What's New at MassageBook!

Release Notes

• 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
• January 30, 2018: The Straight Scoop on What's New and Coming
• January 15, 2018: Share Promotions on Facebook and Twitter
• December 20, 2017: SOAP Notes that Fit in Your Pocket

Announcements

• May 22, 2018: MBA Video Course Survey
• May 9, 2017: American Express and Card Processing Rates
• March 28, 2017: Video Contest Winners

Tip of the Week

• 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
• March 1, 2018: Live In Color
• February 22, 2018: Your Business Has Never Looked So Good Online!

See all 8 articles

Videos

Overviews

• MassageBook Overview (Video)
• MassageBook Mobile (Video)

Online Booking

• ★ How MassageBook Sends You New Clients (New Client Fees Explained)
• ★ How a client books with your business via the Search Directory
• Purchasing a Series online as a client
• Booking remaining Series sessions online as a client

Series

• ★ Series Overview (Video)
• Series definition
• Setting up a Series in MassageBook
• Selling a Series from the Schedule
• Booking remaining Series sessions from the Schedule
• Selling a Series from the Cash Register

See all 8 articles

Personal Listing and Business Setup

Personal Listing Overview

• Understanding Your Personal Listing
• Adding Your Personal Details
• Adding Your Personal Photo and Bio
• Adding Your Licenses, Education, and NPI Number
• Adding a Place of Work
• Previewing Your Personal Listing

See all 8 articles

Business Setup Overview

• Understanding Your Business Listing
• Adding Your Business Details
• Adding Your Business Photos and Description
• Setting Up Your Service Menu
• Customizing Your MassageBook Business Website
• Previewing Your Business Listing

See all 9 articles

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

See all 10 articles

Rooms

• Understanding Rooms
• Adding and Editing a Room
• Deleting a Room

Setup FAQs

• Can I Use MassageBook if I Don't Perform Massage Services?
• Can Service Prices Vary Based on 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?
• How Should I Handle Groupon Services?

See all 9 articles

My Schedule and Personal Availability

My Schedule Overview

• Understanding My Schedule
• My Schedule Settings
• Sidebar Menu 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

See all 9 articles

Blocking Time

• Adding Blocked Time
• Editing Blocked Time
• Deleting Blocked Time
• Adding Repeating Blocked Time
• Editing Repeating Blocked Time
• Deleting Repeating Blocked Time

Availability FAQs

• How Do I Add Availability for Every Other Week?
• How Do I Set Specific Appointment Start Times?
• Can I Add Availability Per Service?

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

See all 7 articles

Booking Appointments

• Booking an In Office Appointment
• Booking an Outcall Appointment
• Booking a Recurring Appointment
• Booking a Prepaid Service
• Converting Blocked Time to an Appointment
• Converting a Google Event to an Appointment

Editing Appointments

• Editing an Appointment
• Editing a Recurring Appointment
• Editing Prep and Recovery Time for In Office Appointments
• Editing Travel Time for Outcall Appointments
• Editing an Appointment to Use a Prepaid Service or Series
• Editing a Checked Out Appointment

Canceling and No Showing Appointments

• Canceling an Appointment
• Canceling a Recurring Appointment
• Canceling and Refunding a Prepaid Appointment
• No Showing an Appointment
• No Showing a Prepaid Appointment

Checking Out Appointments

• Checking Out an Appointment
• Checking Out a Prepaid Service
• Checking Out Using a Split Payment
• Applying Store Credit During Checkout
• Adding Items During Checkout
• Understanding Payment Methods

Business Schedule FAQs

• Can I Check Out Multiple Clients at Once?
• 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?

See all 9 articles

Online Booking

Booking Rules Overview

• Understanding Booking Rules
• Activating Booking Rules
• Understanding New Client Referrals and Fees

Prepayment Rules Overview

• Activating Prepayment Requirements

Online Booking for Clients

• Creating a Client Account
• Booking an Appointment
• Booking a Prepaid Service or Series
• Rescheduling an Appointment
• Canceling an Appointment
• Rebooking a Service

See all 7 articles

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?
• Can Clients Tip When Prepaying Online?
• Can I Prevent Clients from Prepaying Online?
• Where Are Add-ons Selected During Online Booking?

