When clients reach your Public Services page, they can sign-in if they have previously made appointments with you in this way, and review their current appointments. New clients simply select their desired service and follow the prompts.

ClickBook allows you to fully integrate and share your schedule in Facebook as a pagetab on any Facebook page which you are an Administrator of.


To get started click here -> Add ClickBook in Facebook

ClickBook will display available times based on your preferences such as your Normal Weekly Availability, and then check whether you already have an appointment at those times before presenting Clients with potential start times for selection.

At the bare minimum, you will set your availability for each day of the week. For example, Monday: 9 AM - 1 PM, 2 PM - 6 PM.

When you are unavailable for a personal reason or holiday, you can change your Availability and then change it back later, or you can create a Time Block, which is simply like a personal appointment. ClickBook will then know that you are not available during that period.

More advanced features allow you to specify that ClickBook must enforce a gap or break period after each appointment. For example, 15 minutes between appointments, allowing you to prepare for your next session.

In addition, ClickBook can be told to enforce consecutive appointments. In other words, with this feature Clients will not be able make appointments whenever they like, and instead ClickBook will only show the next available time, ensuring that your schedule fills up without large gaps of empty time. This feature can also be told that you Prefer consecutive appointments, however still allowing the client to choose whatever available time suits them. In this mode, for example, if the next available time is 10 AM, ClickBook would display the following message:

"10 AM would be great for me, however you can choose another time below."

For the mobile version, please visit and bookmark clickbook.net/mobile on your mobile device.

The ClickBook Mobile app is a cut-down version of the main site and is designed to work for basic functions on mobile devices. For clients, full booking and cancellation functionality is available as well as updating personal details including reminder settings.

For use in your salon, office, shop or on the road, the mobile app offers the standard booking process but lets you select or enter new clients and update client details. We continue to focus on improving the mobile app, therefore your feedback is appreciated.

Yes, ClickBook lets you do that. ClickBook has two ways of entering appointments.

1. The Standard Booking Process shows available times for the selected day, based on the length of the selected service and other settings. This method is used by Clients and DOES NOT allow double bookings. You will use this method most of the time also, because it's very quick and convenient, and lets you use the "Next Available" option for finding the next opening.

2. Using the Custom Booking form, ClickBook lets you do anything, including multiple appointments at the same time. This option is only available to staff, not Clients, therefore Clients can NEVER double book.

No. Access to your bookings is password protected and stored in a highly secure environment. No other person can see your appointments except members of your staff that are registered under your business.

Please visit ClickBook Secure Operating Environment for more Information.

In a Salon environment it may not be practical to have a separate computer for each staff member, or to expect staff to sign out and sign in using their own details repeatedly.

In this situation, you should create an Administrative account (visit the Staff tab in the Main Contact account).

Use this account alone on the main computer. This account can create, update and view appointments for all staff, but cannot change settings or service details.

Administrative accounts also have the option to disable email notifications to staff.

The process of managing your appointment schedule is critical to your business, and it's important that you feel comfortable with ClickBook before you make a long term commitment.

Important points to remember:
1. By default, ClickBook assumes that you're ready to go full speed. It does this by allowing you to import your Clients from various other systems, and automatically invites your Clients as soon as you do this. In addition, when you add clients using the standard booking process or create clients using the Clients panel, invitations are also sent out. ClickBook allows you to turn off your public profile until you're comfortable using the system internally. With your public profile disabled, ClickBook will not automatically invite clients by default. This option is available on the Settings tab.

2. As part of your registration, you choose a 'sub-domain' for your business. Your sub-domain is your address on the internet, for example, AcmeHair.ClickBook.net. You must choose a sub-domain that you're happy with, because changing it later can cause problems with clients trying to find your profile on your old address.

ClickBook allows you to add additional staff to your schedule. Staff added to your account have the ability to see all of your appointments, create appointments for you and for one another, and cancel appointments which they created.

In Addition, a special kind of staff member can be created which has the ability to do the above, but additionally cancancel ANY appointment. This is called an Administrative User and is typically used by receptionists.

To add staff, select the Staff tab in your Booking Centre. Here you will find a list of Staff / Resources where you can add and remove.

When you Add a new person, they will receive an email containing a link which they must click to activate their account. Once the new account is active, the person will be available for online booking and will appear on the left of your Booking Centre screen.

