Booking options, customizing the customer flow

Staff selection, service display, terms acceptance, checkout info

Booking options

The "Booking options" tab controls how the customer flow looks and feels. Pure aesthetic and experience choices, but they affect conversion.

Where to find it

Settings → Online Booking → Booking options section.

Staff selection

Three modes:

  • Yes (required): customer picks a specific staff member. Classic salon experience.
  • No: salon decides who works. Typical massage/spa where customers don't know therapists by name.
  • Optional: customer can choose or skip. The "anyone" option means the booking goes to any available staff.

Extra setting:

  • Show staff ratings: stars next to each stylist

Hide staff name

If you chose "No" mode, the confirmation email also doesn't mention the staff name, just "one of our team".

Max services per booking

How many services a customer can put in one booking. Typical:

  • 1: simple, classic
  • 2-3: combo bookings (mani+pedi, cut+color)
  • 5: spa-day combo
  • 10: rare, only for big spas

Service display

Three toggles, what shows next to the service on the booking page:

  • Description: text expandable via "Details" button
  • Duration: e.g., "60 min"
  • Price: e.g., "8,000 Ft"

95% of salons show all three.

Terms acceptance

Must the customer tick a terms-acceptance box at booking? When on:

  • The box appears
  • Custom T&C URL field (links to your own legal terms)

Checkout info text

A free-text field that shows at checkout. E.g., "We require a deposit during the holiday season." or "SZÉP card accepted on-site."

Guest booking mode (simplified booking)

A toggle that completely rewires the customer flow's auth steps. When on:

  • The flow skips email-check, login and register entirely
  • The customer enters Last name, First name, Email, Phone and books immediately
  • No password, no account creation, no marketing checkbox

Under the hood it still behaves identically to the full flow:

  • If the email already exists in your customer database, the booking is attached to that profile (and the name + phone are refreshed)
  • If the email is new, a customer profile is created automatically (without a password)
  • Calendar, reports and the customer list all show the booking the same way

The trade-off: the customer can't log into their portal afterwards (no password). If they need to later, the "Forgot password" flow lets them set one for the same email.

When to turn it on:

  • Medical / consultancy salons where customers don't want an account, just a slot
  • High one-off-visitor share, where signup friction kills conversions
  • Urgent or "just remembered" bookings, where the auth gauntlet pushes people away

When to leave it off:

  • Returning-customer base, where you want them to self-serve cancellations/reschedules in the portal
  • Package / membership sales, where the customer needs portal access to use their purchase
  • Mandatory billing-info capture (guest mode doesn't ask for company / tax fields)

Use case scenarios

Scenario 1: Stylist-mandatory salon

Staff selection: Yes. Customers pick a specific stylist. Bella or Cili. They stick with names.

Scenario 2: Neutral massage spa

Staff selection: No. Staff name hidden. Customer just picks time, salon assigns the masseur.

Scenario 3: Combo booking

Max services set to 3. Customer puts cut + color + blowdry in one booking. Calendar auto-schedules.

Scenario 4: First week of new salon

All three service display toggles on, description + time + price. Customer doesn't have to guess.

Scenario 5: T&C compliance

T&C on, custom legal link given. Customer ticks, your lawyer is happy.

Scenario 6: Friction-free one-off booking

Guest mode on. E.g., a medical clinic where the customer comes for a consultation and doesn't want to register for an account. After booking they get the confirmation email, the customer record is created silently from the email, and if they book again next year with the same email, the booking auto-attaches to the same profile.

Tips

  • Mandatory staff selection depends on salon style: trendy salon → yes, neutral spa → no.
  • The "anyone" option is fair: don't force customers to pick if they're indifferent.
  • Checkout info text is often skipped: but it builds customer trust ("card accepted", "deposit only via Stripe").
  • Max-services 3-5 is the sweet spot: 1 is restrictive, 10 is overwhelming.
  • T&C only mandatory if you use it seriously: don't require it if the terms aren't actually published.
  • Guest mode boosts conversion: if one-off visitors are a big share of your bookings (e.g., medical office), it's worth A/B testing — the registration-less flow typically reduces drop-off by 20-40%.
#foglalási opciók#munkatárs#feltételek#vendég mód#guest booking#booking options#staff selection#terms
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