See all 9 articles

Staff

Adding and Deleting Staff

• Adding Staff New to MassageBook
• Adding Staff Already On MassageBook
• Deleting Staff

Managing Staff Settings

• Assigning Services
• Assigning Permissions
• Setting Daily Work Limits
• Deactivating Staff

Staff FAQs

• What Does "Can't Activate Until Profile is Complete" Mean?
• How Do I Add Staff Who Are Not Service Providers?
• What Happens When I Delete Staff?
• How do I change the business owner on my account?
• How do I change the name of a Staff member?
• Can I List a Second Business Owner?

MassageBook Subscription Plans

Start your Free 30 Day Trial

• ★ Activating a Free 30 Day Trial (Non-ABMP Member)
• Activating a Free 30 Day Trial (ABMP Member)
• Choosing a Subscription Plan before your Trial expires
• What Happens to Premium Features at the End Your Free 30 Day Trial

ABMP Membership Benefits

• Activating an ABMP Membership Number

Subscribing to a Paid Subscription Plan

• Upgrading from a Free Subscription to a Premium Subscription
• Upgrading from One Premium Subscription to Another Premium Subscription
• Downgrading from a Premium Subscription to a Free Subscription
• Changing your Subscription Billing Information

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?

See all 9 articles

Client List

Adding Clients

• ★ Importing clients from a spreadsheet
• Creating a Client in your Client List
• Using "Quick Add" to Create Clients
• Adding an emergency contact number to a client's record

Managing Client Records

• Tracking client referrals and establishing a loyalty program
• Client referrals and loyalty program tracking
• Viewing client Birthdays
• Messaging a client
• Viewing a client's Credits
• Adding a Source to a Client's Record

See all 10 articles

Tools for Organizing a Client List

• ★ Deleting a Client
• ★ Merging duplicate client records
• ★ Campaigns: Emailing selected clients from your Client List
• ★ Filtering your Client List
• Finding duplicate records in your Client List
• Exporting a list of your clients

See all 11 articles

Client Photo Wizard

• Manually adding a photo a client's record
• Removing a client's photo

Client List FAQ's

• Why do I have duplicate tags in my Client List?
• Is there a limit to the number of clients I can add to my Client List?
• Does my client see the photo I've assigned to them?
• Is it possible to share clients amongst businesses?

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
• Importing Reviews from another software provider
• Enabling Reviews for Your Business

See all 7 articles

Requesting Reviews

• Criteria for Review Requests to send
• Submitting a Review Request as a Client
• Resending a Review Request

Managing Reviews

• Posting Reviews to Facebook
• Adding Reviews to Your Own Website
• Responding to a Review
• Where do Reviews Display

Reviews FAQ's

• ★ My client posted a Review, but I don't see it. Why?
• What happens to my Reviews if I no longer work for a business?
• How often do clients receive a Review Request?
• Why are my Review Requests not sending automatically?

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

See all 11 articles

Facebook Connect

• Adding a Call-to-Action Button to your Facebook business page
• Troubleshooting Facebook Connect issues
• Integrating MassageBook with your Facebook page

Gift Certificates

Setting Up a Gift Certificates Menu

• Selling a Series as a Gift Certificate
• Enabling Gift Certificates
• Setting Up Service Gift Certificates
• Setting Up Custom Gift Certificates
• Modifying or deleting Custom Gift Certificates

Selling Gift Certificates

• ★ Promoting your Gift Certificates via the Campaigns feature
• ★ Printing blank Gift Certificates to sell in your office
• ★ Resending a Gift Certificate
• Selling your own pre-printed Gift Certificates
• How am I notified when a Gift Certificate is purchased?
• How Gift Certificates Display on your Business Website

See all 10 articles

Redeeming Gift Certificates

• Checking out Services with Gift Certificates that were sold at a discount
• Removing unused Gift Certificates/Voiding a Gift Certificate
• Applying a Gift Certificate During Check-Out
• Redeeming a Gift Certificate During Online Booking

