Change booking steps and contact fields

Your booking flow walks clients through choosing a location, service, team member and time, then their details and checkout. You can change the order of the first four steps, skip the team member step, and decide which contact details clients must give.

Change the order of the steps

1. 1

   Step 1 of 4

   Open the booking appearance settings

   Go to Settings › Appearance › Booking. The Steps card lists Choose Location, Choose Service, Choose Member and Choose Time.

2. 2

   Step 2 of 4

   Drag the steps into order

   Drag a step by its handle to move it up or down. For example, put Choose Service first if most clients know what they want before they choose where.

   Client Details and Checkout are marked Fixed Position. They always come last and can't be moved.

3. 3

   Step 3 of 4

   Hide the team member step if you want

   Turn off the switch next to Choose Member to skip it. Clients then book Anyone, and Softalon assigns a team member using your Member Selection Logic. See Choose how Anyone bookings are assigned.

   Choose Member is the only step you can turn off.

4. 4

   Step 4 of 4

   Save

   Click Save at the bottom of the card.

   You will see:

   A Settings Updated message appears, and your booking site uses the new order.

Choose which contact details clients give

The Contact Fields card controls the Email Address and Phone Number fields that clients fill in when they book or sign up on your site. Each field has two checkboxes:

1. 1

   Step 1 of 2

   Set each field

   In the Contact Fields card, check Visible and Required for each field as needed.

2. 2

   Step 2 of 2

   Save

   Click Save at the bottom of the card.

New salons show both fields, with email required and phone optional.

Rules to know

• At least one of the two fields must be visible. You can't hide both.
• If both fields are visible but optional, clients still have to fill in at least one of them.

Ask more questions

To ask for things like allergies or hair length, add custom fields under Settings › Booking. See Ask clients custom questions when they book.