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Prepare the business, switch to the customer view and review the request through confirmation.
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Set up a service and availability, open a booking page and review a request through confirmation.
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From your first service to a confirmed booking Set up a service and availability, open a booking page and review a request through confirmation. Lynxbe screens · Demonstration data
Open Booking & Services In the system menu, open Customers, choose Booking & Services and open Services. Lynxbe screens · Demonstration data
Create a clear service Choose New service and enter a name and description explaining what the customer will book. Lynxbe screens · Demonstration data
Set duration and price Set the duration to 30 minutes. This example uses a price of 0, with no charge or deposit. Lynxbe screens · Demonstration data
Save and check the service Save and return to Services. Check the name, duration and active state. Isolated demo data · No live customer changes
Set when the business is open Open Settings, switch to Hours and set Monday to 09:00–13:00. Isolated demo data · No live customer changes
Check staff hours too Open Staff hours and check that Dana is available Monday, 09:00–13:00. Isolated demo data · No live customer changes
Block time customers cannot book Add a block for Dana on Monday, 10:30–11:00, and check that it was saved. Isolated demo data · No live customer changes
Decide how requests are accepted Keep automatic confirmation off. Each new request will await business approval. Isolated demo data · No live customer changes
Create a booking page Open Booking pages and create a page. It connects the service with your team. Lynxbe screens · Demonstration data
Give the page a title On Details, enter a short title and description explaining what the customer can book. Lynxbe screens · Demonstration data
Choose what customers can book On Services & Staff, select the Consultation service you created. Lynxbe screens · Demonstration data
Choose who provides the service On the same tab, select Dana. Check the selection against her staff hours. Lynxbe screens · Demonstration data
Review scheduling rules Return to Details and check the advance-booking window and minimum notice. Lynxbe screens · Demonstration data
Publish when ready After checking the saved settings, choose Publish and check that the page shows Published. Isolated demo data · No live customer changes
Open the customer view Open the page link and check its title, description and offered services. Lynxbe screens · Demonstration data
Choose the day Select Monday, 12 October 2026, the day covered by the configured hours. Lynxbe screens · Demonstration data
Choose who takes the booking On the time-selection step, choose Dana from the providers offered by the page. Lynxbe screens · Demonstration data
Choose an available time Select 10:00. The consultation ends at 10:30, before the block. Lynxbe screens · Demonstration data
Enter contact details Enter a name and the contact details requested by the form. This example uses isolated details. Lynxbe screens · Demonstration data
Review before submitting Check the service, Dana, date and time: 12 October, 10:00–10:30. Lynxbe screens · Demonstration data
Request received. Awaiting approval. After submitting, check that the page shows a request awaiting business approval. Isolated demo data · No live customer changes
Review the request in the system In the business view, open the appointment, check its details and open the status picker. Isolated demo data · No live customer changes
Check the confirmed booking Wait for the update and reopen the appointment. Its status should be Confirmed. Isolated demo data · No live customer changes
Lynxbe screens use isolated demonstration data. A request awaiting approval and a confirmed booking are separate steps. Your customers are unchanged and no messages are sent.
Before starting: access to Booking & Services, the right teammate and known working hours. Decide whether requests need business approval or automatic confirmation.
A booking page lets customers choose a service and time that fit your business settings. This lesson uses a 30-minute consultation with Dana on Monday, 12 October 2026, from 10:00 to 10:30. Follow a request awaiting review through to a booking confirmed by the business. Lesson records are separate from your customers.
Start with the service your customers will book. Next, set business hours, staff hours and the booking page. Available pages and actions depend on your permissions and business capabilities.
Our example service is Consultation. Use a short description so customers know what to expect. Check that the service is active. You will select it for the booking page later; creating a service does not add it to every page.
Service duration determines how much time the booking needs. Set the price and currency for your service; a displayed price does not establish payment. If a staff member has a different service duration, check that too. This example uses 30 minutes and a price of 0.
Reopen the service if you need to inspect its full settings. Check that the correct service was saved, that it is active and that its duration is 30 minutes. Later, select this same service for the page and check its customer view.
Business hours should match when you actually work. For a new business, set and save them explicitly rather than assuming hours already exist. Our example opens Monday from 09:00 to 13:00 in the Jerusalem time zone. Also check buffers between appointments and advance-booking rules.
