Review your business profile

Tutorials    |   July 8, 2016

This step by step tutorial will show you how to review your business profile prior to publish your booxi website online.

  • Review your business information
  • Change the open hours
  • Adjust the appointment rules
  • Upload a cover picture and a logo
  • Set your profile online to get your website

Step 1 – Sign in your account

If you are already signed in your booxi account, continue with step 2.

  1. Go to the booxi.com website.
  2. Click Sign in at the top of the page.signin
  3. Provide the email and password you signed up with.
  4. Click on Sign in. If you forgot your password, use the Forgot your password link.

Step 2 – Review your business information

  1. From the main menu located on the side of the page, click on My Business.
    reviewinformation
  2. And click on Business Details to review the details of your business.
  3. Make sure the following information is correct:
    • Business Name – which could be your name if you are a self-employed professional doing business under your own name.
    • Your first and last name as the main Contact Name – this information is only used by booxi to contact you.
    • Your business Phone number – You may show this information on your booxi web site or hide it to keep it confidential.
    • Your Website URL link if you have another website.
    • Your complete business Address – You may show this information on your booxi website or hide it to keep it confidential, if it is for example your home address.
    • Finally a Description that sells your services and expertise.
  4. The following details cannot be changed:
    • booxi site – You may copy paste this url in social post, or any marketing material, as your own website url as it has been reserved for you.
    • API Key – this series of letters and numbers is a key that you will need to integrate the Book Now button into a website or directory. You may need to give it to your website developer.
  5. Once you have completed your changes, click on Save to save the changes or Undo to cancel them.saveundo

Step 3 – Review your open hours

If you have open hours specify them for each day of the week. If you don’t simply skip this step, leaving your open hours empty. You may provide multiple time slots per day, if for example you close for lunch (9:00-12:00 and another one for 13:00-18:00).

  1. Click on Open Hours to review your business open hour schedule.
    • Click on X to remove a time slot.
    • Click on + to add another time slot.
    • Provide a start and end time for each time slot.
      add you open hours
  2. Once you have completed your changes, click on Save to save them or Undo to cancel.

saveundo

Step 4 – Review your appointment rules

The appointment rules allows you to tell booxi how to manage your appointments and availability for you.

    1. Click on Appointment Rules to access and modify the rules.Show Open Hours
      This rule allows you not to display open hours on your booxi website when you disable the feature. This can be useful if you did not provide an open hours schedule or if you plan on managing your availability as appointment requests come in. That way, you could, for example, decide to squeeze appointments on a Thursday in order to take Friday off. We will look at the other rules in another tutorial.set up your appointment rules
    2. If you made any changes, click on Save at the top of the form to save your changes, or Undo to cancel your changes.

saveundo

Step 5 – Change your cover picture

Your business profile has a cover and a profile or logo picture. The cover decorates your website, while the logo identifies your business.
add pictures

              1. You can set or change your cover picture by clicking on the  icon at the bottom of the current cover picture. You may also use our mobile app to take a picture with your smartphone and apply it to your cover picture.
                • Click on the Upload a photo button to upload a picture from your computer or tablet.
                • Click on the Reset to default button to remove the picture.
                • Use the 4 blue dots to crop or select the visible portion of the picture.
              2. Click on Save the photo button to save your changes, or click on the X at the top to cancel your changes.

                cropcoverpicture

Step 6 – Change your business logo

Your business profile picture identifies your business, you can apply a logo or your picture if you are a self-employed professional and don’t have a logo.

          1. You can set or change your profile picture by clicking on the small camera icon at the bottom of the current profile picture.add your logo
          2. Once you are done, click the Save button to keep your changes and set the new picture, or click on the small X at the top right to cancel.

Step 7 – Put your business profile online

Now that everything has been reviewed and updated, you can put your business online. You must set your business status to Available online for your website to be online and for the booking to be accessible.

You can do this later, after you reviewed your personnel and your service offer, or now, and add personnel and services after.

          1. Click on Offline and select Available online.
          2. The status should turn green.

Your are done and can now move on to the Update your service offer tutorial.

Things to remember

          • Business details – Showing your phone and address on your website is optional.
          • Open hours schedule – Displaying those on your website is optional.
          • Set a cover and profile or logo picture – Makes your website more attractive.
          • You must set your business status to Available online in order to publish your website.
Astrid Bertout
Digital Marketing | Customer Success
How to get my clients to book online?
Business Tips   |   Jul 8, 2016
Update your service offer
Tutorials   |   Jul 8, 2016