Skip to main content

Getting Started - Part 2: Managing your Business

Updated

What's in this article:

This article describes how to use specific features of your MassageBook to perform daily tasks.

Once you've added your basic business information, you can begin to utilize the tools included in your MassageBook Plan. We've included a brief explanation of step, as well links to our Help Center for more information.

  1. Book an Appointment
  2. Check Out an Appointment  
  3. Add Blocked Time
  4. Create a SOAP Note
  5. Create and manage Intake Forms
  6. Manage Outgoing Messages 

 

 

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

Editing an Appointment

 

 

2. 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.

 

 

Here are some resources to help:

Checking Out an Appointment With Credit / Debit Cards

Checking Out an Appointment

 

 

3. Add 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 are some resources to help:

Adding Blocked Time Per Staff

Adding Repeating Blocked Time Per Staff

 

 

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:

What's the Difference Between Basic and Premium SOAP Notes?

Creating a Basic SOAP Note

Drawing on a Premium SOAP Note

 

 

5. Create and manage 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

Viewing a Completed Intake Form 

 

 

6. 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 are some resources to help:

Sending Automated Appointment Emails to Clients

Sending Automated Appointment Texts to Clients

Choosing How Far in Advance Email and Text Reminders Send

Customizing Automated Email Templates 

 


 

Powered by Zendesk