What's New at MassageBook!
Release Notes
- ★ November 15th, 2018: MassageBook's New Look, Gift Card Program Update
- October 4th, 2018: Mobile App's New Horizontal Mode, MassageBook Gift Card Program
- August 18th, 2018: Square - the (New) Best Way to Accept Payments!
- July 5th, 2018: Square Integration Update
- April 29, 2018: New Mother's Day Gift Certificate Templates
- February 14, 2018: Schedule Shading Selector, Faster Search Directory Results
Announcements
Tip of the Week
- ★ November 9th, 2018: A Holiday Guide for the Most Successful Season Yet!
- September 28, 2018: Track Referrals to Create a Rewards and Loyalty Program
- June 11, 2018: News You Can Use to Increase Father's Day Gift Certificate Sales
- April 26, 2018: Here's to You, Mom
- March 29, 2018: Be the Golden Egg
- March 15, 2018: Leave the Madness at the Door
Welcome to MassageBook!
Getting Started
Professional Account Settings
The MassageBook Glossary
Getting Started FAQs
- How Do I Contact MassageBook Support?
- How Does MassageBook Send Me New Clients? (Video)
- How Do I Transfer My Business to MassageBook?
- Can I Use MassageBook Outside of the United States and Canada?
- Am I Required to Have a MassageBook Business Website Even if I Already Have My Own Website?
- Am I Required to Have a Personal Profile?
Personal Listing and Business Setup
Personal Listing Overview
- Completing Personal Listing
- Adding My Details
- Adding a Personal Photo and Bio to About
- Adding Licenses & Education
- Adding a Place of Work
- Previewing Your MassageBook Personal Website
Business Setup Overview
- Completing Business Setup
- Adding Business Details
- Adding Business Photos and Description to About
- Adding Services to the Service Menu
- Adding Staff
- Customizing Your MassageBook Business Website
Service Menu
- Understanding Types of Service Menu Items
- Adding a Service
- Adding an Add-on
- Adding a Package
- Adding a Series (Video)
- Adding Service Menu Photos
Rooms
Setup and Service Menu FAQs
- Can I Use MassageBook if I Don't Perform Massage Services?
- Can Service Prices Vary Per Staff?
- Can Prep and Recovery Time Vary Per Staff?
- What Happens When I Increase Service Prices?
- How Do I Add Time to an Add-on?
- How Do I Sell Series Minutes as Opposed to Sessions?
My Schedule and Personal Availability
My Schedule Overview
Setting Up Availability
- Understanding the Types of Availability
- Adding Recurring Availability
- Editing Recurring Availability
- Removing Recurring Availability
- Adding One-Off Availability
- Removing One-Off Availability
Blocking Time
Availability FAQs
Business Schedule and Appointments
Schedule Settings, Views, and Tools
- Schedule Settings Overview
- Views Overview
- Sidebar Menu Overview
- Color Coding Appointments by Staff
- Color Coding Appointments by Service
- Understanding the Icons on Appointments
Booking Appointments
Editing Appointments
Canceling and No Showing Appointments
Checking Out Appointments
Business Schedule FAQs
- Can I Check Out More than One Appointment at a Time?
- How Do I Collect Payment for a No Show?
- How Do I Book Couples Massage?
- What Should I Do if a Client Books and Prepays for Another Client?
- Why Don't I See a Specific Appointment On the Schedule?
- How Do I Print the Schedule?
Online Booking
Booking Rules Overview
Prepayment Rules Overview
Online Booking for Clients
- Creating a Client Account
- Booking an Appointment Online as a Client
- Booking a Traveling Service Appointment Online as a Client
- Booking a Prepaid Service or Series Online as a Client
- Rescheduling an Appointment Online as a Client
- Canceling an Appointment Online as a Client
Online Booking FAQs
- How Do Clients Book Online? (Video)
- Do Clients Have to Create an Account to Book Online?
- Why Am I Seeing that First Time Clients Can't Book Online?
- What Happens When a Client Prepays Online?
- Can Clients Tip When Prepaying Online?
- Can I Prevent Clients from Prepaying Online?