Tracking Gift Certificates

• ★ Locating a Gift Certificate Code
• ★ Accounting for previously sold Gift Certificates
• Printing a Gift Certificate
• Understanding Gift Certificates in MassageBook
• Viewing Gift Certificate Sales
• Expiring or Regenerating a Gift Certificate Code

Gift Certificates FAQ's

• What does Active and Online mean next to my Service or Gift Certificate?
• When do I get paid for an online Gift Certificate purchase?
• What fees are associated with selling Gift Certificates?
• Can I sell Gift Certificates online if I don't use online booking?
• How does a client redeem a Gift Certificate at another location?
• Can multiple Gift Certificates be purchased at once?

See all 9 articles

Marketing Tools

Promotions

• Why is my promotion not visible on my Massagebook website?
• Why do I not see my service/gift certificate when creating a promotion?
• How do I create a Promotion for In-Office use only?
• Promotions FAQ's
• Creating Holiday Specials in MassageBook
• How to Use Promotions (Overview)

See all 12 articles

Email Campaigns

• ★ Creating and sending an Email Campaign
• Creating a Call-to-Action button in your Email Campaign
• Understanding your click-through rate
• Using "call to action" buttons in your Email Campaigns
• Enabling Email Campaigns
• Saving an Email Campaign as a draft

See all 10 articles

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

See all 12 articles

SOAP Notes and Client Intake Forms

Creating a SOAP Note

• Creating a Basic SOAP Note
• Uploading a File to a SOAP Note

Viewing SOAP Notes

• Emailing a SOAP Note as a .PDF from your personal SOAP Notes
• Printing a SOAP Note from your personal SOAP Notes
• Viewing Recent Appointments that Need a SOAP Note
• Printing a SOAP Note from a Client's Record
• Saving and Emailing a SOAP Note as a PDF File

SOAP Notes FAQ's

• Can I delete a SOAP Note?
• Can I Create SOAP Notes without Having a Business on MassageBook?
• What Permissions are Required for Staff to View and Create SOAP Notes?

Setting Up Client Intake Forms

• ★ Customizing the Client Intake Form
• ★ Customizing the Client Intake Form Waiver
• Enabling Client Intake Forms
• Turning the Client Intake Form Off for Specific Clients

Emailing Client Intake Forms

• ★ Emailing a Client Intake Form from a Client's Record
• Sending an Intake Form when a Client Books Online
• Sending an Intake Form when the Business Books the Appointment
• Resending a Client Intake Form
• Viewing Sent Client Intake Form Emails

Viewing Client Intake Forms

• Viewing an Intake Form from a Client's Record

Client Intake Forms FAQ's

• How do I email a completed Client Intake Form to another person?

Credit Card Processing

Enabling Credit Card Processing

• ★ Setting up a Stripe account in MassageBook
• Connecting to an existing Stripe account

Managing a Stripe Account

• Changing your bank account information in Stripe
• When can I expect credit card transactions to deposit into my bank account?
• Holding a Credit Card on File in Stripe

Accepting Credit Cards as Payment

• Mobile card reader instructions - Android
• Types of Credit Cards Accepted
• Credit Card Processing Fees
• Credit Card Transaction Limits

Setting Up Client Subscriptions in Stripe

• Tracking recurring client Subscriptions in MassageBook
• Setting up recurring Subscription plans for clients in Stripe

Credit Card Processing FAQ's

• ★ What happens when a client pre-pays for their appointment?
• How do I view my 1099 in Stripe?
• How do I respond to a credit card dispute made by a client?
• Can I set up a Stripe account for each of my Staff to receive their own payments?
• Can I use my own credit card reader?
• Is There a Different Rate for Manually Entering a Credit Card Number vs. Swiping?

