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Getting Started
Learn the basics of Bookinda and set up your business · 6 articles
Get to know Bookinda
What the system does, who it is built for, and how to get started.
Setting up your business profile
Walk through every tab on the Profile page so your salon looks polished to customers
Navigating the manager interface
A guided tour of the sidebar, top bar, and mobile bottom nav so you know where to find everything
Initial setup, step by step
Walk through the demo install + setup wizard so your first day with Bookinda goes smoothly
Industry profiles explained
What the industry type does in Bookinda and how to choose the right one for your business
Help AI Chat
Get instant answers about Bookinda from the AI assistant on the Help page
Calendar & Schedule
Manage appointments and your daily schedule · 15 articles
Calendar overview
A guided tour of the calendar page so you know what every column, button, and badge means
Using the day view
How to read and work with a single-day calendar layout, the view you'll use most
Week and month views
When to switch off the day view, and what week, 3-day, and month views are good for
Creating appointments
Every way to book a new appointment in Bookinda, plus a full walkthrough of the booking modal
Drag-to-select for fast bookings
Pull a time range on the calendar to create an appointment in seconds
Editing appointments
Reschedule, change services, swap staff, apply discounts, add notes, everything you can do to an existing booking
Appointment statuses explained
Understanding and using appointment statuses
Blocking time and breaks
Block time slots for breaks or personal tasks
Booking from customer packages
How to book appointments using customer package sessions
Multi-service and group bookings
Book multiple services in a single appointment with linked scheduling
Resources and equipment on appointments
Assign and track rooms and equipment for appointments
Smart booking, find the best slot in seconds
When the customer doesn't care who or when, just "the next free slot for service X", let Bookinda find it
Waitlist, never lose a customer when you're full
How the waitlist captures customers when slots are full and notifies them automatically when a slot opens up
Bookings awaiting confirmation
How deposit-required online bookings show up at the top of your calendar and what to do with them
Send files to clients automatically after the appointment
Upload a file (PDF, photo, document) to an appointment and have Bookinda email it to the client when the appointment is completed, or X hours later.
Customers
Manage your customer database and profiles · 13 articles
Customer tags, the basics
Color-coded labels that help you categorise and recognise customers at a glance
Creating and managing tags
How to set up your own tag system with names, colors, and meanings
Assigning tags to customers
Where to tag a customer (booking modal, profile page, bulk action) and when to use which
Managing VIP customers
How the VIP tag works differently across the app, plus tips on who to mark VIP
Customer notes, the basics
The three note types Bookinda supports and what each is for
Adding and managing notes
Step-by-step guide to creating and managing customer notes
The customer detail page, every tab explained
Complete guide to the customer profile and detail page
The customer list page, search, filter, bulk
Find customers fast, manage them in bulk, and use the right filters for the job
Adding and editing customer details
Every field on the customer form, what it does, and what to fill in vs leave blank
Customer photos and documents
Store before/after photos and consent documents on the customer profile
Loyalty points and store credit
How to read, adjust, and use a customer's loyalty balance and prepaid store credit
Activity log and email history
See every interaction with a customer, system events, manual edits, and every email Bookinda sent them
Customer segments, slice your database for marketing and insights
Group your customers by behaviour, spend, visit history, and more. Use segments to target campaigns and spot trends
Services
Configure your service menu and pricing · 19 articles
Services overview, your service menu in one place
A tour of the Services page, what you manage here, and how it ties to bookings, calendar, and reports
Creating a new service, step by step
Step-by-step guide to adding services
Pricing your services, fixed, free, or from price
Configure fixed and variable pricing for services
Duration, processing time, and buffers
Configure service duration and extra time options
Assigning team members to services
Select which staff can perform each service
Resources and rooms, never double-book a station
Assign rooms and equipment to services
Online booking settings per service
Configure how services appear for online booking
Deposits and no-show fees per service
Protect your business with deposits and no-show policies
Promotional pricing, run a sale on individual services
Set up sales, discounts, and time-limited promotions
Service questions, ask before they arrive
Collect customer information before appointments with custom questions
Linked services and bundles
Create service bundles that combine multiple services into one bookable item
Archiving and restoring services
Learn how to archive unused services and restore them when needed
Service variants, multiple options under one service
How to offer different versions of the same service (e.g., sugar wax vs hot wax) without creating duplicate services
Service categories, organising your menu
Group services into categories so customers and staff find them fast
Service add-ons, upsell at the booking
How to set up extras customers can attach to a service (gel polish, hair treatment, scalp massage)
Linked products, auto-deduct stock when a service runs
Connect inventory items to services so finished appointments automatically reduce stock
Commissions per service, override the default rate
How to set a different commission percentage for a specific service when the staff default doesn't fit
Service translations, multi-language booking pages
How to translate service names and descriptions for English-speaking customers
Service notifications: aftercare, booking info, rebook reminder
The three notification cards on a service: what each one does, when it fires, and what shows up in the customer email
Service Packages
Create and manage service bundles with discounts · 10 articles
Service packages overview, sell sessions in bulk
Learn how to create and manage service bundles with discounts
Creating package templates
Step-by-step guide to creating reusable package templates
Issuing a package to a customer
How to issue packages from templates or create custom packages
Managing customer packages
View, track, and manage customer package status and payments
Selling packages via your online booking page
Allow customers to purchase packages through your online booking page
Redeeming a package session at the till
How to redeem services from packages and integrate with bookings
Booking an appointment from a package
Book appointments directly from customer packages with automatic session tracking
Package expiry notifications
Automated notifications for expiring packages to maximize session usage
Custom packages, one-off bundles for one customer
When the standard templates don't fit, build a custom package on the fly for a specific customer
Package payments, UNPAID, PARTIAL, PAID
How package payment status works, what each state means, and how to collect a partial or full balance
Gift Vouchers
Create, issue, and redeem gift vouchers · 8 articles
Gift voucher settings overview
Configure how gift vouchers work for your business
Creating gift voucher templates
Set up preset voucher types for quick issuing
Issuing a gift voucher to a customer
Learn how to issue vouchers to customers
Redeeming a voucher at the till
How to redeem vouchers at checkout
Voiding a voucher (cancel and refund)
How to cancel or void a gift voucher
Online voucher sales, customers buy without you lifting a finger
How customers can buy gift vouchers from your public booking page, with email delivery to the recipient
The All Vouchers list, find, filter, and export
How to navigate the master list of every voucher you've issued, with status filters, search, and export options
Partial redemption, use a voucher across multiple visits
How vouchers track remaining balance across visits, with practical examples of how to handle real-world redemption flows
Promo Codes
Create and manage promotional discount codes · 8 articles
Promo codes overview, when and why to use them
Learn how to use promotional codes to offer discounts to your customers
Creating a promo code
Step-by-step guide to creating promotional discount codes
Targeting customers and services
Configure which customers and services can use your promo codes
Date restrictions and validity windows
Set validity periods and appointment date restrictions for promo codes
Tracking redemptions and performance
Monitor promo code usage and view redemption history
Promo codes in online booking
How customers can apply promo codes during online booking
Promo codes at the till (in-store)
How staff can apply promo codes during in-store checkout
Promo code campaign strategies, what works for which goal
A practical guide to choosing the right promo code structure for different marketing goals
Loyalty Program
Build customer loyalty with points, tiers, referrals, and rewards · 6 articles
Loyalty Program Overview
Learn how to set up and manage your customer loyalty program with points, tiers, and rewards
Configuring the Points System
Set up points earning rules, redemption rates, and expiration policies
Setting Up Membership Tiers
Create tiered membership levels to recognize and reward your best customers
Creating Loyalty Rewards
Design rewards that customers can earn and redeem with their loyalty points
Setting Up the Referral Program
Encourage word-of-mouth marketing by rewarding customers who refer friends
Managing Customer Loyalty Accounts
Enroll customers, view their loyalty status, and manage points manually
Team
Team members, attributes, service assignments, and communication · 7 articles
Staff Chat
Internal team messaging in Bookinda so receptionists, managers and therapists communicate inside the system instead of personal Messenger accounts.
The Team page, your colleagues at a glance
A guided tour of the Team page in the manager interface and what each section does
Adding and editing team members
Every field on the team member form, what it does, and what to fill in vs leave blank
Staff working hours, individual schedules
Set when each colleague is at the salon, with weekly schedules, breaks, and one-off changes
Staff attributes, drive smart booking with custom tags
Tag colleagues with attributes like "speaks English", "senior level", "left-handed friendly" so smart booking can match customers to the right colleague
Assigning services to team members
Set which services each colleague can perform, and what price tier applies to her
Per-staff custom message in the booking confirmation email
Add a personal note from a specific team member that goes out automatically with every booking confirmation made to them
Staff Access
PIN switching, permissions, and access control for team members · 6 articles
Staff access overview, login, PIN, and permissions
Staff access management, PIN switching, and permissions
PIN switching setup, fast user-switching at the till
Configure PIN switching for quick account switching
Managing staff permissions
Configure custom permissions for each team member, 22 categories, ~140 flags
Permission templates
4 permission templates and role-based application
Two-factor authentication (2FA)
Extra security with two-factor authentication
Managing staff member access
Add, edit, archive, and delete staff members
Online Booking
Set up and manage online booking for clients · 12 articles
Online booking overview, what Bookinda offers
A tour of the entire online booking module: customer flow, settings tabs, what can be sold
Booking window, when can customers book
Minimum lead time, maximum range, cancellation and rescheduling rules for customer bookings
Schedule settings, slots and intelligent gap avoidance
Time-slot interval, buffer time, intelligent slot optimization
Booking options, customizing the customer flow
Staff selection, service display, terms acceptance, checkout info
Block new customers, keep regulars when you're full
A single toggle to block new-customer online bookings while regulars and certain services stay open
Notifications, emails to staff and customers
Booking pings to the team and confirmation/reminder emails to customers
Widget, embedding and sharing
Customizing the booking widget, embedding on your website, direct link, QR code
Link builder, pre-configured booking URLs
Create special links that go directly to a service, staff, or booking type
Customer booking flow, step by step
What customers see on your booking page: service, time, details, confirmation
Online booking extras: hide prices + auto-attached document
Two toggles under Manager → Online booking → Settings: fully hide prices in the public flow, and auto-attach a PDF to every booking email.
Block new customers from online booking
When your calendar is full, allow only existing clients to book online — with per-service and per-category exceptions.
WordPress plugin, native booking widget
Official Bookinda WordPress plugin: Gutenberg block, Elementor widget, Classic editor button, lightbox mode, GA4/Meta Pixel tracking
Staff Schedule
Manage staff working hours, shifts, leave types, and export schedules · 10 articles
Staff schedule overview, who works when
Learn how to manage staff working hours, shifts, and schedules
Creating and editing shifts
How to create, edit, and manage staff shifts
Leave types and time off settings
Managing different types of staff leave and absences
Using shift templates for repeating patterns
Apply predefined shift patterns to quickly set up schedules
Exporting schedules to PDF and Excel
Export weekly schedules to CSV, Excel, or send by email
Overtime and staffing alerts
Understand and manage overtime warnings and minimum staffing alerts
Multi-location scheduling
Schedule staff across multiple business locations
Repeating shifts, recurring patterns
Set up recurring weekly or biweekly shift patterns that auto-generate schedules
Roster vs salon opening hours, what each controls
Understanding the difference between staff schedules and business opening hours
Scheduling best practices, build a rota staff actually like
Practical principles for building staff schedules that work for the salon and the team
Customer Portal
Customers manage their bookings, loyalty, packages, vouchers, and profile · 9 articles
Customer portal overview, what your customers get
The complete customer portal: bookings, profile, loyalty, packages, vouchers, push notifications
Portal setup and brand customization
How to enable, set colors and logo, and integrate with your salon brand
Portal login and registration
How customers log into the portal: email+password, Google, password reset
Viewing appointments in the portal
