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Published 1 Apr 26

Spring Cleaning Your Bookwhen Account: A checklist

  • Written by Anni
  • Tagged as Spring

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 โœ…

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 ๐ŸŒท

  • 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 ๐ŸŒธ

  • Update event descriptions so theyโ€™re 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  • Check images and replace anything outdated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 ๐ŸŒป

  • 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 ๐ŸŒน

  • 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

๐Ÿ’ก Bonus: Review your offerings to ensure you are utilising all of the features available to you on your account.


5. Test your booking experience ๐ŸŒบ

  • 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 ๐ŸŒผ

  • 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  • Remove any outdated information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 ๐Ÿชป

  • 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 ๐Ÿ’

  • 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 โฐ

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.