PeasyBooking user manual

How to read this manual

PeasyBooking has six plans, and each one includes everything in the plans below it. As you go up a tier you keep everything you already had and unlock more:

• Free — 1 practitioner, owner-only login. Online booking, calendar, clients, services, your link-in-bio page, and 10 email reminders a month.
• Starter — up to 2 practitioners. Adds unlimited reminders, staff logins, and secure messaging.
• Team — up to 3 practitioners. Adds taking payments (deposits, pay-now, invoicing) and marketing campaigns (3 per month).
• Essential — up to 8 practitioners. Adds memberships, reviews, kiosk check-in, full reports, and a bigger campaign allowance (8 per month; Scale gets 15).
• Scale — up to 25 practitioners. Adds an included custom email domain and priority support.
• Custom — 26+ practitioners or multi-location chains. Everything, with negotiated terms.

Throughout the manual you’ll see a small badge under each heading. Here’s what they mean:

• All plans included on every plan, Free included
• Starter+ on Starter and every plan above it
• Team+ on Team and up
• Essential+ on Essential and up
• Scale on Scale (and Custom)
• Add-on a separately-priced extra you can add to any paid plan

A couple of capabilities — SMS reminders and a custom email domain — are add-ons: they’re billed on top of your plan and are noted with the Add-on badge where they come up.

1. Getting started

Available on: All plans

Home — your business at a glance the moment you sign in.

When you sign in you land on Home — your business at a glance: today’s appointments (confirmed vs unconfirmed, cancellations, no-shows, and who’s up next), today’s money (expected, collected, and outstanding balances — owners and managers only), how much of the day is booked, new clients this week, and quick actions that jump straight into booking, adding a client, taking a payment, and more. While you’re setting up, Home also carries the setup checklist with a progress meter. A good first session, in order:

Signup itself is a short guided wizard: pick your business category and PeasyBooking tunes the workspace to your field — starter services, a recommended set of navigation modules, and matching vocabulary (see Settings → Workspace). A review step shows exactly what was set up (nothing is hidden from you, and nothing hidden is lost), offers starter intake forms for your field, and the publish step walks you through a test booking — book, watch it land on your calendar, cancel — before you share your link.

1. In Settings, confirm your business name, location(s), and timezone.
2. Add your services — name, duration, and price for each thing you offer.
3. Add your staff and set each person’s working hours (on Free, that’s just you).
4. Copy your online booking page link and share it so clients can start booking.

The progress meter in the sidebar tracks how much of the setup is done. PeasyBooking works on any device — on phones the sidebar becomes a bottom tab bar, so you can run the day from behind the desk or on the go.

2. Your account, team & roles

Available on: All plans· staff logins require Starter and up

PeasyBooking uses role-based access so each person sees only what they need. When you add a teammate you assign one of three roles:

• Owner — full access, including billing, payments, and account settings.
• Receptionist — front desk: calendar, clients, bookings, services, and imports across the whole business, but not billing or account settings. Receptionists sign in straight onto the Front desk page — today’s operational queue.
• Staff (practitioner) — they sign in straight onto My Day: their own schedule and their own clients.

Seats & who counts

Available on: All plans

Each plan includes a number of billable practitioner seats — Free 1, Starter 2, Team 3, Essential 8, Scale 25, Custom unlimited. Receptionists don’t count against that limit (paid plans include unlimited receptionists; Free is owner-only). When you try to add a practitioner beyond your plan’s limit, you’ll see an upgrade prompt and the seat isn’t added until you move up a plan.

Adding & removing teammates

Available on: Starter+· owner or receptionist manages the team

On Free only the owner has a login. From Starter up, manage your team under Settings → Team:

1. Click Add teammate, enter their name and email, and choose a role.
2. Use Invite to sign in to send them a login link; their status shows Active once they’ve signed in.
3. To remove someone, click Remove on their row and confirm. They lose access, their login is revoked, and their seat is freed — so if a practitioner leaves you can reclaim the seat without upgrading. You can always add them again later.

3. Plans & billing

Available on: All plans· managed by the owner

Settings → Plan & billing — start a trial, switch plans, or manage your card, all through Stripe.

Every new account starts with a 14-day free trial of the plan you pick when you sign up — no card required. Use everything on that plan for two weeks; if you don’t subscribe, you simply land on the free plan and keep your data. (Scale has no trial — it’s billed the day you subscribe.)

