After you’ve set up Self-Book for your Calendar, you’ll keep track of them using the “Self-Book Dashboard. In the “Self-Book” Dashboard, you can keep track of bookings that users have booked to your Calendar, and you can also create customized Self-Book Templates, and customized Self-Book Forms to further personalize your Self-Book feature. You can open your “Self-Book” Dashboard by clicking on the “Self-Book” button in the blue bar on the left-hand side above your calendar.
The “Self-Book” Dashboard
When a visitor books any kind of Event on your Calendar, they fill out a Self-Book From that sends you information about the visitor and the event they are booking. The “Self-Book” Dashboard then takes the information submitted from these forms and sorts it by alphabetical order by template name.
Your account comes with over a dozen "Starter" templates that you can copy and customize. Each template you have is listed in the Self-Book Dashboard. Below is an example of the default "Book an Appointment" template and its default form:
Your custom Self-Book Dashboard shows the "Prompt" field for each of your templates by default, but you can also choose to show a different form field in the Dashboard:
There is only one “Self-Book” Dashboard per Keep&Share account, and it manages bookings for every Calendar in your account. Starter “Self-Book” Templates are organized in the top half of the “Self-Book” Dashboard, and Customized Self-Book Templates are in the lower half of the “Self-Book” Dashboard.
With the “Self-Book” Dashboard you can
- Keep track of all bookings made to your Calendar in one place on the “Self-Book” Dashboard’s main page.
- Review bookings individually for details, approval, or removal from your Calendar.
- Create your own customized versions of “Self-Book” Templates and “Self-Book” Forms.
- Export your Self-Book data into a .CSV file or email list.