Quick Start Guide

Last updated on Friday, 15 June, 2018 - 13:50

Follow this Quick Start Guide to start selling on BoothBook as soon as possible!

Before starting, sign up to Stripe so that you can take payments online. Once signed up to Stripe, make a note of your Stripe API Keys (where to find them).

Once logged in with your provided Admin username and password, you will land on your Dashboard page. Go to the Configuration (cog) icon on the tool bar on the left and go to Global Settings.

 

Follow the steps:

Step 1: Create a Bookable Unit Type

Customers need to be able to select a service to book so we need to create a Bookable Unit Type. A Bookable Unit Type is the type of service you want to offer customers eg. Photobooth/ Magic Mirror / Memory Pod etc.

Log into your BoothBook, go to the Assets (camera) icon on the tool bar on the left and go to Unit Types.

  • Click Add a new Bookable Unit Type
  • Enter the Title of the Bookable Unit Type eg. Photobooth.
  • Add a Bookable Unit mage to show off your service at its best! Bear in mind that these images will be automatically re-sized and cropped to a square.
  • Click Save.

Step 2: Create a Bookable Unit

In order for the system to manage the availability of your services, you need to create a Bookable Unit for every indivdual unit you own.

Go to the Assets (camera) icon on the tool bar on the left and go to Units.

  • Click Add a new Bookable Unit.
  • Enter the Title of the Bookable Unit Type eg. Photobooth 01.
  • Choose Unit Type/s that it belongs to eg. Photobooth.
  • In the calendar area, enter any dates that the booth is Unavailable. Select the state Unavailable, double click on a day that it's not available eg. Christmas Day or block of multiple weeks if you haven't bought the booth yet. (When you start adding in bookings and customers start booking online this calendar will start filling up automatically with with Booked dates. 
  • Click Save.

Step 3: Create an Extra

Now we can start adding in products and prices for customers to choose from. Start by adding an Extra which is essentiallly an add-on product that you are selling alongside Packages. This could be anything from USB Sticks to Green Screen to an Additional Hours Hire. Follow the next few steps if you offer Extras to customers. If you don't offer Extras products, skip to Step: 4.

Go to the Assets (camera) icon on the tool bar on the left and go to Extras.

  • Click Add a new Extras Product.
  • Enter the Title of the Extra product eg. USB Stick.
  • Choose Unit Type/s that this extra should be available for.
  • Enter the Price you want to charge customers for it.
  • Add an Image that shows off your product at its best! Bear in mind that these images will be automatically re-sized and cropped to a square.
  • Click Save.

Step 4: Create a Package

A Package is an indivdual product that you are selling and allows you to set the cost of your services. 

Go to the Assets (camera) icon on the tool bar on the left and go to Packages.

  • Click Add a new Package.
  • Enter the Title of the Package eg. Gold Package.
  • Select the Bookable Unit Type/s that this Package should be available to.
  • Enter the Price you want to charge customers for it.
  • A simple Description to show customers why they should buy eg. The perfect package to wow your guests.
  • Select any Included Extras that are come with this Package. (When a customer selects this package during the booking process, they will see a list of extras that are included.)
  • Enter a Time Slot that this Package is available for eg. 2 Hours / 3 Hours / 1 Day.
  • Click Save.

Step 5: Business & Location

Go to the Configuration (cog) icon on the tool bar on the left then to Global Settings.

  • Enter your Business Name as you wish it to appear in e-mails, sms messages, and on the site.
  • Enter a valid E-mail Address to send and recieve notifications. (Use an email address that is matched to your domain name e.g. [email protected]. However, we can provide you with a [email protected] email address if you need and we'll forward it to your non-domain email address - simply request this via Help & Support in your dashboard.)
  • Enter your Default time zone and Date Format.
  • Enter the Country and Business Postcode / Zipcode. This will be used when you click on a bookings venue postcode to plot your journey to a venue, and to calculate travel fees.

Step 6: Booking Settings

Staying on the same page, navigate down to Booking Settings then to Deposits & Payment Options

  • Select whether customers can pay a Deposit, the Full balance, both or Pay Later when making a booking online.
  • If using a deposit option, enter the amount of deposit you'd like them to pay as well as whether it's a fixed amount (eg. £50) or a percentage amount (eg. 50%).

Step 7: Payment - Stripe Details

Staying on the same page, navigate down to Payment then to Stripe

  • Tick Enable Credit Card payments and Enable Stripe as a payment method.
  • Untick Enable Test Mode.
  • Enter your Stripe Account Test Publishable KeyTest Secret KeyLive Secret Key and Live Publishable Key. (Please note: All 4 keys must be present, even if you don't plan on using test mode. Ensure you have signed up to Stripe and found your API keys.)

 

Your System is Ready to Start Selling!

Now that you have your Payment Options set up, your Booking Settings sorted, at least one Bookable Unit Type, one Bookable Unit and one Package, your system is ready to go! 

 

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