Online Booking Launch Checklist
Everything you need to check before launching online booking — from service setup to payment testing to sharing your link.
Online Booking Launch Checklist This free checklist covers 18 items across 4 sections to help you complete every step without missing anything. Browse all scheduling checklists.
Your Checklist
18 items across 4 sections
1Account & Profile Setup4 items
- Business name, address, and timezone configured
- Logo and brand colors uploaded
- Contact information and support email set
- Team member accounts created with correct permissions
2Services & Availability5 items
- All services added with correct durations and pricing
- Staff assigned to their respective services
- Working hours and days off configured
- Buffer time between appointments set
- Booking window limits defined (how far ahead clients can book)
3Notifications & Policies4 items
- Email confirmation template customized and tested
- SMS reminders configured with correct timing
- Cancellation policy written and displayed
- Intake forms attached to relevant services
4Go-Live Testing5 items
- Completed a test booking as a client on mobile
- Verified payment processing works (if applicable)
- Confirmed calendar sync is working both directions
- Tested the booking widget or embed on your website
- Shared the booking link with a team member for feedback
Tips for Success
Run the entire booking flow on your phone before going live — most clients book from mobile.
Ask a friend or family member to book a test appointment and share their honest feedback on the experience.
Have your cancellation and refund policy visible before the first real booking comes in.
Frequently Asked Questions
How long does it take to launch online booking?
Most businesses go live within 1-2 hours. Complex setups with multiple staff and services may take half a day.
Should I tell existing clients before launching?
Yes. Send an announcement email or text highlighting the convenience of booking online anytime.
Can I launch with just a few services and add more later?
Absolutely. Start with your most popular services and expand as you get comfortable with the system.
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