If you are setting up reservie for the first time, focus on the pieces that let customers find, book, manage their account, pay for, and receive the right messages about your services. You can come back to the more advanced tools later.
1. Check your company information
Start in Settings > Configuration and make sure your company information is correct before you share your booking pages with customers.
The key details to check are:
- Company name — the name of your business as customers should see it
- Your website address — the main website for your business
- Terms and conditions URL — a link to the terms and conditions page on your own website
- Privacy Policy URL — a link to the privacy policy page on your own website
These details are used across your customer portal, emails, invoices, receipts, and hosted booking pages. Your terms and privacy policy links should point to pages that you own and keep up to date on your own website.
See Settings Overview for a full guide to the settings area.
2. Check your notification templates
Reservie provides default system templates for the standard customer emails, such as registrations, booking confirmations, cancellations, and payment-related messages.
Before you start taking bookings, go to Notifications and review the default templates. If the default wording works for your business, you can leave it in place. If you need different wording, create your own user-defined template to override the system template for that trigger.
See Getting Started with Notifications and Managing Notification Templates.
3. Create a schedule
A schedule is the timetable your clients will book from. It gives customers a clear place to browse what is available, choose a class or service, and start the booking process.
Use Schedules in the sidebar to create your first schedule, then choose what should appear on it. A schedule can show events, passes, subscriptions, and videos, and you can share it as a hosted reservie page or embed it into your own website.
See Getting Started with Schedules.
4. Get familiar with the customer portal
The customer portal is where your clients manage their own bookings, passes, credits, payment methods, subscriptions, invoices, and account details.
It is important to know what customers see because this is the place you can direct them when they need to log in, check a booking, update their details, or manage something they have purchased. Each account has its own customer portal at its unique reservie address.
5. Create an event, then share it
Events represent the classes, workshops, courses, retreats, and other sessions your customers can book. For many businesses, creating the first event is the step that turns the schedule into something customers can actually reserve.
Use Services > Events to create your first event. You can set whether it is in person or virtual, add one or more dates, configure pricing, and decide which payment methods customers can use.
If you want to take online bookings, connect Stripe and check your account currency before you start selling. Your currency should match the currency you use in Stripe to avoid unnecessary conversion fees.
You can also decide how customers will pay for different services:
- Card payments for direct online payment
- Pass credits for prepaid bundles
- All payment methods when customers can choose between card and credits
Once your schedule and services are ready, share them with customers. You can:
- Link directly to your hosted reservie schedule
- Add a booking button on your website
- Embed the schedule into a page on your website
- Share the link in emails, newsletters, and social posts
See Events Overview, Creating and Editing Events, Accepting Payments Online, and Adding Reservie to Your Website.
After the basics
Once bookings are working, the next useful setup areas are:
- Appointments for one-to-one sessions or resource-based bookings
- Passes for credit bundles or class packs
- Questionnaires for collecting extra information at checkout
- Reports for tracking sales and attendance