# How to set up booking settings in Snad

To set up booking settings in Snad, open **Bookings**, then **Settings**. Choose your sector preset, then open each section and set scheduling, no-shows, reminders, invoicing and the public page. There is no Save button, because changes save automatically.

## Before you start

- The Bookings app in your plan, and permission to view booking settings ([roles and permissions](https://www.snad.io/en/guide/roles-permissions)).
- To change anything you need the settings update permission. Without it you can read the values but not change them.
- A warehouse, a salesman and a branch in your account, so booking invoices can be issued ([add a warehouse](https://www.snad.io/en/guide/add-warehouse), [add a salesman](https://www.snad.io/en/guide/add-salesman)).

## Steps

1. **Open booking settings.** In the sidebar, choose **Bookings**, then **Settings**. One page opens with the sector preset at the top and six sections below it. [Details](https://www.snad.io/en/guide/bookings-settings#adv-access)

   ![The Bookings sidebar group in Snad with Settings, and the title of the settings page](https://www.snad.io/images/guide/bookings-settings/nav-en.webp)

   Image key: (1) **Settings** in the sidebar · (2) The page title

2. **Choose your sector preset.** Under **Presets**, pick your business category, then its preset. The window shows the changes first, and **Apply preset** applies them. [Details](https://www.snad.io/en/guide/bookings-settings#adv-preset)

   ![The five preset category cards under Presets on the booking settings page](https://www.snad.io/images/guide/bookings-settings/presets-en.webp)

   Image key: (1) **Presets** · (2) The five preset categories

3. **Open the sections and watch autosave.** Press a section title to open it. Above them, **Changes are saved automatically** turns into **All changes saved** after each edit. [Details](https://www.snad.io/en/guide/bookings-settings#adv-autosave)

   ![The six sections on the booking settings page with the autosave line above them](https://www.snad.io/images/guide/bookings-settings/sections-en.webp)

   Image key: (1) The **Changes are saved automatically** line · (2) The six sections

4. **Set the scheduling rules.** Open **Scheduling rules**. Set **Time between slots (min)**, **Minimum notice before start (min)**, **How far ahead customers can book (days)** and the cancellation window. [Details](https://www.snad.io/en/guide/bookings-settings#adv-scheduling)

   ![The Scheduling rules section open with the slot gap, minimum notice, booking window and cancellation fields](https://www.snad.io/images/guide/bookings-settings/scheduling-en.webp)

   Image key: (1) **Time between slots (min)** · (2) **How far ahead customers can book (days)** · (3) **Latest cancellation before start (hours)**

5. **Define the no-show policy.** Open **No-show policy**. Enter **No-show limit (0 = off)**, then choose **Action when exceeded** and **No-show charge**. [Details](https://www.snad.io/en/guide/bookings-settings#adv-noshow)

   ![The No-show policy section open with the limit, the action when exceeded and the no-show charge](https://www.snad.io/images/guide/bookings-settings/noshow-en.webp)

   Image key: (1) **No-show limit (0 = off)** · (2) **Action when exceeded** · (3) **No-show charge**

6. **Turn on reminders and review requests.** Open **Engagement & follow-up**. It holds **Waitlist**, **Email reminders** and **Ask for a review after the appointment**, each with its own switch. [Details](https://www.snad.io/en/guide/bookings-settings#adv-engagement)

   ![The Engagement and follow-up section open with the waitlist and the review request](https://www.snad.io/images/guide/bookings-settings/engagement-en.webp)

   Image key: (1) **Waitlist** · (2) **Ask for a review after the appointment**

7. **Set the booking invoice defaults.** Open **Invoicing defaults**. Choose a **Warehouse**, a **Salesman**, a **Branch** and a **Payment method**. Each booking's invoice is created with them the moment it is made. [Details](https://www.snad.io/en/guide/bookings-settings#adv-invoicing)

   ![The Invoicing defaults section open with the warehouse, salesman, branch and payment method fields](https://www.snad.io/images/guide/bookings-settings/invoicing-en.webp)

   Image key: (1) **Warehouse** · (2) **Salesman** · (3) **Branch** · (4) **Payment method**