Review business hours and the staff member’s hours together. A staff member can use business hours or have custom hours. Dana already exists in our example team; her required hours are set explicitly. Selecting Dana for a page does not create her working hours.
A block marks time unavailable for bookings, such as a break or an absence. Check its staff member, date and end time. In our example, 10:00–10:30 still fits a consultation, while a time overlapping the block should not be offered.
Automatic confirmation accepts eligible bookings without manual review; when it is off, new requests await business approval. Guest booking determines whether new customers can book. If verification codes are enabled, customers must verify their phone or email before a request is accepted. These are separate choices. Set them for your business.
A page can focus on a particular audience or service. Choose which services and staff it displays. This example creates a page for one consultation service with Dana, rather than showing every business service.
Our example title is Book a consultation. Use the description to explain the 30-minute meeting and that requests need business approval. Save a new page before publishing. When editing an existing page, check its automatic-save indicator and retry if saving fails.
Check that you selected the correct active service. These selections determine what the page offers customers. If a service is missing in the customer view, check its selection on the page and its active state before sharing the link.
Customers see providers allowed by the page and booking settings. This lesson selects Dana explicitly. Check that the staff member is active, can provide the service and is available during the configured hours. If the right teammate does not exist yet, set them up in user management before continuing.
The advance-booking window limits how far ahead customers can book. Minimum notice prevents bookings too close to the current time. Check daily limits and business hours too, so the settings do not hide every option. If you require acceptance of terms or a cancellation policy, check that customers see them before submitting.
Publishing makes the booking page available through its link. Open and check that link before sharing it with customers. An unpublished page is unavailable for public booking. The published state in this lesson belongs only to an isolated demonstration page; no active business page is published here.
Switch to the customer view and check the correct page. If a phone lookup appears, a new customer can choose “Skip — I'm a new customer” when the page offers it. Consultation should show the duration and price you set. Select it and continue to the date. If the page is unavailable, check its published state and whether online booking is enabled for the business.
Choose a date within the allowed booking window. Closed days and dates outside business rules may not be selectable. This example’s day and hours use the Jerusalem time zone.
The provider affects which times can be booked. This example chooses Dana after the service and date. The selection flow may differ when the business uses any available provider or offers multiple services. Follow the options shown on your page.
An eligible time must fit the entire service duration, hours and availability. Our example blocks 10:30–11:00. If no times are available, check another date, the service, provider, hours and blocks. If the time becomes unavailable before submission, return to the times and choose an available option; the first selection is not guaranteed.
Provide details the business can use to handle the request. Required fields depend on the settings. If verification codes are required, receive a code through an available channel and complete verification before submitting. Verification is off in this lesson, and no phone or email message is sent.
Review your selections and contact details before pressing the submission button. Accept terms or a policy if the page requires them. This example has a price of 0 and no deposit. If your business requires a deposit, follow its instructions and check payment separately; a confirmed booking alone does not establish payment.
With automatic confirmation off, the example request is saved awaiting approval. It is not yet a booking confirmed by the business. Its time is held during review to prevent overlapping bookings. Do not resubmit just because approval is not immediate; first check that the request was received.
Check the correct request: Consultation, Dana, Monday, 10:00–10:30. From Awaiting approval, open the status picker and choose Confirmed when the details are correct. This action requires the appropriate permission. If something needs changing, review the available options before confirming.
Check that the correct booking shows Confirmed and retains the correct service, provider and time. Confirmation messages, reminders, calendar sync and payment depend on settings and connections; check each separately if used. This lesson checks isolated records, with no customer message, charge or external calendar change.
Check the service, availability and saved booking. With manual approval, a received request still needs the business to approve it and its status to show Confirmed.
No times available? Check business hours, staff hours, blocks and advance-booking rules. If a time becomes unavailable before submission, return and choose an available time.
Content checked against Lynxbe screens and source behavior on 11 October 2026. Automatic confirmation is off in this example: the request awaits review before the business approves it.
A read-only walkthrough. Choose a step or use Next. It does not publish an active business page or create an appointment in your business.
A booking page lets customers choose a service and time that fit your business settings. This lesson uses a 30-minute consultation with Dana on Monday, 12 October 2026, from 10:00 to 10:30. Follow a request awaiting review through to a booking confirmed by the business. Lesson records are separate from your customers.
Start with the service your customers will book. Next, set business hours, staff hours and the booking page. Available pages and actions depend on your permissions and business capabilities.
