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Your business profile details are collected during onboarding — so by the time you're using Glamly, your name, business type, contact details, and address are already saved. This guide covers where to update them if anything changes.

Updating business details

Go to Settings → Business Details to update your business name, phone, email, or address. Changes are saved using the Save button at the bottom of the page.

Updating your logo

Go to Settings → Business Details and scroll to the Brand Identity section to upload your logo. In Settings → Booking Page you can toggle whether the logo is displayed on your public page.

Business type

Your business type was selected during onboarding. If you need to change it, go to Settings → Business Details and update the type field.

Your initial services are set up during onboarding. You can add more services, edit existing ones, or remove them at any time from Settings → Services.

Adding a new service

Go to Settings → Services and click 'Add Service'. Fill in the name, price (£), and duration (minutes). You can also add a description, colour, category, and up to 4 photos.

Editing an existing service

Click on any service to expand it. Update any details and click 'Save Service'. Changes are live on your booking page immediately.

Service duration

Set the duration in minutes. This is how long the slot is blocked in your calendar — account for any clean-up or prep time you need between clients.

Service categories

Group your services into categories (e.g. Hair, Nails, Skin) to keep your booking page organised. Categories appear as labelled sections on your public page.

Deposit settings

You can require a deposit per service individually. Inside the service, toggle 'Require deposit' and set the percentage. The amount is calculated from the service price automatically.

Processing time lets you accurately represent services like colour treatments where the client sits while the colour develops — and you're free to work on someone else. Glamly blocks the right total time in your calendar so your schedule is always accurate.

What is processing time?

Processing time is the window during a service when the client doesn't need you — for example, while a colour is developing, a mask is setting, or a treatment is processing. During this window you can start another client.

What is finish time?

Finish time is the period at the end of processing when you need to return to the original client — for example, to apply toner, rinse out colour, or check and style. You set this separately so your calendar reflects when you need to be back.

How to set it up

Go to Settings → Services and open the service you want to configure. You'll see two optional fields below the duration: Processing window (min) and Finish time (min). Fill in the minutes for each. The total appointment block shown to clients will be: Active time + Processing window + Finish time.

How it affects your calendar

Glamly blocks the full appointment duration (active + processing + finish) in your calendar. The client's booking confirmation shows the correct total time. Your availability is calculated based on the full block so you'll never accidentally double-book the active or finish phases.

Example: full colour

Active time: 45 min (applying colour). Processing window: 45 min (colour developing — you're free). Finish time: 30 min (toning, rinse, dry, style). Total appointment block: 120 min. Your calendar shows a 2-hour slot, and you can take another client during the middle 45 minutes.

Do clients see the breakdown?

Clients see the total appointment duration on your booking page — they don't see the processing/finish split. The total time shown is accurate so they know how long to allow.

Your booking link is created during onboarding and is ready to share from day one. It follows the format glamly.uk/your-name.

Finding your link

Your booking link is shown on your dashboard homepage. Copy it and share it anywhere — Instagram bio, WhatsApp, Facebook, business cards, or your email footer.

Customising your page

Go to Settings → Booking Page to update your public page. You can change your description, hero images, social media links, payment method icons, and parking information at any time.

Sharing your link

The more places you share your link, the more bookings you'll get. Put it everywhere clients might look for you — Instagram bio, WhatsApp profile, Google Business, and anywhere you advertise.

Glamly uses Stripe to process deposits and full payments. Stripe connection is covered during onboarding — this guide explains how it works and where to manage it.

Checking your connection status

Go to Settings → Payments. Your Stripe connection status is shown here. If it shows 'Connected' and charges are enabled, you're ready to collect payments.

If you haven't connected yet

Click 'Connect with Stripe' in Settings → Payments. Stripe will ask for your legal name, date of birth, address, and bank account details for payouts. This is a standard identity check handled securely by Stripe.

Payouts

Stripe pays out to your bank account on a rolling 7-day basis by default. Check your exact payout schedule and history inside your Stripe dashboard at dashboard.stripe.com.

Platform fee

Glamly charges a 1.5% platform fee on full payments (where the entire service price is collected at booking). Deposits carry no Glamly platform fee — you only pay Stripe's standard processing fees. The platform fee is deducted automatically from your payout — you don't need to do anything.

If you're moving to Glamly from another booking system (Fresha, Timely, a spreadsheet, or anything else), you don't have to start from scratch. We'll import your existing data for you.

What we can import

Client list (name, email, phone number, notes) · Upcoming appointments (date, time, service, client details, price) · Your full service menu (name, category, price, duration, deposit settings).

How to request an import

Export a CSV from your current system and send it to us via the Contact page. We'll map the columns, check everything looks right, and import it — usually the same day.

Do clients notice?

No. Clients are imported silently into your account. They only interact with Glamly when they book or receive a notification — nothing changes for them during the switch.

After the import

Your clients appear in Dashboard → Clients, your services are live in Settings → Services, and any upcoming appointments are in your calendar — ready to go.

