In this post, you’ll learn how to quickly and easily view and edit your settings in BookOm.

By The Time You Get To The End Of This Post You'll Know How To Quickly And Easily View And Edit All 7 Setting Sections In BookOm

Settings Dashboard BookOm

Within the “Settings” section of BookOm, you will be able to view and edit your settings (see screenshot above). Click the tabs below for more information about each setting. 

Click “Settings” on the left side of the BookOm dashboard, and then click “General Settings”. 

The General Settings has 11 sections: 

  1. Time slot length
  2. Set Slot Length As Service Duration
  3. Minimum Time Requirement Prior To Booking
  4. Limited Booking Days
  5. Week Starts On
  6. Default Appointment Status
  7. Google Maps API Key
  8. Activate Google ReCAPTCHA
  9. Date Format
  10. Time Format
  11. Show Time Slots In Client Time-Zone 

General Settings BookOm

 

General Settings Sections 

 

1. Time Slot Length

Within “General Settings” you can set the default length of your appointment time slots.

For example, imagine you chose a time slot length of 30 minutes. This means that when customers make a new booking, they will see times up to 30 minutes (e.g. 10:30 am, 11:00 am, 11:30 am, 12:00 pm, 12:30 pm).  

The default value is 5 minutes.

2. Set Slot Length As Service Duration

If you activate this option, the time slot length option will be overridden. The slot length will be equal to the duration of the service. For example, if the duration of the service is 1 hour when customers make a booking, they will see times at 1-hour intervals: 10:00 am, 11:00 am, 12:00 pm, 13:00 pm, etc). 

3. Minimum Time Requirement Prior To Booking

With this option, you can set how many days in advance a customer can make the booking. For example, if you want customers to book a minimum of one day before the appointment, you would select one day.  If this option is not needed, disable it.

4. Limited Booking Days

With this option, you can choose how far into the future the customer can make the booking. For example, if you type in 90 days, your customers won’t be able to add bookings 90 days from the day they are booking the appointment. 

5. Week Starts On 

With this option, you can choose which day of the week to start on. The default is “Sunday”. 

6. Default Appointment Status

When a customer adds a new booking, you can show what the default value will be. If you need staff members to confirm the appointment (if you have BookOm Studio), you can select “pending” status. The staff will be automatically notified by email, and can then log into BookOm to approve or reject the appointment. The default value is set to “approved”. 

7. Google Maps API Key 

If you want to display Google Maps of your locations, you’ll need to enter your Google Maps API Key here. 

8. Activate Google ReCAPTCHA 

reCAPTCHA is a free service from Google that helps protect websites from spam and abuse. A “CAPTCHA” is a test to tell humans and bots apart.

9. Date Format 

If you want to change the date format, choose one from the dropdown. The default date format is “Y-M-D”.  

10. Time Format 

If you want to change the time format, choose one from the dropdown. The default date format is “24 hours”. 

11. Show Time Slots In Client Time-Zone 

The “show time slots in client time-zone” is useful if you have appointments worldwide (e.g. if giving Zoom yoga classes). Switch the toggle to the right if you want this setting activated.  

The three parts of the Front-end panel are:
 
  • Booking Steps
  • Customer Panel
  • Labels

Settings FrontEnd Panel Booking Steps BookOm
 

Front-end Panel Settings: Booking Steps

 

Settings FrontEnd Panel BookOm

Click “Settings” on the left side of the BookOm dashboard, then click “Front-end Panels”, and select “Booking Steps”. There are 8 sections that you can edit (see screenshot above).  

The 8 sections within the “Booking Steps” are: 

  1. Location 
  2. Staff 
  3. Service
  4. Service Extras 
  5. Date & Time 
  6. Information 
  7. Confirmation 
  8. Finish
1. Location 

Settings FrontEnd Location BookOm

When you select “Location” you will be able to toggle the “Hide address of Location” to the right if you want to hide the location. 

2. Staff 

Settings FrontEnd Panel Booking Steps Staff BookOm

Within the “Footer text per staff” dropdown you can choose from:

  • Show both phone number and email address
  • Show only Staff email address
  • Show only Staff phone number
  • Don’t show both phone number and email address

If you toggle “Enable Any staff option” to the right, you can select from 8 options (see screenshot below). 

Settings FrontEnd Panel Booking Steps Staff BookOm

3. Service

Settings FrontEnd Panel Booking Steps Service BookOm

If you don’t want your services to show up within your bookings, you can deactivate them by toggling “service” to the left. 

4. Services Extra

Settings FrontEnd Panel Booking Steps Services Extra BookOm

You can add “extras” to all your services (e.g. give customers the option to purchase a yoga mat if you have a yoga class service). If your service doesn’t have any extras, you will probably want the customer to skip this step during checkout, so keep this set to default (toggled on). 

5. Date & Time

Settings FrontEnd Panel Booking Steps Date Time BookOm

Within the “The time format for the booking form”, you have two options from the dropdown: 

  • Show both Start and End time 
  • Show only Start time

If you want to hide the number of available slots, slide the toggle switch to the left (the default is on). 

6. Information 

Settings FrontEnd Panel Booking Steps Information BookOm

The “Separate First and Last name inputs”, and “Set Email as a required field” are both set to on as default.

The “Set Phone number as a required field” is set to off as default. 

If you toggle the “Set Phone number as a required field” to on, within the “Default phone country code” section you’ll need to select your country code. 

7. Confirmation 

Settings FrontEnd Panel Booking Steps Confirmation BookOm

You have the option of hiding the following from the booking: 

  • Hide payment method section
  • Hide coupon section 
  • Hide giftcad section 
  • Hid price section
8. Finish 

Settings FrontEnd Panel Booking Steps Finish BookOm

Within URL of FINISH BOOKING button” you can add a URL to where you want the person who made the booking to be redirected to when they complete the booking (e.g. your online shop, or blog). 

