CB Booking help
Set up booking modes and availability, take deposits, send booking notifications and connect integrations in CB Booking.
Get started
- Set up CB Booking from install to first bookingFollow the essential steps to publish a bookable event, test the storefront, and prepare your schedule and payments.3 min
- Install CB Booking and enable the booking widgetInstall the Shopify app and enable its app embed on the theme customers actually use.4 steps
- Create your first event or serviceChoose a booking style, connect a Shopify product, set availability and payment, then review the draft event.2 min
- Make sure your booking page is liveCheck the event, Shopify product, theme embed, storefront switch, and a complete test booking before launch.2 min
Services & availability
- Choose a booking mode for your eventCompare time-slot, full-day, multi-day, and multi-slot bookings before you create an event.2 min
- Edit an event and find its settingsUse the eight editor tabs to update an event, and learn which choices require a new event.2 min
- Set up multi-day and date-range bookingsConfigure stays and rentals with night or day counting, stay limits, capacity, and excluded dates.2 min
- Override capacity and staff with Capacity RulesClose a recurring time window or change its capacity and staff for one event without editing the shared schedule.6 steps
- Create availability schedules for staff and resourcesSet weekly hours, a schedule timezone, and date overrides, then assign the availability to an event.4 steps
- Choose pooled or per-teammate capacityDecide whether assigned staff share an event capacity or customers choose a teammate with an individual slot.4 steps
- Collect booking details and offer add-on productsCreate reusable intake questions and offer Shopify product add-ons with an event booking.4 steps
Payments
Bookings & reports
- View, search, reschedule, and cancel bookingsFind a customer booking, update its details, reschedule it, or cancel it from the Bookings page.3 min
- Create a booking yourself and handle capacity warningsAdd a phone or walk-in booking in the admin, and understand when an existing booking can be saved over capacity.5 steps
- Check customers in and out, and handle no-showsMark arrivals, scan a booking QR code, check customers out, and record missed appointments.2 min
- Capture demand with a booking waitlistLet customers request a place when dates are full and notify a matching customer when space opens.4 steps
- Understand your booking performanceFilter booking reports and read revenue, cancellation, source, service, and staff trends.2 min
Notifications
- Set up and customize booking emailsControl customer booking emails, edit templates, notify your team, and check what was sent.4 steps
- Send booking emails from your own domain with SMTPConnect your mail service and set a familiar sender address for booking notifications.5 steps
- Send SMS and WhatsApp booking notificationsEdit message templates, enable channels per event, and check delivery against your credit balance.4 steps
Team & portals
- Give staff their own login with the Staff PortalInvite employees to manage the bookings and availabilities you grant them without sharing Shopify access.4 steps
- Let customers reschedule and cancel bookings themselvesUse the password-free customer portal and set event rules for self-service changes.2 min
- Take bookings in Shopify POSBook walk-ins and manage attendance from the Book appointment and Today & check-in POS tiles.4 steps
- Ask Shopify Sidekick about your bookingsLook up bookings, schedules, open slots, waitlists, and counts through Shopify Sidekick.2 min
Storefront & theme
- Match the booking widget to your brandChange the calendar colors and store logo, then check the storefront master switch.2 min
- Control how the booking widget behavesSet widget buttons, slot display, temporary holds, checkout flow, and theme selectors.2 min
- Translate the booking widget and override its textAdd storefront languages and customize widget phrases for each visitor locale.2 min
- Place booking elements on your Shopify themeEnable the app embed and position booking blocks for products, calendars, and service lists.2 min
Integrations
- Sync bookings with Google Calendar, Outlook, and ZoomConnect a calendar or Zoom account to receive booking entries and meeting links.2 min
- Send booking events to KlaviyoConnect a Klaviyo Private API Key to use booking activity in flows and segments.4 steps
- Track the booking funnel in Google Analytics 4Configure GA4 Measurement Protocol and choose the booking events to forward.5 steps
- Automate work with Shopify Flow booking triggersBuild Shopify Flow workflows from booking lifecycle triggers and inspect dispatch activity.2 min
- Send booking events to your own endpointConfigure outgoing booking webhooks and verify signed requests from the app.4 steps
Billing
Troubleshooting
- Fix a booking widget that is not showing on a product pageCheck the live theme, product publication, event status, and storefront switch when the booking calendar is missing.2 min
- Fix a booking calendar with no available timesCheck assigned schedules, capacity rules, timezones, and Debug Timeslots when a widget shows no bookable slots.2 min
- Fix booking confirmations or reminders that are not arrivingUse a booking's Notification Log to diagnose missing email, SMS, and WhatsApp messages.2 min
- Fix booking times that look wrong or are off by hoursFind the timezone used for a schedule and distinguish it from the timezone used to display dates and times.2 min
- Fix customer portal sign-in, reschedule, or cancellation problemsExplain missing self-service actions, expired sign-in links, and the next step for a customer who needs help.2 min
- Fix deposit and booking payment problemsCheck a missing checkout deposit, understand refund eligibility, and avoid confusing status edits with payments.2 min