Booking & payments

Online booking setup

Services, staff, hours, payments, and the booking block.

Enable visitors to book appointments on your site—and optionally pay a deposit at checkout—in five steps.

Want to get paid? Complete step 4 (Stripe Connect) to collect booking deposits and later send customer invoices for balances or ad-hoc work.

1. Open the scheduling hub

site admin → Scheduling (/admin/scheduling)

The hub shows a setup checklist and upcoming appointments. If empty, defaults may be seeded automatically (one service, Mon–Fri 9–5).

Scheduling hub and setup checklist

2. Add services

Scheduling → Services

Create booking types with:

  • Name and duration
  • Description (optional)
  • Cancellation policy text and minimum notice hours

Deposit amounts and service prices are configured per service when payments are enabled (prices are required to invoice remaining balances).

Scheduling services list

3. Add staff and hours

Scheduling → Staff

  • Create team members and calendars
  • Attach services to each calendar
  • Default hours are typically Mon–Fri 9:00–17:00; adjust per staff

Staff calendars and hours

4. Payments (optional)

Scheduling → Payments

  • View Stripe Connect status
  • Complete Connect onboarding via NurtureSite if deposits or invoices are required
  • Enable deposits per service after Connect is ready
  • After Connect is ready, use Invoices in site admin (or appointment / CRM lead detail) to send payment links

See Stripe Connect, deposits, and invoices.

While a customer is on Checkout, their slot is held for Slot hold minutes (default 15). Change that under Settings → Scheduling. See Unpaid holds.

5. Place the booking block

Pages → edit your booking page → add Booking scheduler block → publish.

Share the page URL in navigation and marketing.

Email templates

Scheduling → Email templates — Edit confirmation (and reminder template for future use) subject and body.

Verify

  1. Book a test appointment without deposit → status confirmed, confirmation email queued.
  2. After Connect: book with deposit → complete Checkout → appointment confirmed.

NurtureSite glance

View upcoming bookings on your NurtureSite site page. See Scheduling overview.

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