Baluu Navigation Menu

When you sign up to Baluu, you’ll land on your main dashboard. You get a pop up helping you to understand how Baluu works so you can start accepting bookings as quickly as possible.

This is your home base. You’ll see onboarding steps to help you launch quickly, including:

Complete these essential steps to launch your booking page, such as:

A shortcut area to jump to frequently used features.

You can get support from us by:

Your latest updates in one place, including:

Use this page to quickly check what’s come in most recently.

Your sessions and upcoming events live here.

From the Calendar you can:

This is where you create and manage what you sell on Baluu.

Create and manage your events, classes, or services.

Add new face to face or online events, update details, adjust availability, and publish listings for customers to book.

For more information on how to add a regular event, please see this article How to add regular event
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For guidance on how to create an appointment event, please see this article How to Create an Appointment Event?
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For more information on how to add a multi-day or termly event, please see this article What is Multi-day/Termly Event and How to Use It (trials and drop-ins)

Use Bundles to:

For more information on how to use bundles, please see this article How to Create and Use Bundles V2

If your customers struggle with bundles or need more information on how to use them, please check the article How to Use Your Bundle (Customer Guide), which you can also share with them

Create and manage products customers can buy (for example: kits, merchandise, digital extras).

For more information on how to add a product please see this article Can I sell products on Baluu?

Create invoices for private bookings that are not in your calendar, such as:

For more information on invoices please see this article Private Payments/Invoices

View and manage orders placed through the basket checkout feature.

For more information on basket orders please see this article Introducing the New Basket Function
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Create and manage gift cards so customers can purchase them on your website.

For more information on gift cards please see this article How Do I Create Gift Cards?

Create and manage discount codes to run promotions or offer special rates.

For more information on Discount Codes please see this article How to Manage and Create Discount Codes?

Manage settings such as:

This feature is currently in closed beta.

It allows customers to:

Use this section to share Baluu externally or add it to your existing website.

Sharing Links - Share your Baluu hosted booking page links with customers so they can easily view and book your events or services.
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For more information, see: How to Share Your Baluu Booking Page
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Components - Integrate Baluu into your existing platform using web components.

For more information, see: How to Embed Baluu into Your Website

Settings – Configure global settings that apply to all web components.
Customise colours and styling for all embedded widgets, with changes applied automatically across all widgets.
You can also set up Google Ads, Meta Pixel, and other conversion tracking for your web components, including a zero-code option.

Manage your customer and team information.

Customers – In the Customers section, you can see all your customer information, including their booked sessions, payments, and other activity. You can also add contacts manually, download a CSV file with all customer data, edit customer details, delete customers, add notes, and manage customer records easily in one place.

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For more information, see Customers Section
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Add, remove, and manage team members.

For more information, see How do I add an instructor, tutor, or team member?
​How do I delete an instructor/team member?

View and manage your reviews.
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For more information, see Managing Reviews and Post-Event Emails in Baluu
​Managing Reviews in Baluu

If you don’t have an external website, you can build a Baluu website here.

For more information, see Step-by-step guide to create your Baluu website

Create and manage pages, including:

Upload your logo and customize the favicon that will be used across the whole site

Show navigation bar on your widget and choose where to send people from links in your navigation bar
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Add:

Add tracking code (head and body), such as Google Tag Manager.

Please note: Baluu can’t validate the code added here. Incorrect code may break your site, slow it down, or cause security risks. Test carefully, and contact us if you need help.

Add your social profiles to your widget and website.

Control the messages customers receive from Baluu.

See all messages that have been sent to customers, and:

For more information, see:

Choose which notifications are sent and through which channels.

For more information, see Trigger Settings

Set up automated notification sequences triggered by events. (This engine is currently closed while we continue testing the migration.)

Choose the email address where customers should send replies when they receive emails from Baluu.

Track finances and reporting.

The Monthly Financial Report provides an overview of your business performance and income, including bookings, attendees, products, and total sales. You can filter the report by year, month, sales date, or service date, as well as by tutors to focus on specific data. The report can also be downloaded as a CSV file for further analysis or accounting purposes.

The Booking List allows you to view all your booking records in one place, including their statuses. You can use filters to quickly find specific bookings and download the data as a CSV file for reporting or further analysis.

VAT Reporting allows you to download VAT-related data in CSV format, which can be opened in Excel, Numbers, or Google Sheets. You can choose between different report types, including the VAT Report (all sales and purchases, including refunds, discounts, and cancellations), Paid Sales (sales already paid out to your bank account), and Sales to Pay (sales that will be paid out in the future or are cancelled), giving you a clear overview of your financial activity.

Manage payments, subscriptions, and business settings.

Connect your Stripe account to accept payments.

Manage your subscription and add-ons such as:

For more information, see How to Access Invoice from Baluu and Manage Billing

Update key business information including:

If you need help at any point, head to Support and contact us via:

We’ll help you with questions across any section — and we can also share related help articles for each feature for deeper guidance.