User guide

JouBook User Guide

Discover how the platform works, step by step.

1. Initial account setup

Before inviting your clients, configure your professional profile.

  1. 1

    Complete your public profile

    Dashboard → Public profile. Add name, specialty, photo, bio and address.

  2. 2

    Define your services

    In Services, create offerings with duration and price.

  3. 3

    Set your availability

    Define working hours per day of the week.

  4. 4

    Block time off

    Use Blocked slots for vacations or holidays.

💡 Tips

A professional photo increases client trust.
Be precise about consultation durations to avoid overlaps.

2. Invite your clients

Your clients need an account to book and track their appointments.

  1. 1

    Share your public link

    Your profile is at clients.joubook.com.

  2. 2

    Send an email invitation

    Use the 'Invite a client' card on the dashboard.

  3. 3

    Client creates account

    Verification code by email.

  4. 4

    Access clients.joubook.com

    Dedicated subdomain to book and manage their profile.

💡 Tips

Add your booking link to your email signature.
Print a QR code of your profile for your office.

3. Manage appointments

Centralize all your bookings in a single view.

  1. 1

    View appointments

    All upcoming and past bookings.

  2. 2

    Confirm or cancel

    Confirmed, completed or cancelled.

  3. 3

    Automatic reminders

    Email reminders before the appointment.

  4. 4

    Filter by status

    Pending, Confirmed, Completed, Cancelled.

💡 Tips

Confirm appointments quickly to reassure your clients.
Cancellations automatically free up the slot.

4. Client tracking

Keep an overview of your client base.

  1. 1

    Unique client list

    Total number of distinct clients.

  2. 2

    History per client

    All past and upcoming appointments.

  3. 3

    Communications

    Custom notifications or reminders.

5. Payments and billing

Manage online or in-person payments.

  1. 1

    Enable online payments

    Connect Stripe to accept credit cards.

  2. 2

    Set prices

    Client pays at booking time.

  3. 3

    Track your revenue

    Current month revenue on the dashboard.

  4. 4

    Manage your subscription

    Plan and usage in Billing.

💡 Tips

Online payments significantly reduce no-shows.

6. Analytics and statistics

Measure the growth of your practice.

  1. 1

    Analytics dashboard

    KPIs: monthly bookings, conversion, revenue.

  2. 2

    Trends

    Most requested days and times.

  3. 3

    Data export

    Download your data for accounting.

7. Notifications and communication

Stay in touch with your clients automatically.

  1. 1

    Confirmation emails

    Sent with each booking.

  2. 2

    Pre-appointment reminders

    24h before the appointment.

  3. 3

    Cancellation notifications

    Both parties informed.

8. Security and privacy

Your data and your clients' data are protected.

  1. 1

    Secure authentication

    Verified email required.

  2. 2

    Encrypted data

    Sensitive info stored encrypted.

  3. 3

    GDPR compliance

    Export or deletion of data on request.

💡 Tips

Auto sign-out after inactivity and on browser close.
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