Manage everything under Settings → Plan & billing:

1. Choose Monthly or Annual — 2 months free with the billing-period toggle.
2. Pick a plan to start a secure Stripe checkout (we never see your card number). Subscribing bills you that day.
3. Use Manage billing to update your card, download invoices, or change plans.

Currency & tax. Your plan is billed in your local currency — Canadian dollars in Canada, US dollars in the United States — and any applicable sales tax is calculated and shown at checkout. For businesses outside Canada, Stripe processes the subscription as the merchant of record and handles sales tax on our behalf; the price you see is the same either way. (This is about your PeasyBooking subscription and add-ons — it’s separate from how you take payments from your own clients, covered under Payments & checkout.)

Downgrades take effect at the end of the current billing period, and your data is never deleted on a downgrade — features that aren’t in your new plan simply become read-only or hidden until you upgrade again.

4. Calendar & scheduling

Available on: All plans

The calendar prevents double-booking automatically and flags each visit's readiness.

The Calendar is your daily hub. View by day, week, or month; the month view shades each day by how busy it is. PeasyBooking prevents double-booking automatically — a staff member or resource can never be booked into an overlapping slot.

Booking and managing an appointment

1. Click Book a walk-in (or an empty slot), pick or create a client, choose a service, and pick from the conflict-free times offered.
2. Click any appointment to open its detail drawer, where you can Confirm, mark Arrived, Start the service, Finish it (treatment done, awaiting checkout), Complete the visit, Cancel, or flag a No-show. The drawer also shows the visit’s readiness: how it was booked, whether the client confirmed, reminders already sent, the client’s previous visit, and any active memberships or package credits.
3. Drag an appointment to reschedule, or nudge it earlier/later. Cancelling frees the slot and is undoable (Reopen visit) — there’s no scary confirmation to fight through.

On the calendar itself, small markers show each visit’s readiness at a glance: a ? when the client hasn’t confirmed and a $ when a balance is owing. Clients can confirm from their manage link (the one in every confirmation and reminder) or by replying 1 to an SMS reminder, and your Home page lists anything that still needs a human — unconfirmed visits, balances, freshly freed slots, and visits waiting on checkout.

Front desk — the reception view

Front desk (in the sidebar) is the reception team’s home — an operational view of today, with no financial analytics: who’s arriving next, who’s currently waiting (and for how long), and the same needs-attention list your Home page shows. From each row you can Check in a client (the very same check-in the kiosk performs), mark them running late (and clear the flag), message them, or jump to the calendar to reschedule; the walk-in booking window opens right from the page. Below the schedule, Due to rebook lists clients who visited in the last 30 days but have nothing booked — offer them their next visit while the last one is still fresh. Receptionists land on Front desk after signing in; owners and managers reach it from the sidebar. Whenever a client checks in — at the kiosk or at the desk — the practitioner gets a quiet heads-up on the notification bell.

Waitlist — cancellations refill themselves

When your day is full, guests can join the waitlist right from your booking page (they pick the service, a date window, and how to reach them). The moment a matching appointment is cancelled, the freed slot is offered automatically: the guest gets an email (and a text, with SMS consent) with a link that holds the time for 10 minutes — one tap books it, no sign-in. If they don’t take it, the slot moves on. Two policies, per location under Settings → Schedules → Booking rules: strict queue (default) offers one person at a time, oldest first; first to confirm wins notifies everyone who matches and the quickest reply gets it — everyone else quietly stays on the list. The Front desk page shows the live queue: Offer next opening sends someone the soonest time inside their window, Skip passes an un-answered offer to the next person (the skipped guest keeps their place for future openings), and Remove takes them off the list. Reception can also add a client to the waitlist from the checkout rebooking prompt.

My Day & the visit workspace — the practitioner view

My Day (in the sidebar) shows a practitioner only their own appointments for today — never anyone else’s schedule — with the client’s safety flag, arrival state, and one-tap Arrived / Start / Finish actions. Finishing offers a small, entirely optional form: an operational outcome note, a recommended follow-up interval, and a “suggest rebooking” flag — these feed checkout and rebooking prompts. Practitioners land on My Day after signing in.

Open visit (from My Day, or “Open visit workspace” in the calendar drawer) opens the visit workspace: the client’s summary and alerts, the services being delivered, their previous visit, memberships and package credits, and a one-tap link to message the client.

