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DollflowAppointment

The complete guide

Run your booking business with Dollflow

Set up services, accept bookings and payments, manage your team, fill cancellations from the waitlist, and keep customers informed—all inside Shopify.

Five languagesMobile friendlyAutomatic emails

Set up Dollflow

Follow the launch checklist, add services and specialists, choose working hours, connect notifications and publish the storefront booking block.

Start with the dashboardThe checklist shows exactly what is ready and what still needs attention.

Create or import treatmentsAdd services manually or connect existing Shopify products without entering them again.

Choose payment rulesUse full online payment, a deposit, or payment at the venue for each service.

Dollflow dashboard overview — Your dashboard brings setup, payment review and open bookings together.

Completed Dollflow merchant onboarding checklist showing 100 percent ready — Complete all eight launch steps. At 100%, Dollflow confirms that you are ready to accept bookings.

Dollflow service form — Organize services by category, duration, price and payment option.

Import treatments from Shopify — Import existing Shopify treatments and keep connected products in sync.

Dollflow empty-store preview with a guided launch checklist — Use Preview empty state to see the first-install experience safely. It does not change your real services, team, settings or bookings.

The customer booking flow

Customers choose a service, date, specialist and genuinely available time. They then enter their details, accept your policy and choose an available payment method.

Availability is checked before booking.Dollflow considers working hours, existing appointments, calendar conflicts and active waitlist holds.

Customer chooses a service and date in the purple Dollflow booking flow — 1. Choose a treatment and an available date.

Customer chooses a specialist and time while the waitlist stays collapsed — 2. Choose a specialist and time. The waitlist remains available as a secondary option.

Customer details form in the purple Dollflow booking flow — 3. Enter contact details and accept the booking policy.

Customer chooses an appointment payment method — 4. Pay online, at the venue, or use a membership credit when available.

Purple Dollflow appointment confirmed screen — The customer receives an instant confirmation and a secure link to change or cancel.

Manage bookings and payments

Search and filter appointments, review payment status, record venue payments, refund eligible Shopify payments, cancel bookings and create recurring visits.

Recurring appointmentsCreate weekly, every-two-weeks or monthly future visits. Each visit is a separate booking that can be managed individually.

Clear payment recordsSee the total, paid online, paid at venue, refunded and remaining balance.

Refund before permanent deletionIf an appointment was paid online, refund the eligible amount first. Then cancel or permanently delete the booking when you no longer need its record.

Dollflow bookings list — Filter bookings by date, status, specialist, service or customer.

Booking payment details with Shopify payment review, refund, cancellation and permanent deletion controls — Review online and venue payments, correct venue records, and open the Shopify order when needed. Refund an online payment before permanent deletion.

Fill cancellations with the waitlist

When no suitable time is available, a customer can join the waitlist for a service and date. If a matching booking is cancelled, Dollflow automatically offers the opening to the oldest compatible customer.

A 15-minute private holdThe opening is reserved for one customer for 15 minutes. If they do not book, it is automatically offered to the next compatible person.

Expanded purple Dollflow storefront waitlist form — Customers can open the waitlist when no time suits them. Opening it clears the selected time so the two actions never compete.

Dollflow waitlist administration — View active requests in Bookings → Waitlist and remove entries when needed.

Dollflow waitlist appointment offer email with a purple booking button and coral expiry notice — The matching customer receives a branded email with a private booking button and clear expiry time.

Calendar and customer self-service

See appointments in Dollflow’s calendar and connect Google Calendar to block conflicts and create events. Confirmation emails include a secure management page where customers can review, reschedule or cancel within your rules.

Automatic messagesDollflow sends confirmation, reminder, cancellation, rescheduling and waitlist emails automatically.

Customer self-serviceThe private management page shows the appointment, policy and calendar options, plus Change time and Cancel booking when your cutoffs allow them.

Add to calendarCustomers can add the appointment to Google Calendar, Apple Calendar, Outlook and other calendar apps.

Dollflow monthly calendar — Use the monthly calendar and filter by status or specialist.

Dollflow customer self-service page for reviewing, rescheduling or cancelling an appointment — Customers can review their appointment, add it to a calendar, change the time or cancel within your policy.

A polished mobile experience

Dollflow’s storefront booking flow, private self-service page and customer emails are designed for smaller screens with readable content, touch-friendly controls and one clear primary action at a time.

Booking on a phoneServices, dates, specialists and times stack into a focused journey without competing actions.

