This article provides all the information you need to navigate the Calendesk platform smoothly.
You can also watch a short introduction to the online booking system in the form of a video:
Calendesk booking system is divided into several modules:
1. Dashboard – here, you will find helpful insights and the current configuration status of your panel.
- Calendar – a comprehensive module that helps you manage your booking system. Here you can view all your approved reservations in an excellent graphic calendar form. If you are using payments, unpaid reservations will not appear here. You can treat this place like a work schedule.
- List of bookings – similar to the calendar, the booking list will display all bookings in your system (also unpaid ones) in the form of a convenient list. Reservations can be freely sorted and filtered.
- Blackout dates – if you are going on vacation, it is worth using the blackout dates function, which will allow you to limit your availability in the calendar for customers.
3. Employees – the employee module is used to manage your crew. It contains three tabs:
- List of employees – your employees in one place,
- Add an employee – allows you to add a new person to your team.
4. Customers – your customers are always at hand. The module is divided into five tabs:
- List of customers – your customers in one place,
- Add a customer – allows you to add a new customer,
- Subscriptions – a list of all customers’ subscriptions in one place. Here you will find all subscriptions (paid and unpaid),
- Newsletter – the ability to send emails to newsletter subscribers,
- Notifications – the ability to send SMS, email, and push messages to subscribers.
5. Services – quickly access all of your services. The module is divided into three tabs:
- List of services – list of all services, you can freely sort and group services into categories,
- Add a service – the place where you add your service,
- Add a category —the place where you add a new category for services.
- List of subscriptions – offer subscriptions to your customers. Describe subscriptions, select which services it should apply to, decide on restrictions (e.g., five consultations/month), and choose the payment type (one-time or recurring).
- Product list – add products that you want to offer as additional options — a simple way to increase your sales.
- Transactions – list of all transactions related to the purchase of your products.
8. Add-ons – here, you will find additional options to help you expand your system, such as a website or mobile application:
- Your packages – the place where you activate or deactivate additional modules,
- Website – the place where you create and publish your website,
- Mobile app – the place where you create and publish your mobile app,
- Stripe payments – an add-in that allows you to set up online payments.
- InvoiceOcean – accept payments from your customers and issue VAT invoices with InvoiceOcean and Calendesk. Forget about manual work. InvoiceOcean is an invoicing application that will save your time.
9. Files – here, you can manage the photos that you will use, for example, when creating a website or adding an employee.
10. Settings – the place to customize the platform to your business:
- Platform – here, you set the language, time zone and currency for your customers,
- Notifications – decide when and to whom notifications about bookings should be sent. You can specify which type of notification will be sent to your customers as well as your company/employees.
- Edit notifications – customize all notifications to your customers. For example, create different messages for email, SMS or push.
- Labels, groups, resources:
- the labels describe characteristics specific to the customer visit. Multiple labels can mark each visit.
- groups are helpful in managing customers. Each customer can be assigned to several groups.
- the resources determine the rooms or equipment needed to perform the service. For example, a chair, room, massage table, etc. By assigning resources to a given service, you eliminate the risk of lack of equipment needed to serve the customer.
11. Profile – customize your account settings and your company’s public profile:
- Your profile – your first and last name, email, the possibility to change the password for your account and linking of Google Calendar to the Calendesk platform,
- Your company – your company’s public profile, here you will set your company name, its public address, telephone number, working hours, here you will also generate the terms and conditions as well as the privacy policies for your customers (linked to the website and mobile application),
- Integrations – speed up your work with external integrations
- Accounts and payments – this is the place for settlements with Calendesk. Here you will find VAT invoices and your payment history in Calendesk,
- Plans – see what we are offering in higher Calendesk plans. A description of the functionality of the different plans, including prices,
- Log out – log out of the system.