When removing resources, all appointments for that resource will also be deleted.

ClickBook is not designed to allow multiple clients per service, such as required for classes or group sessions.

ClickBook has teamed up with PayPal, the world's most widely accepted online payment service.

Click here to learn how to set it up.

This is a common requirement, for example, for photographic sessions whereby you would like to schedule everyone in over the course of a couple of days, but not outside of these days.

To do this, you should disable the Normal Availability (Weekly) section of your Preferences, then create exceptions using the "TimeBlock-Available" link in the Custom Appointments panel to create windows of availability.

To add address locations in addition to your main workplace, click on the Company Details tab and locate the Primary Address section. Click on the Manage Locations link to add/remove locations.

Adding additional locations allows you to associate services with these locations. Therefore, if you perform the same service or services at multiple locations, you must create separate services for each location that the service(s) are available at.

In addition, you must specify which days you work at which locations, so that ClickBook correctly fills your schedule based on where you're working on each particular day of the week. To set this up, visit your Preferences and locate the Weekly Availability section. Next to each day of the week, you will find a Location selector.


Important Notes: 1. All locations must be within the same Time Zone, since ClickBook only allows a single Time Zone per account.

When a client makes a booking themselves or when a booking is entered manually using Standard Services or Custom Booking, a booking confirmation is immediately sent by email.

If the selected service is not Automatically Confirmed (this is an option for each service), a Tentative confirmation is sent to the Client, and an email requesting confirmation is sent to the staff member or resource. This email contains a link which confirms the appointment and sends a Final Confirmation to the client.

For bookings entered by staff or resources, confirmation emails to clients are only sent if the selected or entered Client has an email address.

Yes. ClickBook always notifies you by email whenever anyone else makes a booking for you whether the booking is made by a client or your staff. This applies to all staff and resources also. You will not be notified when you are making an appointment for yourself. This applies to all staff and resources. In other words, ClickBook will only notify a staff member if they are not the one physically creating the appointment.

In addition, you can be notified by SMS by enabling this feature, and then ticking the appropriate box in the Notification Settings section of your Preferences. SMS notifications are great because you can offer services with shorter notice (Lead Time), since you don't have to be in front of a computer to know about it.

It is quite simple to export your client details from ClickBook. The exported file is a CSV file, which is accepted by practically all programs that are designed to do mail-outs to customers. We recommend MailChimp.com.

1. Export all of your Client contacts using the tool provided in the Account tab. Be sure to note where you saved the CSV file on your computer.
2. In MailChimp or your preferred mailer program, follow the instructions to import your client email addresses / names etc. For MailChimp, the the instructions are located here.

Alternately, you may want to send an email straight from your mailbox. Be careful using this technique, as sending a single email to too many email addresses may result in mail systems marking you as a 'Spammer'! It is far safer to used a managed solution like MailChimp.

To send a personal email,

1. Export all of your Client contacts using the tool provided in the Account tab. Be sure to note where you saved the CSV file on your computer.
2. Open the CSV file in a spreadsheet program such as Libre Office (free).
3. Copy Column E by clicking on the column title "Column E". You will notice all the email addresses will be highlighted. Right-click / click on the column title again and select COPY.
4. Create a new message in your email program, and paste the list of email addresses into the BCC (Blind Carbon Copy) field. For privacy reasons, it's important that you use the BCC field instead of the To field, so that clients cannot see each others email addresses. If you send an email to a number of clients and you use the TO field, they will not be happy that you have shared their email address with all your other clients! Use this option with great caution.

ClickBook has a number of ways to protect you from the possibility of people making fraudulent bookings, even though this sort of activity is extremely rare.

1. User IP Addresses are recorded with each booking. If suspicious activity is detected or reported, we have the means to track users to their Internet Service Provider.

2. The number of appointments a user can make on any one day is limited to prevent the potential of 'flood' bookings.

3. The number of registrations a user can make from any particular computer is limited to minimise the potential of registration attacks.

4. Appointments do not have to be automatically confirmed. When you create your services, you have the option to include a Confirmation step. With this option enabled, bookings remain pending until you confirm them. By having a confirmation step, the system gives you the opportunity to check a client's details to ensure they are legitimate before confirming appointments.