Working hours, time off & block time

Each staff member has working hours that define when they’re bookable. To take time out of the schedule, use Block time on the calendar (choose who, the date, a from/until time, and a note) for breaks, admin time, or a closed afternoon — blocked time is removed from online booking automatically. Add longer time off for vacations the same way. Services can also include setup/cleanup buffers and, for salons, a processing-gap during which the room stays held but the stylist is free.

5. Clients

Available on: All plans

Each client profile: details, tags, an allergy flag, balance, and full visit history.

The Clients area is your address book and visit history. Search by name, phone, or email; add clients manually or let them be created automatically with their first booking. Each profile shows contact details, tags, an allergy flag, balance, and past and upcoming appointments.

• Add or edit a client from the Clients page — first/last name, phone, email, and an optional birthday (it powers the birthday campaign audience and nothing else; any year works).
• Tags (e.g. “VIP”) help you segment clients; the allergy flag surfaces a prominent warning on the profile for anyone who needs to see it.
• Found a duplicate? Open a client and use Merge to fold the duplicate in — visit history is reassigned and details are combined. (There’s no “delete client”: merging preserves history, which matters for retention and reporting.)
• The Communications section shows one timeline of everything the client has been sent or has sent you — reminders and confirmations, marketing campaigns, and secure messages (when a message was exchanged, never its content). It’s a read-only view: nothing sends from here.

To bring an existing client list over from another tool, see Importing your data.

6. Services & pricing

Available on: All plans

Services — name, duration, price, buffers, add-ons, and per-staff overrides.

Define what you offer under Services: name, duration, price, and an optional category. For each service you can:

• Mark it bookable online (or keep it internal-only).
• Set setup/cleanup buffers (and, for salons, mid-service processing time when the room stays held but the stylist is free).
• Add per-staff overrides so a senior practitioner’s price or duration differs from the default.
• Offer quick add-ons (e.g. “Scalp massage +$10”) that appear as upsells during booking.
• Each row also has one-tap actions: duplicate a service to start a variant, preview it on your public booking page, or archive it (gone from the catalog and online booking; history and reports keep it).

Resources — rooms, chairs & equipment (Team and up)

If a service needs more than a person — a treatment room, a styling chair, one shared laser — turn on resource scheduling under Settings → Schedules → Resources and add your units (each has a name and a kind: room, chair, station, equipment, or your own). Then, in the service editor’s Resources tab, say what one visit needs (e.g. “one free room”). From that moment the whole platform respects it: times without a free unit simply aren’t offered online, and two staff members can never book the same room at once — the database itself refuses the second booking. The toggle is off by default, so solo businesses never see any of this; turning it off later (or downgrading) instantly returns bookings to people-only scheduling, keeping your configuration saved for when you re-enable it.

7. Classes & group sessions

Available on: Team+Essential+

Classes — capacity-based group sessions with an automatic waitlist.

Classes are group sessions with a capacity — yoga, spin, bootcamp — where many clients share one time slot. They live on the Classes page (a workspace module: on by default for fitness businesses, and available to everyone under Settings → Workspace → Modules).

Define a class with its duration, capacity, drop-in price, default instructor and (optionally) a room from your resources. Then schedule sessions: pick the first date and time, the instructor, and how many weeks to repeat — each session is created up front, so editing or cancelling one never touches the others.

Rosters and the class waitlist. Each session has its own roster. Adding someone past capacity puts them on the session’s waitlist; when a booked spot frees up, the oldest waitlisted person is promoted automatically and notified by email. Cancelling a session removes everyone, notifies them, and frees the time.

Online class booking. Classes marked “bookable online” appear in a “Book a class” section on your public booking page with live spots-left counts. A full session offers “Join waitlist” instead. Guests get a confirmation email with a manage link where they can cancel — the freed spot goes to the first person in line automatically. No online payment is taken for classes: drop-ins pay at the studio.

Memberships & packages. A class can be marked “included with an active membership” and/or “a package credit covers a spot”. Coverage is applied automatically when a spot is booked (membership first, then one package credit) and shown on the roster and the guest’s confirmation. Cancelling a package-covered spot returns the credit.

Check-in & attendance. On the roster, check attendees in (or mark no-shows) as they arrive; both are undoable. Attendance stays on the class roster — it never touches your 1-1 appointment lifecycle.

Classes respect your 1-1 calendar. A scheduled session blocks the instructor (and the room, if set) for regular appointments — you’ll see it as blocked time on the calendar — and scheduling a session over an existing appointment, class or blocked time is refused with a clear message.

8. Your online booking page

Available on: All plans

Your public booking page — clients pick a service and a conflict-free time, no account needed.