Onboarding walks you through the essentials, but here are a few things worth double-checking before you start sharing your booking link.

Opening hours

Settings → Opening Hours — make sure your days and times accurately reflect when you're available. Clients can only book within these hours.

Buffer time

Settings → Rules → Buffer time — if you need a gap between appointments for clean-up or prep, set this now. It's easy to miss during onboarding.

Booking page appearance

Settings → Booking Page — add a hero image, a short description, and any social links. First impressions matter when clients land on your page.

Stripe (if accepting payments)

Settings → Payments — confirm Stripe is connected and charges are enabled before you start taking deposits.

Share your link

Your booking link is on your dashboard homepage. Add it to your Instagram bio, WhatsApp profile, and anywhere else you're visible to clients.

Understanding how clients book with you helps you configure your settings correctly and know what to expect at each step.

Step 1 — Client selects a service

The client visits your public booking page, browses your services, and selects the one (or ones) they want. If you have extras enabled, they can add those too.

Step 2 — Client picks a date and time

Available slots are shown based on your opening hours, existing appointments, buffer times, and any blocked days. The client picks their preferred slot.

Step 3 — Client enters their details

The client provides their name, email, and phone number. If a deposit or full payment is required, they pay it here via Stripe before the booking is confirmed.

Step 4 — Booking confirmed

Once submitted, the appointment is created. You receive a WhatsApp notification. The client receives a WhatsApp confirmation with their appointment details and a personal link to manage their booking.

Instant vs manual approval

By default, bookings are confirmed instantly. If you enable 'Manual approval' in Settings → Rules, new bookings sit as 'Pending' until you confirm them.

When manual approval is enabled, new bookings arrive as 'Pending' and you must confirm or decline them before they're locked in.

Where to approve

Open the booking from your Dashboard. At the top of the booking detail panel you'll see 'Confirm' and 'Decline' buttons.

Confirming

Clicking 'Confirm' changes the booking to 'Confirmed' and sends the client a WhatsApp notification letting them know they're booked in.

Declining

If you decline, the booking is cancelled and the client is notified via WhatsApp. Any deposit paid is automatically refunded.

Response time

Clients are told their booking is pending approval. Try to respond within a few hours so clients aren't left uncertain.

You can create bookings on behalf of clients directly from your dashboard — ideal for walk-ins, phone enquiries, or bookings made in person.

How to create one

Go to Dashboard → New Appointment. Select or add the client, choose the service, date, and time, then confirm.

Deposits on manual bookings

You can optionally request a deposit on a manual booking. The client will receive a WhatsApp message with a secure payment link to pay the deposit before their appointment.

Full payments

You can mark a manual booking as requiring full payment. The client receives a payment link to pay the full amount upfront.

Inspiration photos

When creating a manual booking you can upload inspiration photos the client has shared. These are stored against the appointment and the client's record.

Every booking has a status that tells you and the client where things stand.

Pending

The booking exists but is not yet confirmed. This happens when manual approval is enabled. The slot is reserved while you decide.

Confirmed

The booking is locked in. Both you and the client have been notified.

Cancelled

The booking was cancelled by you or the client. If a deposit was paid and the cancellation was within the cutoff window, it is refunded. If it was a late cancellation, you keep the deposit.

Completed

The appointment has taken place. Mark bookings as completed from the dashboard to keep your records accurate.

No-show

The client didn't attend. Mark a booking as no-show from the dashboard. The deposit is retained.

The booking window controls how far in advance clients can book. For example, if set to 60 days, clients can only book within the next 60 days.

Where to set it

Go to Settings → Rules and find 'Booking window'. Set the number of days.

Why it matters

A shorter window (e.g. 30 days) keeps your calendar manageable. A longer window suits practitioners who take bridal or event bookings months in advance.

The minimum notice period stops clients booking at very short notice. For example, 24 hours notice means no bookings starting within the next 24 hours.

Where to set it

Go to Settings → Rules and find 'Minimum notice'. Set the number of hours.

Recommended setting

Most practitioners use 12–24 hours so they have time to prepare. If you're happy taking same-day bookings, you can set this to 0.

Buffer time adds an automatic gap between appointments so you have time to clean up, prepare, or travel before the next client arrives.

Where to set it

Go to Settings → Rules and find 'Buffer time'. Set the number of minutes.

Example

If a service is 60 minutes long and you have a 15-minute buffer, the next available slot after a booking starts 75 minutes later.

Travel time

If you do mobile appointments, you can set a separate 'Travel time' buffer for mobile services in Settings → Rules.

When clients visit your public booking page and select a service, they are shown a full monthly calendar to choose their appointment date. Unavailable days are greyed out automatically — no manual management needed.

What clients see

After choosing a service, the booking page displays a month-view calendar. The current month is shown by default. Days shown in grey are unavailable — the client cannot tap them. Days shown in colour have at least one open slot.