Lets say you have a 60 minute service that you want to offer only on the following start times:

9:00 AM, 11:00 AM, 2:00 PM and 4:30 PM.

1. Create a 60 minute service.
2. In your Preferences, make sure that your Normal Availability extends between the beginning of the first appointment, and the end of the last appointment.
3. In Settings Tab, locate the Custom Start Times section and enter the following for each day of the week:

9AM, 11:00AM, 2:00 PM, 4:30PM

To test it, sign out and go to your public home page and click on the new service (If you don't remember your unique address, you can see what it is in the Address tab).

You should see that only the specific times are available to customers for booking.

Your ClickBook account has two views. Your Booking Centre view, showing all details which is visible ONLY to staff members, and the public (client) view, which only shows possible start times for your services. The public (client) view is available via your unique ClickBook Public Services page address.

Any details you register, including Appointment Notes, are visible only to registered staff & resources within your company.

Yes you can. To enable this mode, go to the Settings tab (as the Main Contact) and locate the Privacy Options section.

In Private mode, your unique subdomain (eg ABCMassage.ClickBook.net) shows a sign-in box along with your company name and logo, instead of your full profile and services. You and your staff can sign-in from here.

Please Note: When this mode is enabled, Clients that you register in your Client List or as part of a new booking are NOT automatically invited to use your service. Therefore this option allows you to decide when to notify any or all of your Clients, by using the Communications tab of your Booking Centre.

To change your schedule temporarily, create an "Available" TimeBlock and set the start and end dates/times accordingly. There are also options to specify locations and services. By default, "Available" TimeBlocks are combined (merged) with your normal availability for the weedays that the TimeBlock applies to. To over-ride (ie. ignore weekly availability and just use the TimeBlock settings), tick the option "Over-ride weekly availability".

Related Article:

"Mastering TimeBlocks"

ClickBook will not prevent clients from making short notice cancellations. This is not a missing feature, in fact it's a philosophy that improves communication with your clients.

As a Client, if ClickBook wouldn't let me cancel an appointment for any reason, I'll either call and cancel anyway (less convenient for you) or just not turn up (the most common behaviour and the most irritating!). Therefore, ClickBook allows clients to cancel appointments they have made regardless of how short the notice is. That way, you have the best chance of being informed. In fact, by cancelling online, much embarrassment can be avoided when the real reason is they simply forgot.

Incidentally, ClickBook's automatic SMS (text to mobile) reminders will in most cases prevent forgotten appointments, avoiding embarrassment and increasing your income.

You are able to spell out any short-notice cancellation fees by adding your Terms & Conditions (found in the Settings tab). Terms & Conditions are displayed to the client during the booking process, in booking confirmations and reminders.

SMS (Simple Message Service or simply text messages to mobiles) allows ClickBook to communicate with staff and clients via a text message to their mobile phone.

For Clients, the advantage is that they can now be reminded more effectively. Since the message goes to their mobile phone, the reminder is far more effective than the email reminder, since they don't have to check their email to see their reminder. Anecdotal evidence shows that Clients value the SMS auto reminder greatly because it just makes life easier, and 'no-shows' are far less likely. Clients that register themselves via your Public Services page control their own reminder settings, and you control the reminder settings for Clients that you register yourself via your Booking Centre.

Each staff member or resource has the option of being notified by Email and / or SMS when new appointments are entered by someone else (either another staff member or a client directly). Email notification is enabled by default and cannot be disabled. Now that you have the SMS feature, you can think about whether you and your staff want to be notified by SMS also.

The advantage of using SMS for new booking notification is that staff or resources do not have to be infront of a computer to know of a new appointment, therefore they can offer shorter notice appointments by reducing the Lead-Time on services.

Staff or resource can also receive a reminder by SMS.

For staff & resources (including Main Contact), all of these options are available in the Preferences tab.

Each staff or resource that wishes to use the SMS feature must enter their mobile number into their Preferences. If you are the Main Contact you can do this on their behalf via the Staff tab.

You must also consider whether you want mobile numbers included in booking confirmations and reminders to clients. You can choose this option in the Preferences for each staff / resource.

