Getting started with TrueBooker settings
After installing the TrueBooker plugin, the next important step is configuring its settings to make it work perfectly for your business. Whether you run a salon, a clinic, a fitness studio, or an online consultancy, proper configuration ensures your booking process runs smoothly from start to finish.
In this guide, we’ll walk through the main settings in the TrueBooker plugin — helping you understand what each option does, why it matters, and how to set it up for the best performance.
General Settings: Defining Your Business Basics
The General Settings tab is where you establish the foundation of your booking system. Here, you can set your business name, upload your logo, select your time zone, and configure your preferred date and time formats.
This is also where you’ll find key options such as:
- Default Booking Status: Decide whether new bookings should be automatically approved or require manual confirmation.
- Time Slot Intervals: Choose how frequently appointments can be scheduled (e.g., every 15, 30, or 60 minutes).
- Currency & Language Settings: Tailor the system to your business region.
These simple configurations ensure that your booking system reflects your brand and operational style right from the start.
Working hours & availability
TrueBooker’s Working Hours settings allow you to define your business schedule with precision. This flexibility ensures that customers only see available time slots, reducing the risk of overbookings or missed appointments. You can also create custom schedules for holidays, events, or special working days — perfect for managing seasonal or irregular hours.
Payment & integration settings
TrueBooker integrates smoothly with popular payment gateways such as Stripe, PayPal, and offline payment options. In this section, you can:
- Enable or disable specific payment methods.
- Set up deposit or full payment requirements.
- Define currency and tax settings.
Notification settings
One of TrueBooker’s most useful features is automated notifications. From the Notifications tab, you can customize the messages your clients and staff receive.
Options include:
- Booking Confirmation Emails/SMS/WhatsApp
- Cancellation or Reschedule Notices
- Staff Alerts for New Bookings
Each message can be tailored with dynamic tags such as {client_name} or {service_name} to personalize communication. This helps you maintain a professional and responsive client experience with zero manual effort.
Staff management settings
The Staff Settings section gives each team member the tools they need to manage their work efficiently.
- Appointments – View, manage, and update their scheduled bookings.
- Customers – Access client details, booking history, and notes.
- Profile – manage special day, holidays , working hours
Holiday and special day
The holiday and special day settings in TrueBooker let you manage non-working days and unique schedules with ease