A short guide to help you set up your Book'd beta account.

1. getting started with...

2. receive a beta invitation.
[by registering for one at bookd.com]

3. receive an invitation. register for your account.

4. setup the basics.
Your profile name should be the URL
you want people to access when
booking with you.
Your headline could be your job title or
a descriptive sentence about why
booking time with you is valuable.
Your short description will appear on
your public landing page. Use it to tell
p e o p l e a b o u t yo u r s e l f a n d t h e
bookable services they’ll see below.
Choose a category that describes the
industry to which the majority of your
services relate.
Choose the time zone that you will
primarily operate within. Your calendar
will appear in accordance with this
time zone. If you go on an extended
vacation, you can change the time
zone in your Settings.

5. finish the basics.
Add a profile picture! If you don’t, your
landing page will have a silhouette
image. You can replace a profile image
in your Settings.
Finally, enter your primary location.
This is the physical location you will
use for the majority of your services. If
you plan to offer most of your services
virtually or have a variety of locations,
you’ll be able to add those later. For
now, just use what you would consider
to be your billing address.
Press continue!

6. do something.
You have the option to either add a
service or create a group.
If you are primarily going to be using
B o o k ’d to s c h e d u l e yo u r ow n
appointments, regardless of your
affiliations with organizations, choose
to add a service.
If you are planning to use Book’d for a
business or organization, you may
want to create the group first.

7. complete the anatomy of a service.
title. description. price.
If you want to charge for this service,
Describe who should book this
Name the service in a way people will whether during the booking process
service and why. Keep the description
easily understand. or at the appointment, enter the
to 2-3 sentences.
amount here.
collection.
duration. lead-out time.
A collection is a group of services.
You can create your own collections,
In minutes, enter how long one If you need “buffer time” between
b u t by d e f a u l t , yo u h a ve “ M y
booking for this service type should appointments, enter the amount of
Services.” Collection titles appear on
last (i.e. 20, 90). time here.
your public landing page and help to
separate categories of services.
service image. location. availability.
If you have an image that exemplifies
Select the location in which you want Select the days of the week and times
the service, upload it! It will appear
to offer this service. You can add of day in which you want to offer this
above the service and help it stand
additional locations after the service service. You can specify blocked times
out on the page. If you don’t have an
has been created. on individual dates later.
image, a design is provided for you.

8. add a group.
Creating a group is very similar to setting up your personal account. Enter all the
relevant information and the group will be created.
Here’s where it becomes unique...
Members
You can invite additional people (duh, we know) to the group in Settings. You
determine whether they are able to create their own services. One thing to note is
that group ownership cannot be transferred, so if you create it, you own it!
Collections
The collections and services under each belong to the group, which means they
will appear on the public group landing page. Multiple group members can offer a
service, so a user will select a specific provider before completing the booking.
Group collections will also appear on group members’ individual landing pages.

9. know your dashboard (a.k.a. your friend).
Your queue will show your recent
incoming bookings. If you’ve set up
appointments to be pending until you
confirm, you’ll have the ability to confirm
them here.
Upcoming will show appointments in the
next few days.
Collections and Services gives you quick
access to manage your groups and
services. Click on a service to quickly edit
it.
The square gives you quick access to
view your public landing page, so you
can see what “the people” see. The gear
will take you to settings, so you can
manage your account.

10. set your settings.

11. organize your life.
Profile. Go here to update the basics.
Services. Add/edit collections and services.
Contacts. A basic database of all the people who have
booked time with you and your associated booking history.
Locations. Add all the locations - physical and virtual - in
which you want to make services available here.
Invoices. For those managing paying customers, find
your invoices here.
Online Payments. If you want to accept online
payments or provide directions for offline payments, set it
up here. The first thing you’ll do is select your currency.
Confirmations. Go here to set whether you want to
automatically accept appointments or make them pending,
so you can confirm or decline.
Calendar Sync. Go here to sync external calendars with
your account. They’ll appear in your calendar and help you
automatically block time.
Your Account. Go here to update your global account
information.
Group Accounts. Manage your associations with
groups here.

12. don’t forget to view your calendar.
[This is also where you go to add blocked time.]

13. remember, we’re in beta.
There are many more features to be added over the coming weeks.
You may encounter bugs.
We don’t have an API - yet.
...but we’re building something awesome
and we hope you’ll help us build it
by using beta, giving feedback and sharing Book’d with your network.