How customers see and manage their bookings, including past appointments
Profile and preferences
How customers edit their own data and notification preferences
Push notifications, instant updates to customers
Customers configure push notifications in the portal. 7+ categories with granular preferences
Loyalty points and referral code in the portal
Customer tracks points, tier, rewards, and shares their referral code
Packages, memberships, vouchers, and store credit
Customer financial tools in the portal
Forms and customer data in the portal
How customers fill out intake forms and manage their submissions
Time-Off Management
Manage staff vacation, sick leave, time-off requests, policies, and balance tracking · 5 articles
Time-Off Management Overview
Learn how to manage staff vacation, sick leave, and time-off requests
Submitting Time-Off Requests
How to submit and manage time-off requests as a staff member
Approving Time-Off Requests
How managers can review and approve staff time-off requests
Configuring Time-Off Policies
Set up time-off policies with allowances, rules, and approval workflows
Managing Time-Off Balances
Track and adjust staff leave balances, view usage, and manage allocations
Time Clock
Track staff attendance with clock-in/out, breaks, and GPS verification · 6 articles
Time clock overview, attendance tracking in Bookinda
How the Bookinda time clock works, who can clock in, what the manager sees, and why it beats paper attendance
Clocking in and out, the daily routine
The team's daily routine: arrival, clock in, breaks, clock out. On mobile, web, and shared devices
Break tracking, paid vs unpaid breaks
How Bookinda records break time, and when breaks count as paid working time
Team status, who's in right now
The real-time team overview that tells you at a glance who's working, who's on break, who isn't in
Timesheet and history, the audit-grade record
The full historical log: who clocked when, how much they worked, what corrections you made
GPS verification, ensure they're clocking from the salon
How Bookinda verifies the colleague's location at clock-in, and when it's worth turning on
Payments
Process payments, manage transactions, and configure payment policies · 14 articles
Payments overview, what Bookinda's financial module does
POS, sales, booking policies, payment methods, refunds, debts, and financial reports
POS / Cash Register, daily till routine
Register open, transaction logging, expenses, register close, history
Checkout process, customer payment at the till
How a sale runs at the till: service selection, discount, payment method, split, tip
Sales list, every transaction across 8 sub-tabs
All salon financial transactions: bookings, invoices, payments, gift cards, packages, memberships, products
Deposit system, pre-booking payment
When to require deposits, what amount, fixed or percentage, online or in-person
No-show and late cancellation fees
How Bookinda handles customers who don't show up or cancel too late
Refunds, how to handle paybacks
Partial and full refunds, reason coding, audit trail
Debt management, who owes how much
PENDING sales, customer debt, group class debts, and collection
Payment gateways, Stripe and Barion
Set up online payment providers for booking deposits
Financial reports, where the money went
Revenue trends, payment method distribution, transaction log, cash-up reports
Pay Later — How It Works
Managing deferred customer payments
Partial Payment Management
Pay partial amounts and track remaining balance
Outstanding Balance Tracking
Track open items and customer debts
Deposit collection and management
Collect deposits in store, automatic reminders, and manage appointments awaiting confirmation
Finances
Revenue/expense tracking, KATA & flat-rate tax tracker, bank import, accountant export · 7 articles
Finances module overview
Revenue, expenses, KATA & flat-rate tax tracking, bank import, accountant export, all in one place
Tax tracker, KATA, flat-rate tax, and VAT
How automatic tax calculation works for Hungarian tax regimes with set-aside suggestions
Tax regime and accountant settings
How to configure your business form and accountant info
Recurring expenses
Auto-record rent, insurance, subscriptions on monthly, quarterly, semi-annual, or annual schedule
Bank statement import (CSV)
Upload netbank statements with AI-based categorization, OTP, K&H, Erste, MKB, Raiffeisen support
Accountant export formats
PDF monthly report, generic CSV, RLB-60, Kulcs-Soft, Novitax, Számlázz.hu, Billingo formats
Monthly finance routine, step by step
A recommended monthly workflow: bank import, report check, accountant send, tax set-aside
Settings
Configure your business settings and preferences · 10 articles
Settings overview, what to find where
A breakdown of the seven Settings tabs and what each one controls
Locations, manage salon branches
