Help Centre
What business owners ask most about running BookAndGo, answered plainly.
Common questions
Head to the Availability page from the sidebar. Once your hours are set, the page stays locked to keep them safe: click Unlock to edit to change them. You can choose between Fixed Slots (you set exact start times) or Generated Slots (BookAndGo works out openings from your working hours and service lengths). Set your hours for each day of the week and add exceptions for holidays or days off.
Go to the Clients page and click Import, which takes you to Settings, then Import & Export. Upload a CSV file with a name and email for each client. A phone number is optional. BookAndGo works out your columns for you, matches existing clients by email to avoid duplicates, and creates new records for everyone else. Anyone without an email is matched on phone and name.
Yes. Clients book through your public booking page without creating an account. They only need to give their name, email and phone number. Their confirmation email has a link to see, change or cancel their booking with no sign-in. If they prefer, they can also sign in to the client portal with Google, Microsoft or an emailed link.
Go to the Billing page from the sidebar. You can see your current plan, compare what each plan includes, and choose a new one. To manage an existing subscription, click Manage Billing. Only the account holder can do this.
On the Availability page, you can add exceptions to block specific times or whole days. You can also click a time on the Calendar and choose Block slot. Clients cannot book those times, and the rest of your schedule stays open.
On the Professional plan and above, a client who cannot find a time can join your waitlist with their preferred service, dates and time of day, and you are notified. When a matching time opens up, BookAndGo automatically sends that client a booking link by email, and by text if they have agreed to texts. You can also accept or decline any waiting client yourself from the Waitlist page, and declining does not notify them. To have the first matching client booked in straight away, turn on Auto-book waitlisted clients in Settings, then Notifications.
Go to Settings, then Notifications, then Notification Rules. You can set up a chain of email reminders, for example one 24 hours before and another 2 hours before. Each one can be paused on its own.
Open Settings, then Notifications. Under Booking Events, turn the 24-hour and 1-hour reminder emails on or off. To add a note to every reminder email, such as where to park or how to pay, type it under Reminder note (up to 100 characters) and select Save Reminder Note.
Open Settings, then Locations, and add a location with the type Online. Choose Zoom or your own link, paste in your meeting link, and add a note, like a passcode, if your clients need one. If it's your only location, every booking uses it. If you have more than one, your clients choose one when they book. Each confirmation has a Join button that opens your meeting, and clients can also join from the link to manage their booking, right up until the session.
The Analytics page shows your bookings, estimated revenue, clients, return rate, no-shows, cancellations, popular services and your busiest days and hours, with charts for the last 12 full weeks. Revenue is estimated from your completed appointments at current service prices, plus paid invoices, so it may differ from what you actually received. Your Stripe account and Invoices page show actual payments.
BookAndGo automatically emails a review request when an appointment is completed, unless you have switched it off, and asks each client no more than once every six months. New reviews stay private until you publish them from the Reviews page. Published reviews appear on your public business page.
Go to the Invoices page and click Create Invoice. Select the client, add line items and choose the payment method. Invoices are numbered in order. You can also have them sent automatically when an appointment is completed, in Settings, then Payments & Invoicing. Marking an invoice as paid emails the client a receipt, unless you have switched that off.
From the Appointments page, click New Recurring, choose the client, service and frequency, and set how many appointments you want. On the Professional plan and above, clients can also tick "Make this a recurring booking" when confirming on your booking page, and choose weekly, fortnightly or monthly. BookAndGo creates each appointment in the series. If a time is already taken, that date is skipped and you see a list of skipped dates. To cancel the whole series, open any appointment in it on the Appointments page and, under Recurring series, choose Cancel.
On the Calendar page, click an empty time and choose Add appointment. In Quick Book, select a client, or add a new one, and a service, then confirm. It is the fastest way to book a walk-in or someone on the phone.
Booking confirmations, reminders, cancellations and review requests automatically use your logo and brand colour, with a colour bar across the top. Add your logo in Settings, then Business Profile, and set your colour in Settings, then Branding. There are no templates to edit.
Open the Clients page and click a client to view their profile. Click the edit button to update their name, email, phone number, date of birth or address. When you save, the client receives an email letting them know their details were updated.
Small icons on appointment cards give you context at a glance. Hover over one to see what it means. A sparkle marks a first visit, a signed document marks an intake form, a trophy marks a loyal client milestone, a repeat symbol marks a recurring appointment, a note marks appointment notes, a cake marks a birthday, and a warning triangle marks a client with a history of cancellations or no-shows.
When a client books again with the same email, even in different capitals, BookAndGo matches their existing record instead of creating a duplicate. Open their appointment on the Calendar to see how many bookings they have had and when they last came in, with a link to their record. If they enter a different phone number or other details when booking, their record is not changed. You get a notification showing what they entered, so you can decide whether to update it.
Click an appointment on the Calendar page. For a client who has been before, the details show how many times they have been in, when they were last in, and a View client link to their full record. Cancelled and missed appointments are not counted. For a first-timer, the calendar shows First visit instead.
Open Packages and select Create Package. Name it, then set the number of sessions, the price and how long it lasts. When a client pays you, give them the pass yourself and note how they paid. Their sessions are counted down as they book.
