Don't forget to also enter your opening hours on special days like Christmas, Easter, etc. These times will become synchronised with your Online Booking facility to avoid you receiving bookings when you are closed.
Required time
The effort will be well worth it: Thanks to KLARA, you will be able to save time in future and offer your customers a new online facility.
Please note:
If you have already completed any of the following steps, simply skip them.
Your opening hours, including special opening times on public holidays.
You should have determined which services you wish to make bookable.
You should have determined which employees and freelancers you wish to be shown on the appointment booking display.
You should know which equipment you wish to make bookable for your services.
A symbol for everything your company stands for.
This shows what you do or the sector in which you work.
As soon as you have subscribed to the appointment booking widget, a new "Appointment booking" tab will appear on the left side of the main menu. This is where you will find the configuration settings and Smart Booking Control (appointment booking display).
Enter your branches and opening hours under "Company" in the section "Place of work & opening times". This is important so that bookings can be made for the correct location and only during opening hours.
Don't forget to also enter your opening hours on special days like Christmas, Easter, etc. These times will become synchronised with your Online Booking facility to avoid you receiving bookings when you are closed.
You will need to create an item for every service that you wish to offer.
Example: "Washing, cutting, blow-drying" item. Please note that an item must be assigned a "Service" product type to enable a service to be created from it. Please also specify the appropriate categories and filters in the "Online Booking" section for the item.
You can enter the service "Colouring, washing, cutting, blow-drying" plus the associated variants "Short-hair" and "Long-hair". You also have the option of defining different prices for these variants and, later on, the respective duration of the service.
Resources comprise employees (people) and the tools or spaces (equipment) that you need to provide services to your customers. Key resources are the resources that you use the most. These are displayed by default in Smart Booking Control (calendar overview).
If you also wish to take advantage of KLARA's other integrated modules like Payroll for example, then you should fully enter the person who works for you as an employee. Instructions for doing this can be found here.
Next, you will need to select the branch in which he or she works. It's also good to add a picture so that your customers can visualise who will be serving them.
If you mainly wish to use the "Online Booking" facility, then you can also manage your employees as external individuals.
Equipment comprises tools that you need to be able to offer your services. This is a limited set of equipment which you will need to manage carefully to ensure that there is always one set available to serve the customers who require a booking. In a hairdressing salon, for example, these will be the hairdressing chairs and the hairdressing trolleys.
Resource groups serve to group those resources (people and equipment) that are required to offer your services. To provide the service "Colouring, washing, cutting, blow-drying" for example, you will need a hair stylist and a hairdressing chair. However you can use a trainee to provide the "Washing and blow-drying" service, but you will always need to have a hairdressing chair available.
You can decide whether the resources within the group are to be selected manually when booking an appointment, or whether they should be assigned automatically. For example, in a hairdressing salon it makes sense to be able to book the employee, but not the hairdressing chair, as the chair is unlikely to be important to the customer. So here, in both instances you would select "No, assign automatically" for the hairdressing chairs. For the hairstylist, for example, you would select "Yes, allow manual selection" under "Resource selectable", and "Yes, allow manual selection" under "Customer selectable".
The next step is to complete the compilation and description of your services that you have already entered as items in Step 3. Please note: You will need a corresponding item for each service you that offer. Only service items are displayed here.
Personalise your web presence according to your preferences. You will receive automated suggestions that have been adapted to complement your company's image. Select an accent colour and your own font concept. Also describe your company in a few sentences. This will allow your potential new customers to know exactly what your company does.
You will need to move the Online Booking module up to the active modules for the website so that the module becomes visible on your website.
You can select whether or not the prices for your services are displayed. In future, you will also be able to determine the order in which bookings are made. You will also need to define the time slots for appointments, specify how far in advance appointments can be booked and the latest time at which an appointment can be cancelled.
Write a thank-you message that will be displayed when a booking has been made.
To be able to assign your customers to appointment slots in Smart Booking Control, we recommend that you import your customer list into KLARA. You can download our Excel template and then enter your customer information into this. Upload the list again and your customers/partners will all have been entered into the system. Instructions for doing this can be found here.
Well done! Congratulations on setting up your Online Booking!
Now that you have everything set up, your business can start: Find out here how to work with KLARA Online Booking.
KLARA Accounting integrates perfectly with:
Do you already use KLARA Payroll? Post your salary payments automatically to your Accounting.
Manage tasks, enter times and materials: Invoice your projects and post them directly to your Accounting. All with just a single tool.
Serve your customers in an instant. Thanks to full integration with KLARA Accounting, see your sales figures at a glance.
Do you have a technical question? Discover our offers and receive support from KLARA.
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ZurückWir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde
ZurückWir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde
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