We have a new Getting Started Guide that will help you get up and running with the app.
Below are some of the questions we have received about BookThatApp (BTA). If there is a question you have that is not answered here, please submit a help ticket or click the Support/Chat button in the corner of the screen and we will assist you as soon as possible.
1. How do you install BTA?
BookThatApp seamlessly integrates into your online store as opposed to taking you to another site or showing a popup window that doesn't look like your store. When you first access the app you will reach the Installation Wizard. This tool will walk you through the entire process from product creation and configuration to the setup of your widget.
If you require more than 1 widget you can repeat the process as needed, or you can access Widgets in the app and select the Create Widget button.
While we recommend the widgets over the classic forms if you decide to use a classic form you will want to select Installation-> Booking Forms in order to reach the install steps. Unlike the widgets, you will need to modify your theme's code with the classic forms.
2. What if I change or update my theme?
If you change or update your theme please reach out to our support team so that we can add the widget snippet of code to your new theme.
3. Do you have a user manual?
The Getting Started guide is available here.
4. Can I restrict the booking period?
Yes, BTA has a setting called Opening Hours that lets you set the days and times to accept bookings. The app also has a Blackout feature which lets you restrict individual days such as public holidays and vacations. It also offers a lead and lag time that allows you to add time before or after a rental to allow for shipping time or time needed to get the product ready for the next booking.
5. Does the app allow you to restrict the maximum number of days in the future that a customer can book?
Yes, this is supported. Future days can be set on the product configuration pages found in the BTA admin.
6. Can the widget be customized?
Yes. In the app, if you select Widgets you will be able to select the Design tab and make your modifications.
7. How can I modify the text of the widget?
In the app, you will want to select Widgets-> access your existing widget-> then select the Translations tab.
8. Can I have a product that is available for both rent and purchase?
This is just possible with the classic booking forms, not with the widgets. In the BTA product configuration screen, you can indicate that certain variants be ignored by selecting the Hide checkbox. When one of those variants is selected in your online store the booking fields (date/time) are hidden.
9. Do you integrate with/are you compatible with the 'XYZ' App?
Please see our requirements and compatibility article for a list of Apps or Themes that are known to be incompatible with BookThatApp. We also have an API available. If you are a developer or have one, they can contact us for access to our API to build out custom functionality.
10. Can I remove the bar at the bottom of the screen that has the countdown timer?
When a product is added to the cart the reservation widget causes a banner to appear at the bottom of the screen. Part of the reservation widget's functionality is the countdown timer. However, the main function of the reservation widget is to prevent booking issues such as overbooking and double booking.
We highly recommend that you do not disable the reservation widget, but you can modify its location on the screen, adjust the countdown timer, or hide it completely. To do so, in the app, you will select Widgets-> select the Configure link found in the Reservations section of the page-> make your changes as needed-> select Save.
11. Can I use the app in a store with both rental and non-rental products?/ Can you can both sell and rent a product?
The answer to both is yes!
Rental & Non-Rental products
The way the app works is that if a product is added to BookThatApp the booking widget will appear. If the product is not added to BTA, then the standard Shopify product page appears.
Rent & Sell the same product
In the Shopify product page set up, create two variants: Sell and Rent. Next, in the BTA product page set up, look for your variants. Next to the variants, you will see a tick box called "Hide", Select this box for the Sell variant. When this variant is selected, the booking form will not display.
After the Booking
1. How does the BTA booking sync with the Shopify order?
When a booking date is chosen on the store, real-time availability for the product is verified with BTA. If the time is available, the slot will show as available. If the time is not available it will be grayed out and unable to be selected.
Once the order is processed, Shopify will capture the payment and send the customer an order confirmation. BTA then creates a booking for the products in the order. This booking will then display in the Booking Calendar in BTA and the booking date and time will show as unavailable in the Shopify store for future bookings.
If an order is canceled the booking is also automatically deleted from BTA.
2. Can you see the date and time of the booking in the Shopify Order without having to go into BTA?
Yes. When the order is placed, the date and time (if applicable) selected by the customer appear on the order screen.
3. Can I change the booking time after an order is taken?
Yes. Go into the booking calendar, select the relevant booking and choose edit. You can then update the date and/or time of the booking. You can also email the customer confirmation of the new booking time. (Note: the order in Shopify will reflect the original date/time).
4. What is the difference between a “reserved” and “confirmed” booking?
BTA uses the Shopify order payment method to determine if an order is reserved or confirmed. If you have set up your store to “authorize” payment then the booking will show as reserved in BTA. If you have set up your store to “authorize and charge” payment, then the booking will show up as confirmed in BTA.
