What's New at MassageBook!

Release Notes

• ★ December 11th, 2018: Limit How Far Into the Future Clients Can Book Online
• 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

See all 10 articles

Announcements

• ★ November 20th, 2018: Replenish Your Face Cradle Cover Inventory
• March 28, 2017: Video Contest Winners

Tip of the Week

• ★ December 26th, 2018: Build Your Own AutoPromos to Run Throughout 2019
• 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

See all 11 articles

Welcome to MassageBook!

Getting Started

• Our Mission
• MassageBook Overview (Video)
• Creating a Professional Account
• Step by Step to Success

Professional Account Settings

• Updating Your Professional Account's Email Address
• Adding a Phone Number to Your Professional Account
• Changing Your Professional Account's Password
• Resetting Your Professional Account's Password
• Adding an Avatar to Your Professional Account

The MassageBook Glossary

• Business Listing
• Business Profile
• MassageBook Business Website
• Personal Listing
• Personal Profile
• MassageBook Personal Website

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?

See all 7 articles

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

See all 8 articles

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

See all 10 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 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?

See all 10 articles

My Schedule and Personal Availability

My Schedule Overview

• Understanding My Schedule
• My Schedule Settings
• Sidebar Menu Summary

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 Overview

• Schedule Settings Summary
• Views Summary
• Sidebar Menu Summary
• Color Coding Appointments by Staff
• Color Coding Appointments by Service
• Understanding the Icons on Appointment Blocks

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 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?

See all 9 articles

Online Booking

Booking Rules Overview

• Understanding Booking Rules
• Activating Booking Rules
• Understanding New Client Marketing Fees

Prepayment Rules Overview

• Activating Prepayment Requirements

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

See all 8 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?
• What Happens When a Client Prepays Online?
• Can Clients Tip When Prepaying Online?
• Can I Prevent Clients from Prepaying Online?

See all 12 articles

Reserve with Google

• Reserve with Google Overview
• Activating Reserve with Google
• Booking Through Reserve with Google as a Client

Reserve With Google FAQs

• Why Is MassageBook's Integration with Reserve with Google in Beta?
• Do I Need a Google My Business Listing to Use Reserve with Google?
• How Long Does It Take Before Booking Becomes Available Through a Google My Business Listing?
• Is a Google Account Required to Book Through Reserve with Google?
• Is Outcall and On Call Availability Supported Through Reserve with Google?
• Can Clients Prepay Through Reserve with Google?

See all 12 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

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

See all 11 articles

Staff FAQs

• 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?
• Why Are Some Staff Photos Blank?

Clients

Adding and Deleting Clients

• Importing Clients from a Spreadsheet
• Adding a Client
• Quick Adding a Client
• Deleting a Client

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

See all 11 articles

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

See all 8 articles

Clients FAQs

• 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?
• Do Clients See the Photo that Was Added to Their Record?

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?

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

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?

Gift Certificates

Setting Up Your Business's Gift Certificates Menu

• Activating Service Certificates
• Creating Custom Certificates
• Creating a Custom Certificate for a Series
• Editing, Deactivating, and Deleting Custom Certificates
• Previewing Gift Certificates on Your MassageBook Business Website

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

• Locating and Copying a Gift Certificate Code
• Redeeming a Gift Certificate During Checkout
• Redeeming a Gift Certificate Online as a Client
• Checking Out an Appointment That Was Prepaid for with a Gift Certificate

Managing Gift Certificates

• Accounting for Previously Sold Gift Certificates
• Resending a Gift Certificate by Email
• Printing a Gift Certificate
• Regenerating a Gift Code
• Viewing Gift Certificate Activity and Sales

MassageBook Public Gift Cards Program

• MassageBook Gift Cards Overview
• Activating and Accepting MassageBook Gift Cards
• Receiving Payments for MassageBook Gift Cards

Gift Certificates FAQs

• What's the Difference Between My Business's Gift Certificates and MassageBook Gift Cards?
• How Do I Remove, Void, or Expire an Unused Gift Certificate?
• 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?
• Can a Tip Be Included When Purchasing a Gift Certificate Online?

