The Booking System Audit is a focused review of your booking system setup, what is configured, what is missing, and what to fix first.
If any of these are true, this audit is for you:
You are not looking for a class or a general consultation. You want someone to look at your actual setup and tell you what is wrong.
How Inquires Come In
What happens between the moment someone expresses interest and the moment they are confirmed on your calendar? I am looking for where the friction is: steps that create unnecessary delays, back-and-forth that could be automated, and gaps that let warm leads go cold before they ever book.
Your Booking Flow
How your booking page is configured, what information it collects, whether your services and pricing are set up correctly, and whether the booking experience is smooth enough that clients complete it instead of abandoning it halfway through.
Deposit Collection
Whether a deposit is required before the appointment is confirmed, how much is collected, and whether the system actually enforces it or leaves it optional. Missing or unenforced deposit requirements are one of the most common reasons service providers absorb no-show costs.
Intake Process
Whether you have an intake form connected to your booking flow, and whether it is collecting the information you actually need before the appointment begins, not just a name and email.
Automated Reminders
Whether your reminder sequences are configured, what they say, how far in advance they send, and whether they are actively running or sitting in your settings, turned off without your knowledge
Cancellation Policy Enforcement
Whether your stated cancellation policy is reflected in your booking system, meaning the system itself holds the policy, not just a sentence in your bio or a verbal agreement made at the time of booking.
Payment Setup
How and when payment is collected, whether your current setup creates room for late payment or nonpayment, and whether your checkout flow reflects how you actually want to run your business.