Our example service is Consultation. Use a short description so customers know what to expect. Check that the service is active. You will select it for the booking page later; creating a service does not add it to every page.
Service duration determines how much time the booking needs. Set the price and currency for your service; a displayed price does not establish payment. If a staff member has a different service duration, check that too. This example uses 30 minutes and a price of 0.
Reopen the service if you need to inspect its full settings. Check that the correct service was saved, that it is active and that its duration is 30 minutes. Later, select this same service for the page and check its customer view.
Business hours should match when you actually work. For a new business, set and save them explicitly rather than assuming hours already exist. Our example opens Monday from 09:00 to 13:00 in the Jerusalem time zone. Also check buffers between appointments and advance-booking rules.
Review business hours and the staff member’s hours together. A staff member can use business hours or have custom hours. Dana already exists in our example team; her required hours are set explicitly. Selecting Dana for a page does not create her working hours.
A block marks time unavailable for bookings, such as a break or an absence. Check its staff member, date and end time. In our example, 10:00–10:30 still fits a consultation, while a time overlapping the block should not be offered.
Automatic confirmation accepts eligible bookings without manual review; when it is off, new requests await business approval. Guest booking determines whether new customers can book. If verification codes are enabled, customers must verify their phone or email before a request is accepted. These are separate choices. Set them for your business.
A page can focus on a particular audience or service. Choose which services and staff it displays. This example creates a page for one consultation service with Dana, rather than showing every business service.
Our example title is Book a consultation. Use the description to explain the 30-minute meeting and that requests need business approval. Save a new page before publishing. When editing an existing page, check its automatic-save indicator and retry if saving fails.
Check that you selected the correct active service. These selections determine what the page offers customers. If a service is missing in the customer view, check its selection on the page and its active state before sharing the link.
Customers see providers allowed by the page and booking settings. This lesson selects Dana explicitly. Check that the staff member is active, can provide the service and is available during the configured hours. If the right teammate does not exist yet, set them up in user management before continuing.
The advance-booking window limits how far ahead customers can book. Minimum notice prevents bookings too close to the current time. Check daily limits and business hours too, so the settings do not hide every option. If you require acceptance of terms or a cancellation policy, check that customers see them before submitting.
Publishing makes the booking page available through its link. Open and check that link before sharing it with customers. An unpublished page is unavailable for public booking. The published state in this lesson belongs only to an isolated demonstration page; no active business page is published here.
Switch to the customer view and check the correct page. If a phone lookup appears, a new customer can choose “Skip — I'm a new customer” when the page offers it. Consultation should show the duration and price you set. Select it and continue to the date. If the page is unavailable, check its published state and whether online booking is enabled for the business.
Choose a date within the allowed booking window. Closed days and dates outside business rules may not be selectable. This example’s day and hours use the Jerusalem time zone.
The provider affects which times can be booked. This example chooses Dana after the service and date. The selection flow may differ when the business uses any available provider or offers multiple services. Follow the options shown on your page.
An eligible time must fit the entire service duration, hours and availability. Our example blocks 10:30–11:00. If no times are available, check another date, the service, provider, hours and blocks. If the time becomes unavailable before submission, return to the times and choose an available option; the first selection is not guaranteed.
Provide details the business can use to handle the request. Required fields depend on the settings. If verification codes are required, receive a code through an available channel and complete verification before submitting. Verification is off in this lesson, and no phone or email message is sent.
Review your selections and contact details before pressing the submission button. Accept terms or a policy if the page requires them. This example has a price of 0 and no deposit. If your business requires a deposit, follow its instructions and check payment separately; a confirmed booking alone does not establish payment.
With automatic confirmation off, the example request is saved awaiting approval. It is not yet a booking confirmed by the business. Its time is held during review to prevent overlapping bookings. Do not resubmit just because approval is not immediate; first check that the request was received.
Check the correct request: Consultation, Dana, Monday, 10:00–10:30. From Awaiting approval, open the status picker and choose Confirmed when the details are correct. This action requires the appropriate permission. If something needs changing, review the available options before confirming.
Check that the correct booking shows Confirmed and retains the correct service, provider and time. Confirmation messages, reminders, calendar sync and payment depend on settings and connections; check each separately if used. This lesson checks isolated records, with no customer message, charge or external calendar change.
