Schedule & Bookings

See how your business is doing today: revenue, today's schedule, booking trends and upcoming events on one screen. Let's get started. First, open Dashboard from the sidebar under Operations. Next, look at Weekly Revenue to see how much you have earned this week. Then, read Today's Schedule to see who is coming in and when. After that, check Booking Trends to spot busy and quiet days. Finally, scroll to Upcoming Events to see ticketed events coming up. Pro tip: Make the dashboard your browser's start page and check it first thing every morning. That wraps up CariHub dashboard overview. Next, we'll look at how to read your weekly revenue chart. If this helped, subscribe for the rest of the Schedule & Bookings series.

Understand the weekly revenue chart so you can see which days earn the most. Let's get started. First, on the Dashboard, find Weekly Revenue. Next, hover over a bar to see the amount for that day. Finally, compare this week with what you expected to earn. That wraps up how to read your weekly revenue chart. Next, we'll look at how to use today's schedule on the dashboard. If this helped, subscribe for the rest of the Schedule & Bookings series.

Tour the calendar where every booking, event and resource reservation appears. Let's get started. First, open Schedule from the sidebar under Operations. Next, notice the calendar views: Day, Week, Month and Agenda. Then, use Today to jump back to the current date. Finally, click any booking to open its details. Pro tip: On a phone, the schedule shows a simple list with a day strip across the top. That wraps up CariHub schedule overview. Next, we'll look at how to switch between day, week, month and agenda views. If this helped, subscribe for the rest of the Schedule & Bookings series.

Choose the calendar view that fits the question you are asking: today, this week, this month or a simple list. Let's get started. First, open Schedule. Next, click Day, Week, Month or Agenda in the view switcher. Finally, use the arrows to move forward and back, and Today to return to now. That wraps up how to switch between day, week, month and agenda views. Next, we'll look at how to zoom and scroll the calendar. If this helped, subscribe for the rest of the Schedule & Bookings series.

Add a new appointment for a client in under a minute. Let's get started. First, click the round plus button, or click an empty slot on the calendar. Next, choose the Service, Staff Member and Branch. Then, pick the Date, Start and End time. After that, choose an existing Client or type a new client's Name, Email and Phone (optional). Finally, add Notes (optional) and save. Pro tip: Add notes about preferences, such as a colour formula or a preferred room, so the whole team sees them. That wraps up how to create a booking for a client. Next, we'll look at how to add a new client while booking. If this helped, subscribe for the rest of the Schedule & Bookings series.

Create the client record at the same time as the booking so you never retype details. Let's get started. First, start a new booking. Next, in the client section, type the Name, Email and Phone (optional). Finally, save the booking; the client is added to your client list automatically. That wraps up how to add a new client while booking. Next, we'll look at how to make a booking repeat. If this helped, subscribe for the rest of the Schedule & Bookings series.

See the five tabs of booking settings and what each one controls. Let's get started. First, open Booking Details under the Business group. Next, review the five tabs: Booking Policies, Booking Messages, Recurring Bookings, Tips and Confirmation. Finally, click each tab to see what it controls. That wraps up booking Details settings overview. Next, we'll look at how to set your cancellation policy. If this helped, subscribe for the rest of the Schedule & Bookings series.

Set a clear cancellation window so clients know what to expect and you protect your time. Let's get started. First, open Booking Policies. Next, enter your Cancellation Window (hours). Then, write your Policy Text in plain language. Finally, save your changes. Pro tip: Clients see your policy when they book, so keep it short and friendly. That wraps up how to set your cancellation policy. Next, we'll look at how to require a deposit. If this helped, subscribe for the rest of the Schedule & Bookings series.

Ask clients to pay a deposit when they book to reduce no-shows. Let's get started. First, in Booking Policies, turn on Require Deposit. Next, choose whether the deposit is Refundable. Finally, save your changes. One thing to watch for: Online deposits need a payment gateway; set one up first under Payment Settings. That wraps up how to require a deposit. Next, we'll look at how to set reschedule rules. If this helped, subscribe for the rest of the Schedule & Bookings series.

Change the wording clients see on your booking page and in confirmations. Let's get started. First, open the Booking Messages tab. Next, edit the messages to match your voice. Finally, save your changes and check them on your booking page. That wraps up how to customize your booking messages. Next, we'll look at how to choose automatic or manual booking confirmation. If this helped, subscribe for the rest of the Schedule & Bookings series.

Decide whether bookings confirm automatically or wait for a staff member to approve them. Let's get started. First, open the Confirmation tab. Next, choose the Confirmation Mode. Then, if approvals are required, choose the Confirmer roles and Timeout action. Finally, save or use Reset to Defaults. That wraps up how to choose automatic or manual booking confirmation. Next, we'll look at how to let clients add a tip. If this helped, subscribe for the rest of the Schedule & Bookings series.

Allow clients to add a tip at checkout so your team is rewarded. Let's get started. First, open the Tips tab. Next, turn on Allow clients to add a tip at checkout. Finally, save your changes. That wraps up how to let clients add a tip. Next, we'll look at how to control recurring bookings. If this helped, subscribe for the rest of the Schedule & Bookings series.

Decide whether clients can create their own recurring bookings and whether invoices are created automatically. Let's get started. First, open Recurring Bookings. Next, review Recurring Booking Controls. Then, turn the options on or off for series created by staff and by clients. Finally, save your changes. One thing to watch for: This feature needs the Recurring Bookings module on your plan. That wraps up how to control recurring bookings. Next, we'll look at waitlist overview. If this helped, subscribe for the rest of the Schedule & Bookings series.

See how the waitlist captures clients who want a slot that is full. Let's get started. First, open Waitlist under the Business group. Next, review the statuses: Waiting, Offered, Fulfilled and Cancelled. Finally, notice each client's Position, Service and when they Joined. One thing to watch for: The waitlist needs the Waitlist module on your plan. That wraps up waitlist overview. Next, we'll look at how to add a client to the waitlist. If this helped, subscribe for the rest of the Schedule & Bookings series.

Put a client on the waitlist when the time they want is full. Let's get started. First, click to add a waitlist entry. Next, choose the Client and the Service. Then, choose a Preferred Staff member if the client has one, and add Notes. Finally, save the entry. That wraps up how to add a client to the waitlist. Next, we'll look at how to offer a freed slot to a waitlisted client. If this helped, subscribe for the rest of the Schedule & Bookings series.

Add a room, chair or piece of equipment so bookings can reserve the right space. Let's get started. First, open Workspaces under the Business group. Next, click Add Workspace. Then, enter the Name and choose the Type. After that, turn on Shared Workspace if several people can use it at once. Finally, use Link to Services to say which services use it, then save. That wraps up how to add a workspace. Next, we'll look at how to link a workspace to services. If this helped, subscribe for the rest of the Schedule & Bookings series.

Make sure a service is only booked when its room or chair is free. Let's get started. First, open the workspace you want to edit. Next, in Link to Services, tick the services that need this workspace. Finally, save your changes. That wraps up how to link a workspace to services. If this helped, subscribe for the rest of the Schedule & Bookings series.