What makes a day unavailable

A day is greyed out if: it falls outside your opening hours, all available slots are already booked, you have added time off or a holiday block for that date, or your maximum bookings per day limit has been reached.

Navigating months

Clients use the left and right arrows at the top of the calendar to move between months. The calendar only shows months within your booking window — once the maximum forward booking date is reached, the forward arrow is disabled.

Picking a date

When the client taps an available date, the time slot picker appears below. Only times with space for the full service (including any buffer or travel time) are shown.

No configuration needed

The calendar updates in real time as bookings come in and time off is added. You don't need to do anything — it stays accurate automatically.

Deposits protect your time by ensuring clients are financially committed before their appointment.

Enabling deposits

Go to Settings → Payments and toggle 'Request deposits' on. This activates the deposit system across your business.

Per-service deposits

Each service can have its own deposit percentage. Open the service in Settings → Services, toggle 'Require deposit', and set the percentage. A higher-value service might warrant a higher deposit.

Stripe required

You must have Stripe connected before clients can pay deposits. See 'Connecting Stripe to accept payments' to get set up.

When a client books a service that requires a deposit, they pay via Stripe before the booking is confirmed.

Client experience

After selecting a service and time and entering their details, the client is shown the deposit amount due. They pay via card through Stripe's secure payment page.

After paying

The booking is confirmed and the client receives a WhatsApp message with their appointment details and a link to manage their booking.

Remaining balance

The deposit is deducted from the total price. The remaining balance is settled directly with you on the day of the appointment.

Rescheduling

If a client reschedules, their deposit carries forward automatically. They do not need to pay again — the deposit is proof of commitment, not tied to a specific time slot.

If a booking is cancelled or a client is owed money back, you can issue a refund from the booking detail panel. Glamly tracks every refund in the payment timeline so your records stay accurate.

Auto-refund (Stripe deposits)

If 'Auto-refund before cutoff' is enabled in Settings → Rules, Stripe deposits are automatically refunded when a client cancels before the cutoff window. The client receives their money back within 5–10 business days.

Manual refund via Stripe

For Stripe-collected deposits, open the booking and tap 'Refund'. You can refund the full deposit or a partial amount. The refund goes back to the client's card automatically.

Refunding a cash deposit

Open the booking, tap 'Refund', and select 'Deposit refund'. Enter the amount you've returned and confirm. This records the refund in the payment timeline — it does not trigger any bank transfer. Once refunded, you can record a new deposit if the client pays again.

Late cancellations

If a client cancels after the cutoff window, you are not required to refund. You can retain the deposit as a cancellation fee. See 'Late cancellations — retaining the deposit'.

Not every payment goes through Stripe. When a client pays in cash, by card reader, or bank transfer, you can record it directly in Glamly so the booking's payment status stays accurate.

How to record a payment

Open the booking from your dashboard. In the Payment section, tap 'Take payment'. Enter the amount received, choose the payment method (cash, card, bank transfer, or other), and confirm. The payment is added to the booking's transaction timeline immediately.

Payment type — deposit or balance

If the booking has an outstanding deposit, the payment is automatically recorded as a deposit. Once the deposit is covered, subsequent payments are recorded as balance payments. You don't need to select the type manually.

The payment timeline

Every payment and refund appears as a chronological entry in the Payment section of the booking. You can see at a glance: what was collected, when, how, and what's still outstanding.

Balance Due

When there is still money owed on the booking, the Payment section shows a 'Balance Due' amount in amber. This disappears once the full booking total has been collected.

Overpayment prevention

You cannot record a payment that exceeds the outstanding balance. If the booking is already fully paid, the 'Take payment' button is hidden.

Full payments let you collect the entire service price at the time of booking, rather than just a deposit.

Enabling full payments

Go to Settings → Rules and toggle 'Accept full payments' on. This unlocks the full payment options across your business.

Per-service full payment

Require full payment for specific services. Open the service in Settings → Services and toggle 'Require full payment'. This overrides the deposit setting for that service.

Per-client full payment

You can require a specific client to always pay in full. Open the client in your client list and toggle 'Require full payment'. Useful for clients with a history of no-shows.

Refunding a full payment

Full payments can be refunded from the booking detail panel, just like deposits.

Platform fee

The same 1.5% Glamly platform fee applies to full payments as to deposits.

When a full payment is refunded, Glamly automatically returns the 1.5% platform fee to your credit balance — so you're never charged for a transaction that didn't happen.

How credits are earned

Each time a full payment is refunded, the platform fee that was charged on that payment is added back to your credit balance. For partial refunds, a proportional credit is issued.

How credits are applied

When your next full-payment booking is created, any available credit balance is automatically deducted from the platform fee. If your credit covers the full fee, no platform fee is charged at all.

Viewing your balance

Your current credit balance and a full transaction history are available in Settings → Subscription under 'Platform Fee Credits'.

Non-withdrawable

Credits can only be applied against future platform fees. They cannot be withdrawn as cash.

