What's New at MassageBook!
Release Notes
- ★ October 4th, 2018: Mobile App's New Horizontal Mode, MassageBook Gift Certificate 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
- January 30, 2018: The Straight Scoop on What's New and Coming
Announcements
Tip of the Week
- ★ 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
- March 1, 2018: Live In Color
Welcome to MassageBook!
Getting Started
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 Email 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
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)
Email Campaigns
- ★ Creating and sending an Email Campaign
- Adding a Call-To-Action Button to a Campaign
- Understanding your click-through rate
- Enabling Email Campaigns
- Saving an Email Campaign as a draft
- Resubscribing a client to your business' Marketing e-mails
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
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
What We're Working On!
Square FAQs
- 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?
- Can I Use my Square Devices, Gift Certificates, Cards on File, etc. with MassageBook?
- Can I Set up a Square Account for Each of my Service Providers?
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?
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