--- 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. --- [Skip to content](https://support.pabau.com/en/pabau2/preconditions-for-seamless-functionality-in-your-online-bookings#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 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. **NOTE:** This guide covers the new Online Bookings and Client Portal, which are being rolled out to clinics in phases. If your screens look different, your account may still be on the classic version — message us via the in-app chat and we will help. 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. **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? 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