Testing Your Booking Process

In this article:

• Accessing Your Booking Page
• Testing Without Payment
• Testing With the Coupon Method
• What Happens After Testing

Accessing Your Booking Page

To view your booking page as clients see it, you'll access it through your public booking link.

1. Go to My Practice > My Services.
    
2. Click on the More Options menu (3 dots) next to your service and select Share Link.
   
    
3. Click Visit page to view your public booking page.
   

📍 Note: Clicking Visit page opens a new browser tab with the client experience. To return to your practitioner view, find the correct tab in your browser.

Testing Without Payment

If you want to test the booking flow without processing any payment, adjust your service settings to bypass payment requirements.

Setting Up Payment-Free Testing

1. Go to My Practice > My Services.
    
2. Click Edit on the service you want to test.
    
3. Under Payment Options, select either:
   
   • Suggest to pay – displays the price but doesn't require payment
   • Don't require payment – removes the payment step entirely
      
4. Click Save Changes near the top-right.
   
    
5. Follow the steps in Accessing Your Booking Page above to test the booking flow.

This method works well if you test frequently and don't want to create coupons each time. You can switch payment requirements back to "Require payment at booking" once testing is complete.

Testing With the Coupon Method

If you want to test the complete booking experience, including the payment page, without being charged, create a 100% off coupon.

Creating a Test Coupon

First, you'll need to create a coupon for 100% off the service.

Learn more about Working with Coupons →

📍 Note: Coupons can only be applied to payments made in full. You can't use this method to test installment payment plans, as coupons are not compatible with Practice Better payment plans.

Completing Your Test Booking

1. Access your booking page using the steps in Accessing Your Booking Page above.
    
2. Select your service and choose an available time slot.
    
3. Complete any intake forms if they appear during the booking process.
    
4. On the payment page, select the Pay in full option and click Did you receive a coupon or promo code?
   
5. Enter your test coupon code in the displayed field.
   
    
6. Complete the booking.

Your total will show as $0.00, and you won't need to enter payment information.

What Happens After Testing

Calendar and Bookings

When you complete a test booking, the appointment will appear in your practitioner calendar just like a real client booking. You may want to delete this test appointment to keep your calendar clean.

Confirmation Emails

If you complete the booking using a real email address, you'll receive all the standard confirmation emails that your clients would receive. We recommend creating a test client with a secondary email address you control. This helps you distinguish test communications from real client emails.

Learn more about Creating a Test Client →

Forms and Automations

Booking page forms appear during the booking process and can be completed during your test. Forms sent by automation will be delivered by email after the booking is confirmed, with a link to complete them.

Payment Records and Reports

If you use the coupon method and no payment is processed, no invoice will be created and your test booking won't impact your financial reports or analytics. However, if you enter payment information and process a payment (including through external processors like Stripe or Square), those transactions will create records in your payment system.

Testing Booking Settings

Testing through your booking page provides real-time feedback about how your settings impact the client experience. When you update settings like buffer time, date restrictions, or availability in your practitioner portal, view your booking page to see those changes immediately reflected from the client perspective.