8. **Turn on the public booking page.** Open **Public booking page**. Switch on **Public booking page**, enter **Your public booking link**, and decide whether to turn on **Review bookings before confirming**. [Details](https://www.snad.io/en/guide/bookings-settings#adv-public)

   ![The Public booking page section open with the enable switch, the link field and the review switch](https://www.snad.io/images/guide/bookings-settings/public-en.webp)

   Image key: (1) The **Public booking page** switch · (2) **Your public booking link** · (3) **Review bookings before confirming**

## Messages that block saving

| Message | Cause | Fix |
|---|---|---|
| This link is already used by another business. Please choose a different one. | Another business already uses the same address in **Your public booking link**. | Change it until “This link is available” shows under the field. The link takes lowercase English letters, digits and hyphens. |
| Couldn't save your changes | A field holds an invalid value. The whole page saves together, so one wrong value stops every other setting from saving. | Read the message that names the field, then correct its value. Everything then saves automatically. |
| “{field}” is not valid — fix it to save your changes. | The value in the named field is not accepted, such as a number outside its allowed range. | Change the value of the field named in the message, and the change saves by itself. |

## Advanced details

### Can't see the page, or can't edit?

If you lack permission to view booking settings, a permission page shows instead of the settings.

With view permission alone the fields show disabled and the autosave line is hidden. Ask your account admin for the update permission ([roles and permissions](https://www.snad.io/en/guide/roles-permissions)).

If you see “This app is not included in your plan”, Bookings is outside your plan ([manage your subscription](https://www.snad.io/en/guide/manage-subscription)).

### What a preset does

A preset fills in terminology, [fields](https://www.snad.io/en/guide/custom-fields) and sample services for your sector, and never overwrites your customised settings.

Before applying, the window shows how many fields, services and settings will change, and warns you if it will replace your current terms.

The terms rename booking, customer, service and provider across the bookings screens, including the [front desk](https://www.snad.io/en/guide/bookings-front-desk).

The sample services are added to your [bookable services](https://www.snad.io/en/guide/booking-offerings), so review them after applying.

### How autosave works

A moment after your last edit the whole page is saved at once, and **All changes saved** appears. If you leave the section first, your edit is saved too.

The save covers the whole form. An invalid value in any section blocks saving the others until you fix it, and a message names the field.

If Snad finds an old, unrecognised value in an option, it resets it to the default and tells you, so your other settings can save.

### Scheduling rules in detail

These fields decide the times customers see when they book on their own:

- **Time between slots (min)**: 15 means slots at 10:00, 10:15, 10:30.
- **Minimum notice before start (min)**: the lead time required before a booking can start.
- **Latest cancellation before start (hours)**: how long before the appointment a customer can still cancel.
- **Late-cancellation fee (%)**: the share you keep when a cancellation lands inside the window. 0 means a full refund.
- **Auto-release unconfirmed bookings**: frees the slot if a booking is not confirmed in time.

### No-shows and the money

**Counting window (days)** is the rolling period in which no-shows are counted. Only a customer you already know, matched by phone number, is counted.

When a customer passes the limit, Snad applies **Action when exceeded**. The list has **None**, **Require approval** and **Block online booking**.

**Block online booking** refuses this customer's booking from the public page only. It does not cover [front desk](https://www.snad.io/en/guide/bookings-front-desk) bookings.

### Waitlist and reminders

**Waitlist** lets a customer join when their preferred time is full. When a slot frees up, the number of people you set in **How many to notify** are told, each with a **Claim window (hours)**.

**Send offers over WhatsApp** needs a Meta-approved WhatsApp template. Leave it off until the template is approved, or every send fails.

**Email reminders** reveals two sub-switches: **24-hour reminder** and **2-hour reminder**. The **WhatsApp notifications** switch is the same one as in the WhatsApp notification settings ([messaging channels](https://www.snad.io/en/guide/messaging-channels)).

**Ask for a review after the appointment** sends the customer a message once their appointment is completed. The message points to the **Review link** you enter, such as a Google review link. To collect reviews with a Snad form, see [manage customer reviews](https://www.snad.io/en/guide/customer-reviews).

