Book That In

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

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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

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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

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

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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

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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

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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

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

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

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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?

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Clients 1

• How to search and find client details: Find contact details and booking history and build email lists

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?

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

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

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?

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

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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?

Automations 2

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