How to Create an Online Booking System for Small Businesses?

Create Online Appointment Booking System for Small Businesses

Are you trying to recover from lockdown and expand your business? Do you want to automate your business so that you can bring in a steady stream of customers?

If your answer is positive, your search ends here!

This tutorial will show you how to create an online booking system to help you quickly recover from a lockdown and manage the amount of new and recurring appointments.

But where do you go and set up an online booking system that will perform the job well and help your company grow? All of the answers and best practices that we’ve accumulated over the years are condensed into eight simple steps in our ultimate guide.

But before heading ahead, let’s discuss the meaning of an online booking system!

What Do You Mean by an Online Booking System?

In essence, an online booking system or online booking calendar is an interface that allows consumers to schedule appointments for the services you provide.

Businesses and professionals may take control of their time to create a simple online booking system while also providing flexible appointment scheduling options for their clients and automating much of the administrative work. Many systems also allow you to set a buffer time to tidy your desk and set up recurrent appointments.

Advanced booking programs will allow you to create a personalized and branded booking page and send automated SMS and email reminders. These not only help you be more visible online and stay in touch with clients, but they also give you the tools you need to share your latest health and safety improvements.

How Can You Locate a Suitable Online Booking System for Your Company?

Every company is unique, and there is almost certainly no one-size-fits-all online booking system. However, we’ve put together a checklist to help you select the best fit for your company.

Make a List of the Required Features

Why not jot down what you’re looking for if you already have a hazy sense of what you’re looking for? Then, this list can be used as a checklist within a checklist to assist you in making an objective conclusion.

Do you have no idea what you’re searching for? Then, consider the following features if you want to create an online reservation system:

  • A brandable online booking page where users can book appointments 24 hours a day, 7 days a week.
  • Health and safety updates via automated SMS and email reminders, as well as other customizable messages – be sure they’re included in the price (they are often add-ons).
  • The opportunity to set up as many one-on-one or group services as you require, avoiding crowded waiting rooms and long lines.
  • Advanced calendar settings that allow for buffer intervals between bookings, allowing you to clean your desk or simply take a break.
  • Intelligent reporting to track and trace your company’s performance.
  • An extensive integration library, including video conferencing apps and external calendar sync.

Tips to Create Online Appointment Booking System

So, without wasting time, let’s discuss the tips to create an online appointment booking system.

1. Create Your EZ Transaction Account

Install the app on your phone or tablet to establish an account.

Consumers can download the app for free on Android and iOS operating systems. After a 60-day free trial, businesses can confirm their subscription.

After a 60-day free trial, businesses can confirm their subscription.

Get EZ Transaction from the App Store if you have an Apple device. On the other hand, you can get it via Google Play if you’re an Android user.

After installing it to your phone, open the app and tap “Create Account.” Next, tap “Create” after filling in the Email, Password, and Country fields.

2. Arrange for Availability and Services

Before creating an online booking system, simply define your working hours and carve aside time for scheduled breaks, such as lunch or cleaning. Some software solutions, such as 10 to 8, allow you to set aside times that are just available to your colleagues (for example, to plan meetings) and hours that are open to the public.

Be a list of the services you provide and make sure to include descriptions, durations, and costs, if appropriate. Also, describe which staff members can deliver those services and whether they are open to the general public or exclusively to individuals who have been referred.

If you need to clean your workstation between appointments or if your services overrun, you can add buffer times to your services.

3. Personalize Your “Booking website link”

The “Booking website link” is the URL users will type into their browsers to get to your online booking page and schedule an appointment.

It’s the web address for your online reservation page. In addition, you can personalize EZ Transaction with your company name.

To make changes to your online booking website link, go to the Menu → Settings → Online Booking → Booking website link.

4. Edit Business Details

If you want to update your business details in the app, go to Menu → Settings → Online Booking → Edit Business Details.

Displaying your company’s information gives potential clients all the information they need to schedule an appointment.

Start by Presenting Your Company’s Name and Description

Your business description might be as simple as a summary of your company, its slogan, mission statement, values, or the reason for its existence. After creating a simple online booking system, make sure you briefly describe some of the services you provide so that clients understand what your company is all about.

Add Your Company’s Logo

This is where you should submit your logo if you already have one and want it to appear on your online booking page.

Customers recognize your brand because of your logo, which serves as a point of identification. Of course, there’s a potential that some of your audience will forget your company’s name (don’t take it personally – it’s human nature). Still, they’ll instantly identify your logo with their brand memories.

If you don’t already have a logo, you can create one in just a few minutes for free.

Include a Professional Photo of Your Company

Your company image is one of the elements that can catch the attention of potential clients that visit your online booking website.

You have the option of displaying a photo of your salon or a picture of your best work. Hire a professional photographer to give your images a professional air, and choose a subject representative of your key target demographic and belongs to the same age group.

Include Your Company’s Address

This is a self-explanatory setting. Simply enter your business address, and the EZ-Transaction setting, which is integrated with Google maps, will display your precise position on the map.

Include Your Company’s Email Address

Keep in mind that you may have used your email address while signing up for the app.

Add your Facebook and Instagram Business Accounts to the Mix

Include a link to your Facebook and Instagram business pages so that potential customers can see them and form an opinion about your work and services.

5. Configure Calendar Synchronization and App Integrations

Setting up 2-way calendar sync can be helpful if you manage numerous calendars using Google, iCal, Outlook.com, Office 365, or Exchange. This way, you’ll be likely to see all of your appointments in one spot and avoid double scheduling.

Creating an online booking system is likely not the only app in your tech stack. Still, it may be integrated with all of the other apps you use daily, including email marketing, accounting, social media, and, of course, video meetings.

Remember that direct or native integrations offer a seamless experience and need less upkeep.

6. Make a List of Reminders

No-shows can be reduced by up to 90% with automated reminders. Spending 10 minutes setting them up and evaluating how they perform is preferable to risking an increase in expensive appointment no-shows.

Since text messages have a greater open rate than emails, send out text messages in addition to email notifications.

Message content varies depending on the service, and in many circumstances, you’ll need to send a series of reminders before the appointment. After creating an online reservation system, simply set up time and service-specific reminders to get the most out of your time.

7. Test

Make sure your brand-new beautiful booking page works appropriately and provides clients with the best possible user experience before you start sharing it.
Here’s another list for you to consider:

  • Visit your online booking page and make a reservation.
  • Check your calendar system to see if the appointment was successful.
  • Check the appointment in your calendar sync if you have it set up.
  • Check to see if all of the reminders were sent successfully.
  • Manage the appointment: try to postpone or cancel it.

Ensure the video meeting link is active if you’re scheduling virtual meetings.

8. Share Your Online Reservation System with Others

Increase your internet presence by letting your current and future consumers know about the online booking option. Using your website, email marketing, social media, and even your business card or email signature can accomplish this.

And that’s all there is to it! Finally, you’ve mastered the skill to create an online appointment booking system for your business.

To learn more, simply visit https://www.ez-transaction.com/ today!

EZ Transaction

EZ Transaction

EZ Transaction is the most convenient all-in-one app with comprehensive online appointment scheduling, ordering, reminders, messaging, directions, contactless payment, and push notifications all right at your fingertips.
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