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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
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?
Refunds can take 5-10 days to process. This tutorial explains how to check if a refund has actually been successful.