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Managing Customer Bookings

Learn how bookings work — from when a customer books to when you complete the service.

How customers book

Customers can book in three ways. They do not create an Oflync account — customer login and sign-up are paused on the public site.

MethodWhoHow
Online / quick bookingGuestFinds your public outlet page, clicks Book appointment, and confirms (or uses your website redirect)
Partner quick bookingWalk-inYou create the booking in Appointments → Quick Bookings
Phone bookingAny customerYou create the booking manually in Appointments

Website redirect (quick booking popup)

Send customers from your site straight into the booking popup:

https://oflync.com/outlets/{outlet-slug}?book=1&source={your-page-url}
  • book=1 (required to auto-open) — also accepts true, or use quickBook=1
  • source= (recommended) — your page URL; stored on the booking so you can see the referrer (sourceUrl and ref also work)

Copy a starter link from Outlets → ⋮ → Copy quick booking link, then fill in source=.

Full details: Appointments → Embedding quick booking.

What you see when a booking comes in

  1. The booking appears on your Appointments calendar
  2. You see: customer name, service, date, time, and outlet
  3. Status shows as Booked or Confirmed

Managing a booking — step by step

1. New booking arrives

  • Review details on the calendar
  • Assign a staff member if using Staff Management

2. Customer arrives

  • Mark the appointment as In progress

3. Service completed

  • Mark as Completed

4. Bill the customer

  • Open Billing Desk
  • Create invoice for the services provided
  • Collect payment (cash or online)

Booking statuses explained

StatusMeaning
BookedCustomer has reserved a slot
ConfirmedYou have acknowledged the booking
In progressService is happening now
CompletedService is done
CancelledBooking was cancelled

Cancelling a booking

If a customer cancels or you need to cancel:

  1. Open the booking on the calendar
  2. Click Cancel
  3. The slot becomes available for other customers

Tips for smooth bookings

  • Respond quickly to online bookings — customers appreciate confirmation
  • Keep your calendar updated — cancel or reschedule rather than no-showing
  • Use quick bookings for walk-ins to keep your calendar accurate
  • Bill promptly after completion so revenue is tracked
  • Mark spam emails from Quick Bookings so that address cannot book again at any outlet on your account

Spam email blocks

Partner (account-wide)

  1. Open Appointments → Quick bookings
  2. On a booking, click Mark as spam
  3. That customer email is blocked for all outlets under your account
  4. Manage the list under Appointments → Spam emails (add / unblock)

When a blocked email is entered on the public quick booking form, the customer sees a clear message and cannot confirm.

Admin (product-wide)

Admins can maintain a global spam list under Spam emails in the admin portal. Those emails are blocked for quick booking everywhere on Oflync.

Common questions

Can I move a booking to a different time?
Yes. Open the booking and change the date or time.

What if the customer doesn't show up?
Mark as cancelled or no-show. Consider a phone confirmation policy for high-value slots.

Do online bookings need my approval?
They appear on your calendar automatically. You can confirm or adjust as needed.

Can one customer have multiple bookings?
Yes. Each booking is separate on the calendar.

How do walk-in customers book?
Use Quick Bookings from your dashboard — no customer account needed. Customers can also book from your public outlet page, or you can deep-link them with ?book=1&source=... from your website.

Do customers need to sign up or log in?
No. Public booking is guest-only. See How customers book.