Setting Up Your Putti Booking (For Services)
What Would You Like Help With
Before you start setting up your online booking engine you will need to make sure you have an already established payment method (whether it’s DPS, payment express etc) and have those details handy.
Log into your account and go to the Pages tab on the navigation panel. Expand the Pages list by clicking on the arrow alongside. Now click on ‘Booking’ to set it up.
You’ll need to click on ‘Set Payment Details’.
IMPORTANT – Please remember that this is what you’ll see if you haven’t chosen any payment methods for your booking engine.
You’ll now be required to enable Payment Types (under ‘Default Payment’ section of the ‘Merchant Settings’ Tab.
Please keep in mind that Cash will not be considered a payment option for Booking.
You can fill out the rest of the tabs under Merchant Settings after choosing payment types or you can do that later.
The General Information tab is where you will fill out all the generic information of your booking solution including currency and timezone information.
a). Select the currency you would like to primarily use for your booking solution
b). Select how you would like your pricing decimals to be displayed by selecting the currency decimal.
c). Select your timezone. If your online ordering is only available for a certain period of time throughout the day, it will follow the timezone you have selected.
d). Select wether you would like to use daylight savings time.
e). Select Sales Tax and include a percentage of it as well as if you’d like the Price to include sales tax.
f). Press ‘Save’ once you have finished making changes to your General Information settings.
If you haven’t already setup payment types, navigate to the ‘Default Payment’ tab underneath the ‘Merchant Settings’ tab, on the side navigation panel.
Select the payment method you would like to use for your booking solution.
Please note that Cash is not a recognised payment type for Booking.
PaymentExpress: If you have decided to use PaymentExpress as your default payment method then enter your account details. You may need to log in to your PaymentExpress account to get this information (Hover over the question mark button for instructions on where to find the information).
PayPal Express: If you have decided to use PayPal Express as your default payment method then enter your account details. You may need to log in to your PayPal Express account to get this information (Hover over the question mark button for instructions on where to find the information).
Press ‘Save’ once you’ve finished making changes.
Navigate to the ‘Branches’ tab underneath the ‘Merchant Settings’ tab, on the side navigation panel.
The ‘Branches’ tab is where you set up your Branch information. You need to have at least one branch set up for your booking solution to work. Press ‘Add’ to get started.
Under ‘Branch Details’ fill out the general information for your branch.
Then click on the Payment Info section (under ‘Add Branch’) to enable ‘default payment information’ by sliding the button on the right.
Navigate to the ‘Service Hours’ tab to set up the opening hours for your branch. (Please note that you will set up default service hours in further steps).
If you would like your branch to have it’s own custom opening hours then select ‘custom’ on the drop down menu
Select which days you would like your branch to be open by clicking on the slider. Change the opening hours by clicking on the time and selecting from the drop down menu
Navigate to the ‘Payment Info’ tab. Select which payment info you would like to use. If you have separate branches you may like to use separate payment methods
Navigate to the ‘Notifications’ tab. Select wether you would like to receive payment notifications via email, e-printer or merchant app.
Once you have finished adding the information to your branch, click save
Once you have saved your branch it will appear underneath the ‘Branches’ section
You can edit or delete a branch at any point by pressing the edit or trash icon adjacent to each branch
Add Booking
Once you’ve completed your merchant settings you can now start building the booking engine for your website or app. On the left side navigation panel select ‘Pages’. Once selected press the blue ‘manage’ button next to the Pages tab.
Add the booking feature to your website or app by pressing ‘Add’. Click on ‘Close’ once you’ve finished adding the page.
The booking page will now appear underneath your activated Pages on the side navigation panel. Click on booking to start customising.
If you would like to change the name of your booking component and/or add an icon, click on the Manage button next to the Pages tab on the navigation panel.
Now press the cog on the right of the booking page (under the Pages tab on the navigation panel).
Edit the name of the page by adding in a new one, in the space provided for ‘Label’.
Page Visibility is set to ‘On’ by default. This shows a blue dot next to the Booking Page (on the left of the cog on the navigation panel under ‘Pages’). Please click on ‘Off’ if you want to make the Booking page invisible. The dot appears grey when you make the page invisible.
Please click on ‘Save’ on the top right of this section when you’ve finished customising the page.
To create a booking for your service you will first need to set up your categories. Press ‘Add Category’ to get started
Select which branch you would like to set up your booking services for.
Provide a name for your booking category e.g Rooms.
Add a description of that category if required.
If you would like to add a custom cancellation policy then fill in the details in the cancelation policy box. You can choose to use this as a default for all of your bookings.
If you would like to add a custom terms and conditions then fill in the details in the t + c’s box. You can choose to use this as a default for all of your
You can choose to upload an image for your category by clicking the browse button in the blue square.
Press save once you’ve finished adding your category.
To add a service or booking under your category press ‘add item’ adjacent to the category you just created.
Name the item you’d like to make a booking for e.g massage
Add a description for you booking item.
Choose your booking period type.
Flexible
If you would like to make your item have a flexible period type then enter.
The minimum amount of time you’d like your item to be booked out for e.g 1 hour minimum.
Add the maximum amount of time you’d like you item to be booked out for e.g 8 hours
If you would like to have multiple bookings for one item (e.g if you have multiple massage therapists) then select the quantity available
Enter a booking interval. This is the time you’d like to leave open between bookings.
Fixed
If you would like to set up a fixed duration for your item then set out the session duration e.g 1 hour
If you would like to have multiple bookings for one item (e.g if you have multiple massage therapists) then select the quantity available
Enter a booking interval. This is the time you’d like to leave open between bookings.
Daily
If you would like to rent your item out by days the set out the minimum amount of days a customer can book your item out for (can be used for a day spa package etc)
Set the maximum amount of time your customer can rent a room out for.
If you would like to have multiple bookings for one item (e.g if you have multiple massage therapists) then select the quantity available
Enter a booking interval. This is the time you’d like to leave open between bookings.
Next you will need to set up the availability and prices (if required) for your items.
Choose the date range for your pricing. This can be so that you charge more for certain times of the year or that your item is only available between a certain date. If you would like it to be a constant price throughout dates then choose a large timeframe to extend your items out to.
Go through each day and set out prices.
If you have multiple timeframes for your booking e.g different dates it’s available then press ‘add’ and follow the steps above.
If your booking has additional facilities then list out what is available e.g different massage options or what each appointment includes
Add a description for your item.
If you would like to upload an image then press browse in the blue square.
Press save once you’ve finished.
The booking you’ve just created will now appear under your main category. To add more items simply follow the above steps.
Manage Bookings
Once your Booking page is live and you are starting to take bookings you can manage them from the bookings tab.
Click ‘ Manage Bookings’ on the side navigation panel (please scroll down below the Pages section to see it).
In the booking ‘list” section you can search for individual bookings or transactions
You can also manually add new bookings by pressing ‘add booking’ on the top right of the bookings window.
Once ‘add booking’ has been pressed you can fill out the details needed to complete that booking in the side screen pop up.
Click on the ‘Calendar’ tab to view your booking calendar. This view makes it easy to manage and view your bookings.
Book by clicking on ‘New Booking’.
You can filter by month, week and day.
In the booking ‘settings’ section you can set the terms and conditions and cancellation policy for your bookings.