Every business gets a public booking page (at a /p/your-business link) where clients pick a service, a practitioner, and a time, then book — no app or account required for them. Share the link on your website, social profiles, and email signature.

• Bookings flow straight into your calendar and respect your availability and buffers.
• Clients get a manage link to confirm, reschedule to another open time, or cancel within the policy you set (and, after a completed visit, to leave a review).
• When nothing fits, a join the waitlist link under the times lets the client leave their contact details and a date window — see Waitlist for how freed slots reach them automatically.
• If you’ve turned on online payments (Team and up), clients can also choose how to pay at this step.

Booking rules — your online-booking policy in one panel

Settings → Schedules → Booking rules controls how the page behaves, per location: how often times are offered (5–30 min steps), the minimum notice (pick “next day” to turn same-day online booking off), how far ahead people can book, an optional cap on online bookings per day, your cancellation policy text and free-cancellation window, whether guests may reschedule from their manage link, whether new clients can book online or only people already on file, a per-client cap on upcoming bookings, and the waitlist offer mode. The defaults are exactly how PeasyBooking has always behaved — change nothing, nothing changes.

Approve each booking — request mode

Set “New online bookings are → Requests” and online bookings stop confirming themselves: the guest sees “Request sent” and gets a “request received” email (no reminders yet), the time is held so nobody else can take it, your bell rings, and the visit sits on the calendar and the Home “Needs attention” list marked requested. Open it and press Accept request — the client gets the normal confirmation and reminders — or Cancel visit to decline, which frees the time (and offers it to the waitlist automatically).

9. Your website & booking link

Available on: All plans

Website Studio (Starter+) — build your site by dragging sections and editing text right on the page.

Publish a single shareable page — your headline, a short bio, social links, and featured services with a Book button — at a peasybooking.com link (your “link in bio” for Instagram, Google, etc.). Edit it under Website: fill in the headline and bio, choose which services to feature, toggle it Published, and use View public page to see it live. It funnels visitors straight to your booking.

Compose your page — sections

Available on: All plans

The Page sections card lets you build the page out of blocks — on every plan, including Free. Add, remove, and reorder: the booking button (with custom text), featured services, an About text block, a photo gallery (up to 8 photos — PNG, JPEG, or WebP, 5 MB each), client reviews, opening hours, and social links. Your name, headline, and bio always stay at the top. Two honest notes: the reviews block only ever shows real reviews from completed visits — you choose whether to show them, never what they say — and the hours block shows your team’s typical weekly hours, while live availability always comes from the booking calendar itself.

To set expectations honestly: on Free this is one composable page. From Starter, the Website Studio (below) turns the same address into your own designed one-page website. Neither is hosted on your own web address (custom domains aren’t supported yet), and every public page carries a small “Powered by PeasyBooking” credit.

Website Studio — the drag-and-drop builder

Available on: Starter+

On any paid plan, Customize your website (on the Website page) opens the Website Studio in its own tab: a full-screen editor where you compose your site as one page of drag-and-drop sections, right on the page itself — hover between sections to add one where you want it, and use each section’s toolbar to move, drag, or remove it. Sections include a banner (full or half page, image behind or beside the text), services imported live from your service list (all of them or a hand-picked set, with prices and durations), a photo gallery (grid or carousel), image & text rows, free text, client reviews, opening hours, location & directions, a contact links (visitors tap to email or call you), FAQ, call-to-action bands, YouTube/Vimeo video, and social links. Site-wide design controls set the theme, one of five font presets, button shapes, and your main color. The editor autosaves a draft as you work — nothing changes publicly until you press Publish, which replaces your live site at the same address (existing links keep working, and you can take the site down again any time). Two honest notes: the reviews section shows only real reviews from completed visits, and for safety there’s no raw embed-code section — videos are limited to YouTube and Vimeo, and images must be uploaded to your media library (up to 60 images, 5 MB each).

Make it yours — branding

Available on: Starter+

On any paid plan, the Branding card on the same page lets you customize the look: pick a brand color (preset swatches or any hex value), a light or dark theme, a button shape (rounded, pill, or square), a font style (modern or editorial serif), and upload your logo and a cover image (PNG, JPEG, or WebP). Your logo and brand color also appear on your public booking page and in appointment emails, so clients see one consistent brand everywhere. One honest note: very light brand colors are used sparingly — buttons keep the default color when yours would make white text hard to read.