Staff
Adding and Deleting Staff
Managing Staff Settings
Managing Staff Availability
- Adding Recurring Availability Per Staff
- Editing Recurring Availability Per Staff
- Removing Recurring Availability Per Staff
- Adding One-Off Availability Per Staff
- Removing One-Off Availability Per Staff
- Adding Blocked Time Per Staff
Staff FAQs
- What Does "Can't Activate Until Profile is Complete" Mean?
- How Do I Add Staff Who Are Not Service Providers?
- Can I Add Another Business Owner?
- How Do I Change Staff's Contact Details?
- What Happens When I Delete Staff?
- Can I Rearrange the Order of Staff?
Clients
Adding and Deleting Clients
Managing Client Records
- Adding a Client's Birthday
- Adding a Referral Source
- Adding and Removing a Client's Photo
- Adding an Emergency Contact for a Client
- Adding Notes and Reminders to a Client's Record and Appointments
- Messaging a Client
Organizing Clients
- Filtering Your Clients
- Filtering Your Clients to Send Targeted Email Campaigns
- Adding Tags
- Removing Tags
- Viewing and Sorting Clients by Tags
- Merging Client Records
Clients FAQs
- How Can I Track Referrals to Create a Rewards and Loyalty Program?
- Is There a Limit to the Number of Clients I Can Add?
- Can Clients Share an Email Address?
- Can I Search for Clients by Phone Number?
- Can I Share Client Records Between Business Profiles?
- Can I Change the Default Number of Entries per Page?
SOAP Notes and Client Intake Forms
Creating a SOAP Note
Viewing SOAP Notes
SOAP Notes FAQ's
Setting Up Client Intake Forms
Emailing Client Intake Forms
Viewing Client Intake Forms
Client Intake Forms FAQ's
Reviews
Setting Up Reviews
- ★ Determining when a Review Request is triggered to send
- Why MassageBook's Reviews Engine is so important
- Adding Yelp and Citysearch Reviews
- Types of Reviews
- Adding Reviews from Outside MassageBook
- Enabling Reviews for Your Business
Requesting Reviews
Managing Reviews
Reviews FAQ's
Gift Certificates
Setting Up Your Business's Gift Certificates Menu
Selling Gift Certificates
- Selling a Gift Certificate Through the Cash Register
- Purchasing a Gift Certificate Online as a Client
- Creating Unique Codes for Selling Preprinted Gift Certificates
- Promoting and Advertising Gift Certificates Through Campaigns
- Sharing the Gift Certificates Page of Your MassageBook Business Website
- Donating a Gift Certificate
Redeeming Gift Certificates
Managing Gift Certificates
MassageBook Public Gift Certificates Program
Gift Certificates FAQs
- What's the Difference Between My Business's Gift Certificates and MassageBook Gift Certificates?
- How Do I Remove, Void, or Expire an Unused Gift Certificate?
- Can I Sell Gift Certificate Promotions Through the Cash Register?
- When Do I Get Paid for an Online Gift Certificate Purchase?
- Can a Service Certificate Be Used for a Different Service Instead?
- Can More than One Gift Certificate Be Purchased Online at a Time?
Marketing Tools
Email Campaigns
- Campaigns Overview
- Creating and Sending a New Campaign to All Clients
- Sending a Targeted Campaign to Specific Clients
- Designing and Building Your Own Campaign Template
- Adding a Call-to-Action Button to a Campaign
- Uploading an Image to a Campaign
Promotions
- Promotions Overview
- Creating a Promotion for a Service
- Creating a Promotion for a Gift Certificate
- Viewing a Promotions' Summary
- Previewing a Promotion's Page
- Copying a Promotion's Link
Autopilot
- ★ Editing the Content of an Autopilot Email
- Criteria for the Referral Thank You Autopilot
- Can I omit a client from receiving an Autopilot?
- Do Autopilot emails send from the Business or from a specific Staff member?
- Can I change the criteria of Autopilot emails?
- Viewing Autopilot statistics
Marketing 101
Marketing FAQs
Website Integration Tools
Placing MassageBook Into an Existing Website
- ★ Adding MassageBook Website Integration options to your ABMP website
- ★ Selling Gift Certificates on your own website
- ★ Embedding your MassageBook Schedule directly onto your website
- How to use your existing website name / URL with your MassageBook website
- Changing the default page of your Embedded Scheduler
- Changing the page your "Book Now" button directs to
Facebook Connect
Website Integration FAQs
Credit Card Processing with Square
Connecting with Square
Checking Out with Square
Square FAQs
- How Do I Process Recurring or Subscription Payments in Square?
