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PeasyBooking user manual

Everything you need to run your salon, spa, studio, or service business on PeasyBooking — written to be read straight through, once, by whoever sets things up. It’s one manual for all plans: every section is labelled with the plans it applies to, so you can see at a glance what’s included on your plan and what an upgrade would unlock.

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:

Prices are in Canadian dollars (US businesses are billed the same numbers in US dollars), and annual billing gives you 2 months free. There’s no per-booking commission and no per-practitioner fee — each plan is one flat price for the business.

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

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

The guided setup wizard's first step asking about your business, with the eight-step progress bar across the top.

Guided setup — eight short steps from “Tell us about your business” to a live booking page.

Create your account at /signup with an email and a password (at least 8 characters with upper- and lower-case letters and a special character). Your first 14 days include every Starter feature — no card required; the Free plan stays free forever. From there, a short guided setup walks you through eight steps. Every one of them can be revisited later in Settings, so don’t agonize:

  1. Business — your business name, an optional contact phone, and your business type (Hair & nails, Aesthetics & beauty, Spa & massage, Fitness & training, or Something else — it tunes your starter services, modules, and vocabulary). Tell us your team size (it helps suggest a plan) and, optionally, what you’re using today so we can help you switch. This step is also where you accept the Terms of Service and Privacy Policy — the exact accepted document-set hash is shown to you. The Privacy Policy includes where your data lives: core data is hosted in Canada, its backups are stored in the United States, and some service providers may process limited data outside Canada.
  2. Location — name, street address, country, city, province, postal code, timezone, and phone for your first location. More branches can be added later in Settings.
  3. Hours — per-day open and close times (Monday–Friday defaults on, weekends closed). Breaks, holidays, and per-staff schedules live in Settings.
  4. Services — starter services for your field are pre-seeded, all editable and removable; add your own or skip entirely.
  5. Team — add teammates now or skip; working solo is perfectly fine.
  6. Workspace — a preview of which navigation modules will show for your field (hidden ones can be enabled any time in Settings), your dashboard vocabulary, and optional starter intake and consent form templates (they do nothing until you require one).
  7. Plan — pick a plan in-flow, monthly or annual. Starter, Team, and Essential come with a 14-day no-card trial that’s already running; subscribing bills you that day. Scale is billed today — no trial. Or choose “I’ll decide later — stay on Free” and keep exploring; when the trial ends you land on Free unless you’ve subscribed, and nothing is ever charged.
  8. Launch — your booking page goes live at app.peasybooking.com/p/your-business. Copy the link, print the QR code for your front desk, preview the page, and copy a ready-made line for your Instagram bio. This screen also offers the CSV import (you see a preview and a report of any rows that need attention before anything is saved) and the best three minutes you’ll spend today: a guided test booking — book a service as if you were a client, watch it appear on your calendar and check the confirmation email, then cancel it from the calendar to free the slot.

After setup you land on Home — your business at a glance (see the next section).

Finding your way around

The left menu (the “sidebar”) groups everything by how you work: Daily work (Home, Front desk, My day, Calendar), Care (Clients, Chat, Forms), Business (Services, Payments, Memberships), Growth (Marketing, Reviews, Link-in-bio), and Management (Reports, Settings, and this manual). The footer shows who’s signed in and their role, a business switcher, and Sign out; the notification bell sits in the top bar. Modules you’ve hidden (or that start hidden for your field, like Kiosk or Classes for a beauty business) appear in the menu as soon as you enable them under Settings → Workspace. 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. Home — your day at a glance

Available on: All plans

The Home dashboard: quick actions, a needs-attention list, tasks, and today's numbers.

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

Home is the first page you see when you sign in. It answers “how is today going?” without opening anything else, and every number on it links to the page where you act on it.

While you’re setting up, Home also carries the setup checklist with a progress meter, and while you’re on a trial, a card shows the trial’s end date with a Choose a plan button.

3. 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:

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.