Please also note:
1. SMS coverage varies between countries and regions. Please read the following important information SMS Coverage.
2. You can Disable SMS in the Settings tab of your Booking Centre.
3. You will receive a warning when your SMS Credit falls below a certain level. This level is set in the Settings tab of your Booking Centre.

Your appointments page or Booking Centre allows you to quickly enter bookings manually using the same interface your clients use. Lets say you have someone on the phone and they want "Service A" on May 3rd if possible. In the Standard Services panel, you click "Service A", then click on May 3rd on the calendar. Available times will be displayed. If there are no available times, you can click Next or Previous to go to the next or previous day to see if there is availability. To find the first day where there is availability from the day you are currently on, just click Next Available.

If you have Microsoft Outlook 2007, Mozilla Sunbird, Apple iCal or any other device (including some mobile phones) that supports iCal calendar subscription, you can automatically subscribe to your ClickBook appointments. To access this feature, go to your Preferences tab and locate the section Subscribe To ClickBook Schedule.

Please refer to your application's help regarding subscription to remote calendars. When prompted for a username and password by your application, enter your ClickBook email address and password.

Please Note: The frequency (how often) your calendar updates depends on settings that you can set within your calendar program. Please consult your calendar program's help for information on setting this option. This setting must not be set to less than 10 minutes because ClickBook updates subscriptions at a maximum frequency of 10 minutes.

This is a common requirement for room bookings (eg, holiday rental).

This can easily be achieved by entering a single start time in the Custom Start Times on the Settings tab, for each day of the week.

For example, if we consider a "Beach House" as a daily rental, we might put "9:00 AM" for each Custom Start Time, for each day of the week. This way, only a single slot is available each day, which effectively means 24 hours.

Next, create a service for the Beach House called "Single Day Rental", with a duration of "0".

If we have multiple beach houses, we will need to create multiple resources (staff), and assign the Single Day Rental service to these resources accordingly.

ClickBook allows you to create up to 25 repeat bookings from any existing booking, or a new booking created from the Standard Services panel. In an existing booking, click the box marked "Repeat" to see repeat options. In a new booking created from the Standard Services panel, expand the section "More Options" on the last page in the sequence (the Client Selection page) and you will find the Repeat option.

ClickBook will notify your clients automatically of your service.

Every time you register a client, either by entering their details as part of a new booking or by adding a client using the Client List panel, ClickBook will send an email to your client with instructions. Your client will receive an email with a link that will take them through a simple process of registration.

Alternatively, you may choose to enter all your clients using the Client List panel and de-selecting the Send Invitation box so that you can choose later when to notify your clients. If you take this route, you can select which clients to invite when you choose by clicking on the Communications tab and using the Client Inviter tool.

Note: You can disable the automatic invitations by disabling your Public Services Page (see Settings tab of your Booking Centre). Disabling the Public Services Page prevents anyone except your registered staff from making appointments. Many service providers prefer to disable their Public Services Page until they're comfortable with ClickBook, choosing to invite all their clients at once at a later date using the Communications tab of the Booking Centre.

The appointment status is also a button that gives you all options available for each appointment. The status for a Confirmed appointment appears as a green block with the word "Confirmed" inside, and a down-arrow, indicating it's function as a button.

You can change the status of a booking, as well as all relevant options by clicking on the status wherever you see it.

To change any details of a booking, including services, date or time or to add notes, edit the booking by clicking on the time where the booking appears in your ClickBook. When you save the booking, ClickBook will send a new confirmation email to the client if relevant details have changed.

Use the 'Time Block-Not Available' link in the Custom Appointments panel. This will block out what ever time you specify, and you can enter a description. Time Blocks are visible to all staff and resources.

If it is a change of a more permanent nature (like you wish to finish at midday every Friday, and don't we all!) you should update the "Normal Availability (Weekly)" settings in your Preferences.

To create exceptions to your Normal Availability, use the "Time Block-Available" link in the Custom Appointments panel.

Yes you can. For each service offered you can specify the minimum lead time you will allow a client to make an online booking. The system will always respect minimum lead time settings when presenting potential start times to your clients.

These settings ONLY apply to clients. This means that staff are able to enter appointments starting at any time.

Internally, ClickBook over-rides certain settings that prevent Clients from booking too far in advance, or too close to now. If your public services page does not behave the way you expect, please check these settings, especially Maximum Forward Booking Days in your preferences, Advanced section.

