Use this checklist to prepare your Velixa account, check the customer journey and share a booking link your team is ready to manage.
Gather your service list, prices, durations, staff hours, business contact details and cancellation terms before you begin. Work through the same booking route your customers will use, and resolve any missing information before publishing it.
Check your business name, contact details, address and opening hours. Create each service with a clear description, duration and price. Add preparation information where needed. Review the public page so customers can tell what they are booking and where to attend.
Add the people who provide your services, assign the services they can deliver and set their working hours. Add breaks and planned leave. Check several dates and service/staff combinations so customers only see the appointment choices you intend to offer.
Complete the merchant Stripe connection required for card-on-file bookings. Every appointment booking is secured with a card saved via Stripe. No payment is taken when the booking is made. On the day of the appointment, charge the card on file or record payment in cash. Configure your cancellation notice period and fees, then review the wording customers accept before confirmation. Keep ordinary appointment settlement and cancellation charges clearly separate.
Review the business and appointment information customers receive. Check email addresses and phone numbers in the booking journey. If you use SMS, enable the required reminder types and add sufficient prepaid credits. Email and SMS have separate requirements; enabling one does not automatically enable the other.
Review the booking journey on mobile and desktop, including service selection, staff availability, account creation, card-saving information and appointment changes. Use a supported test environment for end-to-end tests where one is available. Check your link or widget on its actual destination page before sharing it widely. After launch, review new bookings and enquiries for setup issues.
Check prices, durations, staff assignments, breaks and leave together.
Complete Stripe setup and explain card on file, payment on the day and applicable cancellation fees.
Review mobile booking, contact details and reminder settings before publishing your link.
Continue with the guide or product details that match your next question.
Clear answers about this practical topic.
Your business details, service list, prices, durations, staff schedules, cancellation terms and the information needed to complete merchant Stripe setup.
Yes. Use a booking button linking to Velixa or embed the booking widget where your website supports it. Review the published page on mobile as well as desktop.
No. SMS is optional and uses prepaid credits. If you choose to use it, enable the required reminder types and check that customer mobile numbers and sufficient credits are available.
Every appointment booking is secured with a card saved via Stripe. No payment is taken when the booking is made. On the day of the appointment, charge the card on file or record payment in cash. Customers must also accept the booking terms, including any applicable late-cancellation or no-show policy.
Set up your services, explore your diary and see how Velixa fits your business.
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