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🧪 Testing Your Booking Flow Before Going Live

Run through your own booking experience — just like a client would.

Bojan Dosljak avatar
Written by Bojan Dosljak
Updated over a month ago

Before you publish your Podyx page or embed it on your site, it’s smart to do a few test runs. This gives you a chance to see exactly what clients will see, catch any issues, and confirm that pricing, flow, and logic are working the way you intended.

This is one of the most valuable steps in onboarding — and takes just a few minutes.


🔍 Why Testing Matters

Testing lets you:

  • See your studio’s offerings through your client’s eyes

  • Confirm that availability, services, and add-ons are showing up properly

  • Double-check calendar syncing and notification emails

  • Make sure pricing is correct

  • Ensure the whole flow feels smooth, professional, and intuitive


🛠 How to Run a Full Booking Test

Here’s a simple checklist you can follow to simulate the full experience.


✅ Step 1: Use an Incognito/Private Window

Open your Podyx booking link in an incognito window (or another browser) so:

  • You’re logged out

  • You see what a first-time client sees

  • You can test the account creation step as well


✅ Step 2: Try All Three Booking Flows

Run through each one to see how it behaves:

1. Book by Date

  • Choose a date and time

  • Confirm that the correct setups appear based on availability

  • Try selecting a setup, then continue through service and add-on selection

2. Book by Setup

  • Start by picking a setup

  • Make sure only the right services and add-ons appear

  • Confirm that the calendar reflects actual availability

3. Book from a Bundle

  • If you’ve created and purchased a test bundle, log in and try redeeming a session

  • This should follow a simplified 2-step flow

🧠 Don’t forget to test any invisible add-ons by creating an admin booking too — those won't show up in the public flow.


✅ Step 3: Check the Checkout Experience

Try the payment step:

  • If Stripe or Square is connected, use a real or test payment (you can refund later via Stripe/Square dashboard)

  • If Pay Later is enabled, verify the request comes through and requires approval

Also confirm:

  • Promo codes work (if enabled)

  • Booking notes field appears (if set in Studio Settings → Booking)

  • Terms & Conditions are shown


✅ Step 4: Check Calendar Sync & Notifications

Once a test session is booked:

  • Confirm that it appears in your connected Google Calendar

  • Confirm that the client receives:

    • A confirmation email

    • A calendar invite

  • Check that the session appears in the Sessions tab of the Admin Panel

If you have reminders or follow-ups configured, those will send later automatically.


✅ Step 5: Reschedule or Cancel the Test Booking

Go into the client’s profile or the confirmation email and:

  • Try rescheduling

  • Try canceling

This is a great way to test:

  • Whether your cutoff rules are working

  • How clean and clear the reschedule/cancel UI is for clients

  • That slots are freed up on your calendar afterward


🧠 Pro Tips

  • If you want to simulate multiple users, use different email addresses for each test

  • If you have bundles set up, use one session to test the bundle redemption flow

  • Don’t forget to test from mobile if a lot of your users are on their phones!


✅ Summary:

A quick test of your booking flow is the best way to catch setup mistakes and ensure your launch goes smoothly. It helps you see what your clients will experience — and gives you full confidence that your studio is ready to go live.

It’s not about perfection — just peace of mind.

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