The Book by Date flow is perfect for clients who want to start with their availability first. It answers the question:
“What’s available on the day I’m free?”
From there, the user is guided step-by-step through the rest of the session setup — including choosing a setup, base service, and any add-ons.
This flow is dynamic, responsive, and always reflects your studio’s live calendar.
🔍 Where clients find this flow:
It’s available on your studio’s booking page landing under:
“Book by Date”
Clients click in and immediately start by choosing their preferred:
Number of seats
Date
Time range
Duration
🧠 This first step filters all Setups based on what’s actually available on that day.
🔢 Step-by-Step: Book by Date Flow
Step 1: Choose Date, Time & Duration
The client selects:
Recording seats (e.g., 2 or 4)
A date & time on the calendar
A time range (or just pick earliest available)
Session duration
✅ Duration options are determined by:
Minimum session length (set in Studio Settings → Booking)
Time increments (usually 30 min intervals)
Step 2: Select Setup
After choosing a date/time, the system displays all Setups that support that selection.
Available Setups show with full visuals and descriptions
Unavailable Setups still appear, but are grayed out and labeled as “Full on selected day”
Clients can click “See Availability” to explore other days where that setup is open
🧠 This encourages flexibility — and helps surface studio offerings the client might not have originally considered.
Step 3: Choose Base Service
Once a Setup is selected, the client is shown the Base Services available within that Setup.
These are the core session types (e.g. “Recording Only,” “Recording + Live Switch”)
Each service includes a name, price, and short description
✅ Base Services must be tied to the Setup in order to appear here.
Step 4: Choose Add-Ons (Upgrades + Optional Extras)
After the Base Service is selected, a pop-up may appear showing Upgrades — these are curated add-ons you’ve linked directly to the selected Base Service in the admin.
🧠 This is your opportunity to suggest complementary add-ons. For example:
“With ‘Recording + Video’, many clients also add Reels or Trailers.”
After upgrades, the client can continue to the Add-On Selection Step, where all standard add-ons appear (those tied to the setup and marked as visible).
Add-Ons support:
Minimum quantities
Custom pricing logic (per session, per hour, or custom label)
Step 5: Booking Notes + Summary
If you’ve set up custom Booking Notes (Studio Settings → Booking), the client will see a text field to provide details — like:
Special requests
Topics
Team names
Guest info
🧠 Soon this will expand into customizable intake forms.
Step 6: Terms & Payment
Before confirming, the client will:
Agree to your Terms & Conditions
Enter promo code (if they have one)
Enter card details and pay (unless Pay Later is enabled)
✅ If Pay Later is active, the booking becomes a request that the studio must approve.
✅ If client is not logged in, they’ll be prompted to create an account (name, email, phone, password) before confirming.
🔄 What Happens After Booking?
The client receives a confirmation email + calendar invite
The booking appears in their User Profile → Sessions
You’ll see it in your Admin → Sessions tab
✅ Summary:
The Book by Date flow is ideal for clients who need to fit their session into a tight schedule. It starts with availability, and leads them step-by-step through the rest of the booking — setups, services, upgrades, and payment.
It’s smart, dynamic, and respects your studio’s real-time calendar.
Let clients book their way — without compromising your setup logic or availability rules.