Book your team, rooms and equipment, and never twice for the same time.
Set up what you offer and who or what delivers it. Book a client for a service on a resource, and a time that is already taken is refused before anyone is double-booked, even when two people book at once. Every visit sits on the client's record and on the deal.
Bookings is three kinds of record: the services you offer, the resources that deliver them, and the appointments that join a client, a service and a resource to a time.
A service has its length, a buffer for cleaning, setup or travel after each visit, and a price in its currency. An appointment is never shorter than its service, and the buffer keeps the resource busy until it ends. A service switched off takes no new bookings, and what is already booked on it stays.
A contact's Overview lists their meetings, what is ahead first and then what was held. A deal's Overview lists the meetings of everyone in its buying group, and Book opens a new appointment from there.
A resource is whoever or whatever a booking takes: a member of your team, a room, or a piece of equipment, each in its own time zone. Switch one off and it takes no new bookings, while the ones it has stay.
Follow a visit from the deal where it is booked to the day it happens. The product holds the time; the people say what happened.
A small business books its time in four places at once. Here is what Bookings does for each person.
Owner
Create the services with their length, buffer and price, and the people, rooms and equipment that deliver them. Switch a service off for a season, and its bookings stay.
Office manager
Book a client for a service on a resource. If the time is taken, the product says so before anyone is double-booked, and you pick another.
Sales
Book a visit from the deal, and see the meetings of everyone in its buying group, upcoming and held, on the deal's own page.
Field team
Open the Appointments list filtered to yourself or your van, with the client and the service of each visit, and mark each one completed, or a no-show.
A client has asked to move Thursday's visit to Friday afternoon. Someone on the team tells the Agent in the chat; it reads the team's Friday, finds it free from two o'clock, and asks before it moves the visit. The new time is the person's to approve, and once moved the visit shows it on the client's record.
Bookings is on from the day you sign up and needs nothing else. Switch it off in Settings > Modules and new bookings stop, but none is canceled or erased: a booking is a promise to someone outside your business.
A double booking is a client turned away at the door. The rules that prevent it hold wherever a booking is made.
No two live appointments overlap on one resource. The database itself refuses the second, so the rule holds even when two people press Save at the same moment, from the app or through the Agent.
A service's buffer keeps its resource busy after each visit, and a new appointment may not start inside it, or run into the start of the next one.
Switch off Bookings, a service or a resource, and new bookings stop. Every booking already made stays: nothing is canceled or erased.
Bookings has its own shelf in the app, its visits on each client's record, and answers wherever you ask.
Services, Resources and Appointments sit together on the Bookings shelf of the app's menu, each a list you filter, sort and open.
Bookings comes with every SalexHub plan and is on from the day you sign up. What changes by plan is how many records you keep.
Up to 1,000 records
Up to 25,000 records
Up to 100,000 records
Records by contract
The second is refused, and told why: the time is already taken on that resource. The rule is held by the database, so it holds even when both press Save at the same moment. A canceled appointment or a no-show frees its time.
Yes. Give the service a buffer in minutes for cleaning, setup or travel. Its resource stays busy until the buffer ends, and a new appointment may not start before then.
Nothing is canceled or erased. New bookings are refused until you switch it on again, and every appointment you had is still there.
Add a service and the people or rooms that deliver it, and book your first client today. The product holds each time; your team decides the rest.