Booking Shepherd
Sign inCreate a workspace
Booking Shepherd setup guide

Open for online bookings.

Set up your services, make the form look like your business, and give customers a direct way to book.

Create your workspace

Create an account with your business name, city, province, and time zone. Your booking link is created automatically. You can update your business details in Settings.

Set your services and hours

Open Services to edit a service, add a photo, set a price in CAD, and choose the details customers should provide. Leave the price empty for an enquiry-based service.

Open Availability to set working hours, request capacity, minimum notice, and closed dates. The booking form uses your business time zone, including daylight saving changes where applicable.

Add the widget to your website

  1. Open Widget & installation in your dashboard.
  2. Set your colour, welcome headline, and cover photo. Save the changes.
  3. Copy your embed code.
  4. Paste it into your website’s custom code area, before the closing body tag.
  5. Visit your website and select Book Online to test the form.

WordPress

Use your theme’s custom code feature or an approved code-snippet plugin to add the script in the footer. Publish the change, clear any page cache, and check the booking button.

Wix and Squarespace

Add the script through your website’s custom code or code injection settings. Your site plan must support custom JavaScript.

Use an existing button

Copy the direct booking URL from the dashboard and use it as your button’s destination. This works without adding a script. You can also share the link without having a website.

Connect your Google Business Profile

  1. Copy the Google booking link from Widget & installation.
  2. Open your business profile in Google Search or Maps.
  3. Choose Booking or the available transaction-link setting.
  4. Select Add link, paste the URL, and save.

The Google link includes a source tag so incoming requests are labelled Google in your dashboard. Availability of the booking field depends on your business profile and category.

Follow Google’s current instructions. This version uses a manually added link; Booking Shepherd is not an official Reserve with Google partner.

Connect appointment messages

The product operator connects an email provider and an SMS provider before live delivery is enabled. Your dashboard shows which channels are connected. Messages are never labelled delivered just because a request was saved.

Customer requests generate an acknowledgement and an owner notification. Confirming a booking schedules reminders 24 hours and 1 hour before the appointment when there is enough lead time. Cancelled appointments stop their outstanding reminders.

SMS is optional. Customers choose whether to receive appointment texts and can reply STOP. Follow-up messages and review invitations have a separate, optional consent setting.

Turn requests into appointments

New requests appear under Appointments with a Pending status. Open a request to review contact details, service answers, and the requested time. Choose Confirmed and save when the appointment is agreed.

Customers receive a private link to view, cancel, or request a new time. You can also edit an appointment from the calendar. Completed appointments remain in the customer’s history.

Appointment requests share a daily capacity limit. This version does not promise instant confirmation, individual technician scheduling, or two-way external calendar sync.