See all 13 articles

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

See all 10 articles

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

See all 12 articles

Autopilot

• Autopilot Overview
• Activating and Pausing an Autopilot
• Editing an Autopilot
• Adding a Call-to-Action Button to an Autopilot
• Automated Birthday Greeting Summary
• Bring 'Em Back Summary

See all 10 articles

Marketing 101

• Setting Up for Success in 2019
• 2018 Holiday Guide
• Advertising Promotions to Clients Through Campaigns
• Boosting Gift Certificate Sales Using Campaigns
• Tracking Referrals for a Rewards and Loyalty Program

Marketing FAQs

• Can I Edit a Finished Promotion?
• Can I Book a Service Promo on the Schedule?
• How Do I Create a BOGO for a Service Promo?
• Can I Sell a Gift Certificate Promo Through the Cash Register?
• Can I Create a BOGO for a Gift Certificate Promo?
• Why Is My Promotion Not Visible on My MassageBook Business Website?

See all 12 articles

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

• Activating Facebook Connect
• Adding a Call-to-Action Button to a Facebook Business Page

Website Integration FAQs

• Why Am I Seeing Page ID and URL Required When Attempting to Activate Facebook Connect?
• Why Am I Being Notified That I Don't Have a Facebook Business Page Even Though I Do?
• Why Does Facebook Show Old Photos When I Share My MassageBook Business Website?

Credit Card Processing with Square

Connecting with Square

• ★ How do I Begin Taking Payments in MassageBook via my Square Account?
• Benefits of Switching from Stripe to Square
• Transferring from Stripe to Square FAQs
• Creating a Square Account
• Understanding Square's Credit Card Processing Fees
• Connecting your Square Account to MassageBook

Checking Out with Square

• Holding Credit Cards on File
• Accepting Square Payments via the MassageBook Pro Mobile App
• Accepting Square Payments via the MassageBook Desktop Site

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?

See all 15 articles

Credit Card Processing with Stripe

Connecting with Stripe

• Connecting a New Stripe Account
• Connecting an Existing Stripe Account
• Connecting a Stripe Account for Money Transfers Only
• Disabling Stripe

Checking Out with Stripe

• Checking Out Using the USB Card Reader
• Checking Out Using the Mobile Card Reader

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

See all 10 articles

Stripe Credit Card Readers

• Purchasing a Credit Card Reader
• Mobile Card Reader Instructions for Apple
• Mobile Card Reader Instructions for Android

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?

See all 11 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 and texts. 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 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?

See all 13 articles

Series and Prepaid Services

Series Overview

• Series Overview (Video)
• Selling a Series from the Cash Register

Prepaid Services Overview

• Selling a Prepaid Service Through the Cash Register

Managing a Client's Series & Pre-Paid Services

• Editing a client's Series balance
• Viewing a client's Series balance
• Viewing all outstanding Series

Series FAQs

• Can a Series Be Shared Between Clients?

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

• 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

See all 10 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?

Cash Register

Selling Products

• Selling a Product via the Cash Register

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

See all 12 articles

Availability

• Adding Blocked Time
• Adding Repeating Blocked Time
• Adding One-Off Availability

Clients

• Creating a SOAP Note from an Appointment
• Creating a SOAP Note from a Client's Record
• Sending an Intake Form

Cash Register

• Selling a Prepaid Service or Series

Settings

• Activating Push Notifications

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?

See all 7 articles

Personal and Business Dashboards

Dashboards Overview

• Business Dashboard Widgets
• How is Local Rank Calculated?

MassageBook Subscription Plans

Start your Free 30 Day Trial

• ★ Activating a Free 30 Day Trial
• 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

MassageBook Public Accounts

Public Account Settings

• What is MassageBook?
• How Do I Create a MassageBook Public Account?
• How Do I Update My Public Account's Email Address?
• How Do I Change My Public Account's Password?
• How Do I Reset My Public Account's Password?
• How Do I Contact MassageBook for Assistance with My Public Account?

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?

See all 7 articles

MassageBook Gift Cards

• What are MassageBook Gift Cards?
• How Do I Purchase a MassageBook Gift Card?
• How Do I Redeem a MassageBook Gift Card?
• What Happens If a Balance Remains After I Redeem a MassageBook Gift Card?
• Can Someone Other than the Recipient Use a MassageBook Gift Card?

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?

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

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?

My Subscriptions

• ★ Why won't my ABMP number activate?

Account Settings

• How do I delete my account or place it on hold?