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Test the customer experience

Before a real client books, walk through the process yourself. One test booking catches wrong hours, missing payments, or broken notifications early.

Test booking flow

Book as a client

  1. Copy your booking link from SettingsBrand.
  2. Open a private or incognito browser window (so you are not logged in as the owner).
  3. Paste the link and browse your site like a new visitor.
  4. Pick a service, choose a time, and complete the booking form.
  5. Use your own email or phone for the test so you receive confirmations.

If you require a deposit or full payment, complete the payment step with a real or test card according to your payment provider's guidance.

Check what happens on your side

After booking, confirm each item that matters to your business:

What to verifyWhere to look
Booking appears in your dashboardDashboard home or Appointments
Confirmation email or textYour inbox or phone
Calendar entryGoogle Calendar, Outlook, or wherever you connected
Payment recordedOpen the appointment → Payments tab
Pending approval (if you do not auto-confirm)Dashboard homePending appointments

Open the appointment in Appointments, click the row, and review the Details, Communications, and History tabs.

Clean up the test booking

You do not need to keep the test visit on your calendar:

  • Reschedule it to a time you will ignore, or
  • Decline / cancel it from the appointment detail screen.

Canceling proves your cancellation flow works too.

Common issues and where to fix them

ProblemLikely fix
No times availableSet your availability
Wrong service or priceSet up your services
No confirmation emailConnect essentials → customer email notifications
No text messageCustomer text message notifications app + templates
Payment did not workPayment app under AppsInstalled
Booking not on calendarCalendar app connection
Page looks wrongBuild your website and Publish and share

If an app connection fails, see Apps troubleshooting.

You are ready to go live

When the test booking flows smoothly end to end, share your link with confidence. Real bookings will land in the same places you just checked.

Next steps