Getting started on POB

Welcome to our beta test, we are so happy to have you here. Check out our welcome video below for a brief introduction to the test. If you have any questions, please contact us directly or via the email below.

Welcome video

team@projektopenbooks.com

‍

‍Testing Program Structure

• Go at your own pace - we've designed this program so you can take your time exploring the app and its features, and set it up so you can see how it would be incorporated into your life. 
  
• Share feedback, report bugs as you find them - this is the first version of the app we're putting out for external testing, we can guarantee it won't be perfect, and we promise to fix reported bugs as quickly as we can. We also want to know whether you like the design of the app, and how it feels to use it. 
  
• When you download TestFlight, you'll be able to take screenshots anytime you have feedback/bugs to share!
• Suggest new features - we've started with the basics, but we know there are real pain points in your business that you'd like to address. We want to know what those are and whether we can build a solution.‍
• Provide feedback on our roadmap (what we're building next) - because we want to prioritize your needs over features we 'think' would be 'cool' to have.
• Follow the steps below: To get the most out of the test, we recommend you complete the steps outlined below :) 

‍

Provide your feedback

You can find a survey here, where you can provide your feedback on the good, the bad and the ugly.

Submit your testing feedback here

‍

Getting started steps

As part of the test, we would love your feedback on the following steps :) 

‍

Step 1: Set up your policies

First, you should navigate to your policies page. On mobile, this can be found under settings (the gear icon), on tablet and larger screens, on the policy page (nested in the side navigation between your calendar and billing). Set and save your booking, deposit and cancellation policy. Without this, you won't be able to build your booking form.

‍

Step 2: Build & publish your booking form

Navigate to your public profile (person icon in the navigation bar) and click the button "Edit form". This is the page where you can build your own booking form. The sections are set up for you, if you don't have questions in a specific section, it will later be hidden on your public booking form. We recommend sticking to the predefined questions, as any responses to these questions will be better presented to you later. However, you can also use custom questions in case no predefined question works for you. Once you added a question, you can edit the label and sub-label by simply tapping on it.

Once you are happy with your booking form, you can click save to publish your form.

‍

Step 3: Set availability

Navigate to your calendar page and click "Manage availability". Here you can choose set up the time slots during which you want to open your calendar for bookings. This is a really important step to make scheduling a tattoo appointment easier later on.

‍

[Optional] Step 4: Create your Stripe account

Next, navigate to the billing page. First, you need to save your currency and the country where your bank account is located in. Then, click the button below to launch Stripe to setup your payment account. Any deposit collected will be processed via Stripe. This is also the place where you can see how much money you have collected and where you can adjust your payout schedule.

‍

Step 5: Open your books

Finally, go to the dashboard and open your books by tapping on the toggle next to Books closed. Now your books are open and you can take bookings via Projekt Open Books! To share your bookings link, navigate to your public profile and tap on the share button in the top right corner. Here you can copy your public booking link.

‍

If you have any questions, please get in touch with us. We are so excited to have you on-board!