you can easily pull up the client's address so that you can travel to and from in order to complete the service.

2. Synchronize your Calendar with Client Bookings

Easily sync up your Google or I-Calendar with your Booksteam calendar, so that you and your staff members can view all bookings along with other responsibilities in one spot.

Visit the 'Staff' section in 'Settings' and select 'Sync' to initiate this amazing feature. In this section you can sync up your own personal calendar with Booksteam.



3. Make it a habit and Schedule Recurring Bookings

It's much easier for you and your clients when the appointments are recurring either monthly, bi-weekly, weekly or even daily.  Enabling this feature will allow you or your clients to select how often they want this booking to occur and when. The other plus is that you can also forecast your sales and availability for bookings.

Schedule this feature by opening up an event, go to the 'Repeat' tab and start programming when you would like event to recur.



4. Add time in between Appointments

Booked with back-to-back appointments? Make sure to schedule time in-between clients by adding in a buffer. By incorporating this feature, you're giving you and your employees enough time to travel from appointment to appointment keeping your calendar organized and bookings consistent.

Program this buffer time by going to the appointment in 'Settings' and establishing the amount of time you need in-between appointments.





















5. Customize Email Notifications for your Client Reminders

Ensure your clients are reminded for their appointments by setting up 'Client Reminders'. Coordinate when the client will receive the booking reminder and customize the message too. It's normal for people to forget about their confirmed bookings, which is why it's imperative to remind them so you don't lose out on lost revenue.

Incorporate reminders by navigating to 'Client Notifications' under 'Settings'. Here you can modify or edit when the reminders go out and what they say.










Interested in learning 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.