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Set up online bookings [Updated!]

Explore the online bookings layout in splose. Learn how to customise pages and ensure a smooth client experience.

Enabling online bookings allows patients to schedule appointments at their convenience, significantly reducing the administrative burden of managing phone inquiries. By offering 24/7 accessibility, you can maximise schedule utilisation and ensure your practice remains available for bookings, even after hours.

We've upgraded online bookings with new capabilities. Existing online bookings users will need to update their booking pages to access the improved functionality. Please set aside 30 minutes to review and update your online bookings setup.

💡Only users with access to online bookings settings will be able to make changes.


Video


Before you begin

If you have any existing bookings pages, customers will continue to see the old page. You will need to update your existing links as the old link will not redirect customers to your new page.

Click here to learn how to get your new online bookings page link after you create your new page.

If you use "{business_bookingLink}" as a placeholder in your templates, these will link back to your old bookings pages.

Please retrieve your booking page links and manually paste these in your templates.


Highlights

Multiple booking pages

You can create and manage multiple booking pages from one place. Perfect if you need separate links for different locations, services, or practitioners.

Screenshot of the Online Bookings settings page in splose showing a list of multiple booking pages that can be managed from one place

Refreshed interface

The new layout is clean, fast, and easy to navigate- creating a smoother experience for you and your clients.

Improved filters

Clients can filter by location, provider, date, and time- all from the same screen, with less back-and-forth.

Screenshot of the client-facing online booking page showing the improved filters for location, provider, date, and time on a single screen

Next Available button

Clients can click "Next available" to instantly see each practitioner's earliest available appointment slot, saving time browsing through multiple days.

Note: This shows the next available appointment per practitioner (so clients can compare across your team), rather than jumping to the absolute earliest slot across all practitioners.

Built-in waitlist

If no appointments are available, clients can join the waitlist directly from the booking page. They'll be added to your waitlist screener automatically.

Screenshot of the client-facing booking page showing a Join the Waitlist option when no suitable appointment times are available


Design, set up, build and share

Settings are organised into four clear tabs when creating or editing a booking page:

Screenshot of the online bookings page editor in splose showing the four tabs: Design, Settings, Builder, and Share
  1. Design
    Customise colours, logos, important notices, and confirmation messages.

  2. Settings
    Manage lead time, time zones, pricing, emails, payment settings, and the waitlist toggle.

  3. Builder
    Select and order locations, services, and practitioners.

  4. Share
    Grab your public link, embed code, or add a GTM ID.


Key things to check after the update

You don't need to recreate anything- but we recommend reviewing the following:

Important notices

If you had a top-of-page message, move it to the Important notice section under the Design tab.

Screenshot of the Design tab in the online bookings editor showing the Important Notice section where a top-of-page message can be configured

Confirmation message

You can now customise the booking confirmation message. Head to the Design tab to check or update it.

Screenshot of the Design tab in the online bookings editor showing the Confirmation message field that can be customised for clients after booking

Waitlist

If you use the waitlist, check the Settings tab → Waitlist toggle. This allows patients who cannot find a suitable appointment to join your waitlist. You can also add tags and confirmation emails.

Screenshot of the Settings tab in the online bookings editor showing the Waitlist toggle that allows patients to join the waitlist when no suitable times are available

Payment settings

Booking pages still link to your available payment types in splose. If you're using Stripe, make sure your services use Required or Not required payment types- optional payments aren't supported.

If you had 'Optional' selected for any of your services, this setting has been changed to 'Not required'.

Screenshot of the service settings showing the online payment options with Required and Not Required selections available

Services and practitioners

Go to the Builder tab to confirm who and what displays on each page. Use arrows to adjust the order or hide/show items as needed.

Screenshot of the Builder tab in the online bookings editor showing the services and practitioners list with up and down arrows to adjust display order


Set up your online bookings page

With splose, you can create branded online booking pages that match your workflow. Set up one or multiple pages in your workspace, customise each one to suit your services and locations, and give clients a seamless way to book in. No back-and-forth required.

Before you begin

To make sure your online bookings page works as expected, double-check that online bookings are enabled across your:

Locations

  • Online bookings opening hours are correct and toggled on

  • At least one service is selected

Services

  • Online bookings is toggled on for your desired service/s

Practitioners

  • Availability is set up for the correct location

  • They're assigned to relevant services for that location

  • Online booking is enabled for those services

  • Online booking is enabled for the practitioner

This ensures only valid and available booking options are shown to clients.


Step 1: Create a new page or manage an existing online bookings page

Go to Settings → Online bookings

Screenshot of the Settings navigation in splose showing the Online Bookings menu item with an arrow pointing to it

Click +New to create a new page or click on any existing online booking page to update your settings.


Step 2: Set the look and feel of your online bookings page

The first page that shows when you edit an online bookings page is the Design tab.

