Testing your first booking

Before going live, you should test the booking process. This ensures that everything works correctly.

Prerequisites

Before you can test a booking, you need:

  • At least one active course with sessions
  • A payment mode (credits, direct payment, or both)
  • A test customer account

Which payment mode?

Depending on what you have configured, the test process differs:

ModeYou are testing
Credits onlyCredit purchase → booking with credits
Direct payment onlyBooking with card payment
BothTest both flows

More about payment modes →


Creating a test account

Option 1: Register yourself

  1. Open your studio in an incognito window
  2. Click Register
  3. Use a test email address
  4. Confirm the email

Option 2: Create a customer manually

  1. Go to Customers
  2. Click New customer
  3. Fill in name and email
  4. The customer receives a welcome email with login credentials

Preparing payment

With credits (if enabled)

If you offer credits as a payment method:

As a customer:

  1. Log in as the test customer
  2. Go to Credits / Wallet
  3. Select a package
  4. In test mode you can pay with Stripe test cards

Stripe test card: 4242 4242 4242 4242 (any expiry date, any CVC)

As an admin (manually):

  1. Go to Customers
  2. Open the test customer
  3. Click Add credits
  4. Select a package or enter an amount

With direct payment

If you offer direct payment, no preparation is needed - the customer pays directly by card during the booking.


Making a booking

As a customer

  1. Log in to the member dashboard
  2. Go to Schedule
  3. Find your course
  4. Click Book
  5. Confirm the booking

Booking modal

In the booking window you will see:

  • Course details (name, time, trainer)
  • Available spots
  • Cost (credits or euros)
  • Your available credits
  • Book button

After the booking

On a successful booking:

  • A confirmation toast appears
  • The booking appears under "My bookings"
  • A confirmation email is sent
  • Credits are deducted

Checking the booking in the admin area

Switch back to the admin area:

  1. Go to Bookings
  2. The new booking should appear
  3. Status: "Confirmed" (with auto-confirmation)

Booking details

Click on a booking for details:

  • Customer (name, email)
  • Course and session
  • Payment type (credits or euros)
  • Booking ID (KB-YYYYMMDD-XXXXX)
  • Status

Testing cancellation

As a customer

  1. Go to My bookings
  2. Find the booking
  3. Click Cancel
  4. Confirm the cancellation

Result

  • Booking is cancelled
  • Credits are refunded
  • A cancellation email is sent
  • If a waitlist exists: the next person moves up

Testing the waitlist (optional)

If enabled:

  1. Book the course until it is full
  2. Try to book as another customer
  3. The option Join waitlist appears
  4. Cancel one booking
  5. The person on the waitlist is automatically booked

Testing check-in (optional)

If check-in is enabled:

  1. Go to the course session in the admin area
  2. Generate a QR code
  3. Scan the code as a customer
  4. The check-in is registered

Checklist

Test all important flows:

  • Customer can register
  • Customer can purchase credits
  • Customer can book a course
  • Confirmation email arrives
  • Booking appears in the admin area
  • Customer can cancel
  • Credits are correctly deducted/refunded
  • Waitlist works (if enabled)

Problems?

Booking not possible

  • Check that the course has active sessions
  • Check that the customer has enough credits
  • Check the booking window settings

Emails not arriving

  • Check the spam folder
  • Check the email templates under Settings
  • Contact support

Credits not being deducted

  • Check that the course has a credit cost set
  • Check that the customer's credits are active and valid

Ready for live operation

If all tests were successful, you are ready:

  1. Remove test bookings and test customers
  2. Invite real customers
  3. Start operating

Next steps:

Fragen oder Feedback?

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