Step by Step Guide to Setting Up Your Business on Book That In

Step 1: Register a Book That In Account

If you don’t have one already, create your account at:
https://bookthatin.com/Account/Register

Step 2: Create Your Company

Go to: https://bookthatin.com/Company and click + New Company.
We strongly advise watching this tutorial on how to create your company so you understand all the features: Create Your Company on Book That In

Step 3: Add All Addresses / Venues

These are the venues at which you operate.

1. Go to https://bookthatin.com/Company

2. Click the Addresses tab

3. Add your locations
   View How to set up a new address or venue location

Step 4: How to add a staff member or teacher to your account

Add staff or teachers so they can be assigned to bookings and manage their schedules.

See How to add a staff member or teacher to your account

Step 5: Create Your Booking Options

You can add booking options for:

• Create an Event or Class with Dates: How to Add a New Group Event or Class to Book That In

  • Add Prices/Tickets to your Class/Event: Introduction to Price Bands and Extras - Setting different ticket prices and options

  • Add Subscription Options to your Classes: Understanding Subscription Price Bands in Book That In

• Create 1:1 Appointment Options:How to set up Appointments to take bookings for 1:1 meetings

• Create Standalone Membership Subscriptions (not tied to a class)How to Set up a Subscription

• Time Slots: How to Set Up Group or Single Person Events with different Time Slots on each day or date

Step 6: Configure Booking Questions

Add custom questions to collect important information from customers during booking.
See Introduction to Booking Questions.

Step 7: Style Your Booking Page (Widget)

a) Branding Your Page

You can brand your booking page (we call it your widget) with your logo and business colours.
Go to https://bookthatin.com/Company/Widget → click Widget Editor
See How to Style Your Booking Page / Widget to Your Brand on Book That In

b) Category Widget View

Booking links are available from your Company Settings area, on the Overview Tab.

The Category View is the most flexible, but requires you to have Categories set up and linked to all your Booking Types. Learn about Categories here: How to Set Up and Use Booking Categories on your Widget

Step 8: Set Up Payments

Link your Stripe account to take payments.
Go to https://bookthatin.com/Company → Payment Providers tab.

Step 9: Embed Your Booking Widget (Optional)

If you have a website, you can embed your booking widget directly onto it.
See How to embed your booking widget on your website

Step 10: Customise Your Automated Emails (Optional)

You can personalise confirmation, reminder, and follow-up emails sent to your customers.
See How to customise your automated emails in Book That In

Step 11: Share Your Booking Links

Finally, share your booking link(s) with customers and start taking bookings.
See How to create and share booking links to take bookings via Book That In