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Booking

Setting Up Appointment Booking

Appointment booking lets visitors book a time inside the ChatDek chat. It is available on Pro, Agency and Ultimate. You add your services, staff and locations, set your availability and approval rules, and choose which emails go out. Then you manage every booking from the Appointments calendar in the portal.

In short

Set up ChatDek appointment booking on Pro and above: add services, staff and locations, set availability and approval, and send confirmation emails.

This guide covers

Part 1

Add services, staff and locations

Part 2

Set your availability

Part 3

Choose how bookings are confirmed

Part 4

Confirmation and reminder emails

Part 5

Manage bookings day to day

Full guide

Step by step

Add services, staff and locations

Open Appointments in the portal and add the services people can book, with how long each one takes.

Add staff if visitors should be able to choose who they see, and add your locations. Pro includes 2 staff, 5 services and 1 location; Agency includes 5 staff, 25 services and 3 locations; Ultimate is unlimited.

Set your availability

Set business hours for each of the 7 days, buffer time between appointments, a daily maximum, how far ahead people can book and your timezone.

Add staff time off and location closures so those times are never offered.

Choose how bookings are confirmed

Pick manual approval to review each request first, or auto-approve to confirm bookings straight away.

Bookings move through these statuses: awaiting approval, confirmed, rescheduled, completed, no-show and cancelled.

Confirmation and reminder emails

Turn emails on or off for each event, for you and for the customer, including reminders such as 24 hours and 1 hour before.

In Email Settings you can send these emails from your own email address.

Manage bookings day to day

Use the calendar's month, week, day and agenda views, and drag a booking to move or resize it. ChatDek re-checks availability when you do.

Requests and Today views, customer history, internal notes, .ics downloads, CSV export and manual bookings are all in the same place. Agency and Ultimate add recurring bookings, a waitlist, automations, tags and a public booking page.