{"id":7376,"date":"2021-10-01T18:31:10","date_gmt":"2021-10-01T13:01:10","guid":{"rendered":"https:\/\/www.setmore.com\/blog\/?p=7376"},"modified":"2026-05-07T20:05:02","modified_gmt":"2026-05-07T14:35:02","slug":"uses-for-booking-page-pop-up","status":"publish","type":"post","link":"https:\/\/www.setmore.com\/blog\/uses-for-booking-page-pop-up\/","title":{"rendered":"What is a booking policy (and why your business needs one"},"content":{"rendered":"\n<p>While there are tons of integrations and features that streamline your scheduling, reduce no-shows, and enhance your connection with customers, one feature may fly under the radar: your <strong>booking policy<\/strong>.<\/p>\n\n\n\n<p>You can use it to provide customers with the necessary details <em>before<\/em> confirming an appointment\u2014helping to set their expectations, reducing back-and-forth emails, and keeping things running efficiently. Pair it with your <strong>terms and conditions<\/strong>, and you\u2019ve got clarity covered from discovery to booking.&nbsp;<\/p>\n\n\n\n<p>Here\u2019s how to set up both, plus practical ways your business can use them to guide visitors and protect your time.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to add your booking policy to your Booking Page<\/h2>\n\n\n\n<p>Display your booking policy directly on your <a href=\"https:\/\/www.setmore.com\/features\/booking-page\">Booking Page<\/a> \u2014 letting customers see key details before they schedule an appointment.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings > Booking Page > Booking policy <\/strong>in your app.<br><br><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/1194213515\/b23fd1ce584417dddde495f9\/SS1_1+%281%29.png?expires=1778166000&amp;signature=51d34803a741d1a927792bd6b7a02ed159e33e37844bdd8b10527c1c75e83ad1&amp;req=dSEuEst%2FnoReXPMW1HO4zX3aCtmLHWkff8ew7GJ0F%2BnyRs4OV%2BK%2FnKjaosY7%0ARb%2FBcrJ9OG9dVkWU4mc%3D%0A\"><br><\/li>\n\n\n\n<li>Add the specifics and need-to-knows.<\/li>\n\n\n\n<li>Switch \u2018Add policy\u2019 to home on so it displays on your Booking Page.<\/li>\n\n\n\n<li>Click \u2018Save\u2019.<\/li>\n<\/ol>\n\n\n\n<p>That\u2019s it. Your policy is now front and center, visible on desktop, tablet, and mobile. For illustrated steps, check out our <a href=\"https:\/\/support.setmore.com\/en\/articles\/490929-add-booking-policy-terms-conditions#h_31d297516f\">support article<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to add terms and conditions<\/h2>\n\n\n\n<p>If customers need to formally acknowledge your terms before booking, add a required checkbox to your terms and conditions during the booking flow.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings > Booking Page > Customization.<\/strong><\/li>\n\n\n\n<li>Scroll to <strong>Terms and conditions<\/strong>.<br><br><br><img decoding=\"async\" width=\"700\" height=\"394\" class=\"wp-image-10157\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/10\/p-700x394.png\" alt=\"\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/10\/p-700x394.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/10\/p-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/10\/p-768x432.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/10\/p-1536x864.png 1536w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/10\/p-2048x1152.png 2048w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/10\/p-120x68.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><br><\/li>\n\n\n\n<li>Enter a label.<\/li>\n\n\n\n<li>Paste the link to your full terms.<\/li>\n\n\n\n<li>Click \u2019Save\u2019.<\/li>\n<\/ol>\n\n\n\n<p>When customers book, they\u2019ll see a checkbox they must accept before confirming their appointment. For illustrated steps, check out our <a href=\"https:\/\/support.setmore.com\/en\/articles\/490929-add-booking-policy-terms-conditions#h_00275b5bb1\">support article<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What should you include in your booking policy<\/h2>\n\n\n\n<p>That\u2019s entirely up to you. But a good booking policy should answer questions customers may have before they\u2019re asked. Let&#8217;s run through the most common (and helpful) ways to use it.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Cancellation and rescheduling rules<\/h3>\n\n\n\n<p>No-shows are a no-go with Setmore. <a href=\"https:\/\/www.setmore.com\/features\/email-reminders\">Email<\/a> and <a href=\"https:\/\/www.setmore.com\/features\/text-reminders\">SMS confirmations<\/a> and reminders try to mitigate them as much as possible. However, to help avoid more last-minute surprises, clearly outline how changes are handled.<\/p>\n\n\n\n<p>Let customers know:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How far in advance are cancellations allowed<\/li>\n\n\n\n<li>Whether rescheduling is free or restricted<\/li>\n\n\n\n<li>What happens if someone doesn\u2019t show up<\/li>\n<\/ul>\n\n\n\n<p>If prepayment or deposits are required, this is also the right place to explain refund rules\u2014so expectations are clear before money changes hands.