Getting started

KlevaBook is where your appointments, your team and your online booking page live. This page walks through the sidebar and suggests an order for setting up.

The sidebar is in four groups. Some screens are hidden depending on your role. The front desk doesn’t see Services, Providers, Service slots, Booking settings or Settings. A scheduler doesn’t see Booking page or Settings. Reports only shows for people who can see money.

Operate is the daily work.

Dashboard: today at a glance. Who is coming next, open gaps in the day, booked revenue and anything that needs your attention.
Requests: online bookings waiting for your OK. It only appears if your salon accepts bookings one by one (see Booking settings › Rules & options), or while some are still waiting.
Calendar: every appointment, one column per person. List, Day, 3 days, Week and Month views.
Clients: everyone who has booked, with their notes and history.
Waitlist: clients waiting for an earlier or different time, and the texts that offer them a spot that opens up.

Setup is how your salon is built.

Services: what you sell, its price and length, and which people do it.
Providers: your team. KlevaBook’s word for a person who takes appointments is “provider”.
Schedule: each person’s weekly hours, days off and time off.
Service slots: windows you choose for when each service can be booked, if you want to control that.

Online is what clients see and how it behaves.

Booking page: your public page. Links, Look, Menu, Team & about, Share & embed.
Booking settings: the rules behind it. Rules & options, Intelligent booking, Confirmations, Client forms, Texts.
Square sync: the connection to Square.

Data has Reports, booked revenue by week or month.

Settings sits at the bottom of the list. It holds your salon’s opening hours, the look of the app, and who has access.

A first week, in order

Opening hours. Settings › Opening hours. Until these are set your booking page shows no times at all.
Services. Add your categories and services under Services. If you already use Square, the Square import brings your menu across instead of typing it in.
Providers. Add each person, then switch on the services they do (see the Providers guide).
Schedule. Set each person’s weekly hours if they differ from the salon’s.
Booking settings. Check the rules: how far ahead clients can book, minimum notice, cancellation window, card on file.
Booking page. Create a link, set the Look, and publish it. Try booking yourself.
Calendar. Book a few appointments at the desk to get the feel of it.

If you have just signed up, the Dashboard offers “Set up my salon” with three starting points: I use Square, Start fresh, or I use Vagaro.

Help and Kleva Assist

When Kleva Assist is switched on for your salon, open Help & Assist in the menu under your name, at the bottom of the sidebar. Kleva Assist answers how-to questions, looks things up, and can make changes for you after you press Confirm. See the Kleva Assist guide.

The same menu has Account (your name, email and password), Billing (owners only) and Sign out.