Getting started
From signing up to a page that takes bookings, and where everything is
- First steps: from signing up to a page that takes bookingsSign in, open a business, answer a short questionnaire and publish your page — within minutes, clients can book with you online.
- The setup questionnaire, step by stepNine short questions that build your business page: name, address, services, hours, team, look, bookings, description and page address. Skipped one? Fill it in anytime.
- Where everything is: the menu, the app’s tabs and settings searchOn a computer, a side menu with every screen. On a phone, four tabs, with the settings under “Manage”. Anywhere, you can search for a screen instead of browsing menus.
- What to do on a computer and what on a phoneMost things work on the website and in the app alike, with the same account. Here’s what’s done only on a computer, what only the app can do, and how iPhone and Android differ.
- The free trial: what’s included and what happens at the endA new business gets 60 days with all of Pro and every add-on pack, no credit card. Nothing is charged at the end — the system locks until you choose a plan.
- Switching between business and client views, businesses and branchesIn the app, one tap switches between running your business and booking for yourself, and a switcher at the top changes branch. On the website, use the user menu and side menu.
- Moving from another system: importing clients and appointmentsBring your clients and appointments over from your old system’s export file — Excel, CSV or calendar — without retyping. Or send us the file and we’ll import it for you.
- The guided tour: starting, resuming and skippingA tour that opens the real screens — in the app, and on the website on a computer — and explains each in a short chapter. Stop anytime and pick up where you left off.
- מה Bookly יודעת לעשותסקירה קצרה של היכולות המרכזיות: קביעת תורים אונליין, תזכורות בוואטסאפ, יומן, כרטיס לקוח, תשלומים וקבלות, סושיאל, צוות ומסכים.