Glamly charges a 1.5% platform fee on all deposits and full payments processed through Stripe.

How it works

The fee is automatically deducted at the point of payment. For example, on a £20 deposit, Glamly retains £0.30 and you receive £19.70 (before Stripe's own processing fees).

Stripe fees

Stripe charges its own processing fees (typically 1.5% + 20p for UK cards). These are separate from Glamly's fee and are charged by Stripe directly.

No surprises

The platform fee only applies when you collect a payment. There is no fee on bookings where no payment is taken.

Clients cancel their booking using the manage link in their WhatsApp confirmation message — no need to contact you directly.

The manage link

Every confirmation includes a personalised link. Clicking it shows the client their booking details with the option to cancel (or reschedule, if enabled).

Cancellation reason

Clients provide a short reason when cancelling. This is stored against the booking in your dashboard.

Within the cutoff window

If the client cancels before your cancellation cutoff (e.g. more than 48 hours before), their deposit is automatically refunded if 'Auto-refund before cutoff' is enabled.

After the cutoff window

If the client cancels within the cutoff window, the deposit is retained. The client is shown a clear warning before they confirm the cancellation.

You can cancel any booking from your dashboard at any time.

How to cancel

Open the booking from your dashboard. Scroll to the bottom of the booking panel and click 'Cancel booking'. You'll be asked to confirm.

Deposit handling

When you cancel, the deposit is refunded to the client. This is standard practice — the client shouldn't lose money due to a business-side cancellation.

Client notification

The client receives a WhatsApp notification letting them know their booking has been cancelled.

The cancellation cutoff defines how many hours before an appointment a client can cancel and still receive a deposit refund. Cancellations inside this window are 'late' and the deposit can be retained.

Where to set it

Go to Settings → Rules and find 'Cancellation cutoff'. Set the number of hours.

Example

With a 48-hour cutoff: a client cancelling 3 days before gets their deposit back. A client cancelling 24 hours before does not.

Recommended setting

48 hours is the most common cutoff. It gives you enough notice to rebook the slot while giving clients reasonable flexibility.

If a client cancels after your cutoff window, Glamly marks it as a late cancellation. You keep the deposit as a cancellation fee.

What happens

The deposit stays in your Stripe account. The client is shown a clear warning before confirming the late cancellation, so there are no surprises.

In your dashboard

The booking shows a 'Late cancellation — deposit retained' banner in the detail panel, giving you a clear record.

Using your discretion

Late cancellation protection is a legitimate industry practice. However, if a client has a genuine emergency, you can always manually refund the deposit from the booking panel.

If a client doesn't attend their appointment, mark it as a no-show in your dashboard.

How to mark

Open the booking from your dashboard and click 'Mark as no-show'. The booking status updates accordingly.

Deposit handling

When you mark a no-show, any deposit paid is retained — the client forfeited it by not attending.

Client record

No-shows are recorded against the client's profile, giving you a history to reference if they book again.

You can control exactly what clients see as your cancellation policy on the booking checkout and their manage booking page.

Where to find it

Go to Settings → Rules and scroll to the 'Cancellation Terms' section.

Standard

The default. Glamly generates the policy text automatically from your cancellation cutoff setting — for example, 'Please provide at least 48 hours notice'. No setup needed.

Custom text

Write your own wording. Useful if you have specific terms, exceptions for certain services, or want a more personal tone. The text appears directly on the booking page and manage booking page.

Upload PDF

Upload a PDF document (up to 10 MB). Clients see a 'View cancellation terms' link that opens your document. Ideal if you have formal terms drafted by a solicitor or want to keep detailed conditions separate from the booking flow.

Clients can request to reschedule via the manage link in their WhatsApp confirmation. You can also reschedule from your dashboard.

Client-initiated reschedule

The client visits their manage link, clicks 'Reschedule', selects a new available slot, and confirms. You receive a WhatsApp notification of the change.

Business-initiated reschedule

Open the booking in your dashboard and use the reschedule option to pick a new date and time. The client is notified via WhatsApp.

Deposit on reschedule

The deposit always carries forward to the rescheduled appointment automatically. The client never needs to pay again.

Enabling / disabling

Turn client reschedule on or off in Settings → Rules. You can also set a reschedule cutoff to prevent last-minute changes.

The reschedule cutoff prevents clients from rescheduling at very short notice.

Where to set it

Go to Settings → Rules and find 'Reschedule cutoff'. Set the number of hours.

Example

With a 24-hour cutoff: a client can reschedule freely until 24 hours before. After that, the option is hidden and they'd need to contact you directly.

Services are what clients book. You can have as many as you like, grouped into categories.

Adding a service

Go to Settings → Services and click 'Add Service'. Fill in the name, price, duration, and category. Optionally add a description, colour, and up to 4 photos.

Service colour

Assign a colour to each service. It appears in your calendar view so you can instantly see what type of appointment each block is.

