Book That In
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Knowledge base
General
FAQ
5
How do I change the Email Address on my Book That In Account?
Is Book That In Secure?
How do I update or delete my personal data that is stored in Book That In
How to update or remove card details on your Book That In account for subscriptions
How much does it cost me to use Book That In?
Getting Started
6
Step by Step Guide to Setting Up Your Business on Book That In
Create Your Company on Book That In
How to customise your automated emails in Book That In
How to embed your booking widget on your website
How to Set Up and Use Booking Categories on your Widget
View all 6
Automations
1
Automating Post-Booking Workflows with Book That In
Account Set Up
Introduction
2
Introduction to Book That In
Introducing the Group Overview - How to manage classes and events
Company Settings
8
How to edit or add Company Terms & Conditions or Privacy Policy
How to switch on email notifications and how they work
How to View The Income Report
How to change the "Participant Name Label" for Group Events, Appointments, and Subscriptions
How to Create and Edit Questions on ALL Your Booking Forms - Company Level Booking Questions
View all 8
Addresses and Venue Locations
2
How to set up a new address or venue location
How to switch your classes or events to run Online
Embedding Your Booking Widget
1
How to Embed Your Booking Page / Widget on a Wix Website
Booking Types - Events, Classes & Appointments
1
How to Add Images to Booking Type Descriptions
Stripe
4
How to update your bank account in Stripe
How to send your customers a receipt
How to Set up and Link Stripe to your Book That In Account
How to remove an old Stripe account and link up a new one
Staff / Users Section
1
How to add a staff member or teacher to your account
Group Events and Classes
Managing Group Events & Classes
13
How to stop people booking your class or event
What does 'Link to Attendees' do?
How to Hide a Class or Event from your Public Widget Booking Page
How to Cancel a Class or Event
How to Add a New Group Event or Class to Book That In
View all 13
Price Bands and Extras
12
Introduction to Price Bands and Extras - Setting different ticket prices and options
Where to create (or edit) Price Bands and Extras
How to add booking options for multiple people in a single booking
How to create a Price Band for a full block or term using the auto calculator
How to create a drop in or single session ticket option with Price Bands
View all 12
Auto Re-enrolment
1
Re-bookings: What is Auto Re-enrolment and how to set it up and use it
Vouchers and Discounts
2
How to add a discount voucher code
How to Sell Gift Vouchers via Book That In (work around)
Managing Bookings
9
How to Cancel (and Optionally Refund) a Customer's Booking for Group Events
How to process a full or partial refund
Can I take a deposit or allow customers to pay 50% now and 50% later?
How to transfer or move a Group Event booking
How to Process an Additional Charge or a Refund
View all 9
Emails
3
How to tailor confirmation emails to a particular Booking Type or Address
Full List of Email Merge Tags
How to Send an Automated Reminder Email to Your Customers at the End of their Booking
Waiting Lists
1
How to add a bespoke waiting list form to your Book That In account and ask for extra information
Trials
3
Introduction to Trials - How They Work
How to move a trial booking to a different date
How to Convert a Trial Booking to a Full Booking
Appointments
Setting Up Appointments
1
How to set up Appointments to take bookings for 1:1 meetings
Managing Appointments
2
How to cancel and refund an Appointment Booking
How to Transfer or Move an Appointment Booking to another day and/or time
Subscriptions
Understanding Subscriptions
2
An Introduction to Subscriptions
Subscription Frequently Asked Questions (FAQs)
Setting Up Subscriptions
4
How to Prevent Failed Payments on Subscriptions
How to set a Minimum Term or Period on a Subscription
How to Set up a Subscription
How to Set Up a Subscription Option for a Weekly Class
Managing Subscriptions
6
How to Pause a Subscription
How to edit a subscription, including changes to the payment amount and frequency
Subscription Payment Failed - How to get customer to update their card details
What do the different subscription statuses mean? Draft, Paid, Open and Past Due
Subscription Waiting Lists - How they work and how to notify customers
View all 6
Communication
Sending Emails
6
How to send emails to your customers or attendees
How to manage and notify waiting lists on Book That In
How to add images or a signature to your emails in Book That In
How to Manage Your Customers' Email Opt-In and Opt-Out Settings
How can I find a record of my sent emails?
View all 6
Clients
1
How to search and find client details: Find contact details and booking history and build email lists
Display & Branding
Booking Widget
2
How to Change the Order of Addresses, Categories and Price Bands on the Widget
How to Add Images to Your Booking Page on Book That In
Booking Links
1
Can I send my customers a Private Booking Link?
Franchises
Franchisor Tutorials
2
How to take your Franchisor Fee automatically from franchisees in Book That In
Business Re-Sale - how to switch ownership of a Book That In account to the new business owner
Reporting
Exporting Data
2
Generating the 'All Contacts' export
How to Export Your Contacts from Book That In and upload them to an Email Marketing Platform
Making Bookings
Payments
1
What is the 'Link' Payment Option on Book That In?
Email Communications
1
How to Opt-out of Emails Sent by Companies through Book That In (and how to opt back in again!)
Customer Booking FAQs
2
How can I see what events or classes I have booked?
Customer hasn't received automated 'Trial Attended' email - How can they book?
Troubleshooting
Common Problems
6
Payments: Why is my customer's payment not going through?
My classes, events or appointments aren't showing on my widget
My venue address is still appearing as an option on my widget even though I have removed my booking types from the widget
How do I or one of my customers reset our password?
Receiving error message 'Validation Failed' when creating a Book That in account
View all 6
Frequently Asked Questions
2
Can I add notes for a customer to an Attendance Register in Book That In?
I cancelled a booking by mistake. How do I re-instate the booking?