No. You are still able to accept bookings by any means you do currently. Such bookings must be entered into Clickbook. In a typical scenario where a client has called you by phone, you can quickly click on your client's preferred day to find available times, or you can use the Next Available button which immediately presents the earliest available date & time. You may also ask the client whether they prefer an email and / or sms reminder. All these options are on the one screen!

In your Preferences, locate the "Weekly Availability" section and make changes as required.

In your Preferences, locate the "Notification Settings" section and make changes as required.

All payments are managed through PayPal.com, where you will have initially registered your credit card details. To change your credit card details, sign in to PayPal.com and update your profile. Your automatic recurring payments to ClickBook should continue as normal.

Please follow the link below for instructions on installing the ClickBook widget on your Wordpress site.

ClickBook plugin for Wordpress

We do not currently have an automated facility for the upload of appointments, however we are able to provide custom import services on a case by case basis.

If you wish to utilise this service, please send a spreadsheet or export file to customer support via the Contact Us form and we will provide a quote.

Clients can be imported using the Import link in the Clients panel.

To cancel your account, please visit the Account tab while signed-in to ClickBook. You will need to ensure that the mobile number registered in your profile is correct, as a special pin code will be sent to your mobile phone, required for the deletion procedure.

Popular browsers all have printing facilities but due to certain complexities, printing from these browsers can be hit and miss. Problems include schedules not printing completely and appointment sheets cut off.

The best solution is to use a dedicated calendar application. These applications include Google Calendar, Microsoft Outlook and Apple iCal. You can subscribe to multiple staff members and view bookings in these applications, which are far superior at printing schedules in various formats than browsers.

To learn about this option, visit the Subscription section of your Preferences.

ClickBook has certain rules which prevent clients from booking appointments unless certain criteria is met.

For example, each service has a "Lead Time" which by default is 24 hours. This is the 'short notice' period that ClickBook will not allow clients to book appointments within. The full list of restrictions are listed below, and where to find the setting.

Setting	Description	Where to find it
Service Lead Time	Short notice window that ClickBook will not allow clients to book online. Default is 24	Applies to each individual service and is found in the Services tab (Main Contact only)
Maximum Forward Booking Days	The furthest number of days out a client can book appointment. The default is 0, which means a client can book as far out as they want.	Preferences / Advanced Settings
Force Consecutive Bookings	This feature will display only the first available timeslot to clients, so that schedules are filled from top-top-bottom or bottom-to-top.	Preferences / Advanced Settings

This can happen due to incorrectly entered email addresses or 'spam filter' software incorrectly identifying messages from ClickBook as 'spam' or junk mail, on your client's email server.

Steps to diagnose:

1. Look at the Notification History of a booking that the client reported not having received a reminder (we are using a reminder for this example but it could be a booking confirmation). The reminder should be visible if ClickBook actually sent the reminder out. If the reminder was not actually sent, confirm that the appropriate reminder settings are set in the Client File.

2. If ClickBook did send the reminder, confirm that the email address it was sent to is the client's actual email address. Email addresses are often typed or supplied incorrectly.

3. If the email address is actually correct, then we can assume that the reminder left ClickBook and reached the client's server. The next logical possibility is that a 'spam' filter is stopping the reminder getting through. Ask the client to check any software they have installed, and if they are working in a business, check with the IT department to see if their spam filter software may be blocking ClickBook notifications.


Failing all that, you can contact us for further instruction.

The 100% guaranteed way of sending reminders is to Mobile Phones via SMS text message. There is a very simple reason for this - it's not free! The major reason we have so many problems with junk mail and 'spam' on the internet, and therefore all the problems that come with it, is because email communication is free. The small cost of sending SMS reminders is well worth it, especially when a forgotten appointment can cost you $$$!

To enable SMS messaging, visit the Settings tab of the Main Contact. By enabling this option, you will see SMS options appear in Client Files, Appointment forms and in your Preferences.

See also I now have SMS messaging enabled. How do I set it up?

ClickBook is able to switch the Main Contact to an existing staff member within the same account. If you need to do this, please use the Contact form stating that you wish to do this and the name of the existing staff member within the account who will become the new Main Contact. By requesting this procedure, you will hand over full access to the selected staff profile.