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A collection of some questions to help get you going

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  • How do I change the currency I charge in?
    You may be one of our Bosses who lives in country but bills their clients in another country's currency. Or, you might be a Boss that prefers to set up their account with a specific currency other than the one of their country. Changing the currency you charge for products/services πŸ’΅ Click Settings from the top navigation bar Click on Profile Details Scroll down to Currency (https://storage.crisp.chat/users/helpdesk/website/-/e/8/c/6/e8c6583cf51f2000/59256f26-0afa-4d55Few readers
  • My availability is not blocked off on the times I’m unavailable as set in my synced calendar
    Hey Boss πŸ‘‹ Clients booking appointments with you during times when you are not available can happen when your synced calendar is not accurately reflecting your availability. We'll show you how to ensure that your calendar is always up to date and that your availability is properly blocked off during the times you are unavailable. Let's get started! Manage and Sync your Calendars πŸ—“οΈ First, click Calendar from your top navigation board. ​ Select Manage Calendars from the leftFew readers
  • How to Approve or Decline an order
    Hey Boss πŸ‘‹ There are circumstances where you do not want a booking to be auto-approved. You need one extra step to control your availability, we understand. That's why we allow you the ability to set your Appointments, Products and Services as an 'approval required' stage. Take notes from our written guide πŸ˜‰ In order to change from Automatic to Approval required, once in the edit settings for a particular package do this: From your top navigation bar, find BookinFew readers
  • Where can I see my monthly invoices?
    Hey Boss πŸ‘‹ We currently do not have one central location for Bosses to access their monthly invoices. However, we can manually send you your invoices. To request that, please get in touch with us using the yellow chat icon in the bottom corner of your screen. We're here to help. It looks like this πŸ˜€ (https://downloads.intercomcdn.com/i/o/h5estzhi/1348416949/b5e6Few readers
  • How do I refund a client who has paid via Stripe?
    Hey Boss πŸ‘‹ When you need to refund a client after they have booked with you and paid through Stripe you can refund them directly through Stripe. Log in to your Stripe account and follow the instructions there. No need to do anything on the BLAB website. Hope that helps. Keep being a boss, Boss! Still got a question? 🀚 If you still have any questions, feel free to get in touch using the yellow chat icon in the bottom corner of your screen. We’re here to help. Not a Boss yet? πŸ€” If youFew readers
  • Can BLAB be used with more than one user?
    Hey Boss πŸ‘‹ Book Like a Boss was developed for one user at at time. This is ideal for the entrepreneur/solo professional who wants to stay organized, book and bill clients and establish their presence on the web. But what about if you have a team of people working with you? Is Book Like a Boss the right platform for your business? Lucky for you the BLAB team has been working on an exciting new productβ€”The Book Like a Boss Enterprise Plan! This plan is formulated especially for teams of BosseFew readers
  • Do you have an affiliate program?
    Hey Boss πŸ‘‹ Loving Book Like A Boss and want to share it with your family, friends, and their dog, while getting paid a recurring commission as a big thank you from us for your support? ❀️ Well, good news - we've got an affiliate program where you can get your own unique promotional link and dashboard to track all of your referrals, sales, and set up automatic payments. Click below to learn how it works and get signed up! Join our Affiliate Program (https://booklikeaboss.firstpromoter.com/Few readers
  • Features: Time Off & Delete Orders
    Hey Boss πŸ‘‹ Going on holiday and need to add holiday or time off dates? We now offer this feature available to all of our bosses. In addition, we also offer the ability to delete order information from your orders list and a fresh new design on the account settings page that paves the way for more features to be added here. Need some Time Off? Here's how you do it πŸ•°οΈ From the top navigation bar, click on Calendar. Once you're in the Calendar page, click on New Time Off Event.Few readers
  • How do I add testimonials to my booking page?
    Hey Boss πŸ‘‹ Testimonials are not only one of the unique features our booking pages let you display, they're fantastic for building trust, showing off that you're an expert, and helping customers get over that checkout line. Thankfully, we make them super easy to add to your booking page. Here's how its done! πŸ™Œ Here's how to add testimonials to your booking pages on a global level: Find Settings on the top navigation bar, then click Testimonials. Click on New TestimonialFew readers
  • What is Book Like A Boss?
    We are solopreneurs and side-giggers (or side-hustlers if you are a @GaryVee fan, and we certainly are) that noticed a hole in the market place. As solopreneurs, we were looking for a simple and all-inclusive software solution to run our business. We wanted a solution where we can take bookings for our products and services integrated with our calendars and take paypal and credit card payments from our clients. We wanted an admin panel where we can see our schedules, to do lists, and customerFew readers
  • How Do I Create a Paid Service on My Booking Page?
