Client Web App: Booking a Book-a-Spot asset

Your clients can book Book-a-Spot assets on the Client Web App. Before your clients can book a Book-a-Spot asset, make sure you have completed the following:

• Create a Book-a-Spot asset and place it into the appropriate Book now tab.
• Ensure the asset can be booked independently of other services and can be booked online. For more information, see Book-a-Spot asset settings.
• Set the asset’s working hours so it’s available for booking.
• Configure your booking policy settings.

To book a Book-a-Spot asset in the Client Web App:

1. On the top menu, click Book Now.
2. Click the tab that contains the asset that you’re booking. By default, this tab is named Assets. For more information, see Client Web App: Book Now tabs.
3. Click the tab that contains the asset that you’re booking. By default, this is named Assets.
4. Depending on the booking policy set, you’ll be required to select either the asset or the date and time first.
   • If you’re prompted to select the asset first:
     1. Under Select Assets, click Add next to the asset you want to book.
        • To scroll directly to assets under a specific asset category, select that category under Select Assets.
        • To remove an item form your cart at any time, click on the trash can button next to it.
     2. Click Select date & time.
     3. If the business has the appropriate business policies enabled, select your time zone from the list. Then, select your desired date and time for the asset booking. Open days with available times appear in blue, while open days with no available times appear in black and can’t be selected. Closed days appear grayed out and can’t be selected.
        • If the asset is already booked, the time will be labeled WAIT LIST and after booking, you’ll be placed on a wait list for the asset.
   • If you’re prompted to select the date and time first:
     1. Under Select Time, if the business has the appropriate business policies enabled, select your time zone from the list. Then, select your desired date and time for the asset booking.
        • If the asset is already booked, the time will be labeled WAIT LIST and after booking, you’ll be placed on a wait list for the asset.
     2. Under Select Assets, click Add next to the asset you want to book.
        • To scroll directly to assets under a specific asset category, select that category under Select Assets.
        • To remove an item from your cart at any time, click on the trash can button next to it.
     3. Click Next.
5. If you are booking an asset for a family member, under Booking for, click the dropdown menu and select the name of the family member.
   • If your family member doesn’t have a profile, create an account by following the steps below:
     1. In the dropdown menu, click Add new relationship.
     2. In the Add new relationship popup, fill up the following information:
        1. Under First name, enter their first name.
        2. Under Last name, enter their last name.
        3. To allow your family member to use your email login credentials to sign in to their account, select the Use my email checkbox.
        4. Under Email, enter their email address.
        5. Under Transactions are handled by, choose whether you will handle all transactions on behalf of them.
        6. Under Relationship type to you, select the applicable relationship type.
     3. Click Create account.
6. If you’re not already signed in on the Client Web App, you’ll now be prompted to either sign in to your existing WellnessLiving account or sign up for a new account.
   • If you’re signing up for a new account:
     1. Below the Sign in button, click Sign up.
     2. Complete all the mandatory fields (marked with an asterisk), then click Sign Up.
     3. If the business requires new clients to sign a waiver, review the terms and conditions, select the I agree to use Electronic Signatures checkbox, then click Sign Waiver,
     4. Enter your electronic signature, then click Submit Signature.
   • If you already have a WellnessLiving account:
     1. Enter your email and password.
     2. Click Sign In.
   • Click Continue with Google, Continue with Facebook, or Continue with Microsoft if the business offers single sign-on options.
7. When you have set all asset details, select the desired Purchase Option, to complete the booking process.
   • If you already own a Purchase Option that you can use to pay for the asset, the first applicable Purchase Option is automatically selected. Review the booking details and click Complete Booking.
   • If you’re buying a new Purchase Option:
     1. Under Or buy a new Purchase Option, select the Purchase Option you want to buy and click Continue to checkout.
     2. On the Checkout page, select each payment method you want to use. In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required.
        • If you have a gift card or discount code, under Gift Cards & Discount codes enter the gift card redemption code or discount code, then click Apply.
     3. Click Complete Booking.
   • To pay later, click Continue booking and pay later and click Complete Booking.
8. After the appointment has been booked, you can click the buttons on the Thanks for Booking page to perform additional actions:
   • Click Book another service to book another asset.
   • You can print or email the receipt at this time. For more information, see Printing receipts and Emailing receipts.
   • You can share your asset booking by clicking Share on Facebook or Share on Twitter.