This is where you can customise the following:

Screenshot of the Design tab in the online bookings editor showing the full range of customisation options including page name, display settings, and button styling
  • Online booking page name
    For internal use - appears in your list of booking pages

  • Display settings
    Choose what appears beside each location:

    • None – No image or icon

    • Map – Map icon will show

    • Logo/Image – Upload a logo or image for each location

Customers have reported issues uploading their logo if the file is a rectangle. We recommend editing your logo file to a square image to avoid potential issues.

  • Button styling
    Select your primary and secondary colours.
    Click the colour palette icon for suggestions.

Screenshot of the Design tab showing the button styling section with primary and secondary colour selectors and a colour palette icon for suggestions

  • Important notice banner
    Use this banner to highlight key updates like policies or availability.

    • Title: Max 80 characters

    • Message: Max 150 characters

    • Customise the stroke (outline) and fill (background) colours.

Screenshot of the Design tab showing the Important Notice banner configuration with title and message fields and stroke and fill colour customisation options
  • Archived online bookings notice
    Displays when you have archived the online bookings page.

    • Title: Max 150 characters

    • Message: Max 500 characters

Screenshot of the Design tab showing the Archived Online Bookings Notice section with title and message fields displayed when a booking page has been archived
  • Booking terms & policies
    Add your Terms, Cancellation policy, and Privacy policy.

    • Max 500 characters per section.

Screenshot of the Design tab showing the Booking terms and policies section with input fields for Terms, Cancellation policy, and Privacy policy text

The cancellation policy appears below the client booking form:

Screenshot of the client-facing booking form showing the cancellation policy text displayed below the booking form before the client confirms
  • Terms, cancellation policy and privacy policy appear within a clickable link at the bottom of the page before the client confirms the booking.

  • Confirmation message
    Display a message after a successful booking.
    Useful for outlining next steps.

    • Max 500 characters.

    • Clients can click 'Add to calendar' to add the booking to their calendar.

Screenshot of the client-facing booking confirmation screen showing the custom confirmation message and the Add to Calendar button after a successful booking


Step 3: Customise your settings

Screenshot of the Settings tab in the online bookings editor showing lead time, booking intervals, timezone, and advance booking window options

Set your appointment lead time

Set the minimum notice required for a booking.
Choose from: Now, 1, 2, 4, 8, 12 hours or 48 hours.
This prevents last-minute bookings that don't suit your schedule.

Booking intervals

Controls how often booking time slots appear.
Options: 5, 10, 15, 20, 30, 60, 75, 90 minutes
Match with your standard session durations.

Timezone

Choose whether to show times in your business's timezone or the client's.
Helpful for Telehealth or multi-region practices.

How far in advance can a client book online

Set how far in advance clients can view availability- from 1 to 6 weeks, months or years.
Useful for managing waitlists or advance scheduling.

Preferences

  • Show appointment prices – Tick to show prices on the booking page

  • Receive a notification email (practitioner) – Sends a booking email to the booked practitioner

  • Receive a notification email (other) – Notifies another user (e.g. receptionist)

Payments

💡 You will need the Stripe integration to be able to receive payments online. To set up payments for your online booking page, follow our Stripe integration guide here

Choose how payments from your booking page will be categorised in your payment records.

What this does:
The payment type selected here will automatically apply to the invoice created from this booking when I client pays online- helping with payment tracking and reporting.

If the service has payment required, the booking page will show the Stripe payment fields:

Screenshot of the client-facing online booking form showing the Stripe payment fields displayed when the selected service requires payment

A service with payment set as not required will not have any payment fields on the booking page.

To set this up:
Go to Settings → Services → Edit service → Toggle online payment
→ Choose required or not required → Select full or partial payment.

'Optional' is no longer supported and has been replaced with not required.

Waitlist settings

Screenshot of the Settings tab in the online bookings editor showing the Waitlist settings section with toggle and configuration options for tags and confirmation emails

Let clients join the waitlist when no suitable times are available.

What happens:
Client clicks Join the waitlist, enters their details, and is added to the screener.
No form is sent automatically.

Screenshot of the client-facing waitlist join screen on the online booking page showing the form clients fill in when no suitable appointment times are available

Triage workflows:

  • Workflow 1 (No forms needed)
    From the waitlist: Actions → Send email

    • Only general email templates are available at this stage.

  • Workflow 2 (Forms needed)
    From the Screener: Click client → Forms → Add form → Send email

    • Only form templates will appear here.

Waitlist customisation:

  • Send notification email to – Choose users to notify

  • Assign waitlist tags – Applies a waitlist tag to clients for easy filtering and follow-up

  • Waitlist confirmation message – Displayed after submission

  • Waitlist confirmation email – Sent to the client

Heads up: Don't link to embeddable forms in these emails- it may create duplicate client profiles in your screener.


Step 4: Manage your available locations, services and practitioners

Click the 'Builder' tab on your online bookings settings page.

Screenshot of the Builder tab in the online bookings editor showing the list of locations, services, and practitioners available to include on the booking page

Choose which locations, services and practitioners appear on the booking page.