Create and edit one or many salon locations: hours, address, contact
Regional, business details and appearance
Business name, description, photos, reviews, features, plus language, timezone, currency format
Resources, bookable rooms and equipment
How to add treatment rooms, laser machines, and other shared assets that get linked to services
Payments, six sub-tabs in one place
Payment methods, taxes, invoicing, booking policy, service overrides, and online payment gateways
Discount presets, fast discounts at the till
Pre-configured discount templates you can apply with one click at checkout
Calendar settings, display and customization
Calendar grid intervals, first day of week, cancellation reasons, and custom appointment statuses
Integrations, connecting external systems
Online booking, email, calendar sync, push, invoicing, hotel PMS, EESZT, analytics, webhooks
Multi-location enterprise: location-locked users and embeds
How to run 5, 20, or 40 branches under a single account: per-location users, per-branch website embed, central location picker
AI Import Wizard
Import customers, services, and appointments from another booking system using AI
Group Classes
Group events, participants, passes, and debt management · 10 articles
Group classes module overview
Bookinda group classes module: events, participants, passes, debts, settings
Group class settings
Global rules: capacity, booking window, waitlist, notifications, auto-cancel
Group class categories
How to organize classes into types: yoga, HIIT, dance, color coding, and pass filtering
Creating a group event
How to create one-off or recurring classes, capacity, price, instructor, calendar visibility
Recurring group classes
Set up weekly or monthly recurring classes, multi-instructor, series editing, and cancellation
Managing participants
Booking, multi-spot, statuses, check-in/out, notes, automatic pass deduction
Waitlist
How Bookinda lets customers join a full class waitlist and when spots free up
Pass templates
Reusable pass types: session count, validity, sharing, category scope
Selling and managing passes
How to sell a pass to a guest, lifecycle, pausing, expiry warnings
Debts
Handling no-pass arrivals and no-show fees, resolution options
Reports & Insights
Financial, booking, team, client, and cash-up reports for every angle · 11 articles
Reports module overview
Bookinda Reports module: 11 report tabs, global filters, export, scheduling
Dashboard report
8 KPI cards, revenue trend, hourly occupancy, channel breakdown, top team
Finance report
Revenue, payment methods, transactions, monthly and detailed breakdowns
Sales report
Sales by channel, by service, with transaction list
Cash-up daily close report
Daily till reconciliation, variance tracking, cash in/out
Appointments report
Booking analysis, cancellation reasons, waitlist, channel breakdown
Team report
Staff performance, commission, wages, tips, punctuality, schedule
Occupancy report
Working hours vs booked hours analysis per staff
Customer report and cohorts
Customer analysis, retention, churn, new vs returning, cohort analysis
Other reports, inventory, group classes, catalog, AI
Inventory, Group Classes, Catalog, Discounts, AI Assistant reports
Resources report (room/equipment utilization)
Booked time and utilization for rooms, equipment, machines. New: dual calculation mode (staff-hours union vs opening hours).
Notifications
Email, SMS, push, in-app, and Telegram notifications across every channel · 8 articles
Notifications overview, the 5 channels
Email, SMS, push, in-app, Telegram, what Bookinda notifications can do
Email notifications
Transactional and marketing emails, templates, follow-up, delivery tracking
SMS notifications and credits
Twilio and SeeMe support, credit system, sender ID, pricing model
Push notifications, web and mobile
Web Push API, mobile app push, subscription, quiet hours, A/B campaigns
In-app notification center
Sidebar 🔔 icon, 9 notification types, read/unread, action links
Telegram alerts (SuperAdmin)
Bot connection, critical events, OAuth setup, test message
Event types and triggers
The complete list of events that generate notifications
Automations, gap killer, smart deposit, abandoned booking
The 10+ category automated message system and automated actions
Messages & Communication
Track sent messages, manage customer conversations, and communication history · 7 articles
Messages & communication overview
The 4 communication surfaces: sent messages, customer chat, Inbox, team chat
Sent messages log
The Messages page: email and SMS search, delivery tracking, error handling
Customer conversations (two-way chat)
AI-assisted customer chat, escalation to human, conversation status
Inbox and email management
Incoming emails, AI intent detection, AI drafts for approval
Team chat overview
Internal staff communication: Direct Message, Group, Broadcast
