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Frequently asked questions

Every question published across , grouped by topic. Jump to a section or scroll the full list.

Product

What is

The public booking portal, who it is for, and how it sits next to teamworX.

What is ?
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is the public booking portal. Clients use it to find a licensed business, choose a service and time, pay if required, and receive confirmation. Your team keeps the operational diary in teamworX.
Who is it for?
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Service businesses that take appointments or stays: beauty, leisure, travel, medical, health and wellbeing, professional services, and finance and wealth advisers.
How is this different from Booksy or Fresha?
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Those products are marketplace-first. is your branded booking page plus Explore for discovery. Operations, seats, and optional franchise split live in teamworX.
Does replace teamworX?
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No. is the client-facing portal. teamworX is the operations product. They are designed to work together.
How do I list my business?
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Use List your business to open pricing. Select plan continues to teamworX checkout until checkout is hosted on pencilin.co.uk.
Bookings

How booking works

Availability, reminders, status, and more than one location.

Can clients book when we are closed?
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Yes. The public page accepts bookings against the availability you publish, including evenings and weekends.
Do you send reminders?
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Email and in-app notifications are included. SMS is on Pro, with a monthly segment allowance.
What is the booking lifecycle?
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Bookings move through clear stages such as draft, confirmed, in progress, and finished so the team shares one status.
Can we run more than one location?
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Yes. Location profiles hold hours and exceptions per site. Enterprise adds flexible seats and franchise revenue split.
Pricing

Licences and payments

Seat plans, yearly billing, deposits, and where to sign up.

How does pricing work?
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Licences are per booking seat. Basic, Pro, and Enterprise match the teamworX Bookings plans. Yearly billing charges ten months. Card payments carry a stated transaction fee.
Can we take deposits?
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Deposit payments are a Pro feature. Basic collects full payments on services when payments are enabled.
Finding a business

For people booking

How clients discover a licensed company and complete a booking.

How do I find a business to book?
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Use Explore to search by name, industry, or location, or open a company link you were given.
Beauty

Beauty booking

Questions from the Beauty industry page.

Can clients book without calling the salon?
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Yes. Your page shows services and available times. They complete the booking and receive confirmation.
Does work for hair and beauty in the same business?
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Yes. Publish the services you offer, assign staff, and let the diary enforce duration and overlap rules.
Can I take a deposit on colour or long treatments?
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Pro plans support deposit payments so high-value slots are less likely to vanish without notice.
Will my page look like every other marketplace listing?
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No. is your booking page. Clients find you by name, link, or Explore, then book on your brand.
Leisure

Leisure booking

Questions from the Leisure industry page.

Can I sell both classes and one-to-one sessions?
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Yes. Publish each as a service with its own duration, staff, and price.
Do members need a marketplace account?
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They book on your page. You are not buried in a feed of competing leisure brands.
How do reminders help classes?
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Scheduled email and, on Pro, SMS reminders reduce empty spots the night before a session.
What if I have more than one site?
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Location profiles keep hours and exceptions accurate per site while clients still book through pencilIN.
Travel

Travel booking

Questions from the Travel industry page.

Does support night-by-night stays?
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Yes. Overnight booking types use dates, minimum nights, and location calendars rather than appointment clocks.
Can I block owner weeks?
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Use availability exceptions so those dates never appear as bookable on the public page.
How do guests pay?
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Payments on services can collect a deposit or the balance according to the plan and payment setup.
Is this an OTA listing site?
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No. is your booking page. Guests are not shopping a grid of rival villas on the same checkout.
Medical

Medical booking

Questions from the Medical industry page.

Is only for beauty clinics?
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No. Medical and private clinic teams use the same booking lifecycle with practitioner diaries and location hours.
Can each clinician have different hours?
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Yes. Availability is configured per account and location, including exceptions.
How do reminders work for appointments?
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Email is included. SMS reminder volume is a Pro feature with a monthly segment allowance.
Where does franchise split fit?
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Enterprise covers multi-location revenue split. The patient still books on as usual.
Health and Wellbeing

Health and Wellbeing booking

Questions from the Health and Wellbeing industry page.

How is this different from the Beauty page?
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Beauty focuses on salon and hair workflows. Health and Wellbeing emphasises longer treatments, recovery, and a calmer client tone. Some businesses appear in both filters.
Can I offer packages later?
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Start with services and durations that match how you sell today. The booking lifecycle still tracks each visit.
Do I need SMS on day one?
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Email reminders ship on Basic. SMS is on Pro if you want texts as well.
Can clients find me on Explore?
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Yes. They can filter by this industry and book on your public page.
Professional Services

Professional Services booking

Questions from the Professional Services industry page.

Can I offer a free discovery call and a paid consult?
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Publish each as a service with its own duration and price, including zero if you do not charge.
Will clients see other businesses on my page?
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No. Your company page is yours. Explore is a separate directory of licensed businesses.
Do reminders work for Zoom-style consults?
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Yes. The booking still has a start time. Put the meeting link in confirmations or internal notes as you prefer.
How does pricing work for a two-person firm?
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Pro supports up to four booking seats. Pick seats on the pricing page and sign up from there.
Finance and Wealth

Finance and Wealth booking

Questions from the Finance and Wealth industry page.

Is Finance and Wealth the right name for a financial adviser?
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Yes. It covers advisers, planners, and related appointment-based finance practices rather than a generic 'financial' label.
Can I hide the directory and only share my link?
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Clients can book from a direct company URL. Explore is optional discovery for people browsing licensed businesses.
Does this replace my CRM?
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is the booking portal. teamworX holds the operational booking record. Use it alongside the tools you already run for advice files.
What plan do I need as a sole adviser?
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Basic includes one booking seat and the public portal. Choose Pro if you want SMS, deposits, and custom branding.

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