When you create a new account, your Business automatically starts on a free 30-day trial of the Amplify Plan (no credit card required). This gives you access to every feature and lets you fully explore MassageBook’s all-in-one practice management solution at no cost.
There are several key components of your account that you’ll need to complete and become familiar with along the way in order to get the most out of your free time on Amplify. Below is a list of what we recommend doing first and why each step is important to your success.
1. Complete Business Setup
The Setup section of your Business Profile is where you'll add all the basics about your Business, including contact information, photos, a description, the Services you offer, and who works there.
Completing Setup is required in order to generate your Business Listing that will appear in the MassageBook Search Directory and your MassageBook Business Website which acts as your online booking portal that you share with Clients.
For more information about what's required and how to complete Setup, go here.
2. Complete Personal Listing
The Listing section of your Personal Profile is where you'll add all the basics about you as a Service Provider, including a photo, bio, license, education, an NPI number, and where you work.
Completing Listing is required in order to generate your Personal Listing that will appear in the MassageBook Search Directory and for detailed information to show about you on the Staff page of both your Business Listing and your MassageBook Business Website.
For more information about what's required and how to complete Listing, go here.
3. Add Your Availability
Enter the hours that you work, and select the type of availability that you offer so that Clients can begin booking online once it's enabled.
To learn more about types of availability and how to manage yours, go here.
Note: If you offer out-call services, be sure to set up your Out-Call Settings.
4. Invite Staff to Join Your Business
If you didn't already invite them while completing Setup, add any other Service Providers that work for your Business. This is required in order for them to use MassageBook for scheduling, SOAP notes, and more.
To learn how to add Staff to your Business and to manage their settings and availability, go here.
5. Add Your Clients
If your Business has existing Clients, you can add individual records one at a time, or you can import a spreadsheet file to bring them all over at once. Clients are required in order to begin booking appointments and to use other Client related features such as SOAP Notes, Intake Forms, and Appointment Reminder emails and texts.
To learn how to add Clients to your Business, go here.
6. Get to Know Your Schedule
Booking appointments and recording payments keep your Business humming. An assortment of tools and settings are available to help you easily manage and organize your daily activity.
To learn how to customize your Schedule and perform the essentials, go here.
7. Activate Online Booking
Once you've completed Setup, added your availability, and learned how to use the Schedule, activate online booking so that Clients can begin scheduling with you.
To learn how to set your preferences and enable the feature, go here.
8. Activate Credit Card Payments
Connect with Square or MassageBook Pay to instantly begin accepting credit card payment through MassageBook. This allows you to require prepayment for online booking and to charge a card after an appointment.
To learn more about connecting with Square, go here.
To learn more about connecting with MassageBook Pay, go here.
9. Turn On Reviews
Build your reputation and increase your rank by collecting Reviews from verified appointments.
To learn how to get the good word rolling in, go here.
10. Download MassageBook Manager
Take your Business on the go with the mobile app! Download MassageBook Manager for free from the App Store or Google Play.
To learn more about MassageBook Mobile, go here.
Now that you’ve got the basics going, you’re all set up to fully utilize every premium feature the Amplify Plan offers, including Email Campaigns, Gift Certificates, Website Integration, Premium SOAP Notes, and much more!
If you’d like to keep access to some or all of the premium features after your Amplify trial period ends, add your billing information under Business Settings Plans & Billing and choose either the Amplify or Simplify Plan. Your card will not be charged until after your 30 days have expired.
To compare pricing and see a full list of features, go here.
We're excited and grateful to have you onboard, and we look forward to working with you along the way! There are three ways to connect with us if you need direct assistance:
- Email: support@massagebook.com or select Ask MassageBook in your Professional Account.
- Phone: 843-352-2026
- Live Chat: Select Ask MassageBook at the bottom of every page in your Professional Account. If our team is online, you'll see the option to start a live chat.
In shared success,
The MassageBook Team