🚀 Getting Started with BookThatApp

Welcome to BookThatApp (BTA)!

This directory is your starting point for setting up and managing bookings in your Shopify store. Below, you’ll find links to all the key setup and management guides you’ll need to get up and running.

To get started quick, review our onboarding guide here: Setup & Onboarding

🎥 Onboarding Video

📊 Your BookThatApp Dashboard Overview

The BookThatApp Dashboard is your central hub for onboarding, setup progress, and daily booking insights.

From the Dashboard, you can:

• Check whether your BTA theme embed is active

• Follow the setup/onboarding checklist

• Track booking and revenue performance

• View your schedule overview and upcoming bookings

👉 Read the full guide: Your BookThatApp Dashboard Overview

🛍️ New to Shopify?

If you’re new to Shopify, start here:
👉 Managing the Order and Booking Process

This guide explains how orders and bookings work together so you can understand the full customer flow from purchase to booking.

🔐 Logging In

Learn how to access your BookThatApp admin dashboard:
📘 Logging In

 

🧩 Preparing Your Shopify Store

Before adding widgets or products, make sure your store is ready for BookThatApp.

• Enabling the BTA Booking Widgets App Embed

⚙️ Installation

Installing the BookThatApp widgets is quick and requires no coding.
Follow the guide for your product type below:

• Setup Guide: Activity Widget
• Setup Guide: Appointment Widget
• Setup Guide: Class Widget
• Setup Guide: Course Widget
• Setup Guide: Events List Widget
• Setup Guide: Product Rental Widget

You can follow your setup progress through the Dashboard section in the app.

🛠 Managing Products

Learn how to configure and manage your products within BookThatApp:

• Adding & Removing Products
• Setting Capacity
• Cutoff days, Count, Future days, Lead & Lag time
• Creating a Schedule (used for scheduled events such as classes and tours)
• Setting Operating Hours (used for appointments and product rentals)

📅 Managing Bookings

Stay organized with tools to manage your customer bookings and schedules:

• Booking Overview Calendar
• Manually Creating a New Booking
• Creating a Blackout
• Edit a Booking/Blackout Date
• Allow Customers to Cancel Bookings via the Storefront
• Allow Customers to Cancel and Reschedule Bookings via Email

✉️ Notifications

Keep your customers informed automatically with email and SMS notifications:

• Notifications Overview
• Notification Preferences
• New Booking Notification
• Manually Sending Reminder Emails
• Creating and Scheduling Reminder Emails
• Creating and Scheduling SMS Notifications

📊 Reporting

Easily track and manage your bookings using built-in reports:

• Runsheet report
• Enrollment report

🧾 Adding Additional Fields

Customize your booking forms with extra fields to capture the information you need.

Adding Additional Fields

 

🗓 Events Calendar

View all your events and schedules in one place with the built-in Events Calendar.

Events Calendar
 

We have also created a FAQ page containing answers to our most asked questions. 

If you need assistance with something that was not covered here please feel free to contact us using the Support/Chat button on the screen.