See all 7 articles

Email Notifications and Text Alerts

Emails and Texts Sent to Clients

• ★ Determining when Text and Email Reminders send to clients
• Some of my clients don't want to receive emails, can I turn this off?
• What does the reminder text to clients say?
• Sending automated appointment emails to clients
• Customizing Automated Email Templates

Google Sync

Establishing a Google Sync

• Establishing Google Sync with Your Personal Schedule
• Changing the Google Calendar that is Synced with Your Personal Schedule
• Disconnecting Google Sync from Your Personal Schedule
• Establishing a Google Sync with Your Business Schedule
• Disconnecting Google Sync from Your Business Schedule

Google Sync Rules

• Time Limitations on Google Sync

Troubleshooting Google Sync Issues

• Google Sync Troubleshooting: Events aren't syncing
• Google Sync Troubleshooting: Only Some Events Sync

Google Sync FAQ's

• 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?

See all 13 articles

Series and Pre-Paid Services

Selling Series & Pre-Paid Services

• Selling a Service for a future date from the Cash Register
• Selling a Series from the Schedule (Video)
• Selling a Series from the Cash Register (Video)

Booking Series & Pre-Paid Services

• Booking a Series Appointment from the Business Schedule (Video)
• Booking a Series Appointment as a Client (Video)

Managing a Client's Series & Pre-Paid Services

• Editing a client's Series balance
• Sharing a Series amongst multiple clients
• Viewing a client's Series balance
• Viewing all outstanding Series

Sales

Working with Receipts

• ★ Issuing a refund to a client
• ★ Editing a Receipt
• Resending a Receipt
• Generating insurance compliant Receipts
• Printing a Receipt
• Viewing a client's Receipt

Reports

• 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
• Viewing all services performed by a specific Staff member

See all 9 articles

Sales FAQ's

• Can I add and track inventory in MassageBook?
• Can I track expenses in MassageBook?
• Can I generate my own invoices?
• Can I correct checked out Appointments?
• Can I change the payment date on an Invoice or Receipt?
• Does MassageBook integrate with Quickbooks?

Mobile

Mobile FAQ's

• Why do I see 24 hour availability in the mobile app?
• Creating SOAP Notes from appointments via the mobile app
• Creating SOAP Notes from client records via the mobile app
• Enabling Push Notifications

Mobile Credit Card Processing

• Mobile credit card reader instructions - Android
• Mobile card reader instructions - iPhone or iPad
• Requirements for Using the Bluetooth Credit Card Reader
• Purchasing a Credit Card Reader
• Setting Up Your Bluetooth Credit Card Reader
• Charging Your Bluetooth Credit Card Reader

See all 7 articles

Cash Register

Selling Products

• Selling a Product via the Cash Register

Uncategorized Articles

Uncategorized

• How do I change the password on my account?
• How can I contact MassageBook customer service?
• How can I chat with the Support team?
• Why won't SOAP Notes save for me?
• How to Modify Availability on Mobile App
• How to view Client Details on MassageBook Pro Mobile App

See all 8 articles

Troubleshooting FAQs

Availability and Online Booking

• ★ Why do I see the message "So sorry! The selected service is booked for the next 120 days"?
• Why am I not seeing a Staff available during online booking?
• Why does my client see an "Oh Dear" Page when attempting to reschedule an appointment?
• My client is having trouble booking online. Why?

Clients

• Viewing the history of emails sent by your business
• Why can't I delete a specific client's record?
• Why do I See the Message "These Records could not be Merged"?

Staff

• ★ My Staff member said they accepted my invitation. Why does it show that they haven't?

Credit Card Processing

• ★ Why was my client's credit card declined?
• How do I run a report for my Stripe credit card processing fees?
• Troubleshooting your USB card reader
• Why was my client's credit card declined due to a zip code error?
• Why was my Client's HSA / FSA Card Declined?

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

See all 8 articles

Search Directory

• Why do I see "Pricing Not Available" on my Business Listing?
• Why does the map show my business is located in another city or state?
• How do I remove HTML code from my About page?
• Why does Facebook show old images when I share my profile?
• Why isn't my Facebook "Book Now" button showing on a mobile device?

My Subscriptions

• ★ Why won't my ABMP number activate?

Account Settings

• How do I transfer my existing data to MassageBook?
• How do I delete my account or place it on hold?