Ask Sidekick about BookX

You can now ask Sidekick about BookX right inside your Shopify admin. Type your question, and Sidekick answers.

Sidekick is Shopify's built-in AI assistant. Instead of searching through menus and screens, you ask a question about your store and get an answer in seconds.

With BookX connected, you can ask Sidekick about your schedule and bookings, customers, open slots, setup, integrations, customer emails, plan and booking problems.

For example:

Sidekick checks the relevant information from BookX and provides an answer based on your store's configuration.

Here’s an example

How to enable BookX in Sidekick

Try it now

Open Sidekick and type: “What appointments do I have today?”

That’s it. You’ll see today’s bookings, with a button to open each one.

Just ask like you’d ask a teammate:

Tell Sidekick what you’re seeing, in plain words. It checks your setup, tells you the most likely cause, and gives you a button to fix it.

Share a product link or order number so it knows where to look.

Ask: “No slots are showing for the facial service. Why?”

Ask: “The booking widget isn’t showing on my product page.”

Ask: “Why can't customers add the booking to the cart.”

Ask: “Order #1055 got booked into a slot that was already full. How?”

Ask: “A customer paid on #1061 but I don’t see the booking.”

Still not fixed? Contact BookX support.

Want to know who’s coming in? Ask Sidekick. You can check one person, one location, or your whole team, up to 7 days ahead.

You can also ask for a follow-up, like “Which of these haven’t paid yet?”

Find their booking using whatever they gave you: name, email, phone number, order number or product. You can also narrow it down by date, status, service, team member or location.

Once you find it, ask more about that booking or customer:

You’ll see the date, time, service, contact details, team member, location, status, payment status, form answers and notes.

Sidekick tells you if they’ve paid in full, or how much is still due.

You’ll get the Google Meet or Zoom link, or a note that there isn’t one.

You’ll see total bookings, cancellations and reschedules, and other details.

If the booking was free or added by you manually, Sidekick will tell you there’s no Shopify order or payment linked to it.

Sidekick shows the same open slots your customers see on your booking widget. So you can answer on the phone or email quickly without opening your store.

Good to know:

See how your services, team members, locations, integrations and customer emails are set up, without clicking through each one. For a service, Sidekick gives you an overview of its setup in one place.

You get an overview of the service: its length, capacity, team members, locations, slot interval, working hours, lead time and buffer, with a card to open the service.

You get her hours, capacity and calendar status.

Sidekick lists anything that needs action first, such as a calendar to reconnect, then everything that is working.

You see whether confirmation, rescheduled and cancelled emails are on or off.

You get each reminder with when it's sent, who gets it and which services it covers.

Note:

Sidekick checks Google Calendar, Zoom, Klaviyo, webhooks, Shopify Flow, Shopify POS and checkout validation. Checkout validation must be on for customers to be required to pick a slot at checkout.

You can also ask about a location or whether customers can cancel or reschedule themselves.

Ask a how-to question. Sidekick sums up the answer from the BookX help center in a few steps. Answers come from the BookX help center.

For features that depend on your plan, such as deposits, Sidekick also tells you whether your plan includes them. If there's no help article for your question, Sidekick points you to the help center and the support options.

See what your plan includes, how much of each limit you have used, and what another plan adds.

Sidekick can't create, change or cancel bookings, and it can't touch your settings or plan. When something needs changing, click the button in the answer and do it in BookX.

The only exception is a theme fix. Sidekick can offer to make it, and you review it first.

It's AI, so it can get things wrong. If a suggestion doesn't match what you see, tell it, or check with us.

To get the most from it:

Say exactly what is and isn't working, so Sidekick checks the right thing.

Sidekick shows what it checked and where to fix it, so you can confirm it yourself.

If a suggestion doesn't fit what you see, say so and ask again.

Contact BookX support if the problem remains or you're not sure a suggestion is right.

Still stuck?

If Sidekick can't answer your question, or you simply prefer a person, say so: "I want to talk to someone." You get three choices:

No. It can’t change bookings, settings or plans. Use the card in the answer to open the booking or page in BookX and make the change there. The one exception is a theme change that Sidekick offers to make for your review.

Yes. Sidekick can make mistakes, including suggesting steps for a problem that isn’t there. Check its suggestions against what you see in your store, and contact BookX support if you’re unsure.

Very long answers are shortened. Sidekick shows up to 25 matching bookings in a search and up to 7 days in a schedule or availability check. It tells you how many weren’t listed. Add a date, person or location to narrow it.

Not necessarily. Sidekick says so when nothing matches, and suggests what to try, such as another spelling, a wider date range, or an email or order number. It never guesses or makes up bookings, prices or features.

Wait a moment and ask again. If it keeps happening, contact BookX support.