---
title: "Preconditions for Online Bookings: Your Readiness Checklist"
description: Use the Online Bookings readiness checklist and set up shifts, staff, services and locations so clients can always find a time to book online.
---

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1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en)
2. [Online Bookings](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en)
3. [General](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#general)

# Preconditions for Online Bookings: Your Readiness Checklist

## Ensure smooth online booking functionality in Pabau by following these preconditions, guaranteeing accurate availability for clients at all times.

Clients can only book what Pabau can offer them: a service that is available online, a provider who performs it and has a shift, at a location that takes online bookings. Online Bookings checks most of this for you in a readiness checklist, so you can see at a glance what is stopping — or losing you — bookings.

In this article, you will learn how to use the readiness checklist and how to set up the four things every online booking depends on.

#### **Step 1: Open Your Readiness Checklist**

1. Go to **More → Online Bookings** and, on the **Overview** tab, click **View checklist** (or **Review setup**). **Your booking-page checklist** opens, showing how many checks are ready.
2. Items that need attention are listed first, each with a button such as **Connect payments** or **Set one up**. Items that are fine read **All set**.
3. Where a check affects several services or providers, the button reads **Review** with a count. Click it to see the list.
4. Click **Resolve** next to a service or provider to open it and fix it.

![Your booking-page checklist](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250970113244-01-checklist.png)

*Your booking-page checklist*

![Click Resolve to open a service or provider that needs attention](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250970113244-02-drilldown.png)

*Click Resolve to open a service or provider that needs attention*

What each check looks at, and where you fix it:

| Check | What it means | Where to fix it |
| --- | --- | --- |
| **Booking page published** | Your booking page has been published. | Pabau Studio — see [How to Enable Online Bookings](https://support.pabau.com/en/pabau2/how-to-enable-online-bookings?hsLang=en) |
| **Payment processor connected** | A card processor is connected, so clients can pay a deposit to confirm. | [How to Integrate with Stripe](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en) |
| **Card payments going through** | Recent card payments are not being declined. | [How to Access Your Stripe Dashboard via Pabau](https://support.pabau.com/en/pabau2/how-to-access-your-stripe-dashboard-via-pabau?hsLang=en) |
| **Availability on the rota** | Someone is rostered in the next two weeks. With no shifts, every date shows as fully booked. | Step 2 below |
| **Services bookable online** | At least one service can be booked online. | Step 4 below |
| **Confirmation emails on** | Confirmation emails are switched on at every location, so clients hear back after booking. | Message us via the in-app chat and we will check your locations with you |
| **Providers have a photo** | Clients pick a face, not a name. | **Review** → **Resolve**, or [How to Add a Staff Photo](https://support.pabau.com/en/pabau2/how-to-add-a-staff-photo?hsLang=en) |
| **Services have a description** | Clients can read what each treatment is. | **Review** → **Resolve** opens the service’s **Online Booking** tab |
| **Deposits on bookings** | Lists services that take no deposit. | [How to Set Up Service-Specific Deposits](https://support.pabau.com/en/pabau2/how-to-set-up-service-specific-deposits?hsLang=en) and [Part 4](https://support.pabau.com/en/pabau2/new-online-bookings-part-4-take-payments-and-deposits-online?hsLang=en) |
| **Clients can change a booking** | Clients can cancel or reschedule from the client portal. | **Setup → Client Portal** — see [How to Set Up the New Client Portal](https://support.pabau.com/en/pabau2/how-to-set-up-the-new-client-portal?hsLang=en) |
| **Whole menu online** | Some services are not offered online. Worth a look if that was not deliberate. | Step 4 below |
| **Custom domain** | Optional — you are using the Pabau booking address. | [How to Set Up a Custom Domain for Your Booking Page](https://support.pabau.com/en/pabau2/how-to-set-up-a-custom-domain-for-your-booking-page?hsLang=en) |
| **Google Reserve** | Whether clients can book you from Google. | [Part 5](https://support.pabau.com/en/pabau2/new-online-bookings-part-5-share-your-booking-page-and-add-it-to-your-website?hsLang=en) |

**TIP:** Fix anything that stops bookings first — publishing, payments, availability and services. The rest help more visitors go on to book.

