How to create a free appointment

With BookX, you can easily set up free appointment or services that don’t require payment. Perfect for initial consultations or demos.

Follow the steps below to create a free appointment.

1. Go to the Services page of the BookX app.

2. Click “Create new service”.

1. Go to “Services” and click “Create New Service”.

2. Set the name for your service.

3. Select “Create service with product”.

4. Search the products or click “Add product” to add products to the service.

5. Select the product(s) you want to include and click “Select”.

6. Enter your email address to receive booking notifications.

7. Click “Next” to continue to Slot Configuration.

Choose how customers will book your service.

1. Select your service type:

2. Set block out date & time to prevent booking on specific dates or times.

3. Click “Next” to move to Location & team member.

You can optionally assign locations and team members to your service.

1. Click “Add location”, select the location(s) and click “Add”.

2. Click “Add team member”, select the team member(s) and click “Add”.

3. After adding locations and team members, click “Next” to move to Availability settings.

This section controls how and when customers can book your service.

1. Advance booking time (Optional): Set a minimum lead time to prevent last-minute bookings and give you time to prepare.

2. Booking Window (Optional): Define how far in advance customers can book and set the maximum product quantity per booking.

3. Capacity (Optional) & Slot visibility rules (Optional) : Set capacity limits to control the number of bookings per slot and manage slot visibility rules.

4. Reschedule & cancel booking (Optional): Allow customers to cancel or reschedule their bookings.

5. Optional reservation (Optional): Allow customers to reserve the booking or skip the booking and order directly.

6. Customer information (Optional): Add custom fields to collect additional customer details such as preferences or special requirements.

Once you set your availability settings, click “Next” to move to Seasonal pricing.

Click Next to skip Seasonal pricing and move to Payment & deposit.

Here is where you make your appointment free or paid.

1. Enable “Book now, pay later” to make your appointment free.

2. Enter the label and description for your free appointment.

3. Enable “Create as a Shopify order” to add free appointments to Shopify Orders page.

4. Disable the full payment and partial payment options.

5. Click “Next” to continue to Review & publish.

In this final step, you can review your free appointment before making it live.

You’ll see a summary of all section you configured.

Your free appointment is now live in BookX. Click “View in store” to see how it appears on your storefront.

If you need further help with creating your free appointment, please contact our customer support.