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Payment requirements<\/h3>\n\n\n\n<p>If a service requires:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Full prepayment<\/li>\n\n\n\n<li>A non-refundable deposit<\/li>\n\n\n\n<li>Payment on arrival<\/li>\n<\/ul>\n\n\n\n<p>Spell it out in your booking policy. Customers are more likely to follow through when they know exactly what to expect.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Late arrival expectations<\/h3>\n\n\n\n<p>Things come up, plans change, and running behind happens (to everyone!)\u2014but clarity before booking helps everyone know what to expect.<\/p>\n\n\n\n<p>Your booking policy can explain:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How long appointments are held<\/li>\n\n\n\n<li>Do you lose time for late arrival<\/li>\n\n\n\n<li>Will being late mean having to rebook<\/li>\n<\/ul>\n\n\n\n<p>It\u2019s not harsh; you can\u2019t be expected to wait around when there are more customers to serve. It sets boundaries, protects your time, has clear expectations, and keeps the day moving.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Pre-appointment info, rules, and prep<\/h3>\n\n\n\n<p>Some services need prep work\u2014for you or your customers. A booking policy is ideal for sharing what\u2019s expected and what\u2019s required.<\/p>\n\n\n\n<p>Specific details may include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Intake or consent forms<\/li>\n\n\n\n<li>Dress codes or equipment requirements<\/li>\n\n\n\n<li>House rules (like masks or cashless payments)<\/li>\n<\/ul>\n\n\n\n<p>This way, customers are prepared, appointments begin on time \u2014 it\u2019s a stress-free zone where everyone feels relaxed.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">On-site or mobile service guidelines<\/h3>\n\n\n\n<p>If services take place at a customer\u2019s location, a booking policy lets them know what to expect and how to prepare.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Asking clients to clear space before a visit<\/li>\n\n\n\n<li>Providing parking or access details<\/li>\n\n\n\n<li>Letting pets, children, or roommates know what to expect<\/li>\n<\/ul>\n\n\n\n<p>This keeps your focus on the work\u2014not logistics.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to use terms and conditions with booking policies&nbsp;<\/h2>\n\n\n\n<p>Think of your booking policy as a guide and set of expectations for your customers. On the other hand, terms and conditions are ideal for legal or contractual requirements \u2014 particularly when acknowledgment is required before booking.&nbsp;<\/p>\n\n\n\n<p>Terms and conditions can cover:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Legal disclaimers<\/li>\n\n\n\n<li>Liability statements<\/li>\n\n\n\n<li>Required consent<\/li>\n<\/ul>\n\n\n\n<p>This adds a layer of consent and protection \u2013 by agreeing, your customers understand what their rights are and yours.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Set expectations once, book with confidence<\/h2>\n\n\n\n<p>Your Booking Page is more than just services and availability \u2014 brand it to showcase your personality, add reviews to show what others think, and display your booking policy to set the tone for the entire experience.&nbsp;<\/p>\n\n\n\n<p>With a clear Booking policy and well-placed terms and conditions, customers know what to expect, bookings stay on track, and fewer questions land in your inbox.<\/p>\n\n\n\n<p><br>Already have a Booking Page? Take a few minutes to <a href=\"https:\/\/www.setmore.com\/blog\/what-is-your-brand\/\">customize it<\/a> and make it <em>yours<\/em>. <a href=\"https:\/\/signup.setmore.com\/start-now\">Want to sign up<\/a>? Every Setmore account includes a free Booking Page you can customize to fit your business\u2014policies included.<\/p>\n","protected":false},"excerpt":{"rendered":"While there are tons of integrations and features that streamline your scheduling, reduce no-shows, and enhance your connection with customers, one feature may fly under the radar: your booking policy. You can use it to provide customers with the necessary details before confirming an appointment\u2014helping to set their expectations, reducing back-and-forth emails, and keeping things&#8230;","protected":false},"author":5,"featured_media":10156,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,10],"tags":[243,33,363,382,383,384,379,381],"class_list":["post-7376","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-howto","category-resources","tag-beauty","tag-booking-page","tag-custom-pop-up","tag-fitness","tag-medical","tag-professional","tag-retail","tag-terms-and-conditions"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Uses And Ideas For Your Booking Policy | Setmore<\/title>\n<meta name=\"description\" content=\"Highlight payment requirements, terms and conditions, cancellation policy, and more. 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