ServeSlate

Bookings guide

Setting up bookings

This guide is for salons, barbers, spas, clinics, trainers, and anyone else customers book a time with. Customers pick a service, a person, and a time from their phone, and you run the day from the booking calendar. Here's the whole setup. Nothing goes public until you publish.

Already set up? Jump to your part

I'm the ownerRun the booking calendar.ProviderYour own schedule.Front deskWalk-ins and checkout.

Create your account

  1. 1Go to Sign up and enter your name, email, and a password.
  2. 2We'll send you an email. Open it and tap the link to confirm your address.

Good to know

You can build and preview without confirming, but you'll need a confirmed email before you pick a paid plan or set up payouts. If the email doesn't show up, check spam, then use Resend confirmation on the banner.

Add the business

  1. 1On Businesses, tap Add business.
  2. 2Pick Appointments, then give it a name and your address.
  3. 3You land on your new business with a short setup banner at the top. Follow it in order and you won't miss anything.

The kind of business can't be changed later. If you picked the wrong one, delete it from the ⋯ menu on its card and add it again.

Put in your services

Open Services under Set up. With nothing in the list yet, AI Snap, AI Upload, and AI Link come first. Anything marked New came from the import. Free includes 5 AI imports a month. Plus and Pro are unlimited.

  • AI Snap. Photograph a printed list, or choose a photo you already have.
  • AI Upload. Upload a PDF, spreadsheet, or text file of your list.
  • AI Link. Paste a web page URL that already has your list.
  • Type. Add a name, a price, and how long it takes, and keep going.

Get the length right. It's what decides which times customers can book, so a 60-minute color never gets squeezed into a 30-minute gap.

Add the people customers book

Open Staff and add everyone who takes appointments. If it's just you, add yourself. Tick the services each person offers. See Staff.

Hours and booking rules

  1. 1Open Business settings and fill in your hours.
  2. 2Turn on Accept bookings.
  3. 3Decide whether bookings confirm on their own, how much notice you need, and how far ahead people can book.
  4. 4Choose how close to the appointment customers can still cancel.
  5. 5Turn on Ask for a tip if customers should be able to add one.

You'll also choose whether customers pay up front or pay when they arrive. You can also ask for a deposit. If you want online payments, set up Payouts. If customers always pay in person, you can skip payouts entirely.

Add Closed dates for holidays so nobody turns up to a locked door.

Make it look like you

Under Look, pick a theme and layout, add your logo, and set your colors. The preview on the right shows what customers will see. Don't overthink it; you can change it any time.

Publish

  1. 1Open Publish and tap Publish changes.
  2. 2Tap View live page to see it the way a customer would.
The Publish tab in the business menu and the Publish changes button at the bottom of the screen.

The list needs at least one item. Customers keep seeing the version you last published until you publish again, so you can edit freely without anyone seeing something half-finished. Settings are different: hours, payment rules, and booking rules go live as soon as you save them.

Good to know

Free and Pro each publish up to 5 businesses. Plus publishes one, and publishing a second offers an upgrade to Pro. More than 5 is a request to support@serveslate.com. See Your subscription.