PocketBooking – Manage Appointments on the Go

PocketBooking is a professional, high-performance appointment scheduling system for WordPress. Ideal for salons, clinics, consultants, and service-based businesses.

Key Features:

• Progressive Web App (PWA): Install your booking system as a native mobile app on any device. Works offline, supports push notifications for new bookings, and provides an app-like experience with custom icons and splash screens.
• Smart Frontend: Responsive multi-step booking form with real-time availability, service selection, and staff assignment.
• Powerful Backend: Full management suite with filtering, sorting, manual bookings, and a visual dashboard with statistics.
• Smart Search: Quickly find bookings, services, or staff members with live search functionality. Search by name, email, phone, service, or staff member across all admin pages.
• Quick Email Actions: Accept or reject bookings directly from admin notification emails with styled quick-action buttons. No need to log into the backend!
• Automatically Accept Bookings: Optionally enable automatic booking confirmation in settings. New bookings are instantly confirmed and customers receive confirmation emails with cancellation links.
• Push Notifications: Receive instant notifications for new bookings directly on your mobile device (PWA mode only).
• Dynamic Calendar Views: Week and Day calendar views automatically adjust time slots based on your configured opening hours for optimal scheduling visibility.
• Services & Staff: Manage multiple services with custom durations and buffer times. Set individual working hours and profile photos for staff members.
• Flexible Scheduling: Manage regular weekly hours, holidays, and special opening hours that override defaults automatically.
• Automated Communication: Reminder and confirmation emails in 9 languages (DE, EN, IT, ES, FR, PL, RU, SV). Includes unique cancellation links for guest self-service.
• Custom Design: Adjust colors (background, buttons, tiles) and corner radius for both form and tiles with a live preview to match your brand. Customize form headers (date, service, employee, time, contact sections) for each language.
• Flexible View Toggle: Switch between table and card views in Services and Staff management pages. Card view defaults to grid layout with responsive design (2 columns on tablets, auto-fill on desktop). User preferences are saved in localStorage.
• Bulk Management: Efficiently handle large amounts of data with bulk-delete for past or cancelled bookings and CSV export.
• Security & Performance: Built with WordPress best practices, featuring Nonce verification, SQL injection protection, and optimized AJAX handlers.

Professional features like iCal/ICS feeds and detailed booking analytics help you stay organized.

Usage

Setup Wizard

After activation, the setup wizard will automatically appear to help you configure your booking system. The wizard guides you through 6 steps:

1. Basic Information:

   • Enter company name
   • Configure notification email address
   • Enable/disable email notifications

2. Opening Hours:

   • Activate weekdays for reservations
   • Set opening hours for each day
   • Configure time interval

3. Service:

   • Create your first service
   • Set service name, duration, and buffer time

4. Staff:

   • Add your first staff member
   • Set name, email, phone, and profile photo
   • Configure individual working hours (optional)

5. Language:

   • Select the desired language for frontend and backend
   • All texts will be automatically translated

6. Complete:

   • Review your settings
   • Access the dashboard to manage bookings

You can restart the setup wizard at any time by going to PocketBooking > Settings > “General” tab > “Setup Wizard” section and clicking “Reset Setup Wizard”.

Getting Started

1. Configure General Settings:

   • Go to PocketBooking > Settings > “General” tab
   • Enter company name
   • Configure email address for notifications
   • Set maximum number of people and stay duration
   • Configure minimum advance time
   • Appointment Reminders: Enable/disable automatic reminder emails and set how many hours before the appointment they should be sent (1-168 hours)

2. Set Up Opening Hours:

   • “Opening Hours” tab > “Regular Weekly Opening Hours”
   • Activate desired weekdays
   • Set opening hours (start and end) for each day
   • Configure time interval (default: 30 minutes)

3. Add Services:

   • Go to PocketBooking > Services
   • Click on a service to edit or add a new one
   • Set service name, duration, and buffer time
   • Assign staff members who can perform this service

4. Add Staff Members:

   • Go to PocketBooking > Staff
   • Click on a staff member to edit or add a new one
   • Set name, email, phone, and profile photo
   • Configure individual working hours (optional)
   • Assign services this staff member can perform

5. Add Holidays:

   • “Opening Hours” tab > “Holidays & Special Opening Hours”
   • Select a date in the calendar
   • Click “Configure Selected Date”
   • Choose “Close entire day” or “Special opening hours”
   • Save settings

6. Customize Email Templates:

   • “Emails” tab
   • Select desired language
   • Customize subject and message for each email type:
     • Confirmation emails (sent when a booking is created)
     • Reminder emails (sent X hours before the appointment)
     • Cancellation emails (sent when a booking is cancelled)
     • Status change notifications
   • Use placeholders for dynamic content
   • Each booking automatically includes a cancellation link that guests can use to cancel their appointment

7. Customize Design:

   • “Design” tab
   • Select background color for the form
   • Adjust text, button, and tile background colors
   • Set corner radius for form (0-50 pixels)
   • Set corner radius for tiles (date/service/employee/time cards) separately (0-50 pixels)
   • Customize form section headers (date, service, employee, time, contact) for each language with language-specific defaults

8. Select Language:

   • “Language” tab
   • Select desired language for frontend and backend
   • All texts are automatically translated

9. Embed Form:

   • Create a new page or edit an existing one
   • Add the shortcode [pocketbooking-form]
   • Publish the page

Managing Bookings

Dashboard:
– Go to PocketBooking > Dashboard
– View overview statistics for today and this week
– See booking status breakdown (Confirmed, Pending, Cancelled)
– Quick access to common actions (New Booking, Settings, etc.)
– Display of the shortcode for embedding the booking form
– Automatically shown after completing the setup wizard

Booking List:
– Go to PocketBooking > Bookings
– Use filters to display specific bookings (All, Pending, Today, Upcoming, Past, Cancelled)
– Quick Search: Use the search field to find bookings by name, email, phone, service, or staff member
– Sort by various criteria
– Click on a booking to view details and change status
– Edit or delete bookings directly from the modal
– Bulk Actions: On “Past” and “Cancelled” tabs, select multiple bookings with checkboxes and delete them all at once with a single confirmation

Services Management:
– Go to PocketBooking > Services
– Quick Search: Find services by name, category, or description
– Switch between table and card views
– Click on a service to edit details or add a new one

Staff Management:
– Go to PocketBooking > Staff
– Quick Search: Find staff members by name, email, or phone
– Switch between table and card views
– Click on a staff member to edit details or add a new one

Add Manual Booking:
– Go to PocketBooking > New Booking
– Fill in all fields
– Select service, staff member, date and time
– Optional: Send email confirmation to guest
– Click “Create Booking”

Calendar View:
– Go to PocketBooking > Calendar
– View all bookings in a calendar format
– Filter by service and staff member
– Subscribe to calendar feed (iCal/ICS)

Statistics:
– Go to PocketBooking > Statistics
– View booking statistics and cancellation rates

CSV Export:
– Go to PocketBooking > Bookings
– Optionally select a filter
– Click “Export CSV”
– The file will be downloaded

Support

For support, questions, or feedback, please visit https://mobile-refuel.de

Credits

Developed by Maxim Ristow / maksim85 for Mobile-Refuel.