New to ResNeo
Getting started
Everything you need to set up and run ResNeo for your appointments business: your profile, hours, payments, booking page, services, classes, events, resources, your team, the daily tools, communications, reports, and more, all in plain language.
Work through the topics in order, or jump to what you need—the search bar above finds any article in this help centre.
Start here
What ResNeo is, your dashboard, and the quickest path to your first booking.
- Welcome to ResNeo
A friendly introduction to ResNeo and a clear path to taking your first booking.
Read article - A tour of your dashboard
A quick tour of your dashboard sidebar, so you can find any tool in a couple of clicks.
Read article - Your go-live checklist
A friendly walkthrough of the setup card that gets your business ready to take bookings online.
Read article
Set up your venue
Your profile, hours, payments, booking page, and team, before guests arrive.
- Set up your business profile
Add your business details, booking address, timezone, logo, and the kinds of bookings you offer, all in a few minutes.
Read article - Business & calendar hours
How your venue’s opening hours and each calendar’s own hours work together to decide when guests can book, plus breaks, closures, and one-off changes.
Read article - Connect Stripe to take payments
Take card payments from clients by connecting Stripe in two simple steps, with your money going straight to your own bank.
Read article - Your public booking page and embed
Share your booking link, add a booking widget to your website, and brand it with your colour and a QR code.
Read article - Add and manage your team
Invite your team by email, give each person the right role, and choose which calendars they look after.
Read article
Build what you sell
Services, classes, events, and bookable resources.
- Set up your services
Create the services clients can book: set one fixed length and price or offer several bookable options, add optional extras with add-ons, decide how clients pay, and link them to a calendar.
Read article - Set up your classes
Create reusable class types and put them on real dates so guests can book your group sessions.
Read article - Set up ticketed events
Create one-off or repeating ticketed events, set prices and seat limits, show them on your calendar, and check guests in on the day.
Read article - Set up bookable resources
Add your rooms, courts, studios, or equipment as bookable resources, then set their hours, prices, and rules so clients can reserve them.
Read article
Run your day
The calendar, bookings, contacts, waitlist, and compliance you use day to day.
- Using the calendar
Read your day at a glance, add and reschedule bookings with a click or drag, and keep each one on track.
Read article - Using the bookings list
Your one place to find every booking, open the details, update statuses, and message or tag several guests at once.
Read article - Taking a booking
Create bookings by hand for appointments that come in by phone, email, or in person.
Read article - Your contacts (CRM)
See every client's visits, bookings, and contact details in one place, and reach them in a click.
Read article - Using the waitlist
Let fully booked clients add their name to a waitlist so you can offer them the next free slot.
Read article - Compliance: patch tests, consent and intake forms
Set up patch tests, consent and intake forms so the right records are collected before each client sits down.
Read article
Communicate and grow
Messaging, reports, importing your data, linking with other venues, and refer and earn.
- Guest communications (email and SMS)
Switch on automatic emails and texts so every confirmation, reminder, and follow-up reaches your guests without any extra work.
Read article - Reading your reports
See how your business is doing at a glance, pick a date range, and download the numbers as a spreadsheet.
Read article - Importing your data
Bring your clients and bookings over from a spreadsheet in a few guided steps, with a 24-hour undo if anything looks off.
Read article - Refer and earn
Share ResNeo with other business owners and earn credit toward your own bill when they join.
Read article - Link with another venue
Share calendars and bookings with another ResNeo venue, and put several linked venues on one combined booking page.
Read article