- How Do I Export My Customers from Square?
- Can I Invoice a Client via Square?
- I have a Lower Rate than Square's Normal Processing Fees. Does my Rate Apply?
- Can I Access my Square Product and Service Menu when Checking Out Appointments in MassageBook?
- How do I Accept HSA and FSA Cards via Square?
Credit Card Processing with Stripe
Connecting with Stripe
Checking Out with Stripe
Managing a Stripe Account
- Updating Your Bank Account in Stripe
- Viewing Stripe Payouts and Deposits
- Viewing and Updating Your Stripe Deposit Schedule
- Accessing a 1099-K in Stripe
- Accessing Credit Card Processing Fees in Stripe
- Invoicing a Client in Stripe
Stripe Credit Card Readers
Stripe FAQs
- Which Types of Credit Cards Are Accepted?
- What Are the Card Processing Fees for Stripe?
- Can Staff Connect Their Own Stripe Accounts to My Business?
- Can I Connect My Stripe Account to All of My Businesses?
- What Happens When a Client Pays Online?
- Can I Use My Own Credit Card Reader?
Email Notifications and Text Alerts
Emails and Texts Sent to Clients
Google Sync
Establishing a Google Sync
Google Sync Rules
Troubleshooting Google Sync Issues
Google Sync FAQs
- Can each Staff member sync to a different Google Calendar?
- Does MassageBook integrate with iCal?
- Why do I see duplicate Google Sync events?
- Can I set up a Personal and Business Sync?
- Can multiple businesses connect to the same Google Calendar?
- Do Both Blocked Time and Appointments Sync to Google?
Series and Prepaid Services
Series Overview
Prepaid Services Overview
Managing a Client's Series & Pre-Paid Services
Series FAQs
Sales
Working with Receipts
Reports
- Enabling Taxes
- Can I manage staff payroll in MassageBook?
- Viewing Product sales
- Viewing income by payment method
- Exporting and sorting reports
- Viewing income generated by a specific Staff member
Sales FAQ's
Cash Register
Selling Products
MassageBook Mobile
Schedule
- MassageBook Mobile Overview (Video)
- Booking an In Office Appointment
- Booking an Outcall Appointment
- Booking a Recurring Appointment
- Booking a Prepaid Service or Series
- Checking Out an Appointment
Availability
Clients
Cash Register
Settings
Mobile FAQs
- What Are the Requirements for Apple and Android?
- What Do I Need to Complete in the Desktop Version Before I Can Begin Using the App?
- Why Am I Unable to Book a Specific Service or Series in the App?
- Can I Use Voice to Text and Copy and Paste When Creating SOAP Notes?
- Can I Sell Gift Certificates Through the App?
- How Do I Color Code Appointments?
Personal and Business Dashboards
Dashboards Overview
MassageBook Subscription Plans
Start your Free 30 Day Trial
ABMP Membership Benefits
Subscribing to a Paid Subscription Plan
Subscription Plans FAQ's
- ★ I upgraded my plan. Why don't I have access to the Client Intake Form?
- ★ Does the price differ based on the number of Staff I have?
- Can I bypass the Free 30 Day Trial?
- Why Don't I See a Free Trial Option for my Second Business?
- How do I Learn More about Becoming an ABMP Member?
- What Happens if I Cancel my ABMP Membership or it Expires?
MassageBook Public Accounts
Public Account Settings
Online Booking
- How Do I Book an In Office Appointment Through the Search Directory?
- How Do I Book a Traveling Service Through the Search Directory?
- How Do I Reschedule My Appointment?
- How Do I Cancel My Appointment?
- How Do I Rebook a Past Service?
- How Do I Book a Service That I Prepaid for with a Business?
MassageBook Gift Cards
Troubleshooting FAQs
Availability and Online Booking
Schedule and Appointments
- ★ Why did my client's email display a different time than what's on the appointment?
- ★ Why are my Google appointments displaying in a different time zone?
- ★ Why am I seeing only some of my appointments sync?
- Schedule Opening to a Date in the Past
- Why didn't my client or staff member receive a text message?
- How to clear your browser's cache