You’ll also be able to hide: 

  • Hide the ADD TO GOOGLE CALENDAR button 
  • Hide the START NEW BOOKING button 
  • Hide a confirmation numer 

The starting confirmation number will be “223”. 

 

Front-end Panel Settings: Customer Panel

 
Settings FrontEnd Panel Customer Panel BookOm
 

Settings FrontEnd Panel Customer Panel BookOm

If you’d like your customers to have a “Customer Panel” where they can log into and access their booking information, set this “enabled”.  

 

Front-end Panel Settings: Labels

Settings FrontEnd Panel Labels BookOm

Settings FrontEnd Panel Labels BookOm

There are 9 sections to the booking system. You can change the label of all 9 sections (e.g. if you click on “Location” you can change the name to “Venue”). 

Click “Settings” on the left side of the BookOm dashboard, then click “Payment Settings”. 
 
Payment Settings Tabs
 
  • General
  • Payment methods

Payment Settings BookOm
 

Payment Settings: General 

 

Payment Settings BookOm

The General section has 6 parts: 

  1. Currency 
  2. Currency symbol 
  3. Currency format 
  4. Price number format 
  5. Price number of decimals 
  6. Customer can pay full amount 

1. Currency: Choose the currency used by your business. The default value is USD ($). 

2. Currency symbol: Change the currency symbol (e.g. from $ to £).  

3. Currency format: Change where the currency symbol goes. 

There are 4 types of currency formats:

  • $100 (default) 
  • $ 100
  • 100$
  • 100 $

4. Price number format: Choose the format of the price number. 

There are 4 types of formats:

  • 45 000.00 (default)
  • 45,000.00
  • 45 000,00
  • 45.000,00

5. Price number of decimals: specify how much the price will be rounded after the comma. The default value is 100.00 ( 2 decimals).

6. Customer can pay full amount: If you don’t want customers to pay the full amount upfront, toggle this option to the “off” position. 

 

Payment Settings: Payment Methods

Payment Settings BookOm

The Payment Methods section has 3 parts: 

  1. Stripe
  2. Paypal
  3. Local Payment

1. Stripe: If you want to accept bookings via Stripe, click on the Stripe box (see screenshot below), and enter the publishable key and secret key. If you’re not sure how to get those two keys Google “how to get Stripe publishable key and secret key” and you’ll find lots of articles and YouTube videos showing how. 

Payment Settings BookOm 2. Paypal: If you want to accept bookings via Paypal, click on the Paypal box (see screenshot below), and enter the client ID and Client Secret. If you’re not sure how to get those two keys Google “how to get Paypal Client ID and Client Secret” and you’ll find lots of articles and YouTube videos showing how. To go live you’ll need to change the “mode” from sandbox to live.  

Payment Settings BookOm

3. Local Payment: If you don’t want customers to pay you in person (e.g. at your class if you’re a yoga teacher), then toggle the Local Payment switch to off. 

Payment Settings BookOm

Click “Settings” on the left side of the BookOm dashboard, then click “Company Details”. 
BookOm Settings Company Details

The Company Details section has 6 parts: 

  1. Logo upload
  2. Company name
  3. Address
  4. Phone
  5. Website
  6. Toggle to display a company logo on the Booking panel
Click “Settings” on the left side of the BookOm dashboard, then click “Business Hours”. 

BookOm Settings Business Hours
This is where you fill out your business hours, days off, and breaks. 
 
The Business Hours section has 3 parts: 
 
Times
You can select a start and end time for each day (e.g. 9 am to 5 pm). 
 
Day Off
Tick the “Add day off” checkbox if that is your day and don’t want to take any appointments on that day. 
 
Breaks
Click the ” + Add break” icon to add breaks (e.g. 12:00 to 1:00pm for lunch). 
Click “Settings” on the left side of the BookOm dashboard, then click “Holidays”. 
 
BookOm Settings Holidays
 
This is where you can select dates that you are unavailable or on holiday.
 
All you need to do is click on the dates that you’re not available and click “Save Changes”. Those dates will become unavailable from the frontend, which prevents anyone from booking appointments on those days. 
Click “Settings” on the left side of the BookOm dashboard, then click “Integration With Zoom”. 
 
BookOm Settings Integration With Zoom
 
You can activate Zoom on any of your services. If activated, a meeting will be automatically created on Zoom on the day and time of the service.
 
BookOm will automatically send the URL of the Zoom meeting to the customer using Email, SMS, or Whatsapp notifications.
 
You can also connect the Zoom account with the required Staff. To do this, click “Staff” on the left side of the dashboard, select the Staff you want to connect to Zoom, and fill in the details. 
 
The Integrate With Zoom section has 5 parts: 
 
Disabled/Enabled
Select “Enable” if you want to integrate with Zoom. 
 
API Key 
Copy the API key from your Zoom account and paste here. 
 
API Secret 
Copy the API secret from your Zoom account and paste here. 
 
Meeting Topic
Enter the meeting topic (title of your Zoom meeting).  
 
Meeting Description
Enter a description of your Zoom meeting.  

 

It's time to 
celebrate

Let out a little whoop of joy, because you’re a step closer to putting the booking form on your website (or share the booking form link in emails, Facebook, etc).

You can think of BookOm as a full-time member of your staff who has taken over most of your admin work. The moment you add the booking form to your website, BookOm goes to work 24/7 booking people onto your services.

But It doesn’t stop there! 

BookOm is obsessed with growing your business.

When someone books onto a service (e.g. your Tuesday morning online Hatha yoga class), BookOm automatically sends them the details of the class, sends a reminder, and deposits the money directly into your Stripe account. You’ll wonder how you ever lived without BookOm by your side.

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