10. Embedding booking on your site

Available on: All plans

Already have a website? Add a Book now button or an inline booking form to it. Under Settings → Booking widget, copy the ready-made snippet with Copy snippet and paste it into your site’s HTML. It loads a small script that opens your booking page in a popup or embeds it inline — your calendar, services, and availability, right on your own pages.

11. Reminders & confirmations

Available on: All plansSMS add-on· Free includes 10 email reminders a month

PeasyBooking automatically emails booking confirmations and appointment reminders to reduce no-shows. Confirmations are always unlimited. The Free plan includes 10 email reminders a month — the reminders card shows a running count (for example “3 of 10”) so you always know where you stand, and unlimited reminders are one of the main reasons to move to a paid plan (they’re effectively unlimited for any normal business volume).

Customizing reminders

Available on: All plans· owner only

Tailor how reminders work under Settings → Appointment reminders:

• When they’re sent. Add up to five lead times (each 1–720 hours before the appointment) — for example 72 hours and 24 hours ahead — so clients get a nudge on your schedule.
• Let clients reply to confirm or cancel. Turn on the two-way behaviour so reminder texts invite “Reply 1 to confirm or 2 to cancel.” With it off, reminders are purely informational.
• Contact number. Set a per-location phone number that’s shown in the reminder, so a client with a question calls your front desk directly.

SMS reminders (add-on)

Available on: Add-on· Canada & the United States

Add text messaging to send confirmations and reminders straight to clients’ phones — the highest-open-rate channel. The add-on is CA$15/month per business and includes 200 messages a month (sent and received combined); beyond that, extra messages are CA$0.10 each. Turn it on under Settings → SMS reminders (owner only); your business gets its own dedicated local phone number that clients see as the sender and can reply to. SMS is available in Canada and the United States. In the US, carriers require a one-time business registration (called A2P 10DLC) before texting can be switched on — the SMS card walks you through it, and activation completes once it’s approved.

How clients opt in. Texting requires the client’s consent. When someone books online they can tick “Text me appointment reminders,” which records their consent. Every message identifies your business and includes “Reply STOP to opt out”; texting STOP unsubscribes them immediately (and START resumes). Clients who haven’t opted in keep getting email as usual.

Two-way confirmations work exactly as described above once you switch on “Let clients reply to confirm or cancel”: a reply of 1 marks the appointment confirmed and 2 cancels it and frees the slot. Replying is optional. Booking confirmations never ask for a reply — this applies to reminders only.

Usage & billing. The SMS card shows your number, how many of the 200 included messages you’ve used this period, and any overage. It’s billed separately from your plan and can be cancelled anytime (it ends at the end of the current period). Sensitive client details are never sent over SMS — only appointment details.

12. Secure messaging

Available on: Starter+

Secure messaging — a shared inbox you can filter, assign, and reply from.

Chat is secure, server-side messaging between your team and clients — handy for follow-ups and questions without sharing personal phone numbers. Unread counts appear on the Chat item in the sidebar. Pick a client, start a conversation, and it stays in one place tied to their profile.

Chat is also your team’s inbox. The conversation list can be searched and filtered (All / Unread / Mine / Unassigned), and each thread can be assigned to a teammate so it’s clear who’s replying. Beside the open thread, a context panel shows the client’s details and their next and last visit.

• Internal notes — flip the “Internal note” toggle under the composer to leave a note on the thread that only your team can see. The client never receives it, on any device, ever.
• Templates — save your common replies (“Running late”, “Parking directions”) and drop one into the composer with a tap. You can still edit before sending; templates never send anything by themselves.

Secure messaging remains the only channel for sensitive content — the inbox changes how you organize conversations, not where messages travel.

13. Tasks & the notification bell

Available on: All plans

Booking requests, missing forms, and overdue payment links become tasks — and close themselves when resolved.

The bell in the sidebar has two tabs. Updates is the familiar feed — online bookings, client cancellations and reschedules, and arrivals. To do is the task centre: work that needs a person, kept until someone does it.

Tasks appear automatically when the platform sees real work to do:

• A client requests a booking (when you’ve turned auto-accept off in Booking rules) — accepting or declining the request closes the task by itself.
• Intake forms are still missing for a visit in the next 48 hours (if you’ve made forms required) — the task closes itself when the forms arrive.
• A payment link expired unpaid — the task closes itself once the visit’s balance is settled, however you collect it.
• A new review comes in — a nudge to reply while it’s fresh.

