Online booking

What clients do

1. 1Choose a treatment (and an option), who they’d like to see or Anyone available (when only one person does that treatment there’s no choice to make: the date and time step says who it’s with), and a day and time. Each treatment shows its photo (or its first letter on your colour), its first line of description, the time it takes, the price and any offer; the chips above filter by category.
2. 2Optionally make it a regular appointment: how often and how many visits. Pulosa finds the nearest free times. Paying by card, they pay for all the visits now (or a deposit on each, if you take deposits), and every visit shows as paid in your calendar.
3. 3Enter their details. Their age is checked against the treatment’s minimum age. They can tick Send me offers and news (it’s never ticked for them).
4. 4Lots of treatments? A search box above the list finds one by name, description, category or option. It follows the Search box switch in your website’s Services and prices section; booking from a Book button, it shows once you have 8 or more treatments.
5. 5Fill in the health questions and sign, or tick “Been before? Skip the form” if a recent form covers them. (With consent forms switched off, there’s no form step.)
6. 6If you have a discount code running, Have a discount code? shows under the price: they type it and tap Apply (see Promotions, offers, discount codes and Refer a friend).
7. 7Pay if you ask for a deposit or full payment, then Confirm booking. If you sell gift cards, they can choose Pay with a gift card instead and enter its code: the card pays what it can, and anything left is paid at the appointment (see Gift cards).

What happens next

The booking appears in your calendar and the client is added or matched. They get a confirmation email and a reminder, and the booking page offers Add to my calendar (Apple, Google, Outlook or a calendar file). You countersign their form at the appointment.

Their health answers are private

The health questions and signature are encrypted in the client’s own browser before they’re sent, so the server only ever holds them encrypted. Once the booking is in your calendar, only people with the See clinical records permission can read them. Everyone else sees that a form was completed and who signed it.

Clients changing or cancelling

1. 1Every confirmation, reminder and new-time email has a Change or cancel button, and texts have a short link. It works for bookings made at the desk and online.
2. 2The link opens their appointment on your website: Add to my calendar, Change the time and Cancel appointment.
3. 3Change the time shows free times with the same person (your hours, notice, how far ahead and their other bookings are all checked again). They tap one and Move to…. Cancel appointment shows your cancellation policy, an optional reason, and Yes, cancel it.
4. 4It’s done straight away: the time is taken (or freed) for online booking, they’re emailed (and texted, if texts are on) the new details or that it’s cancelled, and the old reminder is replaced.
5. 5Within a minute of Pulosa being open, the change is in your calendar and on the client’s Bookings tab, logged in the audit log as Client (booking link), and the bell shows Client moved… or Client cancelled… with any reason they gave.
6. 6Too close to the appointment, already cancelled or finished, or switched off? The page says so and gives your phone number.

Paying by card

The time is held for 30 minutes while they pay on the secure payment page of whoever takes your card payments online (Stripe, Square or SumUp). If they don’t finish, it’s released for someone else. They can be emailed a link to finish booking (see Unfinished bookings and gift card orders in Client emails).

Your settings

Switch online booking on, and set notice, how far ahead and start times, in Admin → Business → Profile. Deposits and when clients pay are in Admin → Business → Payments, under When clients pay. Regular appointments and online forms are switched on per treatment. Whether clients can change or cancel online, how close to the appointment, and your cancellation policy are in Admin → Business → Profile, under Bookings.

In the app

Online booking