Every business gets a clean web address: book.myandgo.sg/yourbusinessname. It works with or without hyphens, so your-business and yourbusiness go to the same page. It is good for business cards, social bios or saying over the phone. When clients share the link on Facebook, iMessage, Slack, LinkedIn or WhatsApp, the preview shows your business name, description and logo. Your page needs to be published first.
The Daily Briefing is an email to you each morning with today's schedule, yesterday's revenue, any flagged or blocked clients and a motivational quote. Set it up in Settings, then Notifications. The Weekly Digest is an email to your clients who have opted in, showing your upcoming available times so they can book. You choose the day and time on the Marketing page, under Weekly Digest. It leaves out your blocked dates and days off. Both are on the Starter plan and above.
They can if you turn it on. Go to Settings, then Notifications, then Rebooking Nudges. For clients with at least two completed visits, BookAndGo tracks their usual gap between visits. When a client goes 1.5 times past it without booking, they get a personal "we miss you" email with a booking link. You can set a fixed number of days instead. A client gets no more than one nudge every 30 days. Professional plan and above.
Yes. On the Marketing page, open Analytics. For each campaign you can see delivery, open and click rates, bounces and unsubscribes. When a client books from a time in your email, the booking is linked to that campaign, so you can see how many bookings it brought in and what they are worth at your service prices. You can also open any past campaign to preview it, then save it as a template, duplicate it or resend it.
When your marketing email includes clickable times, your booking page does three things when a client clicks one. It shows only the services allowed at that time and on that day, under the rules you have set for each service. If exactly one service fits, it moves the client straight to the next step. And if someone else has just taken that time, it tells them so before they fill in their details.
Yes. Your campaign emails can include today's remaining times, by your business's local time, as well as upcoming days, so a campaign sent in the morning can show that afternoon's openings as clickable times. If a client clicks a time that is no longer open, your booking page tells them. It is a good way to fill last-minute openings.
Open BookAndGo in Safari on iPhone or Chrome on Android and choose Add to Home Screen. That gives you an app icon and your full dashboard.
Go to Settings, then Team, or the Team page in the sidebar, and invite them with their name, email and role (Admin, Manager or Provider). They get an email with a link that signs them in with one click. From Settings, then Team, you can edit, resend the invite, suspend or delete a person. Suspending removes their access but keeps their record, and you can reverse it. A Provider sees only their own calendar, and an Admin gets everything. Only the account holder can make someone an Admin.
Each day, BookAndGo marks a confirmed appointment as completed once it ended more than 24 hours ago, looking back 30 days. This sets off the things completing an appointment normally does, such as review requests, loyalty points, rebooking tracking and any automatic invoice. Future and cancelled appointments are never touched. You can mark a client as a no-show yourself before then. This cannot currently be turned off.
Yes, it happens automatically. Once a client reaches 3 no-shows they are blocked from booking online. This is always on, and the number cannot be changed. A warning icon on the calendar marks clients with a history of cancellations or no-shows, so you can spot them early. You can review and unblock a client from the Clients page.
Yes. Open the service from the Services page and tick Set a booking notice just for this service, then enter the hours and minutes. Clients must then book that service at least that far ahead, and every other service keeps your usual booking notice, which you set in Settings, then Bookings. Bookings you make yourself from your dashboard are not held to it.
Go to your Timetable, click Add class and tick This is a course with a start date. Choose the first session and set the number of weeks, and the end date works itself out. Then set the places and one price for the whole course. On your booking page the course shows as starting on that date, and one enrolment books the client into every week, in your calendar and theirs, with a reminder before each one. When the class is full in any week, enrolments stop. Once the course starts, it comes off your booking page.
Open the session and choose Cancel this session. Everyone booked gets the usual cancellation email, and any pass session goes back to them. Clients can't book that session again. Changed your mind? Reopen lets them book it, and anyone already cancelled stays cancelled.
Open the service and, under Available Days, turn off any day it doesn't run. Leave every day selected and it can be booked any day. To limit the hours, turn on Restrict availability by time of day and add a time window. The whole appointment has to fit inside the window, not just its start.
Go to your Timetable and click Add class. Enter the class name, the days it runs, the start time, its length, the spots and the price, then click Add class to save it. It's offered only on those days at that time, each client books their own spot, and bookings stop once it's full.
Your confirmation and reminder emails carry a private link to the booking, so clients never need to sign in. From it they can move to another open time with Reschedule, or cancel, and they're always asked to confirm a cancellation first. Inside your notice window they can't reschedule online, and a late cancellation follows your cancellation policy.
Every answer
Getting Started
Calendar & Bookings
- How do I block a time slot?
- How does the waitlist work?
- How do I run sessions online?
- How do I set up recurring appointments?
- How do I use quick-book on the calendar?
- What do the calendar indicator icons mean?
- How do I see a client's history when I look at a booking?
- What happens to past appointments I forgot to mark complete?
- Can one service need more booking notice than the rest?
- How do I set up a six-week course with a start date?
- How do I cancel one class session?
- How do I choose which days and hours a service can be booked?
- How do I set up a weekly class that several people can book?
- How can my client cancel or reschedule?