Service images

Add photos of your work for that service. These appear on your public booking page and help clients visualise what they're booking.

Service description

Explain what the service includes, any prep the client should do, or anything worth knowing. Displayed on the public booking page.

Saving

Click 'Save Service' to save immediately. Changes go live on your public page straight away.

Hide a service from your public page without deleting it. Useful for seasonal services or anything temporarily unavailable.

How to hide

Open the service in Settings → Services. Click the 'Public' toggle to switch it to 'Hidden'. The service disappears from your public page immediately.

Unhiding

Toggle back to 'Public' when you want to offer it again.

Extras are optional add-ons clients can select during booking, such as a conditioning treatment, nail art, or gel top coat. Each has its own price and optional duration.

Creating extras

Go to Settings → Services and scroll to the Extras section. Click 'Add extra' and give it a name, price, and optional additional duration in minutes.

Linking extras to services

Open a service, scroll to 'Available extras', and tick the extras you want available for that service. Clients only see extras linked to the service they've selected.

Enabling extras

Make sure 'Allow extras' is toggled on in Settings → Rules for the extras step to appear during booking.

Client experience

After selecting a service, the client sees an optional extras step. They can add one or more extras — the total price and duration update automatically.

Aftercare content is shown to clients on their manage page after their appointment, so you don't need to remember to send it separately.

Adding instructions

Open a service in Settings → Services and scroll to the Aftercare section. Write your aftercare text in the instructions field.

Attaching documents

Upload PDF aftercare guides (e.g. a branded aftercare leaflet). Clients can view and download them from their manage page.

Visibility controls

Toggle whether instructions and documents are visible. You can show them from the moment the appointment is confirmed, or only after it's marked as complete.

Opening hours define which days and times clients can book. Slots outside these hours don't appear on your public booking page.

Where to set them

Go to Settings → Opening Hours. Toggle each day on or off and set your start and end times.

Different hours per day

Each day can have different hours. For example, shorter hours on Saturdays and closed on Sundays.

Tip

Set your end time earlier if you need a buffer at the end of your day — for example, if your last slot is 4pm but you close at 5pm, set your hours to end at 4pm.

Block out specific dates or time ranges when you're unavailable, without changing your regular opening hours.

Full days off

Go to Settings → Time Off. Click 'Add day off' and select the date. That day becomes fully unavailable for bookings.

Partial time off

Block a specific time range within a day (e.g. 9am–12pm for a training course). Select the date, start time, and end time.

Holiday blocks

For multi-day closures (e.g. a week's holiday), use 'Holiday blocks' in Settings → Rules to block a date range in one step.

Limit how many appointments you accept on any single day to prevent an overwhelming schedule.

Where to set it

Go to Settings → Rules and find 'Maximum bookings per day'. Set the number.

How it works

Once the daily maximum is reached, no more slots are shown for that day — even if time is technically available in your calendar.

The same-day cutoff prevents bookings being made for the current day after a certain hour.

Where to set it

Go to Settings → Rules and find 'Same-day cutoff'. Set the hour (e.g. 10am).

Example

With a 10am cutoff: a client visiting your page at 11am today cannot book any slot for today — but can book from tomorrow onwards.

You can offer studio appointments, travel to clients, or both — set per service.

Setting location type

Each service has its own location type: Studio, Mobile, or Either. Open the service in Settings → Services and choose the appropriate type.

Mobile appointments

If a service is mobile (or 'either'), the client provides their address during booking. This is saved against the appointment.

Travel time buffer

Set a 'Travel time' buffer in Settings → Rules to add extra time between mobile appointments to account for travel. This is automatically factored in when the dashboard shows available reschedule slots.

Travel fee

You can charge a flat travel fee for mobile visits. Go to Settings → Rules and enter an amount in the 'Travel fee' field. When a client selects 'Mobile Visit' during booking, they will see a notice about the fee and it will be added to their total automatically. Leave blank or set to £0 to not charge a travel fee.

Gap Prevention stops clients from booking slots that would leave a short, unfillable gap in your day — those awkward windows too small to fit another appointment but too long to ignore.

The problem it solves

Without Gap Prevention, a client could book at 10:30 even if your next appointment starts at 11:00 — leaving a dead 0-minute gap, or worse, a 5-minute one that can't be filled. Over a full day these gaps stack up into wasted time.

How it works

You set a minimum gap size (in minutes). When Glamly calculates available slots for a client, it only shows times that either start right after your previous appointment ends (within your buffer) or leave enough space for at least one more booking of that minimum length. Any slot that would create a gap smaller than your threshold is hidden automatically.

Setting it up

Go to Settings → Rules and find the 'Gap Prevention' card. Toggle it on and enter your minimum gap threshold in minutes. A common starting point is 30 minutes — enough to fit a shorter service or avoid a dead window.

How it interacts with buffer time

Gap Prevention works alongside your existing buffer time setting. Buffer time adds a gap after every appointment for clean-up. Gap Prevention then checks the remaining window after the buffer — if it's smaller than your threshold, the slot is hidden.