  • Use up/down arrows to reorder locations and service types

  • Services are arranged by service type. To reorder services non-alphabetically, prefix them with numbers (e.g. 01, 02) in the service's settings page.

Screenshot of the Builder tab showing services arranged by service type with up and down arrow controls to reorder how they appear on the booking page
  • Click Manage next to Services or Practitioners to show or hide them

Screenshot of the Builder tab showing the Manage button next to the Services and Practitioners sections for showing or hiding individual items

Example use case:
Create a dedicated page for a single practitioner or group of services.

Once you're done, click Create.

Clients will first see practitioners who match their selected preferences. If no practitioner is chosen, the system will show the earliest available practitioner and their available times. This helps maximise your practice's utilisation.


Step 5: Share your booking page

Click the 'Share' tab on your online bookings settings page.

Screenshot of the Share tab in the online bookings editor showing the shareable link, embed code, and Google Tag Manager ID options

You're good to go!

  • Shareable link – Add to emails, templates or your website

  • Embed code – Insert directly into a website page

  • Google Tag Manager ID – Displays your GTM ID for tracking
    More on Google Tag Manager here


Things to Note

  • Keep your booking page names simple and easy to scan

  • Use the Important Notice to call out key info

  • Only show services that are available at the selected location

  • Test your booking page to make sure availability appears correctly

  • Create separate pages for different teams, services or locations if needed


FAQs

Can I have more than one online booking page?

Yes! You can create multiple booking pages to suit your workflow- for example, one per location, service type or practitioner. Each page is fully customisable.

My set buffer times don't match with the appointment booking slot intervals!

Your intervals may not line up exactly with what you set or you might notice a small 5 or 10-minute gap between back-to-back appointments; however, this is by design. splose will generate appointment slots as close as possible to a whole number interval. This happens because the system uses Slot Alignment to keep your schedule organised on a "grid."

Interval

Alignment Behavior

Resulting Slots

5 min

Aligns to the next 5-minute mark.

10:00, 10:05, 10:10...

15 min

Aligns to the next 15-minute mark.

10:00, 10:15, 10:30...

20 min

Aligns to 10-minute increments

10:00, 10:30, 11:00...

30 min

Aligns to 10-minute increments

10:00, 10:30, 11:00...

45 min

Aligns to the next 15-minute mark.

10:00, 10:15, 10:30...

60 min

Aligns to 10-minute increments

10:00, 11:00, 12:00...

75 min

Aligns to the next 15-minute mark

10:00, 10:15, 10:30..

90 min

Aligns to 10-minute increments

10:00, 11:00, 12:00..

How do I update an existing booking page?

Head to Settings → Online bookings, click the page you'd like to edit, then update the relevant tab (Design, Settings, Builder, Share). Don't forget to click Save to save your changes.

Why aren't services or practitioners showing on my booking page?

Make sure:

  • Online bookings are enabled for the location, service and practitioner

  • The practitioner has availability set up for that location

  • The practitioner is assigned to the services you've included
    Check the Builder tab to confirm what's selected for the page.

What happens when a client joins the waitlist?

They'll be added to the Waitlist Screener. From there, you can send them a general email or a form (depending on your workflow), then accept or reject the client from the waitlist.

Can I take payments when clients book online?

Yes. If you've enabled online payments for a service and linked a payment type on the booking page, splose will automatically generate an invoice and collect payment through Stripe.

What's the best way to share my booking page?

You can copy the link and add it to email templates, newsletters or your website. For a more seamless experience, use the embed code to add the booking page directly to your site.

Can I track bookings using Google Tag Manager?

Yes. Add your GTM ID in the Details tab of your Workspace Settings to track conversions and user behaviour via Google Analytics or other tools. Click this link to learn how to set this up.

What timezone will clients see?

You control this in the Settings tab. You can display appointments in your local timezone or show them in the client's timezone- ideal for Telehealth and remote services.

How do online bookings work with existing clients?

When a client books an appointment through the Online Bookings system, splose matches their details, such as name, date of birth, and email address, and creates the appointment under that client record.

Why is splose creating new client records even though the person making a booking is an existing client?

A customer is required to enter the exact same details that are in their client record to ensure that the correct client record is used. If the client enters their name and date of birth correctly, but a different phone number, a new client record will be created.

If they enter the correct name, date of birth, and phone number, but a different email address, a new record will not be created. Instead, the platform will change the email address in the client record to the one entered by the client in the online booking.

What determines the amount that is needed to be paid when a service is booked in an online booking?

If you require payment for a particular service, navigate to Workspace Settings, then select the Services menu item. Edit the service that you require payment for.

Scroll down to Online Payment and toggle this to ON. Select your preferences:

Online payment for this service is:

  • Required

  • Not Required

Type:

  • Partial

  • Full

Enter the required amount when a payment is made through an online booking.

Screenshot of the service settings in splose showing the Online Payment toggle and the options for Required or Not Required payment type and Full or Partial payment amount

When you're done, click Save.

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