4. Plans & billing

Available on: All plans· managed by the owner

The Plan & billing card with the plan ladder and billing-period toggle.

Settings → Billing & add-ons — switch plans, choose monthly or annual, and manage your card, all through Stripe.

Every new account starts on a 14-day free trial with every Starter feature — no card required, and it’s already running the moment you sign up. Subscribe to Starter, Team, or Essential any time (you’re billed that day), or let the trial run out and land on the Free plan with all your data intact. Scale has no trial — it’s billed the day you subscribe.

Manage everything under Settings → Billing & add-ons:

  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 & payment method to update your card, view invoice history, or change plans.

The same tab holds the two add-ons — SMS reminders ($15/month, see Reminders) and a custom email domain ($25/month, included on Scale — see Custom email domain) — plus online payments, the booking-widget snippet, and search visibility for your public pages.

Marketplace, honestly. We’re building an optional discovery marketplace — listings so nearby clients can find you, for a flat monthly fee, with no commission on your bookings, ever. It isn’t purchasable yet: you may see the card in Settings, but checkout isn’t enabled. When it launches, joining will be entirely optional and your direct bookings stay yours either way.

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.

5. Calendar & scheduling

Available on: All plans

The calendar with appointments; each visit shows readiness markers.

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.

The calendar is the whole business’s view. Two companion pages show the same day from a particular chair: Front desk for the reception team and My day for each practitioner.

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.

6. Front desk — the reception view

Available on: All plans

The Front desk page with today's schedule, a waiting list, and quick actions.

Front desk — today from the reception team's chair: arrivals, walk-ins, tasks, and the waitlist.

Front desk (under Daily work in the sidebar) is the reception team’s home: everything about today, with no financial analytics. Receptionists land here when they sign in; owners and managers reach it from the sidebar. Use it to greet arrivals, book walk-ins, and keep the day moving.

The page shows:

Waitlist — cancellations refill themselves

The waitlist is a list of guests who wanted a time you didn’t have. When your day is full, guests join it right from your booking page (“Can’t find a time that works? Join the waitlist”) — 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 offer policies, set per location under Settings → Schedules → Booking rules: Strict queue — one offer at a time (the 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. For each waiting guest you can:

  1. Press Offer next opening to send them the soonest time inside their window — the row flips to Offer out and they have 10 minutes to grab it.
  2. Press Skip to pass an unanswered offer to the next person (the skipped guest keeps their place for future openings).
  3. Press Remove to take them off the list.

Reception can also add a client to the waitlist from the checkout rebooking prompt.

7. My day — the practitioner view

Available on: All plans

The My day page listing one practitioner's appointments with Start, Finish and Open visit actions, plus a personal task list.

My day — your own schedule for today: each visit moves from arrived to started to finished, and your tasks sit underneath.

My day (under Daily work in the sidebar) shows a practitioner only their own appointments for today — never anyone else’s schedule. Practitioners land here when they sign in. Each appointment card shows the client (with their allergy flag if one is on file), the arrival state, and one-tap actions as the visit moves along:

  1. Arrived — the client is here.
  2. Start — the service has begun.
  3. Finish — the treatment is done. This opens the small “Finish this visit” form — every field optional: an Outcome note (a short, non-sensitive operational summary), a Recommended follow-up in days (it feeds the rebooking prompt at checkout), and a Suggest rebooking at checkout tick-box. Press Finish visit and the visit lands in the checkout queue.
The visit workspace showing the client, this visit, and care actions.

Open visit — the visit workspace puts the client, the services, and checkout one tap away.

Open visit (on the card, or “Open visit workspace” in the calendar drawer) opens the visit workspace: the client’s details and alerts, their previous visit (or “First visit”), active memberships and package credits, the services being delivered, and one-tap Message client and Open checkout buttons. My day also shows a count of unread client messages, and each staff member sees the tasks aimed at them here under My tasks.

For aesthetics businesses, the Finish form also captures product, lot number and service area — operational traceability that then shows on the visit workspace.

