Welcome to Book That In! We're excited to work with you, to save you time and help you to grow your business. 

Please follow the 'Create Company' wizard in Book That In to set up your business on Book That In. 

The video, presented by Tim, co-founder of Book That In, guides you through the initial steps of setting up your company on the platform. 

The video covers creating an account, and the various settings and options within the system for companies:

Below the video you will find an explanation for each of the different fields in the Create Company wizard.

Step by Step Explanation of Each Option in the Company Set Up Process:

  1. Create an Account:
    • Go to bookthatin.com.
    • Click on the 'create an account' button on the top right corner.
    • Fill in the form with your name, email address, and password.
    • Opt into the terms and conditions and privacy policy (mandatory).
    • Optionally, opt into hearing about other services from Book That In or third-party services.
    • Click 'register'.
  2. Company as Part of a Franchise:
    • If your company is part of a franchise that uses Book That In, select 'Yes' and search for your Franchisor's name. 
    • This links your account to the franchisor's account for them to access your account.
    • Most businesses will select 'No'.

  3. Company Name:
    • Enter your business name.
    • Can be edited later if necessary.

  4. Company Description:
    • Add a detailed description of your business.
    • Use formatting tools provided.

  5. Open Business Status:
    • Select 'Yes' if you're currently trading or 'No' if planning to trade in the future. Most businesses will set this to 'Yes'.

  6. Company Registration Info for Booking Widget Footer:
    • Information here appears at the bottom of your booking page (we call it your widget). This is useful if you don't have a website or are not intending to embed the widget on your website.
    • Enter optional information like business name, registered address, website link, or email for the booking page's footer.
    • You can add hyperlinks.
    • Leave this blank if you intend to embed your booking 'widget' on your website.

  7. Upload a Logo:
    • Click on the link and attach your business logo. Ideally no more 400px wide.

  8. Business Category:
    • Select a category that best matches your business.
    • If there isn't one that works, just pick the best one you can find.

  9. Time Zone:
    • Defaults to London. Choose the appropriate one if different.

  10. Public Email:
    • This is displayed on your public profile. Could be different from the account creation email.

  11. Website URL:
    • Enter your business website link.

  12. Social Media Handles:
    • Add your Twitter, Instagram, and YouTube handles or URLs.
    • Please do NOT add the "@" symbol for handles.

  13. 'Public' Setting:
    • Set your company to either 'Public' (findable on Book That In) or 'Private' (not discoverable).

  14. Accept Payments:
    • Select 'Yes' if you want to accept payments (we integrate with Stripe for payment processing).
    • If you need create a Stripe account, you will need company information (e.g. bank account details, company number if relevant etc). If you do not have Stripe account yet and do not want to create one yet, set this to 'No'. You can set up your Stripe account later when you are ready to start taking bookings and payments.

  15. Send Admin Emails:
    • If set to 'Yes', you (or the staff member who owns that event) will receive emails about events like bookings or cancellations.

  16. Send Admin Emails to Company Owner:
    • Select 'Yes' to receive admin emails even if you have other staff members.
    • If you have no staff, leave it set to 'No'.

  17. Class Auto Re-enrolment:
    • Choose either 'Opt-in' or 'Opt-out'.
    • Auto re-enrolment is an option when taking course/class bookings. It is used to automatically re-enrol customers for classes or termly blocks.
    • Most businesses use the 'Opt-out' setting so customer opt out of re-enrolment, rather than having to opt in.

  18. Enter Business Address:
    • This is your main correspondence address.
    • It could be a head office or home address for sole traders, but should not be a venue address for events if that location isn't your a permanent site for you.

  19. Terms and Conditions & Privacy Policy:
  20. You have three choices here:
    • Leave blank if unsure and come back to it later.
    • Type in or copy and paste your terms and conditions of booking and Privacy Policy.
    • Put in a link to the terms and conditions and Privacy Policy if they're already on your website.

  21. Booking Questions:
    • Default Fields at top:These are hard-coded options which you can switch on or off.
    • Typically, these fields will be mandatory fields.
    • Where required, set them as waiting list fields (questions for those who join the waiting list).

  22. Participant Name:
    • This is the only field you must include on your booking form when your customers book.
    • It denotes who will attend your event, course or appointment.
    • By default, the name is set to "Participant," but it can be changed depending on context, e.g., Child's name or Business's name.

  23. Custom Questions:
    • Businesses can add custom questions based on their needs.
    • You should limit questions to those absolutely necessary to prevent customer drop-off.
      • Example: you might use a Custom Field to ask for a child's date of birth.
    • For each custom question:
      • You can make it mandatory.
      • You can make it a data protection field which will appear as a checkbox at the bottom of you form (e.g. Opt in to marketing emails).
      • Choose the type of input: single line text, multi-line text, drop-down, checkbox, date-time picker, or date picker.
      • Choose the field level: Booking level (asked once per booking) or Participant level (asked once per participant).
      • Choose if it should be a waiting list field.
    • Example: "Opt-in to marketing emails" can be set as a data protection field and added to the waiting list field.

  24. Payment Setup (Stripe):
    • If you chose not to take payments at the first stage, the setup process is complete.
    • If 'Take Payments' was selected, then you will be directed to set up or link a Stripe account.
    • Initial screen prompts a connection to Stripe. Click Yes.
    • If you are already logged into Stripe, the platform will recognise this and allow a connection.
    • If not logged in, you must enter your email.
      • If you have a Stripe account, enter your password to proceed.
      • If you don’t have an account, you can create one by completing the form provided at this stage.
    • After connection, you will guided to the next steps, which include setting up group events, appointments, or subscriptions. Make sure you watch those videos as you go, to make sure you set it all up correctly!