If you're preparing for a big launch or reopening bookings after a break, this checklist will help you feel confident that everything’s set up correctly before going live.
Key settings to double-check ✅
Before sharing your schedule, it's worth reviewing the following settings:
Checkout reservation period
This controls how long a customer has to complete their booking once they’ve selected Book now. For busy launches, a slightly longer period (e.g. 10–15 minutes) can give people enough time.
To open the settings and review the period, select Settings, then Booking preferences from the left-hand menu on your account, then Edit next to Booking:
Waitlist interval
This controls how long a waitlisted customer has to book when a space becomes available. For launches with high demand, a shorter window (e.g. 10 minutes) can keep the process moving.
To open the settings, select Settings, Booking preferences from the left-hand menu on your account, then Edit next to Waiting list:
Require a Booker account
Customers can usually book as a guest. However, you can encourage or require account creation depending on how your booking setup is configured.
Options for when a Booker account is preferred
Guest checkout is always available as a standard option
You can prompt customers to create a Booker account before completing their booking, depending on your Booking preferences setup
💡 Important: Guest checkout cannot be fully turned off in all cases. Availability depends on your account settings and booking configuration.
If you want customers to create an account
If account creation is part of your booking process, make sure this is clearly communicated before they start booking. This helps set expectations and avoids confusion at checkout.
For example, you might explain:
Customers will need to create a Booker account to complete their booking
Account creation is quick and required to manage their bookings
You can add this to the event description for extra clarity. To do this:
Select Scheduling from the left-hand menu on your account
Select the entry from the schedule list, then Edit entry to open the settings
Select the Information tab and add the requirement into the Description field:
Once added, make sure you save your entry settings.
Payment and confirmation settings checks:
Have you tailored the booking confirmation email?
Ticket transfers
Check that your tickets allow for transfers if you plan to offer this option after booking.
To check the settings, select Settings, then Booking preferences from the left-hand menu on your account. Then select Edit next to Cancellations, Transfers & Refunds:
Final schedule review 👀
Event details
Are all your events published and displaying correct information?
Do the dates, times, and locations match what you’re offering?
Have you added clear ticket names and prices?
Entry-level settings
If you're reusing entries or templates, make sure to check:
Any outdated dates or descriptions
Old links or custom questions
Booking form settings for each entry
Test your booking journey 🎟️
Before launch, it's a good idea to walk through the booking journey as a customer:
Try booking an event with a real or test ticket
Make sure the form questions appear correctly
Check the confirmation email that’s sent afterwards
Review the event from the customer portal, if enabled
💡 Tip: If you're using Stripe, you can set a test ticket price (e.g. £1) to check payments are working correctly.
Final tips before launch 💡
Use your event description to set expectations and explain next steps
Share your booking page with a trusted colleague or friend to get feedback
Announce your launch date and time in advance to avoid surprises
Keep your support message handy in case anyone needs help booking
Share the booking help article with your customers
When you’re ready to open bookings, publish your events and share your public page link. Good luck, you’ve got this! 🚀