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Set Up an Artist for Online Booking

An artist becomes bookable online only when their account, services, booking setup, and schedule all agree. Choosing a booking mode for a category or service is the per-service switch: there is no separate artist-wide Accept online bookings setting.

The full chain is:

Active user → service coverage → artist seat → studio assignment → booking mode → appointment timing → available hours

The Cloud’s public booking page must also be on. Follow the steps below for a new artist or use the checklist to find a missing piece in an existing setup.

Under Settings → Cloud → General → Features, turn on Booking. This adds the booking settings, schedules, calendar, and the artist’s booking controls.

If this is the first artist you’re configuring, you can leave the public page off until step 6. If the page is already live, an artist or service becomes public as soon as its remaining setup is complete.

Open Settings → Cloud → Artists & Team Members, then create the user or select an existing one. On Artist setup → Services & booking:

  1. Select Add services and choose the categories or individual services the artist performs.
  2. Assign an Artist seat. Services without a seat stay on the account, but the person cannot perform services or appear in online booking.

The Artist role gives the provider self-managed access based on these services. It is not part of the bookability chain: a studio can remove the role and keep the person’s service coverage, seat, and public booking availability.

Full-category coverage includes every service in that category, including services added later. If the artist performs only part of a category, use All except… or Specific services only when setting their service coverage.

For a multi-studio Cloud, check Account & access → Studios too. No studio assignments means every location is available; adding assignments limits the artist to those locations. Their weekly schedule can narrow the provider roster further.

Still under Services & booking, open Booking for the category or specific service. Choose one mode:

ModeWhat the customer can doWhat happens next
Not bookable onlineThis setting does not offer an online path; accepting category coverage can still offer the service.You can still book it from the calendar.
Consultation firstBook a consultation with the artist. The work itself is not offered as an open slot.The consultation follows the artist’s consultation approval setting. You schedule the work after review.
Request to bookPick an available time and submit a request.The booking stays Pending until you approve it. If a deposit is required, approval starts the offer and its configured payment-request timing.
Instant bookPick an available time without prior review.With no deposit, the booking is approved immediately. A required deposit holds the time until payment.

Anything except Not bookable online gives that work an online path. Category booking settings apply their mode to every service it covers. An accepting service exception takes precedence over the category for online access. A Not bookable online exception does not hide work still offered by an accepting category. To keep a service off online booking while still performing it, replace full-category coverage with Specific services only, include the services the artist performs, and set their booking modes individually.

Request to book and Instant book need enough timing information to make calendar slots. Set one of these:

  • Appointment length in the artist’s settings for the work.
  • An appointment length on the service type’s booking defaults, which the artist inherits.
  • Time-based price tiers with durations, such as Half Day · 3 hr.

A directly bookable service with no fixed length or time tier stays off the public menu because REV23 cannot place it on the calendar. Custom work with no predictable length usually fits Consultation first instead.

The remaining booking fields are optional overrides: repeat-service time, maximum quantity, time between appointments, slot increment, deposit, minimum notice, and how far ahead customers can book. Use Set Up an Artist’s Services to understand category settings, service exceptions, and blank values. Timing is covered in How availability is computed.

4. Set consultation and artist-wide defaults

Section titled “4. Set consultation and artist-wide defaults”

At the top of Services & booking, open Consultations & scheduling. These settings apply to the artist rather than one service:

  • Takes consultations must be on, either here or in the studio default, for Consultation first to work.
  • Consultation length sets the calendar time reserved for a consultation.
  • Auto-approve consultations decides whether a consultation is approved immediately or waits Pending.
  • Minimum notice and Book up to apply to consultations and to services without their own booking-window values.
  • Auto-approve deposit bookings decides whether payment approves a deposit booking after any required service review has happened.
  • Show prices online controls this artist’s session rates and estimated totals, including inherited prices. Prices beside services in the public service list follow the global setting, even through the artist’s booking link. See Show or hide prices online.
  • Each different service adds controls the time added when a customer combines distinct services in one appointment.

The artist can set the same service booking modes and consultation defaults for themselves from Me → My Skills.

Open Settings → Booking → Schedules and select the artist, or have the artist use Me → My Schedule.

  • With no personal hours, the artist inherits the studio’s hours.
  • Once the artist has their own regular weekly hours, omitted days are days off. They no longer fall back to studio hours one day at a time.
  • In a multi-studio Cloud, the studio scope on weekly schedule rows determines which provider rosters include the artist. One-time and patterned rows change availability without establishing a work location.
  • Personal hours normally narrow studio hours. Allow bookings outside studio hours under Settings → Booking → Booking Settings lets personal hours extend beyond them; a posted studio closure still applies.
  • A schedule window with Bookable for set only accepts the selected service categories and/or consultations. A consultation-only window will not offer regular services, and a service-only window will not offer consultations.

Add time off and date-specific exceptions here too. See Schedules for recurring hours, closures, overnight windows, and service-specific availability.

Under Settings → Booking → Booking Settings, turn on Online booking and save. The Cloud-wide page is https://<your-studio>.rev23.com/book.

For a multi-studio setup, also confirm that each service is offered at the artist’s location. Hiding a service at a studio removes it from that location’s public booking menu even when the artist’s service is bookable.

Use Share booking link from the calendar or Bookings page and choose the artist. The artist can also open their permanent Booking link from My Schedule. Test the link in a private browser window so your staff sign-in does not affect the customer flow.

Confirm that:

  • The intended services or consultation option are present.
  • The expected dates and times are available.
  • A Request to book finishes as a request awaiting approval.
  • A Instant book appointment follows the expected deposit and approval path.
  • Prices appear or stay hidden as intended.

Check these in order:

  1. Booking is on under Settings → Cloud → General → Features.
  2. Online booking is on under Settings → Booking → Booking Settings.
  3. The user is active and has an Artist seat.
  4. The artist performs the service.
  5. The work uses Consultation first, Request to book, or Instant book.
  6. A directly bookable service has an appointment length or time-based tier.
  7. Takes consultations is on when the work uses Consultation first.
  8. The artist’s studio assignments include the location, or they have no assignments. If they have weekly schedule rows, those rows also include the location.
  9. The service is offered at that location.

If the artist and service appear but no times do, check studio hours, the artist’s own hours, Bookable for limits, time off, minimum notice, the booking horizon, existing appointments and buffers, then booking rules.

Setting up another person’s service coverage, seat, and studio assignments takes Users → Manage. Global booking settings and schedules take Booking Settings → Manage. The Artist role and a skill grant access to edit the provider’s own booking settings and hours; skills and a seat still preserve personal license maintenance and bookability without that role. See Roles & Permissions.