Important! The following instructions are for the New Online Bookings system. For information on Setting up the Legacy Online Bookings system please click here.
Nookal offers a flexible Online Booking platform that enables clients to easily book appointments and classes. With a range of customisable options, Nookal users have the ability to tailor the Online Bookings feature to meet their specific practice needs.
To set up Online Bookings, please follow the steps below that link out to the specific articles for detailed instructions.
1. Enabling Staff Members
Every practitioner needs to be enabled for Integrations to be available for Online Bookings.
1. In Setup > Users > Staff, click on the practitioner's name and tick Enable Integrations.
2. The Photo, the Discipline and the Biography in the staff page will be visible to Clients.
Hot Tips If a Nickname is added in the Staff Profile page, the Nickname will be displayed on Online Bookings instead of the First Name.
3. Choose whether or not to allow Double Bookings, and choose to Notify the Provider of Online Bookings by SMS, Email or both. It is now also possible to add a Secondary Email address to Notify another staff member by Email when an Online Booking is made.
Discover more... For all the details see Setting Up Staff for Online Bookings.
2. Enabling Classes and Services
Only Classes and Services Enabled for Integrations will be displayed online for Clients to book for.
1. In Setup > Items > Classes or Services, click on the specific Class or Service and tick Enable Integrations.
2. Add a Name, Description and Image to be displayed online so Clients can recognise the Service or Class.
3. Choose whether or not to enable the Notes Block Availability feature.
4. Select whether or not to display the price.
Discover more... For more details see Setting Up Services for Online Bookings and Setting Up Classes for Online Bookings.
3. Setting Up Locations for Online Bookings
Each Location needs to be set up independently so that Providers are matched with the appropriate Services and Classes for each Location. Only these specific selections can be booked online by Clients.
1. In Setup > Extensions > Online Bookings - New, click on the Location and set the Status as Active.
2. Configure booking options (e.g. Terms, Confirmation Email Message, Intake Form, Lead Time, Tracking Codes etc.)
3. In the table under Available Types, tick the Services and Classes under each Provider’s name to make them available for Online Bookings.
4. Locations can be reordered using the Up-Down arrows.
Discover more... For more details see Setting Up Locations for Online Bookings.
4. Generating a Link to Access Online Bookings
Once the Online Bookings setup is completed, a link, URL or button can be generated to share the Online Booking page so Clients can access it. Depending on the selected Starting Point, the Client will be prompted to pick either a Location or a Practitioner first.
1. In Setup > Extensions > Online Bookings, select a Starting Point, a Link Type and click Generate.
2. Copy the link or code and apply it where required (e.g. website, email signature, etc).
Discover more... For all the details on Generating Links see Generating a Link for Online Bookings.
5. Accepting Payments for Online Bookings (Optional)
It is possible to setup an Integration with an online Payment Processor such as Stripe, Square or Paypal to allow Clients make an immediate payment when booking a session online.
1. Go to Setup > Items > open the Services or Classes section and select a Service or Class from the list.
2. Tick Enable Integrations and in the Integrations section, and select Enabled at Online Payments.
3. Select Payment Required To Complete Booking if a full payment is needed for this type of Service or Class prior to finalising the booking. If left unticked, the client has the option to pay now, or make payment when invoiced.
Discover more... For more information, see Accepting Payments for Online Bookings.
6. Reporting on Online Bookings
Use the Online Bookings Report to keep track of all Online Bookings, along with any attached marketing information to help you understand where your referrals are coming from.
1. Go to Reports > Marketing > Online Bookings.
2. Select the Filters required and click Generate.
3. The report generated can be printed, emailed or exported as a spreadsheet (CSV file) as relevant.
Discover more... For more information, see Online Bookings Report.
Hot Tips If you're interested in the Online Booking process from a Client's perspective, check out our FAQ How Do Clients Book Online?