App Tutorial

Getting Started

You will first want to get started by installing the Book Like A Boss app from the Duda App Store.

1. Choose your plan and install Book Like A Boss from the App Store
2. Once installed, you will input your business contact or business owner's information (not yours)
3. You are all finished once you see the main Dashboard within Book Like A Boss

Configuring Settings & Adding Users

You will then want to configure the settings of the business, like Business Name, etc. You will also add the business's employees to Book Like A Boss.

1. Make sure you are on the Company-level view by selecting the User's name from the top-right dropdown in Book Like A Boss
2. Select Company or the company's name to access the Company-level view.
3. Navigate to Settings to configure the business's information
4. Add Users by selecting Users from either the top panel or from within Settings

Creating Appointments

You can create Appointments from within Book Like A Boss for your customers easily and customize each of these appointments as you see fit.

1. Again, make sure you are on the Company-level to create appointments for the entire Company to access.
2. Navigate to Appointments and select New Appointment
3. Fill in the necessary information and select Save
4. Continue to configure the appointment with Custom Fields, Reminders, and Follow-ups
5. Make sure to assign the appointment to the Team Members that this appointment applies to

Creating Widgets

Once you have created your Appointments, Services, or Events for your customer, you will then need to create a Widget for the website.

1. Navigate to Widgets from within the Book Like A Boss app
2. Select New Widget
3. Input the required fields to create the widget and select Save
4. Once the widget is created you will need to add that widget to the website by looking for the Book Like A Boss widget in the Website Editor's widget tool.
5. Drag & Drop the Book Like A Boss widget wherever you want on the website

Author's Note: We prefer using Book Like A Boss on a pop-up to create an intuitive and design-friendly experience.

Setting Schedules

Book Like A Boss allows users (the business owner and employees) to set schedules that fit the hours they work for that business. This is important to ensure that each employee's availability is accurate and up-to-date.

Option 1: Setting a schedule from within the Book Like A Boss app.

1. Navigate to Settings
2. Select Schedule
3. Add Time to each day that fit's the employee's availability.

Option 2: Having the employee set their own schedule.

1. Leave the Schedule section of the Book Like A Boss app empty
2. Ensure that each employee adds their own schedule form their dedicated Book Like A Boss login

Employee Access

Each employee of the business will have access to their own Book Like A Boss login to manage their bookings, appointments, and configure their settings.

1. Make sure you've added these employees in the User section of the Book Like A Boss app
2. Each employee will then receive an email to set up their Book Like A Boss account
3. They will be prompted to set their Schedule and connect their calendars (Outlook, Google Calendar, etc.)
4. After navigating to their Dashboard, the individual employee will be able to set their profile photos, configure their account, and manage their schedules
5. The business owner (the first user added during onboarding) will also have a unique view to see the entire company from their Book Like A Boss dashboard
6. To prompt a login for the Business Owner (the first person you add during onboarding), select the user from Users and select Reset Password.

Author's Note: Make sure that each employee (user) is added to each Appointment, Service, or Event that you had created from within the Book Like A Boss app.

Accepting Payments

Services within Book Like A Boss allow business owners and their businesses to accept payment at the time of the booking.

1. Make sure the business or you are logged in as the business owner to their Book Like A Boss dashboard
2. Navigate to Other Settings > Payment Settings from the Book Like A Boss dashboard
3. Configure the payment gateway of your choice
4. Make sure the Services that were created within the Book Like A Boss app are set to "Online" to begin accepting payments at the point of booking