Practical guide

How to set up online booking

Use this Velixa setup checklist to prepare services, staff, availability, policies and the customer-facing route before you announce online booking.

Launch online booking with Velixa

Velixa gives you the booking page, diary and customer journey to take appointments online. A smooth launch starts with accurate operational details, a tested customer journey and a clear place for customers to book.

1. Prepare your Velixa business and services

Check your Velixa business details, contact route, service descriptions, durations and prices. Remove anything you do not want customers to book yet.

2. Add staff and availability in Velixa

Set each staff member’s working pattern, breaks, leave and service access in Velixa. Remember that online availability should match the capacity you can actually deliver.

3. Configure Velixa policies and card-on-file terms

Set the cancellation window and no-show handling, then review the terms customers see before confirming. Every booking requires a saved card and accepted mandate, but Velixa does not take a payment upfront. The outstanding balance can be charged when the appointment is completed; late-cancellation and no-show charges follow the applicable business policy.

4. Review optional Velixa notifications

Booking confirmations and the automatic email reminder are part of the normal booking journey. Review the optional SMS notification type if you want to use it; SMS requires an available customer mobile number and sufficient credits.

5. Test and publish your Velixa route

Make a test booking from the Velixa customer view, including customer sign-in or account creation, then check the appointment in the merchant diary and test any eligible change path. Publish your direct link, hosted site or widget placement only after the full journey works as expected.

How Velixa helps

Turn good practice into a Velixa workflow

Configure Velixa accurately

Make sure service names, prices, durations, staff access and opening hours reflect the way you work today.

Set expectations in Velixa

Review cancellation, payment, reminder and consent wording before customers can confirm a Velixa booking.

Test the Velixa journey

Walk through a booking, change and cancellation as a customer, then check the result in the Velixa merchant diary.

Frequently asked questions

Clear answers about this practical topic.

The time depends on how many services, staff and policies you need to configure in Velixa. A small business can start with a focused service list and expand it after the first test bookings.

Yes. Start with the staff and services you are ready to publish in Velixa, then add further team members and availability as your setup grows.

Yes. Online customers can browse services, staff and available times before signing in, but they must sign in or create an account at the customer-details step before completing the booking.

Test service selection, staff availability, the available time slots, confirmation details, cancellation or rescheduling instructions and the appointment record in your Velixa merchant diary.

Use the places customers already visit, such as your website, social profile, email signature and direct messages. A Velixa widget can also place booking inside an existing website.

Yes. The customer must provide or select a saved card and accept the card-on-file mandate before confirmation. Velixa never takes a payment upfront. The outstanding balance can be charged when the appointment is completed, while late-cancellation and no-show charges follow the applicable business policy.

Ready to put this into practice with Velixa?

Start with the booking setup that fits your business, then add the tools that become useful as you grow.