How to
Can customers book without creating an account?
Yes. Customers never create an account or a password. They give their name, email address and mobile number when they book, and everything after that comes by email.
Which plan
On every plan. The Booked here before? link needs Saved profiles switched on in Toolkit.
What customers see
Your booking page, then a confirmation email with the appointment details. When you allow it, the email has links to reschedule or cancel. With Saved profiles on, a returning customer can ask for a one-time link by email to bring back their saved details.
Set it up
Step 1: What customers enter
Their name, email address and mobile number, plus any questions you ask. There's no password and nothing to install: the booking page runs in their phone's browser.
Step 2: What they receive
A confirmation email with the appointment details. Links to reschedule or cancel appear in it once you allow them in Booking page, in the Policies tab.
Step 3: How you recognise a returning customer
CalMov matches customers by email address. A customer who books again with the same email joins their existing customer record, with their earlier bookings.
Step 4: Save their details for next time
Switch on Saved profiles in Toolkit. What customers tell you about who or what the visit is for is saved. For 90 days after booking, the same phone or computer offers their saved profile instead of asking again.
Step 5: The Booked here before? link
On another device, the booking page shows Booked here before? A customer enters their email and gets a one-time link, valid for 15 minutes, that brings back their saved details on that device. No password is needed.
Step 6: Turn the link off if you don't want it
In Booking page, open the Questions tab, then Returning customers & vouchers. Untick Show 'Booked here before?' email recovery and press Save booking sections.
Common questions
Do customers need an account to book?
No. They enter their details as part of booking. There's no account, password or app.
What if a customer uses a different email next time?
CalMov matches customers by email address, so a different email starts a new customer record.
How long does the secure link last?
15 minutes, and it works once. If it has expired, the booking page says the link is no longer valid and the customer can ask for another.
Does asking for a link show whether someone has booked before?
No. The page gives the same message whether or not saved details were found, and the link only goes to that email address.