8. Clients

Available on: All plans

A client profile drawer with contact details, tags, allergy flag, birthday, and balance.

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

The Clients area is your address book and visit history. Most clients are created automatically the first time they book online — you only add someone by hand when they call or walk in. Each profile shows contact details, tags, an allergy flag, balance, and past and upcoming appointments.

To add a client yourself:

  1. Click Clients in the left menu.
  2. Click Add client.
  3. Enter their first and last name, phone, and email — plus an optional birthday (it powers the birthday campaign audience and nothing else; any year works). Save, and they’re ready to book.

On each profile you can also:

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

9. Services & pricing

Available on: All plans

The Services page listing services with durations and prices.

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

A service is anything a client can book: a haircut, a facial, a massage. Your services power the calendar, your booking page, and your prices, so this is the first thing to set up. To add one:

  1. Click Services in the left menu.
  2. Click New service.
  3. On the Details tab, enter the Service name, Duration (min), and Price ($), and pick an optional Category.
  4. Choose Bookable online or In-house only, then click Create service.

The editor’s other tabs — Staff, Add-ons, and Resources — hold the extras. For each service you can:

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.

10. Classes & group sessions

Available on: Team+

The Classes page explaining group sessions with a Create your first class button.

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 included from the Team plan: it’s on by default for fitness businesses, and any other business can enable it 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.

11. Your online booking page

Available on: All plans

A public booking page showing the business, its services, and a Book now button.

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.

Booking rules — your online-booking policy in one panel

The booking rules panel in Settings with scheduling, approval, guest self-service, client and waitlist controls.

Booking rules (Settings → Schedules) — one panel controls how far ahead clients can book, whether requests need your approval, and how the waitlist behaves.

Settings → Schedules → Booking rules controls how the page behaves, per location: how often times are offered (every 5, 10, 15, or 30 minutes), 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 (walk-ins and phone bookings never count against it), your cancellation policy text and free-cancellation window (shown on your booking page and the guest’s manage page), whether guests may reschedule from their manage link, who can book online — anyone, or existing clients only (matched by the phone or email you have on file; new people are asked to call) — a per-client cap on upcoming bookings (it counts requested, booked, and confirmed visits), 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).

12. Your website & booking link

Available on: All plans

The Website Studio editor composing a site with drag-and-drop sections on a canvas.

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 Link-in-bio (in the sidebar’s Growth group): 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.

13. Embedding booking on your site

Available on: All plans

Already have a website — Wix, Squarespace, Webflow, WordPress, or anything else? Add a “Book now” button to it. Under Settings → Billing & add-ons → Booking widget, choose the style (popup button, or inline on the page), set the button text and colour, preview it, then Copy snippet and paste it into your site’s HTML before the closing </body> tag. Clients book in a popup without leaving your page — your services and live availability, right on your own site.

14. Reminders & confirmations

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

The SMS reminders card in Settings showing the add-on price, the reminder schedule editor, and the reply-to-confirm toggle.

SMS reminders (Settings → Billing & add-ons) — a dedicated local number, up to five scheduled reminders, and “reply 1 to confirm”.

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 → Billing & add-ons → Appointment reminders:

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.

15. Secure messaging

Available on: Starter+

The secure messaging inbox with conversation list, thread, and client context.

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

Chat is secure messaging between your team and clients — encrypted at rest, and handy for follow-ups and questions without sharing personal phone numbers. Unread counts appear on the Chat item in the sidebar. To start a conversation:

  1. Click Chat in the left menu, then Start a conversation and search for the client.
  2. Write your message and click Send.
  3. Click Invite to secure chat to get a secure link for the client — copy it and share it (for example by email). The client opens the link to read and reply; no app or account needed. The conversation 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.

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

16. Tasks & the notification bell

Available on: All plans

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:

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.

17. Payments & checkout

Available on: Team+

The visit workspace with the service, client, and checkout actions.

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:

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:

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 → Billing & add-ons → 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:

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.

