Want greater visibility into your client experience? Ensuring a smooth and enjoyable booking process is essential to keeping your clients happy and building their trust. But how can you be sure that every step of the process—from selecting a service to signing a contract—is as seamless as you intend it to be? You don’t need to ask a friend or family member to create a test account or go through extra hoops just to see how it all works.
With Preview Mode, you can experience your booking and checkout system exactly as your clients would, giving you peace of mind that every detail is perfect before your first client even clicks “Book Now.”
To get started on your own, open the app and go to Settings>Online Booking>Share>Preview.
Or, for a guided video preview, find your starting point in the table below.
I want to know what my clients see when they:
- Book Through My Online Booking Site
- Book Through Direct Service Links
- Book Through Direct Category Links
- Fill Out Client Fields During Checkout
- Fill Out Client Fields on a Lead Form
- Complete Online Forms and Contracts
- Fill out an Internal Form
- Sign a Direct Contract
- Pay an Invoice
- Book from an Existing Package
- Pay for a Package
Book Through My Online Booking Site
Your online booking site is your digital storefront, where clients can view all your services, pricing, and availability in one convenient place. It’s an essential tool to create a seamless booking experience and give clients the flexibility to schedule appointments anytime, anywhere. With a professional online booking site, you can showcase your services and let clients book without needing to reach out to you directly.
Setting up your booking site is easy—customize it to match your brand by adding your logo, colors, and a description of your services. Then, share the link on your social media, website, or email campaigns to drive traffic.
Watch our step-by-step video tutorial to see your online booking site through your clients’ eyes.
Book Through Direct Service Links
Direct service links make booking incredibly easy for your clients by taking them straight to the specific service they’re interested in. No more navigating through multiple options—your clients can click a link and instantly view the details, pricing, and availability for that exact service. This streamlined experience removes barriers and increases the likelihood of securing bookings.
Clients love how straightforward this process is, whether they’re responding to a promotion, a personalized message, or a social media post. When they click the link, they’ll see exactly what they need!
Watch our video tutorial to see how your clients experience booking through a direct service link and how it makes their lives simpler.
Book Through Direct Category Links
Sometimes clients know the type of service they need but want to browse their options within that category. Direct category links provide the perfect solution by guiding clients to a curated list of services that fit their interests. From there, they can easily explore and choose the one that suits them best.
This feature gives clients the flexibility to view all related services in one place, making the booking process feel organized and client-centric. They’ll appreciate how effortless it is to navigate your offerings, saving them time and providing clarity.
Check out the video tutorial to walk through the client’s perspective when using a category link and see how it enhances their booking experience.
Fill Out Client Fields During Checkout
Client fields during checkout allow you to gather important information while clients book their appointments. For clients, this feature means they can provide details like preferences or special requests right when they schedule their session, ensuring a personalized experience tailored to their needs.
Clients will find the process smooth and intuitive—they’ll simply complete the fields presented during checkout, and everything is collected without additional back-and-forth communication.
Watch our video tutorial to see how the client fills out these fields and how it sets the tone for a customized experience.
Fill Out Client Fields on a Lead Form
When clients are exploring your services for the first time, lead forms make it easy for them to express interest and share their details. These forms allow clients to give you the information you need to follow up with personalized recommendations, making their introduction to your business seamless and engaging.
Clients will feel confident reaching out through a simple, user-friendly form that captures only the essentials. Once submitted, they’ll know you have everything you need to provide top-notch service.
See the video tutorial to experience what clients see when filling out your lead form and how it makes connecting with you effortless.
Complete Online Forms and Contracts
Online forms and contracts make it easy for clients to handle necessary paperwork before their appointment. Whether it’s intake forms, waivers, or agreements, clients can complete everything online at their convenience, saving time and ensuring a hassle-free experience.
With a few clicks, clients can access and submit the required forms securely, eliminating the need for printing, scanning, or emailing documents. This modern approach shows your commitment to efficiency and professionalism.
Watch our tutorial to see how clients interact with your online forms and contracts, making the process smooth and stress-free.
Fill out an Internal Form
Internal forms are perfect for capturing additional details from clients without complicating their booking experience. You can fill out the form yourself and share it with them, once it’s completed. It’s quick, straightforward, and fully integrated into their journey with your business.
Check out the tutorial video to see how internal forms appear to clients once they’ve been sent.
Sign a Contract
Signing a contract has never been easier for clients, thanks to your online tools. Whether it’s a service agreement, waiver, or long-term engagement, clients can review and sign electronically, ensuring they feel informed and confident about moving forward.
This feature is designed to make the process simple and secure for clients, and you’ll both have an electronic record of the agreement.
Watch the tutorial video to see how your clients experience signing a contract.
Pay an Invoice
Paying an invoice is a breeze for your clients with your online payment system. They’ll receive a clear, professional invoice with an easy-to-find payment button, letting them settle their bill quickly and securely.
Clients will love the convenience of multiple payment options and the confidence of knowing their transactions are secure.
The video tutorial provides a step-by-step look at how clients view and pay invoices.
Book from an Existing Package
For clients who have already purchased a package, booking services is both easy and satisfying. They can view their remaining sessions and schedule directly from their package, giving them full control and transparency.
Clients will appreciate how simple it is to track their usage and book appointments without needing to contact you. This feature enhances their overall experience by making your services more accessible and user-friendly.
Watch the tutorial to see the seamless booking experience from the client’s perspective.
Pay for a Package
Offering packages gives clients the flexibility to commit to multiple sessions at once, often at a discounted rate. Paying for a package is straightforward—they’ll see all the details, including cost and included services, before making their purchase.
Watch the video tutorial to experience how clients view and pay for packages:
Prefer to watch your content? PocketSuite has a dedicated client experience video playlist . You can access it here!
