Bookings and customers
Manual bookings, rescheduling, cancellations, waitlist and customers.
- How do I add a booking for a customer (phone, walk-in)?In Bookings click New booking, choose the customer, service and time, and save. Tick Email the customer a confirmation if the customer should get an e-mail.
- How do I move a booking to another time?Open the booking and choose a new time. The customer gets an e-mail with the new time.
- ServicesCan customers reschedule their own appointments?Yes. Turn on customer rescheduling in Settings → Booking. Customers then move their appointment in the customer portal, up to your cancellation deadline and for the same price.
- How do I set a cancellation policy and late cancellation fees?In Settings → Booking allow cancellations and set the deadline, for example 24 hours. You can add cancellation fees by how close to the appointment the customer cancels (Professional plan and up).
- How do I cancel a booking and refund the customer?Open the booking and cancel it. Card payments can be refunded in full or in part from the booking; bank transfers and cash you refund yourself.
- ServicesHow does the booking waitlist work?When a time or class is full, customers join the waitlist. For classes the first in line gets an e-mail and a held place; for appointments everyone waiting is e-mailed and the first to book gets it. Settings → Booking, Professional plan and up.
- How do I find a customer and their booking history?In Customers search by name, e-mail or phone. The customer detail shows bookings, payments, notes and total spent.
- How do I export customers or bookings to Excel?Customers and Bookings both export to CSV, which opens in Excel or Google Sheets. Available from the Starter plan.
- A customer wants their data deleted (GDPR). What do I do?Open the customer and choose erase data. Personal data is removed. Set retention periods in Settings → Data protection / GDPR so old data is deleted automatically.
- ServicesHow do I reduce no-shows for appointments?Combine automatic reminders, a clear cancellation policy, a deposit for longer services and a waitlist. In Resovu you set them up in Settings → Notifications, SMS reminders and Booking, and in each service.
- What can customers do in the customer portal?Customers see their bookings, cancel or reschedule them if you allow it, and see loyalty points, coupons, gift card balances and invoices. They log in with a one-time code sent to their e-mail, no password.
Didn't find the answer?
Write to us via Support in the admin or at resovu@resovu.com.
Contact support