Money permissions — who on your team can touch money

Available on: Team+· owner only

By default, only owners can handle money. Anyone without a grant can’t take payments, sell, discount or refund. To let a teammate handle money:

  1. Go to Settings → Money (owner only) and pick the Team member.
  2. Tick the actions you’re delegating: Take payments, Apply discounts, Void payments, Refund payments, Sell memberships & packages, and Approve above-limit requests.
  3. Optionally set a per-transaction limit (blocks any single action above it) and a daily limit (blocks once the day’s total would exceed it). Leave a field blank for no limit. Click Save limits.

Owners are always unlimited — you can’t lock yourself out of your own till.

18. Memberships, packages & gift cards

Available on: Essential+

The Memberships page for recurring memberships, prepaid packages, and gift cards.

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

The Memberships & packages page sells three kinds of repeat business: memberships (a price billed automatically every so many months, usually with a member discount), packages (a pre-paid bundle of sessions the client uses up over time), and gift cards. Checkout redeems all three automatically, so your cash-up stays honest.

Membership plans

  1. Click Memberships in the left menu.
  2. Under Membership plans, enter a Name (e.g. “Gold”), the Price ($), Every (months) for the billing rhythm, and an optional Member discount (%) applied at checkout. Click Create plan.
  3. To enrol a client: pick them in the Client selector at the top of the page, then click Subscribe on the plan. Their subscription shows under Subscriptions, where you can Pause or Cancel it. Recurring billing uses your connected Stripe account, so set up online payments first.

Packages

  1. Under Packages, enter a Name (e.g. “5-pack”), the number of Sessions, the Price ($), and an Expiry (months, 0=never). Click Create package.
  2. To sell one: pick the client at the top, click Sell on the package, and record the Payment source — Cash, External (e-transfer, terminal), or Complimentary (no charge) — with an optional reason note. The source is recorded on the liability so reporting can tell paid value from a comp.
  3. The client’s remaining credits show under Package credits; checkout spends them automatically (or press Redeem 1 by hand).

Gift cards

  1. Under Gift cards, enter the Amount ($) and an optional Code (leave it blank and one is generated). Record the Payment source — Cash, External, or Complimentary — and a reason note, then click Issue card.
  2. Give the code to the customer right away — it will not be shown again.
  3. To redeem: enter the Redeem code and the amount, and click Redeem — at checkout it counts as a payment under its own method.

One honest bookkeeping note: unused package sessions and unspent gift-card balances are services you still owe. The Memberships & stored value report tracks exactly what’s outstanding.

19. Marketing, campaigns & promo codes

Available on: Team+

The Marketing page for composing an email campaign and picking an audience.

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

A campaign is one message — a promotion, an announcement, a re-engagement nudge — sent to a group of clients at once. Send them 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, Custom unlimited distinct campaigns per calendar month (the page shows a running count, e.g. “0 of 15 used this 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.

Promo codes — discounts clients enter at booking

The promo codes card on the Marketing page with fields for the code, percent off, usage limit and expiry.

Promo codes — create a code, choose the percent off, and share it; clients type it in when they book online.

A promo code is a short code (like “SPRING20”) a client types in when booking online to get a percentage off. Create them on the same Marketing page:

  1. Under Promo codes, enter the code and the percent off.
  2. Optionally set a usage limit (how many bookings can use it), an expiry date, and a first-visit-only flag so it only works for brand-new clients.
  3. Create it — and deactivate it any time to stop it immediately.

How a code behaves, precisely: the discount comes off the pre-tax subtotal; tax and any deposit are calculated on the reduced price; and one code per booking — a second code is refused, never stacked.

20. Reviews

Available on: Essential+

The Reviews page listing client star ratings and comments.

Collect ratings after completed visits, reply publicly, and choose whether they show on your pages.

After a completed visit, a client can leave a star rating and comment from their own booking-management page — only clients with a completed visit can review, so every review is real. To reply:

  1. Click Reviews in the left menu.
  2. Find the review, write your response under Reply publicly, and click Post reply.

Your reply shows with the review. You choose whether reviews appear on your website and booking page — but never what they say.

