Practical worksheet

Build your booking requirements.

Answer nine short questions about the work your booking setup must handle. Your result keeps must-haves, unknowns, and possible next routes separate.

What to expect before you start

Describe how booking works in your business. Leave with requirements you can use anywhere.

The requirements builder organizes your workflow, unknowns, and possible routes. It does not rank products, approve a purchase, or prove that any product works.

Time: About 5–8 minutesNine short steps. You can return to earlier answers before building the result.
What you need: A rough picture of your workflowTeam size, what customers book, availability rules, payments, connections, and record needs. Exact answers are not required.
What you receive: A reusable requirements packMust-haves, disqualifiers, unresolved questions, neutral route gates, and questions to take into a vendor demo.
Where answers stay: In this browserNo account is required. Your answers remain on this device unless you download or print the result.

Choose the closest answer for the first version of your workflow.
Record anything uncertain as “I do not know yet” instead of guessing.
Review the result, then verify important requirements against exact product plans and hands-on tests.

1Business

2Team

3Booking unit

4Availability rules

5Repeat visits

6Payments

7Connections

8Records

9Trade-off

Step 1 of 9

What kind of business will use this?

Choose one closest answer.

See an example and why this matters

Example: a barber chooses salon, spa or massage; a repair company that visits customers chooses mobile or home services.

Choose the closest match. This changes which workflow questions matter, but it never selects software for you.

Not saved yet · No account needed

How browser saving works

Your answers and current step are saved only in this browser. They are not sent to Booking Handbook, synced to another device, or attached to an account.

Resetting removes the saved Requirements builder answers from this browser.

Not sure yet? Record that honestly. The result will keep it as an unknown to resolve before choosing a route.

Try a filled fictional example (optional)

Fictional example

See how a completed workflow changes the result.

Answer for your own business above, or load a fixed example. Examples test the rules, not a product.