Channel management and administration
Create group channels, add members, archive, mute
Message templates
Industry-prebuilt templates, dynamic variables, HTML formatting
AI Assistant
AI chat assistant for questions, bookings, autonomous actions · 6 articles
AI Assistant overview
What it does, where it appears, ask-mode vs autonomous actions, Claude-based
Chat panel usage
Floating button, conversations, quick actions, streaming responses, voice
Autonomous actions and confirmation
What AI can do alone, what needs approval, safety limits
AI settings and persona
Assistant name, tone, language, custom instructions, quick actions, FAQs
Capabilities and role permissions
Per-role tuning, what AI can do for Reception vs Owner
AI credits and usage stats
Token consumption, low balance, usage tracking, cost optimization
Forms & Consultation
Create digital forms for intake, consent, and consultation with e-signatures · 7 articles
Forms & consultation overview
The 6 form types, fields, automation, e-signature, submissions
Form builder
Create a new form, basics, settings, branding
Field types and conditional logic
The 17 field types, validation, conditional visibility, field mapping
Form automation and trigger rules
Booking-based triggers, audience, frequency, service linking
Channels and delivery
Email, SMS, WhatsApp, In-app, manual sending, token expiry, resend
Submissions, e-signature, and PDF export
View submissions, statuses, signature audit, PDF export, customer profile integration
Industry templates and duplication
Pre-built forms, duplication, industry selection
Products & Inventory
Manage products, suppliers, purchase orders, and stock tracking · 8 articles
Products & Inventory overview
The 2 pages: Products (catalog) and Inventory (operations), suppliers, POs, multi-location
Creating and editing products
New product: SKU, barcode, price, cost, unit, category, supplier
Categories, CSV import and export
Product category management, bulk import / export, error handling
Supplier management
Supplier info, link to products and orders, active / inactive status
Purchase orders (POs)
PO creation, statuses, partial receipt, cost tracking
Stock tracking and low stock
Stock on hand, low stock alerts, movement log, auto deduction
Stock adjustments, counts, and waste
Manual adjustment, waste (expired/damaged), stock count, audit trail
Multi-location stock transfers
Move stock between locations, statuses, partial receipt, transfer number
Commissions
Track staff commissions, set up profiles, and manage payouts · 7 articles
Commissions module overview
The 3 commission types, profiles, service-level overrides, pay-run
Creating commission profiles
New profile, flat-rate setup, staff assignment, date validity
Tiered and Service-based rules
Tiered commission, service-level overrides, combinations
Commission records and adjustments
Transaction-level records, statuses, manual adjustment, dispute resolution
Pay-run and payouts
Pay-run creation, lifecycle, payment methods, audit trail
Wages, overtime, and commission combination
Hourly rate, overtime rule, wage + commission hybrid model, breaks
Flexible commission profiles and the Try it out calculator
Per-service and per-category custom overrides, live calculation with the Try it out box
Account & Billing
Subscription, billing, and SMS/Email/AI credits management · 7 articles
Subscription plans
The 3 plans (Starter, Professional, Business), features, limits, pricing
Subscription lifecycle, trial, upgrade, cancellation
Trial, plan switch, pause, cancellation, payment error handling
Billing info and invoice generation
Company data, VAT status, invoice integration (Billingo / Számlázz.hu)
Credits overview
The 3 credit types: SMS, Email Marketing, AI, how they're organized
SMS credits
SMS packages, pricing, consumption, low balance, transaction log
Email Marketing credits
Email packages, campaign consumption, transactional vs marketing distinction
AI credits
AI Assistant HUF-based credits, custom top-up, per-request consumption
Referral Program
Earn rewards by referring other businesses to the platform · 3 articles
Smart Pricing
Time-based discounts for off-peak hours to attract more customers · 6 articles
Smart Pricing overview
Time-based dynamic pricing, off-peak discount, customer attraction
Time slots configuration
Customize Morning, Afternoon, Evening slots, start-end, label, and emoji
Creating pricing rules
New rule, discount type, scope, days of week, date range
Advanced rule logic
Priority, conflicting rules, max-cap, percent vs fixed combinations
Customer-facing display
How customer sees the discount: strikethrough price, badge, emoji
Per-customer & per-segment automatic discounts
Discount rules that auto-apply at checkout and on the public booking page based on a specific customer or an entire customer segment.
