Let Customers Book and Manage Appointments Online
Customers can select one or more services, choose a live slot and confirm an appointment without dashboard access. When no suitable slot exists, they can join the waitlist and later claim an offered opening.
Before you begin
Section titled “Before you begin”The business must have an active subscription, active location, business hours, bookable services, exact staff service assignments and staff availability. Review Appointment Policies before sharing the booking page.
Where customers find it
Section titled “Where customers find it”Customers open the public booking page for the required location from the business’s approved profile or booking link. Public booking enablement and link setup are covered in the later online-presence setup guide.
Public booking flow
Section titled “Public booking flow”- Open the business’s booking page for the required location.
- Under Select services, browse Service Categories or use service search.
- Select one or more exact services or variants.
- Review the service count, combined duration and Estimated total in Booking Summary.
- Choose Appointment date.
- Select one of the Live slots.
- Enter Full name, Mobile number, optional Email address and optional notes.
- Review the date, slot, services and total, then select Confirm booking.
- Keep the confirmation page and use its manage-booking action when a later change is needed.
Yepsta checks availability again at confirmation. A successful public booking is Confirmed and can contain several sequenced service lines. Staff are allocated for each service based on exact eligibility and availability; the public form does not offer a preferred-staff choice.
If no live slot works
Section titled “If no live slot works”- Keep the required services selected.
- Choose the preferred Appointment date and Preferred time.
- Enter the customer’s contact information and notes.
- Select Join waitlist.
- On Waitlist joined, confirm the saved services and preference.
The success page clearly states that this is not a confirmed booking. The business or customer must still confirm a suitable matched slot.
Claim a waitlist opening
Section titled “Claim a waitlist opening”When the business shares an active claim link, the customer sees the services, date, time, location and expiry.
- Open the claim link before the displayed expiry.
- Review the full slot summary.
- Select Confirm this slot to request conversion, or Decline.
- If confirming, wait for the final availability check and booking confirmation page.
If the slot has become stale, expired, revoked or already used, the page explains that it cannot be claimed. An expired or declined offer does not by itself remove an otherwise active waitlist request.
Reschedule from the manage-booking page
Section titled “Reschedule from the manage-booking page”- Open Manage your appointment from the secure booking link.
- Review Booking policy and Current booking details.
- Under Reschedule appointment, choose New date.
- Select an Available slot.
- Add an optional reason and confirm the reschedule.
Customer rescheduling is available only for a Pending or Confirmed appointment within the configured cutoff and reschedule limit. It preserves the service set, rebuilds every service-line time and can assign different eligible staff at the new slot.
Cancel from the manage-booking page
Section titled “Cancel from the manage-booking page”- Open Manage your appointment.
- Check whether Cancellation says Available.
- Enter a cancellation reason when required by the business.
- Select Cancel appointment, then Yes, cancel booking.
Cancellation changes the status to Cancelled and may release the opening for waitlist matching. Customers cannot mark their own appointment completed or no-show.
What happens next
Section titled “What happens next”The business sees a confirmed booking in Appointment Manager and both calendars. The customer’s secure confirmation provides the supported path back to booking details and any policy-permitted management actions.
When customer actions are unavailable
Section titled “When customer actions are unavailable”The manage page is limited to active bookings with a valid secure link. Rescheduling or cancellation can be unavailable because the business disabled it, the cutoff passed, the reschedule limit was reached, the appointment is no longer Pending/Confirmed, or the link is no longer valid.
Notifications
Section titled “Notifications”Booking, reschedule and cancellation actions can send customer messages when the business has the corresponding event and delivery channel ready. A claim offer sent from the Waitlist currently depends on a usable customer email; the business can also copy the active link for approved manual sharing.
Troubleshooting
Section titled “Troubleshooting”- If services are missing, confirm they are active, bookable and available at that location.
- If no live slots appear, check the complete service duration, branch hours and service-line staff availability.
- If confirmation says the slot is no longer available, reload and choose another live slot.
- If rescheduling shows no slots, try another date or contact the business.
- If a management or claim link is unavailable, contact the business rather than editing the address or repeatedly submitting it.
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