21. Kiosk / self check-in

Available on: Essential+

The kiosk self check-in screen for a tablet in the waiting room.

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

The kiosk is a self check-in screen for a tablet at your front desk, so clients can let you know they’ve arrived without waiting for reception. To use it:

  1. Enable the Kiosk module under Settings → Workspace if it isn’t in your menu.
  2. Open Kiosk on the tablet and leave it on that page during the day. It shows today’s appointments as big tap tiles — name, time, service.
  3. A client taps their name and sees “You’re checked in” — the same check-in the front desk performs, so the practitioner’s bell gets the same quiet heads-up.

If the client has required forms still missing, the kiosk offers them at check-in (“Form 1 of 2”, with a Do this later option). One honest note: 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.

22. Forms & consents

Available on: All plans

The Forms page for building intake forms and consent documents.

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.

Sensitive intake forms

Available on: All plans

Templates can be badged as sensitive (a sensitivity or allergy questionnaire, or a service-history intake, for example) so those forms stand out in the list. Their answers are stored and exported like any other form. PeasyBooking is not a clinical system — if a regulated health profession requires you to keep a record, keep it in the system built for that. 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 service 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.

23. Reports & analytics

Available on: Essential+· basic dashboards on all plans

The Reports page with money, growth, capacity, and membership analytics.

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.

24. 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 $25/month add-on on the other paid plans — set it up under Settings → Billing & add-ons → Email branding.

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.

25. Importing your data

Available on: All plans· owner or receptionist

The Import page for bringing clients over from a CSV.

Import your clients, services and past appointments from a CSV — map your columns once, with a preview before anything is saved.

Moving from another tool? Use Import (on the Clients and Services pages) to bring your data over from a CSV exported from your old system or a spreadsheet. Three object types are supported — everything else (your team, memberships, packages, gift-card balances, stored cards, documents) you set up fresh in PeasyBooking:

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.

26. Settings

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

The Settings Workspace tab for toggling navigation modules and vocabulary.

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

Settings is the control room for your account, organised into seven tabs (what you see depends on your role — staff see less):

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, Kiosk, and Classes (Team plan and up). New signups start with the set recommended for their business category — the same tab shows your Business category with a Use recommended button that re-applies the defaults without touching anything you’ve already set. 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, with four vocabulary packs: Standard — clients & appointments, Salon — clients & stylists, Spa — guests & sessions, and Fitness — members & trainers. It changes labels inside your dashboard only — your public booking page wording stays the same.

More than one business

One login can run several businesses. The business switcher in the sidebar footer flips between them, and New business starts a fresh guided setup. Each business is fully separate — its own plan, clients, staff, booking page, and data.

27. Closing your account & your data

Available on: All plans· owner-only

You own your data, and you can close your account at any time — no phone call, no retention flow:

  1. Go to Settings → Account and find the Close account card.
  2. Click Close account & delete data…, type your business name to confirm, and click Schedule deletion.
  3. A 30-day grace period begins, with a banner in your dashboard. Change your mind any time in those 30 days and undo it from the banner — everything comes back exactly as it was.

After 30 days, access ends and your business’s data — bookings, clients, staff, and settings — is deleted from our live systems, subject to any legal hold and the limited records our Data Retention Schedule lists (for example tax, billing, and security records). Encrypted backup copies age out over roughly the following 30 days, and we don’t restore individual records from backups. Payment records processed through Stripe remain with Stripe under its own retention policies. If you need a copy of your data first, export what you need (report tables export to CSV/Excel/PDF, and form submissions download from client profiles) or ask support before closing. See our Privacy Policy for how we handle personal information and Terms of Service for the full terms.

28. Help & support

Available on: All plans

Need a hand? Email support@peasybooking.com and a real person answers — we don’t promise a turnaround, we just get to it. You can re-open this manual any time from the link in your dashboard.

    User manual · PeasyBooking