You can also add your own tasks (Add task on the Tasks card) and assign any task to a teammate or to a role — “Reception” or “Practitioners”. Every row in the Needs attention card has a one-tap add task button too, so “call this client about their balance” becomes an assignable task in one click. Tasks show on Home and Front desk for the whole team, and each staff member sees the ones aimed at them under My day → My tasks. Ticking the circle marks a task done; nothing ever sends automatically from a task.

14. Payments & checkout

Available on: Team+

Finish a visit and check out — card, cash, or terminal, with tips, memberships, and credits totalled for you.

You can always record payments taken at the front desk — cash, card terminal, or another external method — against an appointment. Tips are supported and tracked separately, and every payment reconciles into your reports and the end-of-day cash-up.

The Payments workspace

The Payments page is organised into tabs:

• Checkout queue — visits that are finished but not yet checked out; each row opens the checkout screen.
• Transactions — every money movement on your ledger for the period (payments with their tips, by method).
• Invoices — the payment links you’ve sent, each with its status (open / paid / expired) and a copy button.
• Outstanding — the open-balance list with 7/30/60-day aging, exactly as before; Open checkout replaces the old Settle button and carries the same recording flow plus discounts, credits and tips.
• Refunds — Stripe refunds and voided payments.
• Payouts — the status of your connected Stripe account. Card payments settle straight to your Stripe account, so payout schedules, bank details and history live in your Stripe dashboard (one click away).

The checkout screen

When a visit is finished (the practitioner presses Finish), it appears as needs checkout on Home, Front desk and My Day. Open checkout (from any of those, or from the appointment drawer) brings everything about the visit’s money onto one screen:

• Services & add-ons — the booked services, plus anything sold during the visit (a product, an extra treatment) added right on the bill.
• Discounts & credits — apply the client’s membership discount, spend a package credit (it covers that service line; any tax charged at booking stays on the bill — add a promotion discount if you want to waive it), or redeem a gift card (counted as a payment under its own method, so your cash-up stays honest).
• Collect payment — cash, terminal, external, or the client’s consented card on file, with a tip field. Partial amounts are fine — collect in as many pieces as you like, or send a payment link for the rest.

Complete checkout marks the visit checked out. If nothing is owed it closes to completed immediately; if a balance remains (partial payment, payment link on its way) it closes automatically the moment that balance settles. After checkout, if the practitioner suggested rebooking, you’ll be prompted to book the next visit — same service, same professional, at the recommended interval — or add the client to the waitlist when nothing fits.

Taking payments online (optional)

Online card payments are optional and off by default. To turn them on, go to Settings → Online payments (owner only):

1. Read and accept the payments terms — you confirm you’re the merchant of record, that payments settle to your own Stripe account, and that you’re responsible for refunds, chargebacks, and taxes on your sales.
2. Connect your own Stripe account — Stripe walks you through a short, secure setup.

Once connected, card payments go straight to your Stripe account and your bank. PeasyBooking never holds or moves your money and takes no cut of what your clients pay you. Your online booking page then lets clients choose how to pay:

• Pay at the venue — the default; nothing is charged online.
• Save a card on file — kept securely with Stripe for a later charge (with the client’s consent).
• Pay now — pay the full amount at the time of booking.

Refunds are issued through Stripe and flow back into your reports automatically. If you don’t connect an account, everything still works — clients simply book and pay at the venue, and you record those payments as above.

15. Memberships

Available on: Essential+

Sell recurring memberships, prepaid packages, and gift cards — checkout redeems them automatically.

On the Memberships & packages page you can offer three things: memberships (a recurring price billed every N months, with an optional member discount), pre-paid packages (a bundle of sessions a client draws down), and gift cards. To enrol a client, pick them at the top of the page, then click Subscribe (membership) or Sell(package) on the plan you want; their active subscriptions show in the Subscriptions list. Recurring billing uses your connected Stripe account, so set up online payments first.

16. Marketing & campaigns

Available on: Team+

Send email campaigns to a suggested audience — consent, quiet hours, and opt-outs applied for you.

Send promotions and re-engagement campaigns from the Marketing area, by email or text (text campaigns send from your dedicated number, so they need the SMS add-on). Crucially, campaigns only send to clients who’ve opted in to marketing — this is kept separate from transactional reminders and confirmations, which always send. Manage each client’s marketing consent from the same area (opt in / revoke), and when you send a campaign the results show how many were sent and how many were skipped for no consent. Keeping marketing consent-based is what keeps you onside with anti-spam rules (such as Canada’s CASL).

