Get started with Leona Booking

New here? See what your clients see, step by step, and your side of the app. Take the tour ▸

1. Install and open the app

Install Leona Booking, then open its tab on the Staff Booking & Services Portal page in your CRM menu.

Where it opens: this app needs the free Staff Booking & Services Portal app. Install the Portal first: this app’s settings open as a tab on the Portal page in your CRM menu.

Inside, the menu includes Home, Settings, Staff, Your pages, Messages, MCP & AI agents, What’s installed, Activity log and Get help.

Price: $29 per month or $290 per year. Every plan starts with a 14-day free trial.

2. Settings, one step at a time

Settings is your setup. The steps follow the order in which your clients book. Each step shows what is already done in your CRM and what is left to do. Press ⓘ next to any setting to see what it does.

Settings has no preview. To see your page live, open it in Your pages.

1. Your business — how you see clients (they come to you, you go to them, or both), kilometres or miles, your languages.
2. Region — for in-home visits: how far each person travels (the same distance for every service, or one for short visits and one for long visits), and your region map.
3. Location — for clients who come to you: your locations, closest first, and what each location card shows.
4. Category — your categories: a picture, one line about each, their order.
5. Service — what clients read about each service, and its order. Times follow your CRM: each person’s hours, your notice and each service’s buffers.
6. Lengths & options — the lengths and options of each service.
7. Add-ons — the extras clients add to a service.
8. Staff — what you call your team, job names, the order of your team, what each card shows, the filters clients use to narrow your team, and your reviews.
9. Booking form — the questions, client login, coupons, gift cards and payment.
10. Messages — the messages around each booking (confirmation, reminder and more). Switch on the ones you want and write them in your words.

Two more steps sit on the side: Brand & look (your colours, logo and the layout of your pages) and Help box (a small box that helps a client who hesitates before they leave).

Something missing? You can create a service, a category, a location or a team member right from Settings. It is created in your CRM.

On the last step, press Go to Your pages.

3. Your pages: build your pages

Your pages is where you build what clients see. Every page has its own code: copy its link or its iframe, one per language, or one for both languages.

• Booking pages — your main page, plus up to two more (3 at most). A page can offer only part of what you do, be for in-home visits or for your locations, and have its own look. Press Customize ▸ to switch each step and feature on or off for that page and choose how each list looks. Every switch has a Settings ▸ link to its details. The live preview is on the right.
• Team pages — up to 3. A team grid, team cards, or one page per person. Choose who is on it, what each card shows (photo, about, languages and details, Google stars, Book button) and its look. Your team shows in the order you set in Settings ▸ Staff.
• Each team member’s widget — one per person on a service: their photo, about, reviews and a Book button, for their own page on your site.
• Region pages — up to 3: “Where we come to you” (the areas you cover, and a box that answers “do you come to my address?”), “Our locations map”, or both.
• Pages for Google — see below.

To use a widget, add it to a page of your CRM’s websites or funnels (Add element ▸ Widgets), or paste its iframe on your own website.

Who is offered, and where

• In-home: the client types their address. Each team member’s travel distance for that length of visit decides who is offered, closest first (unless you chose another order in Settings ▸ Staff). Nobody is offered for an address outside every distance.
• At your locations: the client types their postal code and sees your locations from the closest to the farthest.
• Clients never see a team member’s home address, phone or e-mail. How far a person travels and the areas they cover stay hidden unless you switch them on for team cards (Settings ▸ Staff ▸ what each card shows). Even then, the client only sees the distance from their own address, rounded.

What your clients see when they book

• A month calendar. The days with openings are outlined. A tap on a day shows its times.
• “Want it sooner?” When someone else who fits is free earlier, the page says so and offers that person’s times.
• A price summary with the total, before the form.
• Coupons. A box where the client types a promo code from your CRM. If a code cannot be used, the page says so before anything is booked.
• Gift cards. A gift card can be a coupon code from your CRM, or a card with a balance (GiftUp). With a balance, the card pays part or all of the visit, and the client sees what stays on the card.
• Card on file before Book (Settings ▸ Booking form ▸ Payment). The client saves a card before the Book button turns on. Nothing is charged at booking. You choose how the visit is paid: card on the day, e-transfer, or the client chooses. Right below the switch, pick your Card-on-file document: one document template per language your business speaks (your CRM’s Payments ▸ Documents & Contracts ▸ Templates, with a card field and a payment provider connected in your CRM). Until one is picked, the screen says so and clients cannot book.

Pages for Google

Your pages are iframes, so Google gives the credit to our address, not to your website. Leona can also give you real pages, one per area you serve and one per team member, to show on your own domain: Your pages ▸ Pages for Google.

Step-by-step guide: Pages for Google on your own website.

Home turns green when you are ready

Home shows a Get started card with every check on your account, one at a time, each with a button to the setting that fixes it. When every check passes, it says All set.

Home also lets you book for a client yourself (Book for a client), and shows where clients stop and why they hesitated.

What’s installed, and uninstalling

What’s installed lists what the app needs, what it created in your account, and what uninstalling removes or keeps. If something is missing, press Repair my install.

Uninstalling ends your subscription. Here is what is removed:

• the tags Leona · booking · 01 booked and 02 abandoned;
• the trigger links Leona · booking · 01 resume, 02 book, 03 form, 05 corporate and 06 medical;
• the coupons Leona · booking · 01 first visit and 03 goodwill;
• unless Leona Same-Day still uses them: the same-day tag and coupon (Leona · booking · 03 same day, 02 same day);
• unless Leona Voice AI still uses them: the card-on-file link (Leona · booking · 04 card on file) and your booking page address value (Leona · booking · 01 book url);
• when it is the last Leona app on your account: the connection value Leona · MCP · 01 connection, and when it is the last ClaudiaFix app: Business · mcp · 01 connection.

Kept: the contact fields Leona filled (they hold your clients’ answers), the fields on your team members’ records (while another ClaudiaFix app stays installed), your contacts, forms and their answers, conversations and team logins. When the last ClaudiaFix app leaves your account, the team-member records Leona created, their fields and their folder are removed too, after a backup copy is saved; installing again puts them back.

Before you uninstall, choose: Save my data (a copy you can put back if you install again) or Delete our data (removes what only this app created; a copy is saved first). Then uninstall the app from your CRM’s app marketplace (Installed apps).

Help

Write to support@claudiafix.ai — we reply within 24 h. Support is by e-mail only.

You can also open Get help at the bottom of the app’s menu and write what went wrong. Your account, the app and the page you were on come with your message.