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How can we help?

Short answers to the questions business owners ask us most.

Getting started

How do I set up my booking page?

Create a free account and the setup guide walks you through it: your business details, services and prices, opening hours, and your link (for example converbold.com/yourname). Most people finish in under ten minutes.

Where do I find my booking link?

Use the “Copy booking link” button at the top of your dashboard, or open Booking Page in the menu. That page also has a QR code you can print for your shop and code to put the booking form on your own website.

Do my customers need an app or an account?

No. They open your link in any phone or computer browser, pick a service and time, and enter their name and phone number.

Can I change my link later?

Yes, in Settings → Business profile. Your old link stops working when you change it, so update it anywhere you’ve shared it, like your Instagram bio.

Bookings & calendar

Can I add bookings that come in by phone or WhatsApp?

Yes. Press “New booking” anywhere in the dashboard, pick the service, time and customer, and choose whether to ask for a deposit. Converbold blocks the time so nobody else can book it.

How do I stop people booking at the last minute or too far ahead?

In Availability, set the minimum notice (for example 2 hours) and how many days ahead customers can book. You can also turn same-day bookings off.

Can I leave time between appointments?

Yes. Each service has a cleanup time that’s blocked after every booking, and an optional limit on how many of that service you take per day.

How do I close for a holiday or day off?

Availability shows public holidays for your country so you can close in one tap, and you can add your own closures. Each team member can also have their own time off. To pause all new bookings for a while, turn on Vacation mode in Settings.

What should I do after an appointment?

Mark it as completed or no-show from the booking. Completed visits count towards your revenue and the customer’s history. The Bookings item in the menu shows a number when something needs your attention.

Can customers cancel themselves?

Yes. Every confirmation has a link where the customer can see their booking and cancel it, following the cancellation rules you set. You’re notified when they do.

Deposits & payments

How do deposits work?

For each service you choose no deposit, a percentage, a fixed amount or full payment. Customers pay when they book, and the time is held for a short while until the payment goes through.

Which payment providers can I use?

Paystack, Flutterwave or Stripe, depending on your country. Connect your own account in Settings → Integrations. The money goes straight to that account. Converbold never holds it.

When do I receive the money?

Your payment provider pays it out on their normal schedule, often the next working day in Nigeria. Converbold doesn’t add any delay.

Does Converbold take a cut of my deposits?

No. You only pay your payment provider’s usual fees, plus your Converbold plan if you’re on a paid one.

What happens to the deposit if someone cancels late or doesn’t show up?

You decide in Availability → Cancellation & no-show policy: how many hours before the appointment customers can cancel for free, and whether a late cancellation keeps the deposit, refunds it, or keeps it as credit. Customers see this policy before they pay.

A customer keeps missing appointments. Can I make them pay upfront?

Yes. Open their profile in Customers and turn on “Require full prepayment”. From then on they pay the full price when they book.

How do I record the balance paid in the shop?

Open the booking and press “Collect”. Choose cash, transfer or card, and it shows in Payments.

Reminders & messages

Does Converbold send reminders automatically?

Yes. Customers get a confirmation when they book and reminder emails before the appointment, at times you choose in Reminders. You can also send a follow-up after the visit.

Can reminders go by SMS or WhatsApp?

Text and WhatsApp reminders are coming soon. Email reminders work on every plan today.

Can I change what the reminders say?

Yes. In Reminders you can edit the wording, preview it with a sample booking and send yourself a test.

Will customers know the message is from my business?

Yes. Emails are sent in your business’s name, and when a customer replies, the reply goes to you.

Customers

Where do my customers come from?

Everyone who books is added to Customers automatically, with their visits, spending and no-shows. You can also add people yourself.

Can I bring my existing customer list?

Yes. In Customers, press Import and upload a spreadsheet (CSV) with names and phone numbers. People already in your list are updated, not duplicated.

Can I add notes or tags?

Yes. Add private notes and tags like VIP or Allergies on each customer. Only your team sees them.

How do I delete a customer?

Open their profile and choose Delete. If they have past bookings, their personal details are erased and the bookings stay without them, so your reports still add up.

Team & staff

Can customers choose who they book with?

Yes. Add your team in Staff and choose which services each person does. On your Booking Page settings you can let customers pick a person or have Converbold assign whoever is free.

Does every staff member need a login?

No. Staff can just be on your calendar. If you want them to see their own bookings, invite them from Settings → Team & permissions.

What can staff see?

Staff see only their own appointments and the customers who booked them. Managers can run all bookings but not billing. Only the owner can change billing, export data or delete the business.

Can each person have different hours?

Yes. Everyone works your opening hours by default, or you can give a person their own hours and time off.

Plans & billing

Is there a free plan?

Yes. The free plan includes one staff member and 50 bookings a month, with no time limit. Upgrade when you need more.

Which currency am I billed in?

The currency of the country your business registered with, for example naira in Nigeria. Naira payments go through Paystack, and other currencies through Stripe.

How do I upgrade, change or cancel my plan?

Go to Billing. Cancelling keeps your plan until the end of the period you paid for, then you move to the free plan. Nothing is deleted.

Can I get a refund?

Yes, within 7 days of your first monthly payment or 14 days of a yearly one. See our refund policy for the details. Read the refund policy.

Account & security

How do I protect my account?

Turn on two-factor authentication in Settings → Account & security. You’ll enter a code from an authenticator app when you log in.

I forgot my password.

On the log-in page, choose “Forgot password?” and we’ll email you a link to set a new one.

How do I download my data?

In Settings, use “Export your data” to download your business details, services, hours, team, customers and bookings as spreadsheet files.

How do I delete my account?

In Settings → Danger zone. This permanently deletes your business, bookings and customer records. Export your data first if you want a copy.

Still stuck?

Write to support@converbold.com. A real person on our team will reply, usually the same working day.

Contact support