This article is part two of the Step by Step to Success process. If you haven't set up your business yet, please refer to part one here: Setting Up Your Business
Once you've added your basic business information, you can begin to utilize the tools included in your Amplify Plan trial. Below is a list of basic tools you'll want to master, and why they are important:
1. Book an Appointment
Appointments are managed directly in the Schedule tab. If you set up Online Booking for your business, clients will be able to book and edit appointments online. You'll want to start booking some real or practice appointments on your own so that you can learn how to manage appointments as well.
Here are some instructions to help:
Booking an In Office Appointment
Booking an Out Call Appointment
2. Add Some Blocked Time
Blocked Time is the tool you'll use to make yourself unavailable during times that you'd typically accept appointments. For example, you'd use Blocked Time to remove your availability whenever you have a scheduled personal appointment, like a doctor visit.
Here's how to manage your Blocked Time:
3. Check Out an Appointment
Once you've provided a service, you'll want to make sure the appointment is checked out as well. This step is important for ensuring that your sales reports in MassageBook are accurate. Checking out a client's appointment will also make the client eligible to leave you a review in MassageBook.
If you have set up credit card payments with Square or MassageBook Pay, you'll be able to run debit and credit cards through MassageBook:
Checking Out an Appointment With Credit / Debit Cards
Cash, Check, Gift Certificate, and Other payment methods can also be recorded in MassageBook:
4. Create a SOAP Note
Two versions of the SOAP Notes feature are available depending on what subscription you are on: basic and premium SOAP Notes. SOAP Notes can be edited, printed, and exported as needed. Here are some resources to help you get started:
What's the Difference Between Basic and Premium SOAP Notes?
Drawing on a Premium SOAP Note
5. Manage Outgoing Messages
MassageBook's appointment-related notifications feature keeps clients in the loop for their appointments and any changes made to them. These notifications are automated so you don't have to worry about personally reaching out to your clients.
Here's how to choose which notifications you'd like to enable:
Sending Automated Appointment Emails to Clients
Sending Automated Appointment Texts to Clients
You can customize these notifications a bit to best fit you and your clients' needs:
Choosing How Far in Advance Email and Text Reminders Send
Customizing Automated Email Templates
6. Review and Edit Intake Forms
Our premium plans offer access to fully-customizable Intake Forms. The Amplify Plan lets you make as many forms as you'd like, so you can tailor them to specific services, staff members, and more. You'll start with a General Intake Form template and you can build on that as needed. You can then choose which clients you'd like the Intake Form to send to and when. Here are some resources to help:
Customizing the General Intake Form
Editing Form Settings and Sending Rules
A digital version of the form is sent to clients so they can fill it out before they come in for their appointment. They can fill out in person at your location as well. Once a form is completed, it can be viewed, edited, printed, and exported through the client's record:
Viewing a Completed Intake Form
7. Create a Campaign Email
The Campaign email tool allows you to draft and send an email to more than one client. Once you are up and running in MassageBook, the Campaign tool could be used to educate your clients about your new website and booking system. Campaigns are also helpful for communicating business updates, promotions, special availability, etc. Here are some instructions to help you build and send your first Campaign:
Creating and Sending a New Campaign to All Clients
8. Activate Gift Certificates
Gift certificates are one of the easiest and most effective ways to grow your business. They bring both cash and new clients in the door. MassageBook makes creating, selling, redeeming and tracking emails a breeze, giving your business even more powerful opportunities for growth. To activate the different types of gift certificates available in MassageBook, review the articles below:
Activating Service Certificates
Activating Custom Certificates
9. Create a Promotion
Promotions let you to run online deals on both Services and Gift Certificates, allowing you to apply an automatic discount based on a percentage or dollar amount off the listed price of each item. Promotion pages can be used as digital "discount codes" or "coupon codes" that are shared online through email, social media, or physically via QR Code. You can find more information on creating Service and Gift Certificate Promotions below:
Creating a Promotion for a Service
Creating a Promotion for a Gift Certificate
10. Sign up with Circle (bonus)
Circle is a platform MassageBook uses to host classes and educate users on how to get the most out of their MassageBook account. Signing up with Circle will allow you to join live classes, or view recordings of past classes about a variety of features within the MassageBook Software. You can create a free Circle account here: Create a Circle Account.
11. Download Scribe Plug-in (bonus)
Scribe is a tool used to create visual walk-throughs for our Help Center. No account is needed to view the walk-throughs directly in MassageBook's help center. But, downloading the Scribe Plug-in and creating a Free Scribe account allows access to the "Guide Me" feature, which provides an interactive walk-through of the Help Center article within your account. Currently, this feature is only available on the Chrome and Edge browsers. Click the link below to download the Plug-in and create a free account: