Everything you need to take your first online booking, in order. Each step says where to find it in BrightBook.
These are the steps on your Finish your setup list. Your booking page opens for clients once they're done.
Sign up with your business name, your email and a password. Your account starts empty - nothing is filled in for you - and a short Finish your setup list on your calendar walks you through the rest.
thebrightbook.com/signup
Choose how much notice you need, how far ahead clients can book, how far apart start times are and until when clients can cancel. Add your booking policy if you have one.
Settings > Booking policies & rules
Pick Yes if your business is registered for sales tax, or No if it isn't. Add your GST/HST number to show it on invoices.
Settings > Business details
Open your location and save its address, province (for sales tax) and time zone. Add more locations if you have them.
Settings > Locations
Add each service with its length and price, choose who provides it, and tick Bookable online for the ones clients can book themselves.
Settings > Services & pricing
Add the people who work with you, choose their access level, tick Takes appointments for those who see clients, and set their working hours. If someone can have clients in more than one chair or room at once, add their chairs. Add a break when someone is away or at lunch.
Settings > Staff & schedules, Settings > Breaks
Optional, and each one takes a few minutes.
Add your logo and colours, choose fonts and a look, and decide what your page shows - welcome message, announcements, gallery, about us and questions. The live preview shows every change before you save.
Settings > Booking page
Tick when clients get a reminder before their appointment. Confirmations, reminders and changes go by email, and by text to clients who agreed to texts.
Reminders & messages
Connect your Square account to take deposits or hold a card when clients book, take payment at checkout, and sell gift cards. Card payments go straight to your Square account.
Settings > Payments, messaging & Google
Write the questions clients answer when they book - your intake form.
Settings > Intake form
Copy your private calendar link into Google Calendar to see BrightBook appointments there.
Settings > Payments, messaging & Google
Copy your link and put it on your website, social media and Google profile. Clients book in a few steps, with no account to create.
Settings > Booking page
Book, reschedule and cancel appointments, mark clients arrived, in progress or completed, and add breaks with the Break button.
Contact details, appointment history, notes, intake forms and message preferences.
Invoices, payments, refunds and gift cards.
Bookings, missed appointments and sales for the dates you choose.
Inside BrightBook, open Updates and choose Guides for a short guide to every task - search for what you want to do, or save the ones you use often. The small "i" next to a setting explains what it does.
Email us at info@thebrightbook.com and a real person will get back to you. We can also help you bring your client list over from a spreadsheet.