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Booking & Scheduling System Checklist

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Booking & Scheduling System Checklist

A focused action sheet for setting up the booking and scheduling system behind a styling business — platform, settings, payments, comms, workflow, and review.

6sections

24items

instantaccess

🔥 Action-focused · no theory

A printable PDF checklist with 24 items across 6 sections covering platform choice, appointment settings, payments, automated comms, workflow, and ongoing review.

Built for stylists tired of running their calendar by DM — and ready to set up a real booking system that runs in the background.

🔓 Get Instant Access

✓ Instant PDF download

✓ Action-focused, not theory

✓ Read on any device, lifetime access

SOUND FAMILIAR?

Your calendar runs on goodwill and screenshots

Back-and-forth eats your week

"What about Tuesday at 3?" times every prospect — without a booking link, you're trading messages for hours instead of styling for them.

No-shows go unpunished

Clients don't pay deposits, there's no automatic reminder, and the cost of a missed appointment lands entirely on you — quietly, every month.

There's no buffer between sessions

You're stacked back-to-back, traveling between two clients with no time to write notes — and the quality of session two drops because of session one.

Follow-up is whatever you remember

No automated confirmation, no reminder, no post-session check-in — and a service that should feel handled feels improvised every single time.

WHAT'S INSIDE

Inside the checklist, 6 sections and 24 items

Choose Your Booking Platform

Compare Calendly, Acuity, Vagaro, and Mindbody, weigh reminders and payments and questionnaires, test the client side, and integrate with your calendar and email.

Configure Your Appointment Settings

Create distinct appointment types per service, set realistic durations and buffers, define your weekly availability, and write booking and cancellation rules.

Integrate Payment Processing

Decide between deposits, full upfront, or day-of payment, set up Stripe or PayPal, run a test transaction, and confirm payment terms in the booking flow.

Automate Client Communication

Set up booking confirmations, 24-hour and 1-week reminders, a personalised welcome message for new clients, and a follow-up email after every session.

Manage Your Scheduling Workflow

Track paid, cancelled, and rescheduled clients, hold real buffer time between sessions, ring-fence weekly admin time, and plan for holidays and seasonality.

Monitor and Optimise Your System

Track no-show and cancellation rates monthly, monitor booking lead times, review client feedback quarterly, and adjust your policies based on real behaviour.

📅

Stop running your week out of your inbox

Download the PDF and stand up a real booking and scheduling system — platform, appointment types, payments, automated comms, and a workflow that holds.

🔓 Get Instant Access

Before you buy

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Any device with a browser — phone, tablet or desktop. Your access is lifetime.

No. All future updates are included and delivered to your account at no additional charge.

Refunds are handled under the store's Refund Policy: within 30 days, if the product doesn't match its description or you can't access it.

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Returns & Refunds

Refunds are handled under the store's Refund Policy. Within 30 days, a refund may be available if the product doesn't match its description or you can't access it. Once the files have been accessed, refunds for a change of mind aren't available.