Self-service on the goCustomers can add an appointment to their calendar, change the time or cancel from the secure page.

Emails that remain usableImportant appointment details, expiry notices and booking buttons stay prominent on mobile email clients.

Dollflow booking, self-service and waitlist email shown in mobile phone frames — Booking, appointment management and waitlist offers remain clear and actionable on mobile.

Analytics and accountant exports

Review bookings, completions, cancellations, monthly revenue, outstanding balances and waitlist performance. Export practical payment reports and archive completed months.

Built for operational clarityPayment review warnings keep incomplete records out of received totals, while the waitlist funnel shows requests, offers, conversions and recovered revenue.

Dollflow analytics showing bookings, cancellation rate, waitlist conversion and revenue — Track booking volume, cancellations, waitlist conversions, recovered value and received revenue.

Dollflow accountant export — Export a payment overview and archive finished months for your accountant.

Membership cards and credits

Create or connect a Shopify membership product. After Shopify confirms payment, Dollflow issues the correct credits exactly once and emails the customer automatically.

Automatic fulfilmentA paid membership order creates Dollflow credits without manual work.

Manual credits when neededIssue complimentary or externally purchased cards directly from Dollflow.

One visit, one creditA booking uses one credit. Eligible cancellations return it once; no-shows do not.

Create a Shopify membership product — Create a membership product or import an existing non-shipping product.

Manage membership cards and manual credits — Manage card rules and grant credits manually when appropriate.

Customer verifies a membership credit during booking — Customers verify their email before using an eligible membership credit for the appointment.

Business plan

Run a more advanced appointment operation with multiple locations, group capacity, post-visit automation, Klaviyo events, signed webhooks, local SEO controls and priority support.

Grow beyond one locationCreate branches or service areas, choose a primary location, and assign the right services and specialists to each place.

Automate with explicit consentSend follow-ups, review requests and rebooking reminders only when the customer has opted in during booking.

Connect and monitor deliverySend lifecycle events to Klaviyo or a signed webhook, test the connection, and review recent delivery results without exposing saved secrets.

Dollflow storefront appointment search launcher with location, treatment and date controls — Place the appointment launcher on the storefront so customers can begin with a location, treatment and date before entering the complete booking flow.

Shopify Theme Editor Apps panel showing Dollflow Search Launcher and Dollflow booking blocks — In the Shopify Theme Editor, add Dollflow Search Launcher from the Apps tab wherever you want the compact appointment search to appear.

Dollflow Business locations page with three studios and assignment controls — Create and manage multiple business locations, make one primary, and assign services and specialists to each branch.

Dollflow Business plan group appointment capacity settings — Set capacity for services marked as group appointments, including classes, workshops, consultations and online group sessions.

Dollflow Automation Center with confirmation, follow-up, review request and rebooking workflows — Control booking confirmations, consented follow-ups, review requests and service-specific rebooking reminders from one Automation Center.

Customer booking form with a selected post-visit email consent checkbox — Post-visit follow-up and review emails require this separate customer opt-in. It does not subscribe the customer to marketing.

Dollflow signed webhook and connected Klaviyo event controls — Connect Klaviyo with a private API key, send booking lifecycle events, test the connection, or configure a signed webhook endpoint.

Dollflow recent integration delivery history with delivered Klaviyo events — Review a concise recent-delivery history to confirm that integrations are healthy without letting the page grow indefinitely.

Publish structured local business information from the SEO profile after enabling the Dollflow local SEO app embed once in the Theme Editor.

Shopify Theme Editor App embeds panel with Dollflow local SEO and product booking — Open App embeds, enable Dollflow local SEO, then save the theme. Product booking can be enabled separately when you want booking actions on product pages.

Dollflow priority support request form — Send a priority support request with a clear subject and description directly from the Business workspace.

Languages and plans

Dollflow supports English, Swedish, German, French and Spanish across the admin, storefront booking flow and customer emails.

Language support is available on every plan.It is a general Dollflow feature—not limited to a paid tier.

Free

Start testing Dollflow with the essential booking workflow.

Basic

For a growing business that needs more booking capacity.

Starter

The complete operational toolkit for an established schedule.

Business

Advanced operations with multiple locations, group appointments, automations, integrations, local SEO and priority support.

Language choices remain the same on every plan. Feature access and plan limits can differ.

Dollflow Appointment support

Need help?

Tell us what you were trying to do and include a screenshot if something does not look right.

Email support Return to Dollflow.com