Create a test booking
Before you send your link out, create a test booking. It adds a pending booking to your bookings list and calendar so you can see how a new request lands. It sends no emails. To see what your customers receive, book yourself through your own booking page.
In a hurry? Quick steps
- Open your onboarding checklist on the dashboard
- Find the "Test your own booking" step in Phase 2
- Tap Create test booking; the new pending booking opens in a new tab
- Check it in your bookings list and calendar, then clear it from your dashboard
- To see the customer emails, book yourself on your own booking page using your own email address
What it does
A test booking adds a pending booking to your account from a customer called TradeBooked Test, for tomorrow at 9am on one of your services. It shows you your side of a new request: where it lands in your bookings list, where it sits on your calendar, and what you do next.
It does not send any emails or texts, to you or to anyone else. To see what your customers get, book yourself through your own booking page (see below).
How to create one
- Open your dashboard and find the onboarding checklist.
- Scroll to Phase 2: "Now turn views into bookings".
- Find the step "Test your own booking" and tap Create test booking.
- TradeBooked creates the booking and opens it on your bookings page in a new tab.
Until your first real booking arrives, there is also a "Test your setup" card on your dashboard with its own Create test booking button.
What to check
Once it is open, run through:
- Does it show in your bookings list as pending?
- Does it sit on your calendar on the right day and at the right time?
- Is it clear how you would confirm or decline it?
See what your customers receive
To see the emails for yourself, book the way a customer would:
- Clear your test booking first: tap Clear on the "Test your setup" card on your dashboard. That card goes once a real booking is on your account, and a booking made through your own page counts as real.
- Open your booking page (the link you share with customers) and book a slot using your own name and an email address you can check.
- Check that inbox for the email saying the request has been received, and your business inbox for the new booking alert.
- Confirm the booking from your dashboard, then check for the confirmation email.
- When you are done, cancel it. TradeBooked emails you about that too.
If you take deposits, you will see the deposit page after booking. It takes a real card payment, and the booking emails only go out once the deposit is paid.
Common questions
Does the test booking send real emails?
No. Creating it sends nothing, to you or to anyone else. If you later confirm, decline or cancel it, the customer email goes to test@tradebooked.co.uk, a TradeBooked address, so you will not see it. To see the real emails, book yourself through your own booking page.
Can I delete it afterwards?
Yes, while you have no real bookings. Tap Clear on the "Test your setup" card on your dashboard. Once your first real booking arrives that card goes, so email the booking reference to support@tradebooked.co.uk and we will clear it for you. The same goes for a test booking you have taken a payment on.
Should I test again after changing my setup?
Worth doing whenever you make a big change, such as turning on deposits or adding services. Book yourself through your own booking page so you see the change the way a customer does.
What plan do I need?
Test booking is part of the onboarding checklist on every plan, starting at Solo.
Related guides
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