When you create a campaign you pick its audience: everyone, a client tag, or one of the suggested audiences the platform computes from your real visit history — lapsed (visited before, but not in 90 days), due for rebooking (visited in the last 30 days with nothing booked next), membership ending (paused or cancelled), one visit only (came once, never rebooked), and birthday this month (clients with a birthday on file — an optional field on the client profile). The form previews how many clients match and how many of those have marketing consent, before anything sends. Audiences only choose candidates: consent, quiet hours, and your monthly allowance apply to every send exactly as always.

Each plan includes a monthly campaign allowance — Team 3, Essential 8, Scale 15 distinct campaigns per calendar month. Re-running the same campaign doesn’t count again, and a re-run only goes to clients who haven’t received it yet (for example, clients whose first send was deferred by the 9 pm–8 am quiet-hours window).

Campaigns of any size send safely in the background — click Send now and keep working while your list goes out. Text campaigns also come with per-client delivery receipts: the report under each campaign shows how many messages were delivered and how many weren’t, and clicking it expands a per-recipient list — each client by name with their delivery status (delivered, not delivered with the carrier’s reason, still sending, or skipped for missing consent) — so you never have to wonder whether a specific client actually received your message.

17. Reviews

Available on: Essential+

Collect ratings after a visit, reply publicly, and show the best ones on your booking page.

After a completed visit, a client can leave a star rating and comment from their own booking-management page. Your reviews collect under Reviews, where you can post a public reply to each one to build trust with new and returning clients.

18. Kiosk / self check-in

Available on: Essential+

Kiosk — a friendly self check-in screen for a tablet at the front desk.

Put a tablet at your front desk on the Kiosk screen so clients can check themselves in on arrival. It shows today’s appointments as big tap tiles (name, time, service); a client taps their name and sees “You’re checked in.” Leave the tablet on this page during the day. (It’s a simple self–check-in screen, not a locked-down device — for a public tablet, use your device’s own guided-access/kiosk lock to stop people navigating away.)

19. Forms & consents

Available on: All plans

Build intake forms and consents; attach one to a service so it's requested automatically.

Forms lets you build intake and consent forms — waivers, policy acknowledgements, photo consent, emergency contacts — and decide when they’re required. Nothing is required by default: your booking flow doesn’t change until you add a rule.

• Build — start from templates suggested for your business type (Add starter templates) or create your own with text, multiple-choice, checkbox, date, and typed-name signature questions. Publish a form to make it usable; editing after publishing creates a new version when you republish, and past submissions always keep the exact questions the client saw.
• Require — add a rule: for new clients, for a specific service, every visit, every year, or until the form changes. Rules can apply business-wide or per service.
• Collect — clients get a secure form link in their booking confirmation email (the same link they use to manage the booking); the kiosk offers missing forms at check-in; submissions can also be viewed and exported from the client’s profile.
• See readiness — visits with missing required forms are flagged in the appointment drawer, on Home under “Needs attention”, and on kiosk tiles.
• Export — every submission (with its typed-name signature) downloads as a PDF from the client profile.

Sensitive intake forms

Available on: All plans

Templates can be badged as a health form (allergy, patch-test, or treatment-history intakes, for example) so sensitive intakes stand out in the list. Their answers are stored and exported like any other form. Forms never change a client’s marketing or SMS consent — those are captured only in their dedicated flows.

For aesthetics businesses, the visit completion form also captures product, lot number and treatment area — operational traceability that shows on the visit workspace. Pair it with a follow-up interval and the checkout rebooking prompt books the review visit; the seeded photo consent form template completes the chain.

20. Reports & analytics

Available on: Essential+· basic dashboards on all plans

Reports — money collected, gross and net, refunds, and outstanding, sliced the way you need. Export any table.

Every plan shows basic dashboard figures. From Essential up, the Reports area unlocks the full suite: an end-of-day cash-up reconciled to the cent — collected and tips by payment method, refunds, for any day you pick — a report builder (pick a metric — collected, gross, net, refunds, or outstanding — broken down by staff, service, payment method, booking source, or client type, over any date range and period-over-period), and a client-attendance report of per-customer showed / no-show / cancelled rates. Everything exports to CSV, Excel, or PDF. (On lower plans you’ll see the builder as a blurred preview so you know what upgrading unlocks.)

Client attendance

Available on: Essential+

The Client attendance report shows, per customer, how often they showed up, no-showed, or cancelled over any date range — optionally filtered to one practitioner. Use it to spot repeat no-shows (e.g. “how many times has this client no-showed in the past nine months?”).