Example

You have a 60-minute appointment at 10:00 and a confirmed booking at 11:15. Your buffer is 5 minutes (so your previous appointment clears by 11:05). Without Gap Prevention, a client could book a 30-minute slot at 10:45 — leaving a pointless 10-minute gap from 11:15 back to back. With a 30-minute Gap Prevention threshold, that 10:45 slot is hidden because the gap it creates (10 minutes) is below the threshold.

Glamly automatically builds your client list from everyone who books with you. You can also add clients manually.

Viewing clients

Go to Dashboard → Clients to see all clients. Search by name, email, or phone number.

Client profile

Each client has a profile showing their contact details, booking history, notes, and any specific settings (e.g. full payment required).

Adding clients manually

Click 'Add client' to create a record manually. Useful for walk-ins or adding a client before they've booked online.

Importing an existing client list

If you're switching from another system, we'll import your full client list for you. See 'Switching from another system — importing your data' in Getting Started.

Use client notes to record important information — allergies, preferences, medical notes, or anything relevant to their appointments.

How to add notes

Open the client from Dashboard → Clients and click 'Edit'. Add your notes and save.

Notes per booking

You can also add notes to individual appointments from the booking detail panel. These are stored against the specific booking, not the client profile.

If a client has a history of no-shows or late cancellations, you can require them to always pay in full when booking, regardless of your general deposit settings.

How to set it

Open the client in Dashboard → Clients. Toggle 'Require full payment' on. From that point, whenever that client books, they are required to pay the full service price upfront.

Full payments must be enabled

You need 'Accept full payments' turned on in Settings → Rules for this to take effect.

Consultation forms (also known as intake forms or consent forms) are questionnaires clients complete before their appointment. They are required by professional standards and insurance in many areas of the beauty industry — especially for chemical treatments, lash extensions, and skin treatments.

Why they matter

Consultation forms help you identify contraindications (allergies, medications, skin conditions), get informed client consent, and protect yourself legally and professionally.

Patch tests

Glamly forms include a dedicated 'Patch test' field type to record whether a patch test was completed and when.

How it works in Glamly

Create a form template in Settings → Consultation Forms, link it to a service. When a client books that service, they're prompted to complete the form via their WhatsApp manage link before their appointment. You view their responses in the booking detail panel.

Build form templates in Settings → Consultation Forms.

Using a predefined template

Glamly offers four ready-made templates: General Beauty Consultation, Hair Colour Consultation, Lash Extension Consultation, and Skin Treatment Consultation. Select a template to pre-fill it with relevant questions, then customise as needed.

Building from scratch

Choose 'Blank' to start from an empty form and add each question manually.

Field types

Text (short answer) · Text area (long answer) · Yes / No · Yes / No with follow-up detail · Dropdown (select from a list) · Patch test (Yes/No + date of test) · Declaration (required consent checkbox — always last).

Required vs optional questions

Toggle each field as required or optional. Required questions must be answered before the form can be submitted.

Linking to services

At the bottom of the form editor, tick the services this form applies to. Save. The form is now linked — clients booking those services will be prompted to complete it.

Clients are prompted to complete the form via the manage page link they received in their WhatsApp booking confirmation.

Client experience

On the manage page, the client sees an amber 'Complete your consultation form' card. Clicking it opens a dedicated form page where they fill in the questions and submit.

After submission

The amber card is replaced with a green 'Consultation form completed' confirmation. The form is locked after submission and cannot be edited.

Timing

Encourage clients to complete the form 24–48 hours before their appointment so you have time to review any contraindications.

Once a client completes their consultation form, all their responses are visible in the booking detail panel.

Where to find them

Open the booking from Dashboard → Bookings. Scroll to the 'Consultation Form' section in the detail panel. A green 'Completed' badge means the form is done; amber 'Pending' means it hasn't been submitted yet.

Reading responses

If completed, each question and the client's answer are listed below the badge — easy to review before the appointment.

Form not completed

If pending, the section shows 'The client has not yet completed the consultation form'. You may want to send a reminder before the appointment.

Promotions let you offer discounted prices for a set period. They appear automatically on your public booking page when active.

Creating a promotion

Go to Settings → Promotions and click 'Create promotion'. Give it a name, set the start and end dates, and choose the discount type.

Discount types

Flat discount: a fixed £ amount off a service. Percentage per service: a specific % off each service you choose. All-services percentage: one % applied to every service at once.

Date range

Set start and end dates. The promotion activates automatically on the start date and deactivates on the end date — no manual action needed.

When an active promotion exists, it's automatically applied to your public booking page.

Client view

Clients see an amber banner announcing the promotion. Services with discounts show the original price struck through alongside the new promotional price.

Booking record

The promotional price is recorded on the appointment when created, so you have a clear record of what was agreed.

One at a time

Only one promotion is active at a time. If dates overlap, the most recently started promotion takes priority.