#### **Step 2: Give Your Providers Shifts on the Rota**

Clients only see times when a provider is working. Add shifts for everyone who should be bookable online — see [How to Create a Shift in the Scheduler](https://support.pabau.com/en/pabau2/how-to-create-a-shift-in-the-scheduler?hsLang=en). The **Availability on the rota** check looks two weeks ahead.

#### **Step 3: Let Each Provider Take Online Bookings and Choose Their Services**

1. Go to **Team**, open the staff member and click the **Services** tab.
2. Switch on **Has a calendar available for bookings** and **Accepts online bookings**. A provider with **Accepts online bookings** switched off never appears on your booking page.
3. Under **Services**, tick the services this person performs, then click **Save changes**.

![A staff member’s Services tab](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250970113244-03-staff-services.png)

*A staff member’s Services tab*

You can also do this from the service: open it in **Setup → Services**, then:

1. Click the **Assign** tab.
2. Under **Employees**, select the team members who can do this service. Only assigned team members can be booked online. Click **Save**.

![The Assign tab of a service](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250970113244-04-service-assign.png)

*The Assign tab of a service*

#### **Step 4: Make Your Services Bookable Online**

1. In **Setup → Services**, open the service and click the **Online Booking** tab.
2. Switch on **Enable this service online**. While you are here, add a **Description** — or click **Generate** to write one automatically — then click **Save**.

![Enable this service online, on the service’s Online Booking tab](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250970113244-05-service-online.png)

*Enable this service online, on the service’s Online Booking tab*

**NOTE:** Services in a disabled category are hidden from your booking page, even when the service itself is enabled online. For more options, such as limiting a service to existing clients, see [How to Make a Service Bookable Online](https://support.pabau.com/en/pabau2/en/pabau2/how-to-make-a-service-available-online?hsLang=en) and [How to Make a Service Bookable Online Only by Existing Clients](https://support.pabau.com/en/pabau2/how-to-make-a-service-be-bookable-only-by-existing-clients?hsLang=en).

#### **Step 5: Check Your Locations Take Online Bookings**

1. Go to **Setup → Locations**, click the pencil next to a location and, on the **General** tab, switch on **This location accepts online bookings** and **Show online**. Click **Save**.

![The online booking switches on a location](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250970113244-06-location-online.png)

*The online booking switches on a location*

**NOTE:** A location with **Show online** switched off is left out of the location list on your booking page, but clients can still book it through a link that opens on that location, such as a tailored link from the **Share** tab. Switch off **This location accepts online bookings** to stop online bookings there altogether.

#### **Why Isn't My Package Showing on the Booking Page?**

A package is only offered online when all of these are true:

- It is **Active** and **Enable online purchase** is switched on.
- It has a price above zero. A package with no price is never listed, because it can't be paid for online.
- It is sold at the location the client chose. A package with no locations ticked is sold at every location.

Packages are also offered on the service they are tied to, when a client picks that service. For that, check the **service** too: the package must be linked to a service, and that service must be bookable online (see Step 4), active, and in a category that is not disabled. If the service isn't on your booking page, its packages aren't offered there either.

**TIP:** If a new package still doesn't appear, open the service it is tied to in **Setup → Services** and check **Enable this service online** on its **Online Booking** tab first.

**What’s next?**

Once the checklist is in good shape, make the page your own in [Part 2: Customise and Publish Your Booking Page in Pabau Studio](https://support.pabau.com/en/pabau2/new-online-bookings-part-2-customise-and-publish-your-booking-page-in-pabau-studio?hsLang=en). If clients still cannot find a time, see [Troubleshoot Online Bookings Issues](https://support.pabau.com/en/pabau2/troubleshoot-pabau?hsLang=en).

Questions? Reach us any time via the in-app chat — we’re happy to help.

---

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