---
title: "Setting up Booking system"
description: "A complete guide to setting up booking system in Customers 1st/Bikedeks, including calendar, tags, tabs in Case Management/work card"
url: https://helpcenter.c1st.com/en/articles/10821418-setting-up-booking-system
updated: 2026-10-19
language: en
alternates: [da, sv, nb]
---

# Setting up Booking system

A complete guide to setting up booking system in Customers 1st/Bikedeks, including calendar, tags, tabs in Case Management/work card

## How to configure the booking system in Customers 1st/Bikedesk

Follow this step-by-step guide to set up a complete booking system that allows your customers to book appointments in your store on their own.

> **Info:** You will need to have purchased the subscription under **Settings** \> **Subscription** \> **Booking**, before you can use this guide.

If you have questions about purchasing the subscription, please contact support at support@c1st.com.

## 1\. Navigate to Case Management/Work Card settings

Start by clicking the **gear icon** (Settings) at the bottom of the left sidebar, then select the **'Case Management' / 'Work Card'** tab to access the configuration options for case and booking management.

![Navigate to Case Management settings](https://staticfiles.gleap.io/recordings/67bc4100bdec4da8846ccbd3/63X1uadin8LTZJ4zCckn_7927.png)

## 2\. Enable calendar and set working hours

The first step is to activate the calendar function by checking the box in **'Enable calendar view of tasks'** so your bookings can land directly in your calendar in Case Management/Work Card. Enter the start time that customers can book from (09:00) and end time (15:00), and select the weekdays when booking should be possible (Monday-Friday).

![Enable calendar and set working hours](https://staticfiles.gleap.io/recordings/67bc4100bdec4da8846ccbd3/uAnkiOHuMpLB7qg1NkFC_18204.png)

## 3\. Configure Case Capacity for number of cases in booking

![Configure case numbers for each weekday](https://staticfiles.gleap.io/recordings/67bc4100bdec4da8846ccbd3/yWD1xR1fq5Vfadg43M8s_31091.png)

## 4\. Create a 'Booking' tag

Scroll down to the **'Tags'** section and click the **'+ Tag'** button. Enter **'Booking'** as the name, though you can also choose what you want to call the tag, and then save. This tag is used to categorize and filter booking cases.

![Create a 'Booking' tag](https://staticfiles.gleap.io/recordings/67bc4100bdec4da8846ccbd3/vbR2adxrmSivV8F9Klrz_42146.png)

## 5\. Create a custom tab for Booking

![Create a custom tab for Booking](https://staticfiles.gleap.io/recordings/67bc4100bdec4da8846ccbd3/2JIGSiiKFZIXh2Guu4Dw_53837.png)

## 6\. Create a booking widget

In the **'Widgets'** section, click on **'New widget'** and select the type **'Booking'**. Configure the widget with the name **'Booking'**, select the responsible person to be assigned to the bookings (this can always be changed in case management/work card), attach the **'Booking'** tag that you created earlier, you can enable the **'Show time slots'** function, where you can set the number of available time slots a customer can book, if you don't turn it on then the customer cannot choose times but can only select a date they can book in on

![Create a booking widget](https://staticfiles.gleap.io/recordings/67bc4100bdec4da8846ccbd3/OQTWaBqLsHpn5OAbUByi_79039.png)

## 7\. Create Group Template for booking

![Create template groups for booking](https://staticfiles.gleap.io/recordings/67bc4100bdec4da8846ccbd3/McSL7ozTjEeBnnmqkd8U_92930.png)

## 8\. Create templates with and without product lines

Click on **'+ Template'** to create a new template. Give the template the name you want the customer to be able to book. If you want to add a price to the template, you can click on **'Add Product Lines'**, search for the product you want on your template, select the item you want and save the template with the product line attached.

![Create templates with product lines](https://staticfiles.gleap.io/recordings/67bc4100bdec4da8846ccbd3/gEarl8riFEueZWdLOe1B_110763.png)

## 9\. View bookings in **Case Management/Work Order**

Go back to the main menu and select **'Case Management/Work Order'**. Click on the **'Booking'** tab you just created to see a filtered overview of all cases tagged with **'Booking'**. This means all your bookings will now come into this tab you created called booking.

![](https://staticfiles.gleap.io/gattachments/wXqiEh1XncnFxkSnBAGW1WKvs7JfQUH3oxHDD8rX1nC0j5hrjMIKocL5d4COpKgpnnRKbHTaD0L.png)

## 10\. Test your booking

When you've gone through all these steps, you're actually ready to test your booking. To find your booking form, go to settings > Case management/work card and scroll all the way down to **Widgets**. Here you can either copy the URL and paste it in a new browser or you can click on the icon **Go to,**

When you've opened your booking, you can see the entire booking and test everything through.

![](https://staticfiles.gleap.io/gattachments/NmQ7etCFj2ekfDOyzBaViwHDYiOPsDrSJQvkElakrg6YoGo14QE2gQNntZTsOeZxzkv07hZ7PEA.png)