The Booking Flow

A step-by-step walkthrough of the experience your clients go through when making a booking — from selecting a service to receiving their confirmation.

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Booklink is designed to get clients from "I want to book" to "booking confirmed" in as few steps as possible. The flow adapts based on your settings — for example, the team member step only appears if you have team visibility enabled.

Step 1 — Select a service

The client sees a list of all your active services. Each card shows the service name, a short description, the duration, and the price. They tap or click the service they want to book.

Service selection step showing service cards with name, duration, and price

Step 2 — Select a team member (optional)

If you have team visibility enabled in Settings, clients can choose a specific team member or select "Any available" to let Booklink assign one automatically. If team visibility is hidden, this step is skipped entirely and the system assigns a team member based on your auto-assign strategy.

Team member selection step with staff photos and names

Step 3 — Pick a date

A calendar is shown with available dates highlighted. Dates in the past, dates outside your availability schedule, and dates where no slots remain are greyed out and cannot be selected.

Date picker calendar showing available and unavailable dates

Step 4 — Pick a time slot

Once a date is chosen, the available time slots for that day are displayed. Slots are generated from your availability schedule and filtered against existing bookings and any Google Calendar events marked as busy. The client selects the time that suits them.

Time slot selection showing available appointment times

Step 5 — Enter contact details

The client enters their name, email address, and phone number. There is also an optional notes field for any special requests. This information is saved to their client record in your dashboard.

Customer details form with name, email, phone, and notes fields

Step 6 — Confirmation

After submitting the form, the client sees a confirmation screen summarising their booking: service, team member, date, time, and your business contact details. If your service requires payment, they are redirected to checkout at this point instead (see Payment checkout).

A confirmation email is sent automatically. If auto-confirm is off, the booking is pending until you approve it; the confirmation email is sent once you confirm.

Booking confirmation screen summarising the appointment details

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