Off-peak discounts automatically apply a percentage reduction when a client books during a quieter window — for example Monday mornings or mid-week afternoons. No vouchers needed; the price updates as soon as the client picks a qualifying slot.

Setting up a rule

Go to Settings → Discounts and click 'Add rule'. Give it a name, pick the days and time window, select the services it applies to, and enter the discount percentage.

How clients see it

When the client selects an off-peak slot, the service price drops automatically on your booking page. The discounted price is what they pay — the original price is still stored on the appointment record.

Multiple rules

You can have several rules active at once. If a slot matches more than one rule, the first matching rule (in list order) is applied.

Enable / disable

Each rule has a toggle so you can pause it without deleting — ideal for seasonal quiet periods that repeat each year.

Early bird pricing rewards clients who book first thing in the morning — a great way to fill slots that would otherwise sit empty.

How to set it up

Create an off-peak discount rule covering your morning window (e.g. 09:00–11:00) on the days you want to target. Set a percentage discount and choose the services it applies to.

Example

A salon quiet on Monday mornings could create: Monday · 09:00–11:00 · 15% off. Clients who select those slots automatically see the reduced price — no extra steps required.

Glamly has two distinct tools for offering reduced prices — they serve different purposes and can run side by side.

Promotions

Run for a fixed date range. An amber banner appears on your public booking page. Great for announcing seasonal sales or limited-time offers to all visitors.

Off-peak discounts

Time-slot based and silent — no banner. The price just drops when a client picks a qualifying slot. Designed for filling quiet periods rather than broadcasting a sale.

Can I use both?

Yes. If both apply to the same slot, the off-peak rule takes precedence for that time window. The promotion banner still appears on your page.

Gift vouchers let clients purchase a credit towards any booking. When enabled, a 'Buy a Gift Voucher' link appears on your public booking page and clients can buy and send vouchers directly.

Enabling vouchers

Go to Settings → Gift Vouchers and toggle 'Enable gift vouchers' on. Once enabled, configure your voucher amounts, expiry period, and any terms.

Voucher amounts

Choose from preset amounts (£10 to £200) and optionally enable a custom amount option so clients can enter any value within a minimum and maximum range you set.

Expiry

Set how many months a voucher remains valid after purchase. The default is 12 months. The expiry date is shown clearly in the voucher email and can be changed per voucher when issuing manually.

Terms note

Add an optional one-line terms note (e.g. 'Non-refundable. One voucher per booking.') that appears at the bottom of the voucher email.

Stripe requirement

Clients pay for vouchers via Stripe, so your Stripe account must be connected before vouchers can be purchased. Set up payments in Settings → Payments.

Clients purchase vouchers on your public gift page and receive a unique code by email. They enter the code at checkout when booking to deduct the voucher value.

Buying a voucher

Clients visit your gift page (glamly.uk/[slug]/gift), choose an amount, enter recipient and purchaser details, pay by card, and the voucher is emailed to the recipient immediately.

Gifting to someone else

The client fills in the recipient's name and email. The voucher goes to the recipient, and the purchaser also receives a confirmation copy.

Redeeming at booking

On your public booking page, at checkout there is a 'Have a gift voucher?' toggle. The client enters their code and clicks Apply — the balance is deducted from the total. If it covers everything, no card payment is required.

Partial redemption

If the voucher balance is less than the booking total, the client pays the remainder by card. The remaining voucher balance is updated after the booking.

Voucher covers full amount

If the voucher covers the entire booking cost, the payment step is skipped entirely — the booking is confirmed without any card details needed.

You can issue gift vouchers manually from the dashboard — useful for goodwill gestures, refunds, or gifts to loyal clients.

Issuing a manual voucher

Go to Settings → Gift Vouchers → Manage Vouchers and click 'Issue Manual Voucher'. Select an existing client or enter details manually. Set the amount, an optional expiry date, and a personal message. The voucher email is sent automatically.

Viewing all vouchers

The Manage Vouchers page lists every voucher — purchased by clients and issued manually. Filter by Active, Used, or Expired. Each row shows the code, recipient, current balance, and redemption history.

Voucher statuses

Active: has remaining balance within the expiry date. Partial: partially redeemed with remaining balance. Used: fully redeemed. Expired: past expiry date.

Copying a code

Click 'Copy code' on any voucher row to copy the voucher code to your clipboard — handy for sharing with a client directly.

Glamly sends automated notifications to clients throughout their booking journey via WhatsApp and email — keeping them informed without any extra work from you.

Booking confirmation

As soon as a booking is confirmed, the client receives a WhatsApp message (and optionally an email) with their appointment details and a personal manage link.

Appointment reminders

Glamly sends a reminder message before the appointment. You can configure how many hours before the appointment the reminder is sent in Settings → Notifications.

Cancellation messages

If a booking is cancelled by either party, the client receives a WhatsApp notification (and optionally an email).

