Navigate your Online Booking Portal (for staff)

Your Online Booking Link is accessible in your Online Portal in the side menu:

When your clients go to your Online Booking Portal, they will land on the Login Screen

They can:

1. 1. Browse services as a Guest
   2. Log in
   3. Create an Account

• Once a client is logged in, they will land on the Services Screen, you will have access to view 
  • Your Loyalty Points and Tier
  • Your Account information or to Log out
  • Services, Classes, and Packages offered 

• Select Services
  • This will direct you to the service categories

• Select a Service Category
  • This will direct you to the service list

• Select Service
  • This will begin the booking process
  • If you have Multiple Locations, the client will select a Location
  • If you have 1 Location, this location will be auto-selected and the client will be directed to Selecting a Date & Time

• Select Location
  • This will direct to select a staff 
• The client can:
  
  • Select a staff to book with
  • Select Anyone

• Select Staff
  • Add-ons will appear
• Select Add-on
• Click Done
  • The Calendar will appear

• Once the Calendar Appears, select a day
  • The staff's availabilities will appear. 
• Select Time
  • The 15 minute booking timer will begin
  • Optional: Special Requests section
  • This section allows clients to type a message, as well as apply photos. This allows Clients to be as specific as possible, describing what they wish to achieve 

• Special Requests section
• • This section allows clients to type a message, as well as apply photos. This allows Clients to be as specific as possible, describing what they want exactly.
  • It is recommended to always attach a minimum of 2 photos: one for what they currently look like, and one for what they want to achieve. 

• The client can Proceed to Confirmation or Add another service to this booking
  • Proceed to Confirmation will go to the Booking Summary Screen
  • Add a Service will direct to the Services list to select another service

Booking Summary Screen:

• The Summary Screen will display Client Contact Information and Service Details:
  • Service, Provider, Location, Date and Time
  • Price, Deposit, Client Payment Card (Saved Card or PayPal), Subtotal, Tax, Total
• The Book button will be disabled until the client accepts:
  • Your Cancellation Policy (if you have one)
  • The Cojilio Booking Policy
• Once a client checks I agree to both policies, the Book button will be enabled:

• Cancellation Policy Popup (when a client clicks Cancellation Policy):

• Once they click Confirm, the Deposit Popup will appear (if you have Deposit turned ON for a service)
  • Click Confirm to confirm your booking

• They will view the Confirmation Screen (below) and receive a Confirmation Email for their booking