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FAQ

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

Step by Step Guide to Setting Up Your Business on Book That In Create Your Company on Book That In How to set up a new address or venue location How to add a staff member or teacher to your account How to Add a New Group Event or Class to Book That In Introduction to Price Bands and Extras - Setting different ticket prices and options How to Set Up and Use Booking Categories on your Widget How to set up Appointments to take bookings for 1:1 meetings 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 Introduction to Booking Questions How to Style Your Booking Page / Widget to Your Brand on Book That In How to embed your booking widget on your website How to customise your automated emails in Book That In How to create and share booking links to take bookings via Book That In

Company Settings

Getting Started with Book That In: A Beginner's Guide to the User Interface Introducing the Group Overview - How to manage classes and events 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 How to Create and Edit Questions on Booking Forms for Specific Booking Types - Booking Type Level Booking Questions

Embedding Your Booking Widget

How to Embed Your Booking Page / Widget on a Wix Website

Stripe

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 How to get paid from Book That In: Stripe payouts to your bank account

Managing Group Events & Classes

How to switch your classes or events to run Online 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 delete or archive a class or event How to add or renew a class term and give current attendees priority booking on Book That In How to set an event or class to 'Waiting List Only' and stop people booking via the widget or your website How to Assign or Link Staff Members to Group Events such as Classes, Courses, and Events.How to access and use the attendance register for Classes and Group Events How to edit or delete dates and times in a term or date block for a Group Event How to Update a Class/Event Booking and Charge or Refund the Difference

Price Bands and Extras

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 How to create the option to book multiple sessions with Price Bands How to let your customers add siblings or extra people to their booking with Extras How to sell products and add upsell options to your bookings using Price Bands and Extras How to remove Price Bands from a class or event How to edit or change your Price Bands and Extra How to set up a Holiday Camp with 'Pick and Choose Date' Price Bands How to Delete Price Bands or Extras How to Update the Price on a Subscription Price Band in Stripe (for Book That In Users)

Subscription Price Bands

Understanding Subscription Price Bands in Book That In How to Set Up a Monthly Subscription as a Price Band in Book That In How to Add a Sibling Subscription Extra to a Price Band How to Move or Import Existing Subscribers into Subscription Price Bands How to Cancel a Subscription Price Band Booking How to Process a Subscription Refund Without Cancelling It (Using Stripe)How to Change Subscription Prices in Bulk When Using Subscription Price Bands How to Change a Customer’s Subscription Billing Date in Stripe

Auto Re-enrolment

Re-bookings: What is Auto Re-enrolment and how to set it up and use it

Vouchers and Discounts

How to add a discount voucher code How to Sell Gift Vouchers via Book That In (work around)

Managing Bookings

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 How to view and print your attendance registers How to manually add a customer booking Can I process a booking on behalf of my customer?How to view and print your attendance registers

Emails

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 How to Send a Customer Payment Receipt for a Book That In Booking via Stripe How to change the 'Sent from' sender email address for emails sent through Book That In

Waiting Lists

How to add a bespoke waiting list form to your Book That In account and ask for extra information

Trials

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

Managing Appointments

How to Transfer or Move an Appointment Booking to another day and/or time How to cancel and refund an Appointment Booking

Understanding Subscriptions

An Introduction to Subscriptions Subscription Frequently Asked Questions (FAQs)

Setting Up Subscriptions

How to Prevent Failed Payments on Subscriptions How to set a Minimum Term or Period on a Subscription

Managing Subscriptions

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 How to cancel a subscription, or set a future cancellation date for a subscription

Sending Emails

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 can I find a record of my sent emails?How to Manage Your Customers' Email Opt-In and Opt-Out Settings How to Add Links in Your Emails to Share Attachments

Clients

How to search and find client details: Find contact details and booking history and build email lists How to Cancel Your Subscription as a Customer of a Business Using Book That In

Booking Widget

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

How to Create a Private Class or Event and Share a Secret Booking Link on Book That In

Franchisor Tutorials

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

Reports and Exports

Generating the 'All Contacts' export How to Export Your Contacts from Book That In and upload them to an Email Marketing Platform How to Use the All Contacts Report to Analyse Your Data and Improve Bookings How to Identify and Contact Clients Who Abandoned the Booking Process on Book That In How to Get a Breakdown of Your Stripe and Book That In Fees for Book That In Bookings

Payments

What is the 'Link' Payment Option on Book That In?How do I check if a refund has been processed successfully and how long does it take to process?

Email Communications

How to Opt-out of Emails Sent by Companies through Book That In (and how to opt back in again!)

Customer Booking FAQs

How can I see what events or classes I have booked?Customer hasn't received automated 'Trial Attended' email - How can they book?

Common Problems

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 Why aren't my emails sending?

Frequently Asked Questions

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?

Marketing

How add custom fields to emails in Book That In AutoMate to personalise them to each contact How to Use Custom Values in Book That In Automate How to Add Custom Field Values into Your Emails in Book That In AutoMate

Automations

Automating Post-Booking Workflows with Book That In How to Automatically Sync Contacts from Book That In to MailerLite with Make.com

Tots Play Support Documentation

Connecting Stripe as a Tots Play Franchisee

Managing Subscriptions

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
How to cancel a subscription, or set a future cancellation date for a subscription

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