Marketing Campaigns
SMS and Email marketing campaigns, audience, tracking, tools · 8 articles
Marketing campaigns overview
The 3 channels (SMS, Email, Push), audience, tools, automations
SMS marketing campaigns
Create SMS campaign, audience, template, sender ID, credit preview
SMS campaign tracking and optimization
Delivery, click rate, promo code redemption, error handling, A/B testing
Email marketing campaigns
New email campaign: audience, template, subject, preheader, schedule
Email builder and templates
Drag-and-drop blocks, predefined templates, deal blocks, branded design
Email campaign tracking
Open rate, click rate, bounce, unsubscribe, optimization
Marketing tools, short URL and link builder
Trackable short links, custom booking URLs, promo code integration
Marketing best practices and common mistakes
Scheduling, frequency, GDPR, ROI measurement, channel mix
Automations
Event-based messaging: reminders, milestones, retention, gap killer, smart deposit · 7 articles
Automations overview
The 10 automation categories and 4 core system automations
Templates and channels
Per-channel template (email/SMS/WhatsApp), variables, multi-language
Customer engagement automations
Reminders, birthday, milestones, review requests, rebook
Recovery automations, Gap Killer and Smart Deposit
Waitlist auto-notify, Gap Killer cron, Abandoned Booking Recovery, Smart Deposit
Attached deals and discounts
Auto-generated promo code, deal block, discount trigger on automation
Multi-channel and A/B testing
Multiple channel combination, variant testing, frequency cap
Logs and analytics
Execution history, delivery stats, error handling
Email Tracking
Email open, click, engagement scoring, GDPR-compliant tracking · 5 articles
Email tracking overview
What we track, where to view, what to do with the data
Open and click tracking
1×1 pixel, URL rewrite, device detection, deduplication
Engagement score and best send time
0-100 customer scoring, top engaged customer, ML send-time recommendation
Email tracking settings
Toggles, retention, IP anonymization, aggregation
GDPR and privacy
Do-Not-Track, retention, customer requests, compliance
Staff Portal
Simplified web and mobile UI for staff: bookings, customer info, clock-in · 6 articles
Staff Portal overview
Simplified web and mobile UI for staff
Appointments and state-management
Daily view, status workflow, notes, upsell
Customer profile in Staff Portal
Tags, alerts, notes, photos, favorite products, history
Search, notifications, settings
Weekly booking search, push notifications, dark mode, language
Mobile app and Clock-in
Bookinda Staff app (iOS/Android), GPS-based clock-in/out, chat
Access and roles
What Staff vs Reception sees, role-based filtering
Calendar Sync
Google Calendar, iCal, Outlook 2-way sync, busy-block, privacy · 5 articles
Calendar Sync overview
The 3 providers, 2-way sync, busy-block, multi-calendar
Google Calendar setup
OAuth flow, calendar selection, real-time push, 15-min pull
iCal feed (Apple Calendar)
Token-based ICS URL, Apple / Outlook integration, read-only sync
2-way sync and busy-block
External calendar → Bookinda blocking, multi-calendar, filtering
Privacy and troubleshooting
The 3 privacy levels, token management, error solutions
Billingo Connect
Automatic invoicing with Billingo · 4 articles
Billingo Connect overview
What it does, how it differs from Számlázz.hu, when to choose which
Billingo setup and API-key
API-key generation, connection, document block and bank account
Auto-invoice and configuration
When invoice is generated, payment mapping, customer sync
Storno and error handling
Invoice cancellation, common errors, connection restart
Szamlazz.hu Connect
Automatic invoicing with Szamlazz.hu · 4 articles
Számlázz.hu Connect overview
Számlázz.hu integration: auth-token, multi-currency, multi-language
Számlázz.hu setup and auth-token
Számla Agent token, connection, prefix and bank info setup
Auto-invoice and configuration
When invoice is generated, payment mapping, inline customer data
Reverse invoice and error handling
Reverse instead of storno-cancel, common errors, connection restart
Analytics Connect
Set up Google Analytics and Meta Pixel tracking · 3 articles
Telegram Notifications
Real-time push notifications and daily digest directly to your Telegram · 5 articles
Telegram notifications overview
Per-tenant real-time business notifications to your Telegram
Connection (token-based flow)