Client growth

Available on: Essential+

Client growth turns your visit history into retention numbers for any period: new clients, retention (what share of the period's visitors had been in before), rebooking (what share left with their next visit already on the books), clients gone inactive (no visit in 90 days), and lifetime value — the average collected per client, plus your top clients by lifetime revenue.

Capacity & utilization

Available on: Essential+

Capacity & utilization compares booked time against each team member's scheduled working hours (net of breaks and time off) for any period, shows booked time per room or equipment when resource scheduling is on, your busiest days and hours, and current waitlist demand by service — where unmet demand is queuing.

Memberships & stored value

Available on: Essential+

A live snapshot of recurring revenue and what you owe in services: memberships by status (active / paused / cancelled), unused package credits (and how many expire within 30 days), and outstanding gift-card balances. One honest note: renewal failures aren't tracked as their own state, so this report never claims a "failed renewals" number.

21. Custom email domain (branded sender)

Available on: ScaleAdd-on on lower paid plans· included on Scale

By default, client emails are sent from PeasyBooking’s shared, verified sending domain. With this feature, reminders and confirmations are sent from your own domain (for example hello@yoursalon.com) for fully branded email. It’s included on Scale and available as a paid add-on on the other paid plans.

To be clear: this is email only — it doesn’t create a website, and we don’t register or sell you a domain. You bring a domain you already own and add a few DNS records (an SPF entry plus DKIM keys we generate for you) to your existing DNS; we verify them before it goes live. You keep your nameservers and DNS host, and any existing email on the domain keeps working — we only add records, we don’t take over your zone.

22. Importing your data

Available on: All plans· owner or receptionist

Import your clients and history from a CSV — with ready-made mappings for Jane and Fresha.

Moving from another tool? Use Import (on the Clients and Services pages) to bring your data over from a CSV exported from Jane, Fresha, Square, or a spreadsheet. You can import:

• Clients — names, contact details, tags, allergy notes.
• Services — name, duration, price, category.
• Appointments — matched to your clients, services, and staff.

The wizard walks you through four steps:

1. Upload your CSV file.
2. Map your columns to PeasyBooking fields (we auto-guess from headers).
3. Preview — see how many rows are ready, duplicates, or have errors.
4. Import — only the valid rows are added; duplicates and errors are skipped and listed.

Duplicate clients are detected by email; appointment rows that can’t be matched to a service/staff member, or that conflict with an existing booking, are reported so you can fix and re-import.

23. Settings

Available on: All plans· some settings are owner-only

Settings → Workspace — turn navigation modules on or off and match your field's vocabulary.

Settings is the control room for your account. From here you manage:

• Account — your business profile, and the owner-only Business name card to rename the business. Renaming changes only the displayed name — your booking link stays the same, so shared links and any embedded widget keep working.
• Schedules — working hours and locations.
• Team — invite, assign roles, and remove teammates (see Your account, team & roles).
• Plan & billing, add-ons (SMS, custom email domain), and online payments.
• Appointment reminders and the Booking widget embed snippet.
• Privacy & security — the staff access log (who viewed what, including reads).
• Workspace — modules and terminology (below).

Modules — show only what you use

Settings → Workspace → Modules (owner/manager) chooses which optional areas appear in your navigation: Messages, Forms & consents, Payments, Memberships & packages, Marketing, Reviews, Link-in-bio, and Kiosk. New signups start with the set recommended for their business category; established accounts keep their full navigation until they change it. Hiding a module never deletes anything — its pages stay reachable by direct link, bookings and payments keep processing, and you can turn it back on any time. Your plan still decides what's included: a module toggle never unlocks a feature your plan doesn't have.

Terminology — your vocabulary

The same screen sets how your dashboard refers to the people you serve: clients, guests, or members (with matching words for appointments and team members). In this first version it applies to the navigation, the Clients page, and the Home “people” card — dashboard only; your public booking page wording doesn't change.

24. Closing your account & your data

Available on: All plans· owner-only

You own your data and can close your account at any time from Settings. When you close, a 30-day grace period begins during which you can undo the closure and recover everything. After 30 days, your business and its data are permanently deleted. See our Privacy Policy for how we handle personal information and Terms of Service for the full terms.

25. Help & support

Available on: All plans· priority support on Scale and up

Need a hand? Email support@peasybooking.com. Scale and Custom plans include priority support. You can re-open this manual any time from the link in your dashboard.