Managing your Wix bookings involves a combination of using your Wix dashboard on a desktop and the Wix mobile app to efficiently oversee your schedule, client appointments, and service offerings. This comprehensive guide will walk you through the essential steps and best practices.
Accessing Your Booking Management Tools
Wix provides intuitive interfaces for managing your bookings, whether you're at your desk or on the go.
1. On Your Desktop Dashboard
For a detailed overview and more complex configurations, the desktop dashboard is your primary tool.
- Navigate to Bookings: From your Wix dashboard, go to the left-hand menu and click on Bookings.
- Access the Calendar: Select Booking Calendar to view all your appointments in a daily, weekly, or monthly format.
- Manage Services and Staff: Under Bookings, you can also manage your services and staff members to control availability and offerings.
2. On the Wix Mobile App
For quick actions and on-the-go management, the Wix mobile app offers a streamlined experience.
To manage a specific booking using the Wix app:
- Open the Wix App: Go to your site within the Wix Owner app.
- Tap "Manage": At the bottom of the screen, tap the Manage icon.
- Go to Booking Calendar: Tap on Booking Calendar.
- Select Date: Tap to select the relevant date on which the booking is scheduled.
- Access More Actions: Tap the More Actions icon (often represented by three dots
...or a gear icon) next to the relevant session or appointment. - Perform Actions: Depending on the booking type and its current status, you can then choose from various options to manage it.
Key Booking Management Actions
Here's a breakdown of common actions you can perform to manage your bookings:
Viewing and Modifying Your Calendar
Your booking calendar is the central hub for all appointments.
- Calendar Views: Switch between day, week, or month views to get a clear picture of your schedule.
- Adding Bookings Manually: You can add new appointments directly to your calendar, perfect for walk-ins or phone bookings.
- Blocking Time: Mark specific time slots as unavailable to prevent new bookings (e.g., for breaks, meetings, or personal time).
Managing Individual Sessions
Once a booking is made, you have full control over its details and status.
| Action | Desktop Dashboard | Wix Mobile App |
|---|---|---|
| Reschedule Session | Click on the session > Click Edit > Change the date/time > Save | Select the date > Tap the session > Tap More Actions > Select Reschedule > Adjust time/date > Save |
| Cancel Booking | Click on the session > Click Cancel Booking > Confirm | Select the date > Tap the session > Tap More Actions > Select Cancel Booking > Confirm |
| Update Payment Status | Click on the session > Change status to Mark as Paid or Mark as Unpaid | Select the date > Tap the session > Tap More Actions > Select Mark as Paid or Mark as Unpaid |
| Edit Client Details | Click on the session > Click Edit > Modify client information > Save | Select the date > Tap the session > Tap More Actions > Select Edit Booking > Update details > Save |
| Add Internal Notes | Click on the session > Add notes in the dedicated section > Save | Select the date > Tap the session > Tap More Actions > Select Add Note > Enter notes > Save |
Client Communication
Keeping your clients informed is crucial for good customer service.
- Automated Confirmations and Reminders: Wix Bookings automatically sends email confirmations and reminder notifications to clients. Ensure these are customized to your brand.
- Direct Messaging: From a booking's details, you can often directly message or call the client for any urgent updates or clarifications.
Staff and Service Management
Efficiently managing your offerings and personnel contributes to smooth booking operations.
- Staff Schedules: Set individual staff member availability, working hours, and assign them to specific services. This ensures clients can only book appointments when the relevant staff member is available.
- Service Details: Edit service descriptions, durations, pricing, and buffer times between appointments to accurately reflect your offerings.
Practical Tips for Efficient Booking Management
- Regularly Check Your Calendar: Make it a habit to review your booking calendar daily, especially at the start and end of the day.
- Utilize Buffer Time: Add buffer time between appointments to allow for setup, cleanup, or travel if you offer mobile services.
- Sync with External Calendars: Connect your Wix Bookings calendar with Google Calendar or other personal calendars to avoid double bookings.
- Empower Clients: Encourage clients to reschedule or cancel appointments themselves through confirmation emails if you enable this option.
- Review Booking Analytics: Use Wix's analytics tools to understand peak booking times, popular services, and client trends to optimize your offerings.
By leveraging both your desktop dashboard and the Wix mobile app, you can ensure your booking process is seamless for both you and your clients.
