Knowledge Base - Bookchair Help and Documentation
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Knowledge Base

Guides, how-tos, and reference docs for Bookchair.

Creating your account

Visit bookchair.co.uk/signup and follow the 3-step wizard. Choose your business type, select your region, enter your business name and account details. Ready in under 2 minutes - no credit card required.

Choosing your business type

Your business type drives which features you see and what compliance rules apply. Hair salons get the Colour Lab; aesthetics clinics get age-restriction enforcement. Change it anytime in Settings.

Setting your region

Your region determines the compliance laws applied. Supported: England, Scotland, Wales, Northern Ireland, Ireland, US, Canada, Australia, New Zealand.

Taking your first booking

Add a staff member and a service, then go to Bookings and click New Booking. Select a client, pick a service and staff, choose a date and time, and save. Your client gets an automatic confirmation.

Sharing your booking link

Every Bookchair account includes a client-facing online booking portal. Find your link in Settings or share it from the dashboard. Clients can book 24/7 without calling.

Creating a booking manually

Go to Bookings and click New Booking. The multi-step form guides you through client, services, staff, and time slot. Compliance checks run automatically.

Drag-to-reschedule

On the calendar, drag any booking to a new slot or staff column. The booking updates instantly and a reschedule notification goes to your client.

SMS and email reminders

Automatic reminders fire before each appointment. Configure timing in Settings. SMS credits are purchased separately; email reminders are included.

Block-out times

Click an empty calendar slot and choose Block time to mark a period unavailable without creating an appointment.

Cancellations and no-shows

Open any booking and use the status dropdown to mark it cancelled or no-show. Cancelled slots free immediately for rebooking.

Adding and editing clients

Go to Clients and click Add Client. All bookings, consultations, photos, and formulas are stored on the client profile.

Consultation forms

Forms capture medical history, allergies, and GDPR consent. Bookchair warns or blocks a booking if no signed form is on file for services that require one.

Patch test tracking

Record patch test dates on the consultation record. Bookchair checks the validity window automatically and flags issues at the point of booking.

Hair journey and colour formulas

For hair salons and barbershops. Record colour formulas, processing times, and notes after each visit. Full history is visible on the client profile.

GDPR consent records

Every consultation captures consent date and version. Records are retained automatically per your region requirements.

Adding staff members

Go to Staff and click Add Staff. Each member gets their own calendar column and can be assigned to specific services. No per-staff fees.

Setting working hours and rotas

Define each staff member weekly hours in their profile. These hours control online booking availability.

Exception days and holidays

Add exception days to block off holidays or training. Exceptions override the weekly schedule for that date only.

Creating services and categories

Go to Services to add treatments with name, duration, price, and category. Tick requires patch test or requires consultation to enable compliance checks.

Staff permissions

Staff log in with limited access - they view their calendar and mark bookings complete. Financial reports require admin access.

Patch test requirements

UK Cosmetics Regulation requires patch tests at least 48 hours before colour, tinting, or chemical services. Bookchair warns if a test is missing or expired. Admins can override with a documented reason.

Age restrictions for aesthetics

Under the Botulinum Toxin and Cosmetic Fillers (Children) Act 2021, certain aesthetic treatments cannot be given to under-18s. Bookchair hard-blocks these bookings and this cannot be overridden.

GDPR consent management

Consultation forms capture GDPR consent with wording tailored to your region. Consent timestamps are stored against the client record.

Data retention by region

UK law requires 7 years; US state boards typically require 3 years. Bookchair shows the correct retention period in Settings.

England, Scotland, Wales and NI

England uses Local Authority/CQC; Scotland uses Care Inspectorate; Wales uses CIW; NI uses RQIA. Bookchair applies region-specific rules automatically.

Taking payments

Bookchair integrates with Stripe. Connect it in Settings. Charge clients at booking time or mark bookings paid manually.

Revenue reports

Go to Reports for a revenue breakdown by period, staff, and service category. Charts show your earnings trend over the last 30 or 90 days.

Invoices and receipts

Bookchair generates a branded PDF invoice for each completed booking. Your logo and brand colour are applied automatically. Clients download receipts from the portal.

Processing refunds

Open the booking, click Refund, and choose a full or partial amount. The refund returns to the client card within 5-10 business days.

Exporting report data

All report data exports to CSV from the Reports page, ready to import into your accounting software.

Still have questions? Check the FAQ or start a free trial to explore the software yourself.

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