WhatsApp vs email

Each notification type has separate toggles for WhatsApp and email. You can enable both, one, or neither per notification type. WhatsApp is the primary channel — it includes the manage link. Email is an additional touchpoint.

Staying on top of bookings

New bookings, cancellations, and changes appear in your dashboard in real time. Check the Bookings tab regularly to stay up to date.

Control which notifications are sent and how in Settings → Notifications.

WhatsApp and email toggles

Each notification type (booking confirmation, reminder, cancellation, reschedule) has separate WhatsApp and email toggles. Enable or disable each channel independently per notification type.

Reminder timing

Set how many hours before an appointment the reminder is sent. For example, set to 24 to send reminders 24 hours before each appointment.

Turning notifications off entirely

Toggle individual notification types off entirely if you prefer. For example, if you prefer no reminders at all, disable the reminder toggle.

Glamly includes a monthly WhatsApp message allowance on every plan. Here's how it works.

Free trial

Your 30-day free trial includes 50 WhatsApp messages. This lets you experience automated reminders and confirmations from day one without committing to a paid plan.

Paid plans

Once subscribed, your allowance is 100 messages per month (or 200 for plans started before May 2026). Usage resets on your monthly billing date.

Overage charges

Messages beyond your monthly allowance are charged at £0.10 each and billed at the end of your billing cycle.

Email alert at 80%

Enable 'Email alert at 80% usage' in Settings → Subscription to receive a notification when you're approaching your limit.

Auto-pause

Enable 'Auto-pause at limit' to automatically stop WhatsApp sending when your allowance is reached — preventing any overage charges.

Email notifications

Email notifications are unlimited on both trial and paid plans and are not counted towards your WhatsApp allowance.

Glamly can send email notifications directly to your business inbox so you're always in the loop — even when you're not checking the dashboard.

New booking alerts

Get an email as soon as a client books an appointment, including their name, service, date, and time. Toggle this on under Settings → Notifications → Salon Notifications.

Cancellation alerts

Receive an email when a client cancels through their manage link, so you can quickly offer the slot to someone else.

Reschedule request alerts

Know immediately when a client requests a new time, with the original appointment details included so you can respond promptly.

Where emails are sent

Notifications go to the email address set in Settings → Business Details. Make sure this is your working business email.

Promote a Slot turns any empty appointment into an instant booking link you can share on social media, WhatsApp, or anywhere else. When a client taps your link, the booking page opens with the service, date, and time already locked in — they skip straight to entering their details and paying a deposit. No DMs, no back-and-forth.

When to use it

Use it the moment you have a cancellation or a gap you want to fill fast. Post the link on your Instagram story, WhatsApp status, or Facebook — clients who see it can book in under a minute.

What the client sees

The client lands on a clean confirmation screen showing the service, date, time, and price. They tap 'Book this slot' and move straight to the contact and payment step. The whole booking takes the same amount of time as a normal booking — but without any slot browsing needed.

What happens if the slot is already taken

If someone else booked the slot before the client taps your link, they're shown your normal booking page for that service and can pick a different available time. They're never stuck or shown an error.

Generating a promoted slot link takes about 30 seconds. Here's how.

Step 1 — Open the Promote a Slot modal

Go to your Bookings Hub and tap the lightning bolt button labelled 'Promote a slot' in the top right corner of the page. The modal slides up.

Step 2 — Pick a service

Choose the service from the dropdown. All your visible services are listed — hidden services are excluded automatically.

Step 3 — Set the date and time

Choose the date using the date picker (today or any future date) and select the time from the dropdown (half-hour increments from 7:00am to 9:00pm). If you choose a date/time that has already passed, Glamly shows a warning and disables the Generate button.

Step 4 — Generate the link

Tap 'Generate booking link →'. Glamly creates your unique URL instantly and shows two ready-to-post captions alongside it.

Step 5 — Copy and share

Copy the link or tap Share (on mobile) to open your device's share sheet — WhatsApp, Instagram, and any other app will appear. Two captions are provided: a general caption with the link included, and an Instagram caption that uses 'link in bio' phrasing with hashtags. Copy either one and post.

Getting the most from Promote a Slot is about speed and placement. Here are the habits that work best.

Post immediately after a cancellation

The sooner you share the link, the more likely it fills. If you get a last-minute cancellation, open Glamly, generate the link, and post it before you do anything else.

Use Instagram stories

Stories are the highest-visibility format for this kind of post — they're seen by your regulars first and the link-in-bio caption means followers can book without leaving Instagram.

Use WhatsApp status

Your WhatsApp status reaches clients who already know and trust you. A short 'just had a cancellation — link below' post with your booking link converts extremely well.

Customise the caption before posting

The generated captions are ready to post as-is, but adding a personal touch ('this is a great slot if you've been waiting for availability 👀') often gets better engagement.

The link never expires for future slots

If you generate a link for a slot two weeks away and share it now, the link works fine until either the slot is booked or the date passes. Expired slot links show a friendly fallback — they never show a broken page.