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Getting Started with BookEase

Follow this step-by-step guide to set up your account, configure your services, and start accepting bookings in under 10 minutes.

1. Create Your Account

If you haven't already, head to bookease.com/signup and click "Create Free Account". You can sign up with your email, Google, or Apple ID.

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Tip: Use your business email address to keep all notifications and invoices organized.

2. Verify & Complete Profile

Check your inbox for a verification link from no-reply@bookease.com. After verifying, you'll be prompted to complete your business profile:

  • Business name & industry
  • Profile photo or logo
  • Physical address or "Online/Remote" selection
  • Timezone & language preferences

Your profile is public-facing, so make sure your information is accurate and professional. Clients use this page to decide whether to book with you.

3. Choose Your Plan

BookEase offers flexible pricing to match your needs:

  • Free: Up to 10 bookings/month, basic features, standard support
  • Pro ($12/mo): Unlimited bookings, smart reminders, calendar sync, priority support
  • Business ($49/mo): Team management, analytics, API access, dedicated account manager
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Note: You can upgrade or downgrade anytime. Pro and Business plans include a 14-day free trial.

4. Add Your First Service

Navigate to Services → Add New in your dashboard. Fill in the following:

  1. Service Name: Clear and descriptive (e.g., "60-Minute Deep Tissue Massage")
  2. Duration: Set default length (30, 45, 60, 90, or custom minutes)
  3. Price: Base rate, optional add-ons, or pay-what-you-want
  4. Description & Requirements: Include preparation notes, cancellation policy, and what clients should bring
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Best Practice: Keep service titles consistent and avoid jargon. Clients search for clear, straightforward names.

5. Configure Availability

Go to Settings → Availability to set your working hours:

  • Set default weekly schedule (e.g., Mon-Fri, 9AM-5PM)
  • Add buffer time between appointments
  • Block out holidays or maintenance days
  • Enable "Auto-approve" for instant bookings

BookEase will automatically hide unavailable slots from your public booking page, preventing double-bookings and schedule conflicts.

6. Invite Clients & Team

Your setup is almost complete! Now it's time to share your booking page:

  • Copy your unique Booking URL from the Dashboard
  • Add it to your website, social media bios, email signature, or QR codes
  • Use Team → Invite to add staff members with role-based access
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Pro Tip: Enable "Waitlist Mode" if you're frequently fully booked. It captures overflow interest and automatically fills canceled slots.

Frequently Asked Questions

Can I change my plan later? +
Absolutely. You can upgrade, downgrade, or cancel anytime from Settings → Billing. Changes take effect at the next billing cycle.
Do clients need a BookEase account to book? +
No. Clients can book as guests using just their name and email. Account creation is optional and only required if they want to manage bookings across multiple providers.
How do refunds and cancellations work? +
You set your own cancellation policy per service. BookEase handles automated reminders and can process instant refunds for eligible cancellations if payment was taken.
Is my customer data secure? +
Yes. We use AES-256 encryption, SOC 2 compliant infrastructure, and never sell or share customer data. You retain full ownership of your booking records.

All Set! What's Next?

Your booking page is live and ready to accept reservations. Dive into the dashboard to monitor incoming bookings or explore advanced features.

Go to Dashboard → Need Help?