What's New at MassageBook!

Release Notes

• May 24, 2017: Staff Scheduler Update + More
• May 4, 2017: Drawing On SOAP Notes
• April 17, 2017: What We're Working On
• March 6, 2017: Client Details Get A Makeover

Announcements

• May 9, 2017: American Express and Card Processing Rates
• March 28, 2017: Video Contest Winners
• March 16, 2017: New Mobile Apps to be Released Late Friday

Tip of the Week

• June 15, 2017: How to Keep Up-to-Date Intake Forms
• June 1, 2017: Save Time and Hassle Using Digital Intake Forms
• May 25, 2017: Customize Your Client Intake Form
• April 27, 2017: How Clients Purchase Gift Certificates Online

Videos

MassageBook Pro Mobile App

• 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

Troubleshooting - Frequently Asked Questions

Availability and Online Booking

• ★ Why do I see the message that first time clients cannot book online?
• ★ Why do I see the message "So sorry! The selected service is booked for the next 120 days"?
• Why does my client see an "Oh Dear" Page when attempting to reschedule an appointment?
• My client is having trouble booking online. Why?
• Why is my Package not available for clients to schedule?

Clients

• ★ How do I resolve an "Email Address Already Exists" error if the email address is not in my Client List?
• 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?
• Why do I see the message "cannot activate until profile is complete" for my staff member?

Credit Card Processing

• How do I run a report for my 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 am I seeing only some of my appointments sync?
• How to clear your browser's cache
• Why do I see the message "Gift Certificate doesn't exist" when the code hasn't been used yet?
• Why don't I see a Staff member's name when I book a Series on the mobile app?
• Why are my Google appointments displaying in a different time zone?

Search Directory

• ★ What is my MassageBook Business Website address to share with clients?
• How do I fix issues detected by the SEO Visibility Index?
• 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?

See all 7 articles

My Subscriptions

• ★ Why won't my ABMP number activate?

Account Settings

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

Personal and Business Website

Setting Up a Personal Website

• Understanding your Personal Listing
• Adding your Personal Details
• Adding your personal Photo and Bio
• Adding your Licenses, Education, and NPI number
• Connecting to a Place of Work
• Preview your Personal Listing

See all 7 articles

Setting up a Business Website

• ★ Customizing the background image and color on your MassageBook business website
• Understanding your Business Listing
• Adding your Business Details
• Adding your business Photos and Description
• Set up your business' Service Menu
• Preview your Business website

See all 7 articles

Service Menu

• ★ Uploading Your Own Service Menu Photos
• Handling Groupon clients
• Types of Service Menus and Items
• Creating a Service
• Selling a Product via the Cash Register
• Creating a Series (Video)

See all 15 articles

Rooms

• Can one Room be booked for two or more Services?

Business Listing FAQ's

• Can the price of a Service differ based on Staff member?
• Can I use MassageBook if I don't perform massage services?
• How do I change my business' name?
• Why do I see the message that my business has been claimed?
• How does MassageBook handle multiple business locations?
• How is Local Rank calculated?

See all 7 articles

Personal Availability

Setting Up Personal Availability

• ★ Opening Up Availability for a specific date
• ★ Setting up specific start times for Services
• Removing Availability that was added for a specific date
• Viewing Modified Availability for a specific date range
• Creating Recurring Availability
• Editing Recurring Availability

See all 9 articles

Blocking Time

• ★ Blocking time at one or more business locations for multiple days
• ★ Blocking time at one or more business locations for a single day
• Moving a Blocked Time Event to Another Date or Time
• Removing a Recurring Blocked Time Event
• Removing a Single Blocked Time Event

Personal Schedule Settings

• Changing the color of text on your Personal Schedule
• Hiding "Off-Hours" from displaying on your Personal Schedule
• Changing the day of the week your Personal Schedule starts on
• Assigning colors to your Personal Schedule

Availability FAQ's

• Can I assign Availability to a specific Service?
• Does Modified Availability override Recurring Availability?

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

• ★ 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?
• Why don't I See the Option to Activate my ABMP Membership Number?

See all 8 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
• Importing Google Contacts

Managing Client Records

• Viewing client Birthdays
• Messaging a client
• Viewing a client's Credits
• Adding a Source to a Client's Record
• Adding Notes to a client's record
• Removing Store Credit from a client's record

See all 8 articles

Tools for Organizing a Client List

• ★ Deleting a Client
• ★ Merging duplicate client records
• ★ 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

• 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?
• Can multiple clients share the same email address?

Staff

Adding Staff

• ★ Adding a Staff member already on MassageBook
• ★ Adding a Staff member new to MassageBook
• Adding back a previously deleted Staff member
• Listing a second business owner

Assigning Staff Permissions

• ★ Setting a maximum number of appointments or hours per day
• Determining Staff access to your business listing
• Marking Staff as "Inactive"
• Marking Staff as "Offline"

Removing Staff

• Deleting a Staff member
• What happens when a Staff member is deleted from your business

Staff FAQ's

• How do I change the business owner on my account?
• How do I change the name of a Staff member?

