Preparing to Launch Your Booking System
Before you open bookings to real patients, walk through this list:
✔ Clinic & Business Settings
Name, time zone, business hours: double-checked.
✔ Payments
Stripe/PayPal/Klarna connections tested.
Tax and deposit rules are set correctly.
✔ Services & Providers
All key services created.
Each service is assigned to the right providers.
✔ Availability
Provider schedules and special days are configured.
✔ Pages
Booking page created with [clb_booking] or a block/widget.
Dashboard page created with [clb_customer_dashboard].
Booking & confirmation pages selected in Booking Rules.
✔ Test Booking
Make at least one test booking yourself:
As a guest and/or logged-in user
With and without online payment (depending on your setup)
Check:
Confirmation email
Dashboard display
Appointment in the Appointments list and Calendar.
Once everything looks good, you can confidently promote your “Book Now” page to patients.
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