From initial setup
to reconciled money.
A four-stage workflow engineered to give operators complete command over staff time, client brands, and booking outcomes.
Configure your business profile.
Every client brand or subsidiary you manage gets its own independent operational context. Configure your verified custom booking subdomain (e.g. book.formstudio.com), independent business timezone, and custom SMTP sender identity so transactional confirmations arrive directly from your brand address.
- Custom booking domain with automatic SSL via CNAME.
- Custom SPF/DKIM business email sender configuration.
- Business-specific WhatsApp Business API integration.
Publish Readiness Checklist
Publish services & booking terms.
Define service durations, assigned staff members, location types (in-person studio vs. automatic Google Meet/Zoom links), and scheduling buffers. Choose whether an appointment requires manual staff approval before payment or instant confirmation.
- Configurable deposit requirements (e.g. 50% upfront, balance due at appointment).
- Intake questionnaires and custom screening fields.
- Cancellation policies and rescheduling cut-off windows (e.g. minimum 24 hours prior).
Embed Anywhere
Embed booking flows directly on WordPress, Webflow, Squarespace, or custom React/Vue sites with a simple responsive iframe.
See Embed Generator ↗Action requests on your timetable.
Staff members see their daily appointments rendered in calm horizontal lanes. Urgent requests due for approval are highlighted with clear deadlines. Conflicting obligations in sister businesses appear automatically as opaque, unlabelled "Unavailable" blocks to guarantee privacy.
- Zero risk of double-booking, enforced by PostgreSQL concurrency locks.
- One-click approval or rejection with custom customer notes.
- Out-of-office blocks and emergency vacation overrides.
Live Conflict Masking
Experience how staff lanes render conflicting appointments across client brands.
Test Timetable Above ↗Client self-service & zero-fee payments.
Customers do not need passwords. They log in to their authenticated business portal using an email one-time passcode (OTP) to view upcoming appointments, reschedule within your policy rules, or pay remaining balances. All payments settle directly to your Stripe account with 0% platform commission.
- Secure email OTP login prevents link brute-forcing and enumeration.
- Client portal strictly quarantined to the specific business.
- Direct Stripe Connect settlement; you remain the Merchant of Record.
Passwordless Protection
Learn how email OTP safeguards customer appointment history from unauthorized inspection.
Customer Portal Guide ↗