    Hey BossπŸ‘‹ Creating a paid service on your booking page is quick and simple, letting you offer your expertise effortlessly while keeping everything organized. Follow these steps to get started in no time! Here’s how to do it 😎 First, click on Booking Pages from the top menu, then select Product and Services. Click on + New Service. Select β€˜Service’ from the options, add your title, description, then scroll down to fill more details, then click Save. (https:/Few readers
  • What is Padding and how does it effect my booking schedule?
    Hey Boss!πŸ‘‹ One of the great things about the BLAB software is the many customizable options. When you are building you calendar and working on your various appointment settings you will see the "Padding" option. You might be wondering what exactly padding is and how it can help you organize your calendar and your working hours. Essentially padding is a buffer zone that you can build in to each and every appointment you book. Let's say you are a life coach. You just scored a new client! NiFew readers
  • Who can benefit from using Book Like A Boss?
    Book Like A Boss is perfect for: Consultants Therapists Tutors Landscapers Health Professionals Beauticians Lawyers Plumbers Electricians Life Coaches Chiropractors Photographers Professional Mashed Potato Eaters Handymen Drivers Music Teachers Dog Walkers Internet Marketers Accountants Tour Guides Personal Chefs Dentists Personal Trainers Movers Barbers Shaitel Machers Writers Graphic Designers Programmers Insurance Brokers AndFew readers
  • How to add a cover banner and profile photo
    Hey Boss πŸ‘‹ Customizing your booking page by adding a cover image and profile photo helps create a professional and personalized look for your business. In this guide, we'll walk you through the simple steps to upload your profile and cover images directly from your dashboard. Here are the steps 😎: From your top navigation bar, click on Settings to display all the options, then click on Profile Details. Select Photos in the left sidebar menu (https://storage.crisp.chat/Few readers
  • How to change your booking timezone
    Hey Boss πŸ‘‹ Keeping your booking page on time (and in the right timezone!) is key to making sure clients show up when they’re supposed to. No mix-ups, no missed appointments. Whether you’ve moved, expanded, or just need to adjust your schedule, updating your timezone takes just a few seconds. Let’s walk through it πŸ“ Click on Settings from the top menu, then select Profile Details. ​ (https://storage.crisp.chat/users/helpdesk/website/-/d/3/d/b/d3dbe9591e4fc000/241ce1d8-b26c-Few readers
  • How do I set up an appointment for a client from the dashboard?
    Hey Boss πŸ‘‹ At the time of writing this article, the only way to book in an appointment or service for a client is to go through the booking process as if you were the client. This means to say that you would select a date and time and enter in their name, email, etc into the booking form that proceeds. This way, the client would receive the booking notification and all reminder notifications that you have set up for that appointment or service. Hope that helps! Still got a question? 🀚Few readers
  • Does BLAB have a Facebook Group?
    Hey Boss πŸ‘‹ We at Book Like a Boss understand the importance and value in having an online community to connect with. That's why we have a Members-only Facebook group. Our Facebook group is a place to get insights, ask questions, and share tips and tricks with other Bosses about using Book Like A Boss. Plus, we share updates in there all the time. Join our Facebook group (https://storage.crisp.chat/users/helpdesk/website/-/9/9/9/e/999e220Few readers
  • Can I manually add appointments to my BLAB calendar?
    Hey Boss πŸ‘‹ The Book Like a Boss calendar and booking tool is really helpful and allows you to reach clients and for your clients to book with you through your BLAB calendar. Some Bosses, however, prefer to put the appointments in their calendars on their own, without having the clients access their BLAB calendar. ​ This is possible on the BLAB platform if that is your preference. You essentially input the client's information as if you are the client. Follow the written steps πŸ’ͺ CliFew readers
  • Do I need to adjust my calendar availability to match my client's timezone?
    Hey Boss πŸ‘‹ Timezone difference between you and your client is one less thing to worry about when you're using Book Like A Boss' booking pages. We made sure you don't need to adjust your timezone, triangulate coordinates or google any time differences. You just have to set your reachable hours as you see best and your clients will see your available times in their own time zones when they access your page. No need to work out the math- our platform takes care of that for you. Still goFew readers
  • How do I add FAQs to my booking pages?
    Did you already set your bookings page FAQ (frequently asked questions)? If not, it probably should. Here we show you how.Few readers
  • Connect Book Like A Boss and GoToMeeting in Minutes
    Hey Boss πŸ‘‹ GoToMeeting makes it easy to connect with people any way you want. While we do not have a direct integration with them, please follow these simple steps to list your online meeting room details in the email when a booking is made. Additionally, this can also be done through Zapier and is covered in this article (https://help.booklikeaboss.com/technical-questions/connect-book-like-a-boss-to-thousands-of-other-apps-with-zapieFew readers
  • How do I fill out my profile details?