5-minute connection, deep link, /start command
Triggers and customization
The 20+ event triggers on/off, message format
Daily digest and quiet hours
Daily digest time, quiet hours, batch messages
Troubleshooting
Message not received, connection dispute, reconnect
Discounts
Create, manage, and track predefined discounts · 5 articles
Discount presets overview
Pre-configured discount templates for quick checkout
Preset creation and editing
New preset, name, value, order, active / inactive toggle
Application at checkout
How staff picks from presets during checkout
Reports and audit
Preset usage statistics, per-staff breakdown, total discount
Permissions and role rules
Who can edit presets, who can apply, role-restricted presets
Whitelabel
Full brand customization: custom logos, colors, email templates, and branding · 3 articles
Meetings
Organize staff, client, and external meetings with RSVP, online conferencing, and notifications · 4 articles
Meetings module overview
Staff, customer, and external meetings, RSVP, online + in-person
Create and manage
New meeting, recurrence, cancel, complete, duplicate
Participants and RSVP
Staff / customer / external participant, RSVP link, manual override
Notifications and notes
Email + SMS notification, cron reminder, post-meeting notes
Memberships
Recurring monthly/annual membership, auto-renewal, tiers · 10 articles
Memberships Overview
Learn how to create and manage recurring membership plans with automatic discounts
Creating Membership Plans
Step-by-step guide to creating membership plans with benefits
Issuing Memberships to Customers
How to issue memberships from the admin panel and via online booking
Membership Discounts at Checkout
How membership discounts automatically apply during booking and checkout
Managing Customer Memberships
View, pause, cancel, and manage customer membership subscriptions
Customer Portal - Memberships
How customers manage their memberships through the customer portal
Membership Billing & Renewals
How recurring billing works for memberships including retries and failures
Membership Email & SMS Notifications
Automated notifications for membership events
Membership Settings
Configure default settings for membership billing and notifications
Selling Memberships via Online Booking
Enable customers to purchase memberships through your booking page
Hotel Integration
Hotel PMS integration, room charge, hotel packages, occupancy pricing · 5 articles
Hotel Room QR Code Booking System
Hotel guests can self-book spa treatments by scanning a QR code in their room, without registration.
Hotel Spa Management Features
Stay-based packages, automatic promotions, external guest handling and analytics.
Occupancy-based Dynamic Pricing for Hotel Spas
Automatic price adjustment based on current hotel occupancy. Higher prices during peak season, special offers during quiet periods.
Guest Profile Intelligence - VIP Recognition and Preferences
Staff instantly sees returning VIP guest preferences, allergies and stay history at booking time.
Hotel Upsell Automation - Pre-arrival and Post-departure Offers
Automatic spa offers across the full guest journey: 48h and 24h before check-in, at check-in, before checkout and 24h after departure.
Medical Module (EESZT)
Medical practice, patient records, EESZT integration · 1 articles
NTAK
NTAK financial reporting for hospitality (TSS) · 1 articles
Reviews
Customer reviews management, Google Review integration, staff leaderboard · 3 articles
Mini Website
Salon public website builder: sections, gallery, banner, newsletter · 3 articles
Service Add-ons
Bookable extras: groups, options, price and duration uplift · 3 articles
Service add-ons overview
Bookable extras: groups, options, price and duration uplift
Groups and options setup
Add-on group creation, option config, service linking
Promo: addon option discounts the parent service
When the customer picks this option, the parent service price drops by X% (up to 100% = free).
Bookinda Support
Open support ticket to the Bookinda team · 2 articles
Wallet Card
Apple Wallet and Google Wallet membership card on every customer phone · 2 articles
Wallet Card: Apple Wallet and Google Wallet membership card
Unique on the Hungarian market: a branded membership card on every customer phone, with automatic push updates and reception QR check-in.
Wallet Card customer guide
How customers add the membership card to Apple Wallet or Google Wallet and use it.