Dashboard Setup Guide

Complete this guide to configure your Servegalo account before embedding the widget. Most businesses finish in under 15 minutes.

Business Profile

The business profile powers the widget header, confirmation messages, and SEO for your booking page. Navigate to Settings → Business Profile in your dashboard.

Services

Services are the treatments or appointments clients can book. Navigate to Services in your dashboard sidebar to add and manage them.

Adding a service

Staff

Each staff member has their own profile, service assignments, and availability schedule. Navigate to Staff in your dashboard sidebar.

Adding a staff member

Availability

Availability is configured per staff member and controls which time slots appear in the booking widget. Slots are generated automatically based on service duration and buffer time.

Navigate to Staff → [Staff Member] → Availability.

Setting weekly schedules

1. Toggle each day of the week on or off.
2. For each active day, set the start time and end time. This is the window during which the widget will offer bookings.
3. Optionally add a break period (e.g., 12:00 PM – 1:00 PM for lunch) — no slots will be offered during this window.
4. Click Save Schedule.

Blocking time off

To block specific dates (holidays, vacation, staff events), use Time Off under the staff member's availability settings. Add a date range with an optional label — no bookings will be offered during this period.

Lead time and booking window

Under Settings → Booking Rules, configure two global options:

• Minimum lead time — how far in advance clients must book (e.g., 2 hours). Prevents last-minute bookings for services that need preparation.
• Booking window — how far into the future clients can book (e.g., 60 days). Prevents clients from booking slots so far out that schedules haven't been confirmed.

Stripe & Payments

Servegalo uses Stripe Connect to process deposits and payments directly into your bank account. Navigate to Settings → Payments.

Connecting your Stripe account

Setting default deposit rules

You can set a global deposit default or configure it per service:

• Fixed amount — e.g., $50 deposit on every booking regardless of service price.
• Percentage — e.g., 25% of service price collected at booking.
• Full payment — full service price collected at booking (treat as pre-payment).
• No deposit — widget completes booking without any payment step.

Twilio SMS

Twilio powers all outbound SMS from Servegalo: confirmations, reminders, missed-call text-backs, and no-show recovery messages. Navigate to Settings → Integrations → Twilio.

Setting up your Twilio account

Automations

Automations are the core revenue-recovery engine in Servegalo. Each automation is a triggered message that fires based on a specific event. Navigate to Automations in your dashboard sidebar.

Booking confirmation

Trigger: Immediately when a booking is confirmed through the widget.

• Sent automatically via SMS (and email if configured) to the client with appointment details.
• Customize the message template under Automations → Confirmation.
• Available variables: {{client_name}}{{service_name}}{{provider_name}}{{appointment_date}}{{appointment_time}}{{business_name}}{{business_address}}

Appointment reminders

Trigger: A set amount of time before an upcoming appointment.

• Configure up to 3 reminder messages per booking (e.g., 48h, 24h, and 2h before).
• Each reminder can have its own message template and timing.
• The default setup sends reminders at 24 hours and 2 hours before — this combination typically reduces no-shows by 35–40%.

Missed-call text-back

Trigger: An incoming call to your Twilio number that rings for more than 20 seconds without being answered.

• Response delay is configurable — default is immediately (under 60 seconds).
• The SMS includes your business name and a direct link to the booking widget.
• Customize the message under Automations → Missed-Call Text-Back.
• Requires call forwarding to your Twilio number to be configured. See Twilio setup →

Hi! This is {{business_name}} — sorry we missed your call.
Ready to book? {{booking_link}}

Reply STOP to opt out.

No-show recovery

Trigger: An appointment whose status has not been updated to "Arrived" or "Completed" within 30 minutes of the scheduled start time.

• The delay is configurable — default is 30 minutes after the scheduled appointment time.
• The message includes a direct rebooking link so the client can reschedule in one tap.
• Customize under Automations → No-Show Recovery.
• This automation fires only once per booking. It will not repeat if the client does not respond.

Hi {{client_name}}, we missed you today at {{business_name}}!
Life gets busy — rebook your {{service_name}} here:
{{rebook_link}}

Reply STOP to opt out.

Rebooking prompt

Trigger: A set number of days after a completed appointment with no future booking on record.

• Default delay is 30 days after the completed appointment — configurable per service.
• Useful for services with a natural rebooking cadence (e.g., Botox every 12 weeks, haircut every 6 weeks).
• Per-service rebooking intervals can be set under each service's settings.

Going live checklist

Before you share the widget with real clients, go through this checklist: