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.

Method	Who	How
Online / quick booking	Guest	Finds your public outlet page, clicks Book appointment, and confirms (or uses your website redirect)
Partner quick booking	Walk-in	You create the booking in Appointments → Quick Bookings
Phone booking	Any customer	You 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 the ready-made link from Outlets → ⋮ → Quick booking URL. Source defaults to https://oflync.com; change it to your page URL when embedding on your own site.

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 Invoices → New invoice (or Create invoice on the appointment)
• Create invoice for the services provided
• Collect payment (cash or online)

Add booking customers to your registry

Every quick booking shows whether the customer is already in your Customer registry, so you can grow the list as people book:

Badge	Meaning	What to do
In registry (green)	The booking's phone number or email matches a customer you already have	Click it to open their purchase history
Add to registry (amber)	No match yet	Click it. Name, phone and email are filled in from the booking, and the customer is tagged to the booking's outlet. Add the address and zipcode, then Add customer.

Phone numbers match however they were typed, so +91 98765 43210 matches 9876543210. Emails match regardless of capitals.

A note above the list shows how many customers on the current page aren't in the registry yet. Click Show only these to work through them, then Show all bookings to go back.

Who sees this

Only team members with Customer registry access see the badges and the note. Grant it under Settings → Team (see Roles & permissions).

Booking statuses explained

Status	Meaning
Booked	Customer has reserved a slot
Confirmed	You have acknowledged the booking
In progress	Service is happening now
Completed	Service is done
Cancelled	Booking 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
• Add new customers to the registry from the booking (look for Add to registry) so membership, invoices and Sales can use their details

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.

How do I know if a booking customer is already in my registry?
Look at the badge under the customer's name in Quick bookings: In registry or Add to registry. See Add booking customers to your registry.

Will adding from a booking create a duplicate?
No. A customer who matches by phone or email already shows In registry, and the registry rejects a second customer with the same phone or email.

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