Customer journey settings

The Settings → Customer Journey tab controls what a customer meets when they arrive on your public site — the landing page they see first, then which booking steps they move through and in what order. It also carries the Publish / Unpublish control for the page itself (see the publish checklist). Turn on only the steps your menu needs — a smaller flow books faster.

Configure the steps

Open Settings → Customer Journey.
Under Step Configuration, toggle each step on or off.
Click Save Changes.

Customers move through the enabled steps in this order:

Step	Purpose	Required?
Collection	Top-level grouping. Customers pick a collection, then a category, then a service.	Optional. Requires the Category step.
Category	Groups services. When off, customers choose a service directly.	Optional.
Service	The service sets the appointment’s duration and price.	Always on — every booking needs a service.
Add-On	Optional extras a customer can add to their chosen service.	Optional.
Stylist	Assigns the appointment to a stylist for availability and scheduling.	Always on.

The Service and Stylist steps are locked on and can’t be turned off. Every booking needs both: the service determines what’s being done and how long it takes, and the stylist determines whose calendar the slot lands on.

The catalog hierarchy rule

Collection, Category, and Service form a hierarchy — a collection groups categories, and a category groups services. The steps enforce it so a customer never hits a dead end:

Turning Collection on also turns Category on. A collection needs categories to drill into.
Turning Category off also turns Collection off. You can’t group by a collection when there are no categories beneath it.

So your valid combinations are: Service only; Category → Service; or Collection → Category → Service.

Optional grouping and step hints

Each toggle shows a short hint describing what the step does, so you can decide whether your menu is large enough to justify it. A small menu (a handful of services) usually reads best with grouping off — customers pick a service directly. A large menu benefits from categories, and a very large one from collections.

The landing page

The Landing page card controls the welcome page customers meet when they arrive at your booking site, before the first booking step. Book stays one tap away from anywhere on it.

Show a landing page is on by default. Turn it off and customers go straight to the first booking step instead.

Underneath, one toggle per section decides what the page shows below the welcome:

Section	What it shows
Menu preview	A taste of your menu — see what it shows below.
Visit us	Your opening hours, address, and directions.
Packages	The packages customers can buy.
Gift cards	The gift cards customers can buy.
Loyalty rewards	What customers can spend their points on.

The last three need the feature itself to be on, not just the toggle here. When one isn’t, the card says so on that row and the section stays off your landing page until you turn the feature on — see packages, gift cards, and loyalty points.

Two copy fields sit under the toggles, both up to 200 characters:

Welcome heading — the big heading on the landing page. Leave it empty and customers see “Welcome!”.
Slogan — the line under the heading. It’s also used in your booking site’s footer and in the preview card people see when your link is shared or found in search results, so write it to stand on its own.

Both save with Save Changes, along with the rest of the tab.

The menu preview picks what to lead with on its own, so it always has something worth showing:

Your featured services, if you’ve marked any. Marking a service featured is how you say “start here” — it’s the surest way to steer customers, and it beats everything below.
Your most-booked services, if you haven’t marked any but have taken bookings. Up to six, from the last 90 days at the branch the customer is looking at.
Your categories, with a few sample prices — where a brand-new business starts, before there’s any booking history to go on.

Either way it shows at most six things, and only ones the customer can actually book at the branch they’re viewing. A service you feature but don’t offer at a particular branch won’t lead that branch’s page.

Packages

Packages sit under Sold alongside, just below the journey — they’re not a step a customer walks through, but turning them on is what puts them on your booking site, in your admin sidebar and in your customers’ portal.

They start off. Switch them on here when you’re ready to sell prepaid bundles, and rename them in the same row if your business calls them something else. Turning them back off stops new sales but never takes away sessions customers have already paid for — see packages.

This section only appears on plans that include packages.

Renaming what you call things

Not every business has “stylists”. Under Settings → Customer Journey → Terminology you can rename all six item types — Collection, Category, Service, Add-on, Stylist and Package — to the words your business actually uses. A spa might call its services Treatments and its stylists Therapists; a clinic might use Practitioners.

Enter a singular and a plural for each one you want to change (both are needed — plurals in English aren’t always just “+s”), and leave a name blank to keep the default. Your wording then replaces ours everywhere your customers and your team see it: the booking pages, your admin portal, and your reminders and team alerts.

Two things stay as they are, deliberately:

Your booking links don’t change. Renaming is about wording only, so existing links, bookmarks and saved settings keep working.
The staff role is still called “Stylist”. That role controls who can sign in and what they can do, which is a different thing from who a customer books with — so it keeps a stable name even after you rename the rest.

If you’ve renamed anything, remember the rest of this documentation still uses the default words.

Letting customers skip choosing a stylist

The Stylist step is always shown, but a customer who has no preference can pick No preference — show all available times to see the combined availability of every qualified stylist instead of choosing one. The system assigns an available stylist automatically. This keeps the flow fast for customers who just want the earliest slot.

What a step actually shows

The booking site only offers choices that can lead to a real appointment. A service that isn’t active, or a service no stylist can perform at the selected branch, is hidden — so a customer never picks something they can’t book. See availability for why a specific slot does or doesn’t appear, and activation and visibility for activating services, categories, and collections.

Availability — how hours, time off, and stylist bookability shape the times a customer sees.
No-shows and cancellation policy — the rules customers agree to when they book.