    Hey Boss πŸ‘‹ Your clients need information before making a booking, that's a given. So make it easy for them to make the right choice and book with you by setting up an excellent profile description and filling out all the forms from your booking profile. Let me show you how to set your profile details step-by-step. Head over to Settings on the top navigation bar, then click on Profile Details. Fill out as much information as you'd like (like Title, Cell Number, AddressFew readers
  • How do 'Offline Payments' work and how do I use them?
    Hey Boss πŸ‘‹ With Book Like a Boss, you aren't confined to only receiving payments online. You want options so we provide solutions. Choose the method that works best for your business and easily accept payment from your clients in person, or through other offline methods like bank transfer or cheques. Online payments means that your clients will be auto-directed to a payment portal (whichever you have linked to your account) and will be required to pay for the service at the time of bookiFew readers
  • Book Like a Boss and GDPR and DPA
    Have some questions about GDPR and Book Like a Boss? Read below to find out everything you need to know. 1. What is the GDPR? Regulation (EU) 2016/679, the General Data Protection Regulation (β€œGDPR”), is European privacy legislation that takes effect May 25, 2018. It will replace the existing EU member state laws that implement the EU Data Protection Directive, which has been in existence since 1995. ​ 2. Is the GDPR applicable to Book Like A Boss? Book Like A Boss is covered by the GFew readers
  • How to Set Up and Use Authorize.net for Your BLAB Account
    Hey Boss πŸ‘‹ Setting up and using Authorize.net for your BLAB account is essential for managing secure and efficient online transactions. In this guide, we will walk you through the step-by-step process to configure your Authorize.net to allow seamless and secure financial operations within your BLAB account. The steps 🎯 Log in to your authorize.net merchant account. ​ Look under the Account menu on the left side and click on Settings. ​ (https:/Few readers
  • How do I create a custom calendar for a Product or Service?
    Hey Boss πŸ‘‹ When you are selling a product or service to a client that will only be available on certain dates you probably will need to create a custom calendar, which don't fall under your global settings calendar. It is pretty simple to set up, once you know where to look. Here's how to do it! On your top navigation bar head over Booking Pages, then click Products and Services from the dropdown. Select the Product/Service that you would like to customize dates for by clickinFew readers
  • Do you integrate with Vectera?
    Hey Boss πŸ‘‹ Unfortunately, we don't currently integrate with Vectera. We are, however, aware that Vectera is a popular tool and an integration with it has been requested by many of our Bosses. An alternative solution πŸ™Œ A tool we do currently integrate with for video conferencing and screen sharing is Zoom. Click here to learn about our Zoom integration. StillFew readers
  • What are custom booking pages and how will that impact my account?
    Hey Boss πŸ‘‹ In today’s digital age, providing a seamless, personalized experience is key to standing out. Custom booking pages are a game-changer, enabling businesses to create service-specific landing pages that reflect their brand’s identity. What does this mean? 😎 Custom booking pages are unique URLs for each service, letting you personalize colors, fonts, images, and text. They extend your brand, offering a cohesive, professional experience for customers booking your services. Some kFew readers
  • Can I change the "reply to" email address?
    Hey Boss! πŸ‘‹ To change the noreply email address from which your client will receive booking notifications you can follow these steps: Head over to Settings on the top navigation bar, then click Profile Details from the dropdown. (https://downloads.intercomcdn.com/i/o/h5estzhi/1390151357/b42974b5554cafa6afc4092c1d31/image.png?expires=1767712500&signature=3deb5bFew readers
  • How do I join your free trial?
    Hey Boss πŸ‘‹ Super happy to see you're interested in giving Book Like A Boss a test drive. Setting up your free 14-day trial is simple, just visit our homepage and click "Start Free Trial" in the top-right corner of the page. No credit card required! Still got a question? 🀚 If you still have any questions, feel free to get in touch using the yellow chat icon in the bottom corner of your screen. We’re here to help.Few readers
  • How do messages work in Book Like A Boss?
    Hey Boss πŸ‘‹ Messaging is an essential part of managing your bookings, and with Book Like A Boss, it’s easier than ever to stay connected with your clients. Whether you’re replying to inquiries or keeping track of conversations, our messaging feature has you covered. Let me guide you through how it all works! πŸ˜‰ First, make sure the β€œContact Me” button is visible on your booking page. You can do that by clicking Settings from your top menu, then select Profile Details. ​ ScFew readers
  • Is there a way to block off time on my calendar so I appear busy to my clients?
    Hey Boss πŸ‘‹ One of the fantastic things about Book Like a Boss is the ease in which your clients and customers can your calendar availability and select times to book with you. Our awesome platform syncs with your external calendar and ensures you don't double book. But what about if you have a lot of open hours but want to appear to potential customers a bit busier that you actually are? There are lots of reasons why a Boss might want to do this and that is your business. If you do decideFew readers

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