If you choose to “authorize” payment, then once you have “accepted payment” in Shopify, the booking status in BTA will automatically change from “reserved” to “confirmed”.
5. What does the customer receive once the order is placed?
The customer receives an order confirmation from Shopify. In the app, you can select Notifications and enable a confirmation email if you would like to send out a notification from the app that includes all the booking details.
If a booking is changed after the order is placed, you can send out an email from BTA with the new date and time. There is also a reminder email that can be configured to be sent before the event date.
6. How can I view my bookings?
You can view your bookings by month, by week, or by day using the Calendar view in BTA admin. There is also a 'Run Sheet' report that presents your bookings in a single-page summary for either a set day or over a selected time period.
7. What happens when I cancel or refund an order in Shopify?
If you cancel an order in Shopify the associated booking will be deleted. If you refund the order then the booking remains as you may want to refund the customer's money but still provide the service.
8. Can I manually cancel a booking?
To cancel a booking manually, you can open the booking from the booking overview calendar or the Runsheet and hit delete.
9. Can my customers cancel or update their bookings?
For details on how to allow your customers to cancel their bookings you will want to view the following:
If a customer needs to reschedule a booking they will need to contact you so that you can update the booking via the app admin.
Payments & Billing
1. Do you offer a free trial?
A free trial plan is available. It is intended to let you explore the capabilities of the App and is limited to a maximum of 10 total bookings. There is no time limit on the free trial. Sign up at www.bookthatapp.com
You can also view a breakdown of all our plans, from free to paid, here.
2. Are there any other fees?
BookThatApp does not take a percentage of booking sales. We charge a flat monthly subscription that will appear on your Shopify invoice.
There is also the Shopify monthly subscription fee along with any merchant provider fees associated with the payment gateway you choose.
3. Is Shopify POS supported?
Yes. There is a POS solution available. Please view the following link for details.
4. Do I need to checkout to make an appointment?
No. If you are taking bookings for appointments, and do not charge for them, we have an embedded booking form that bypasses the cart checkout process. We also now support bypassing the checkout process with the appointment widget.
5. If I am renting equipment how can I capture a deposit?
There are several ways to capture a deposit:
- Create a separate deposit product and use code to have it added to the cart automatically. When the item is returned you can refund the deposit part of the order.
- You can include the deposit in the price of the item and issue a partial refund when the item is returned.
- As per this answer on the Shopify forums, you can place an authorization on the credit card, and if the item is damaged capture the full amount. With this set up you would need to add the full price item, plus the rental item, to the cart.
- Make the price of the product the deposit amount and have the customer pay in full when they pick up the item. See this post on the Shopify forums.
1. Is BTA compatible with all themes?
BTA is compatible with all Shopify-developed themes. With our widgets, no coding changes are needed making the install process easier than ever.
When using a classic booking form some themes are definitely easier than others. Two areas of note are Quick View and Ajax Add to Cart. Quick View is not compatible with the app so you will want to disable it in the theme settings.
Ajax Add to Cart breaks the app's validation coding so you will want to disable it if an option is present. However, most themes enable it automatically when you choose a cart type other than the full page cart. To avoid issues you will want to select the 'Page' option for your cart.
2. How do I get support?
We have a ticketing system on this help desk and also live chat. You can create a ticket here or select the Chat/Support icon found in the corner of the page.
The more info you can initially provide us the better we can support you. Please include any relevant links such as links to affected bookings, product pages, as well as any pertinent info such as the order number, booking number, etc.
3. Does the Shopify Shopping Cart show the booking details?
Yes, the date and time of the booking will display under the product name and on the checkout screens.
4. Does it support languages other than English
BTA supports a number of languages (and date/time formats) for the datepicker and calendar components that are shown in the store. BTA Admin only supports English at this time. You can read about how to edit your settings here.
5. Are mobile devices supported?
BTA is designed to be responsive in order to support different device resolutions.
6. Do you have a demo site?
Yes. You can view our demo site here.
7. How do I uninstall BTA?
Please see the following for the 2 steps to uninstall the app.
8. Can BookThatApp handle a rental scenario where I want to charge per day and specify the number of products (quantity)?
This scenario is supported. The rental widget can accommodate this by default.
If you are using the classic forms theme customization will be required. We developed a solution where we can modify the theme by adding a booking-units field on the product page to record the number of units that will be booked and use a standard hidden Shopify quantity field to store the number of days x the number of units. We also update the cart page to show the number of units.
If you are interested in the customization please contact us.
9. Can you customize my Shopify site?
Yes, we can. For more information and examples of custom work that we have completed please view this article.
Please note that we are not taking on any design customizations at this time.