If you've ever had trouble keeping track of your bookings or payments, spent hours writing up invoices or re-explained for the 3rd time the package details to your customer - you're in the right place.

With Focal, it's easier than ever to send-off a client booking page, update the information or add line items, and take payments that automatically deposit in your bank account.

If you've just signed up for Focal and want to test out the booking system. It's as simple as navigating to the Bookings tab and clicking the New Booking button.

Creating a Booking

In your Focal Dashboard navigate to the Bookings tab, this is the Booking Manager. Now click on the New Booking button. Please be aware that until you set up your stripe account, the Pay With Card button will be disabled on client booking pages. If you want to learn how to connect Stripe to receive automatic payments please see our guide How to set up Stripe to receive payments.

This opens up the Booking Editor.

Here you can fill out the important information for your booking such as:

  1. Date & Time (can be set to TBD)
  2. Customer Email
  3. Meeting Spot (Either a link, typed location or TBD)
  4. Memo (A spot to add any additional notes or instructions you want your client to know about the booking)
  5. Package (Here you can select the package you want to add to the booking. IMPORTANT: The payment schedule selected on your package will determine if the booking requires a 50% deposit or payment upfront. This setting can be found under the Packages Tab -> Edit the specific Package)
  6. Line Items (Add additional line items such as prints, albums or extra hours of coverage)
  7. Discount Line Items (A great place place to list discounts so customers see the value of the full product)

When you're ready, click the Create Booking and Send Email button. This will trigger an automated email to your client (you will also receive a copy) that looks like this:

When your client clicks the View Booking button. They will be able to see their client booking page and click the Pay With Card button to checkout. Please be aware that until you set up your stripe account, the Pay With Card button will be disabled on client booking pages. If you want to learn how to connect Stripe to receive automatic payments please see our guide How to set up Stripe to receive payments.

When your client clicks the Pay With Card button they will be taken to a secure Stripe Checkout page. This page is fully customizable in your Stripe account Branding Settings.

Upon payment, customers will receive an emailed payment receipt (you will receive a copy) that looks like this:

Updating a Booking

Whether it's changing the date, updating the location or adding some additional photos for your customers to pay for - Focal makes it easy to keep your bookings organized.

To update a booking simply navigate to the Bookings tab, and click the Edit Button on the booking you want to change.

Now, simply change anything you want on the booking. You can:

When you're done click the Edit Booking and Send Email button and this will trigger a booking updated email to your client. If there is now an outstanding balance on the booking, your client will be able to click the View Booking button to go to their booking page and pay the remaining balance.