Let's get started!

Please note:
If one of the steps does not apply to you, simply skip it.

1. Book a new appointment.

Click on "New appointment" to book a new appointment in Smart Booking Control. A new menu will open in which you can select the time, week and day. You can then decide whether you wish to begin by selecting the customer, the service or the resource.

You can use the "Notes" function to enter additional customer information. There are two types of notes: The "Customer note" which is created by the customer at the time of booking and the standard "Note" which you have the option of creating.

Nice to know.
  1. The green slots will display all of the available bookable times. Click on these to assign them to your booking. Alternatively, you can also enter the time manually. A corresponding slot will then be searched for.
  2. If you book a service with automatically assigned resources, these will also be assigned to the booking and displayed to you.
  3. You can open any notes you created in KLARA CRM as follows:
    1. Open Smart Booking Control
    2. Click on the "+" icon to the right of the customer's name
    3. All of the notes will then be displayed in this window

2. Create non-bookable blockers.

If one of your staff is on holiday or has a scheduled non-work appointment on a certain day at a certain time, you should create a blocker. This will prevent any possibility of booking appointments with him or her.

3. Delete and rebook an appointment.

To change an appointment, click on the entry in the calendar. This will re-open Smart Booking Control where you will be able to change the appointment.

Nice to know.

Appointments can currently only be deleted or rebooked by you in Smart Booking Control. This option is not yet available to your customers.


Did you already know?

KLARA Online Booking integrates perfectly with:

KLARA Payroll.

Do you already use KLARA Payroll? Post your salary payments automatically to your Accounting.

KLARA Project.

Manage tasks, enter times and materials: Invoice your projects and post them directly to your Accounting. All with just a single tool.

KLARA POS.

Serve your customers in an instant. Thanks to full integration with KLARA Accounting, see all your statistics at a glance.


KLARA will support you.

Do you have a technical question? Discover our offers and receive support from KLARA.

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FAQ
Do you have a technical question? Discover our offers and receive support from KLARA.

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Online training courses
Tips, tricks and step-by-step instructions are available in our online training courses.

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Videos
KLARA supports you in your work by providing short explanatory videos on individual functions

Wir 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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KLARA Community
The KLARA Community is a place for mutual knowledge transfer and information exchange about KLARA.

Wir 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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