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

• Sharing Reviews via Facebook
• Criteria for Review Requests to send
• Submitting a Review Request as a Client
• Resending a Review Request

Managing Reviews

• Sharing Reviews on your business website
• Responding to a Review
• Where do Reviews Display

Reviews FAQ's

• ★ My client posted a Review, but I don't see it. Why?
• Is it possible to stop a Review Request from sending?
• 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?
• How can I omit a client from receiving a Review Request?

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

SEO Visibility Index

• ★ Correcting issues detected by the SEO Visibility Index
• How MassageBook enhances your SEO
• Understanding the MassageBook Visibility Index
• What to do if your Facebook page isn't connecting to the Visibility Index

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

• Enabling Gift Certificates
• Setting up Gift Certificates by Service
• 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
• ★ Selling Gift Certificates at a discount
• ★ Resending a Gift Certificate
• How am I notified when a Gift Certificate is purchased?
• Promoting Gift Certificates on Facebook

See all 11 articles

Redeeming Gift Certificates

• Checking out Services with Gift Certificates that were sold at a discount
• Removing unused Gift Certificates
• 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?
• How can I change a Service to a Gift Certificate and vice versa?
• 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?

See all 10 articles

Email Campaigns and Autopilot

Email Campaigns

• ★ Creating and sending an Email Campaign
• Using "call to action" buttons in your Email Campaigns
• Enabling Email Campaigns
• Saving an Email Campaign as a draft
• Resubscribing a client to your business' Marketing e-mails
• Viewing who received a Campaign

See all 8 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

Business Schedule and Appointments

Schedule Settings

• ★ Assigning colors to appointments based on Services
• Changing the color of text on your Business Schedule
• Changing the day of the week your Schedule starts on
• Hiding "Off-Hours" from displaying on your Business Schedule
• Assigning colors to appointments based on Staff

Schedule Views

• ★ Understanding the Icons on Appointments
• Viewing staff availability on your Business Schedule

Creating Appointments

• ★ Adding automatic time before and after an appointment
• Viewing a client's upcoming appointments on your Schedule
• Booking a recurring Outcall or traveling appointment
• Booking an In-Office Appointment
• Booking a Recurring In-Office Appointment
• Booking an Outcall or traveling appointment

Modifying Appointments

• ★ Modifying or deleting a checked out Appointment
• Modifying a stand alone Appointment
• Modifying the Service Provider on an Appointment
• Modifying a Recurring In-Office Appointment
• Modifying a recurring Outcall or traveling appointment
• Adjusting the Travel Time on an Appointment

See all 7 articles

Canceling Appointments

• ★ Canceling and refunding Pre-Paid appointments
• Collecting Payment for a No-Show Appointment
• Marking an Appointment as a No-Show
• Canceling a Recurring Appointment
• Canceling a Stand-Alone Appointment

Checking Out Appointments

• Adding insurance billing codes to client receipts
• Handling insurance billing and payments
• Exempting Tax During Check Out
• Applying a Discount During Check Out
• Adding a Tip During Check Out
• Applying Store Credit During Check Out

See all 7 articles

Business Schedule FAQ's

• ★ Can I check out multiple clients at once?
• How do I handle Couples Massage appointments?
• How do I print my Schedule?
• Can I book multi-day appointments in MassageBook?
• Why don't I See a Specific Appointment on My Schedule?

SOAP Notes and Client Intake Forms

Creating a SOAP Note

• Creating a Basic SOAP Note
• Uploading previous SOAP Notes to a client's record

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?

Online Booking

Enabling Online Booking

• Determining how soon before an appointment time a client can book

Pre-Payment Rules for Online Booking

• Holding a credit card on file for a client

Client Online Booking Flow

• How do Add-ons display during online booking?
• The client's online booking experience (Video)

Online Booking FAQ's

• Can I direct clients to a specific Service or Gift Certificate?
• Can I allow some Services to be booked online and others by appointment only?
• Can I set up a Class for online booking?
• Do my clients have to create an account to book with my business?
• Can I prevent clients from pre-paying online?

Credit Card Processing

Enabling Credit Card Processing

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

Managing a Stripe Account

• When can I expect credit card transactions to deposit into my bank account?

Accepting Credit Cards as Payment

• 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 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?
• Does MassageBook support Square or PayPal?

Email Notifications and Text Alerts

Emails and Texts Sent to Clients

• ★ Determining when Text and Email Reminders send to clients
• Sending automated appointment emails to clients
• Customizing your automated email templates
• Can clients reply to automated emails from my business?

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

Working with Google Calendar Appointments

• ★ Converting Google Blocked Time to an Appointment

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

• Modifying the client on a Pre-Paid Appointment
• 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

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

Sales

Working with Invoices

• ★ Refunding a Receipt
• ★ Editing a Receipt
• Resending a Receipt
• Generating insurance compliant Receipts
• Printing a Receipt
• Viewing a client's Receipt

Reports

• 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
• Generating End of Year statements for your clients

See all 8 articles

Sales FAQ's

• Can I change the payment date on an Invoice or Receipt?
• Does MassageBook integrate with Quickbooks?

Mobile

Mobile Credit Card Processing

• 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
• Checking Out a Client with the Bluetooth Mobile Credit Card Reader

Uncategorized Articles

Uncategorized

• Business Dashboard widgets
• The Mission of MassageBook
• Creating a Client Account