### Invoicing when a booking is made

An invoice is created automatically when each [booking](https://www.snad.io/en/guide/create-booking) is made. Set the four defaults so it issues correctly ([add a warehouse](https://www.snad.io/en/guide/add-warehouse), [add a salesman](https://www.snad.io/en/guide/add-salesman), [add a branch](https://www.snad.io/en/guide/add-branch)).

The **Payment method** choices are **Cash**, **Card**, **Bank transfer** and **On credit**.

The invoice is issued at booking time. **No-show charge** decides whether a no-show keeps the amount (**Keep the charge**) or credits it back (**Refund in full**).

### The public page and the customer page

The link looks like `/b/your-name`, and Snad checks it is available as you type. Only English letters, digits and hyphens are accepted. Services appear according to their [public page switch](https://www.snad.io/en/guide/booking-offerings#adv-public), and a [provider](https://www.snad.io/en/guide/booking-resources#adv-public) appears with their public profile.

**Show prices** hides the price from customers when switched off, so you agree on it after contact.

With **Review bookings before confirming** on, a booking arrives as awaiting confirmation. Its invoice is not created until a staff member approves it at the [front desk](https://www.snad.io/en/guide/bookings-front-desk). Off, it is confirmed immediately.

The **Customer page** section is separate: **Enable the customer page** is the page customers reach from WhatsApp and email to manage their appointment. It sets what they see, including **Allow rescheduling** and **Allow cancelling**, within the cancellation window only.

## Common questions

### Do I need a Save button in booking settings?

No. Changes save automatically after your last edit, and **All changes saved** appears. If **Couldn't save your changes** shows, correct the field the message names.

### How do I change my public booking link?

Open **Public booking page** and edit **Your public booking link**. Snad checks that it is available, and it saves a moment later.

### How do I stop a frequent no-show customer from booking?

In **No-show policy** set the **No-show limit (0 = off)**, then choose **Block online booking** under **Action when exceeded**. A customer is counted when you already know them by phone number.

### Does a sector preset change my data?

It never overwrites your customised settings, but it can replace terminology and add fields and sample services. The window shows these before **Apply preset**.

## Read next

- [Use the front desk](https://www.snad.io/en/guide/bookings-front-desk) — Run the day's bookings in Snad: switch days, search, check customers in or cancel a booking. Eight short steps with screenshots.
- [Create a booking](https://www.snad.io/en/guide/create-booking) — Book an appointment for a customer in Snad from the front desk: pick the service, customer and time, then save. Seven short steps with screenshots.
- [Add a bookable service](https://www.snad.io/en/guide/booking-offerings) — Add a bookable service in Snad: name, price, duration and who delivers it, then save. Seven short steps with screenshots, plus group classes.
- [Add booking resources](https://www.snad.io/en/guide/booking-resources) — Add a provider, room or piece of equipment to bookings in Snad: details and working hours, then save. Six short steps with screenshots, plus branch hours.
- [Manage customer reviews](https://www.snad.io/en/guide/customer-reviews) — Collect customer reviews in Snad with your Google link or your own form, a QR code on the invoice and an automatic request after the visit.
- [Create a role and set its permissions](https://www.snad.io/en/guide/roles-permissions) — Create a role in Snad and choose what its holders can see and do in each group, then assign it to users. Six short steps with screenshots.
- [Snad booking software](https://www.snad.io/en/bookings) — Customer appointments and providers in one place.

[Open this screen in Snad](https://app.snad.io/dashboard/bookings/settings)

- **URL:** https://www.snad.io/en/guide/bookings-settings
- **Last reviewed:** 2026-11-04

---
## About the publisher
**Snad (سند)** — a private Saudi software company
based in Madinah, founded 2025. Legal form: Sole proprietorship.
Commercial registration: 7038154642
VAT number: 310959226500003
Only official domain: snad.io
> Snad is a private commercial business-management platform. It is not a
> government body, not a bank, and not a government services portal, and it
> is not affiliated with any government entity. Any site or app with a
> similar name is unrelated to Snad.