Spring Cleaning Your Bookwhen Account: A checklist
Spring cleaning isn't just about refreshing and decluttering physical spaces; it's a powerful opportunity to do the same with your digital ones. Taking time to review your offerings and update your details sets you up for a year of smoother bookings, clearer decisions, and the confidence that comes from knowing everything is under control and in place.
A simple checklist โ
A quick refresh can make a big difference! Work through each section at your own pace, or set a timer for a dedicated 15 minutes to work through the top priorities.
1. Tidy up your schedule ๐ท
- Archive past events that are no longer needed
- Remove duplicate or unused entries
- Check recurring events and update any changes
- Make sure dates and times are correct for upcoming sessions
2. Refresh your booking pages ๐ธ
- Update event descriptions so theyโre clear and up to date
- Check images and replace anything outdated
- Make sure key details are easy to understand
- Remove any information that no longer applies
3. Review your booking form ๐ป
- Remove questions that are no longer needed
- Simplify wording to make forms easier to complete
- Check that all questions still feel relevant
- Add any necessary new questions that could improve your bookings
4. Check pricing, passes, and discounts ๐น
- Review ticket prices and update if needed
- Remove or update expired discount codes
- Check passes and memberships for accuracy
- Make sure all pricing is clear to customers
๐ก Bonus: Review your offerings to ensure you are utilising all of the features available to you on your account.
5. Test your booking experience ๐บ
- Complete a test booking from start to finish
- Check confirmation emails for clarity and accuracy
- Make sure links work as expected
- Review the experience on mobile as well as desktop
6. Update your emails and messages ๐ผ
- Refresh confirmation and reminder emails
- Make sure tone and wording feel clear and friendly
- Remove any outdated information
- Add helpful details customers often ask for
7. Check integrations and settings ๐ชป
- Confirm payment settings are working as expected
- Check any integrations, such as Zoom or calendars
- Make sure notifications are set up correctly
- Review any automation rules
- Check that your contact information is up to date.
8. Final quick check ๐
- Read through your booking page as a customer would
- Make sure everything feels clear and easy to follow
- Fix anything that could cause confusion
Small updates now save time later โฐ
Sometimes the thought of cleaning is worse than the actual action, and the benefits far outweigh the effort. By taking a little time to tidy your schedule, refresh your forms, and check your pricing and communications, you create a smoother experience for both you and your customers.