Bike fittings
Publish 1:1 fitting appointments with a fitter, a duration, an intake questionnaire and a fit report PDF.
Last updated 2 September 2026
Catalogue → Fittings is for 1:1 fitting appointments customers book at your `/fittings` page. A fitting is one customer with one fitter for a fixed time, so you publish individual slots rather than a capacity. You need at least one active staff member first; the page warns you if you have none.
Set up a fitting
- 1Open Catalogue → Fittings and press New fitting. Name it after what you sell, for example "Basic fit" or "Full dynamic fit".
- 2Pick a Default fitter, or leave it on Choose later per slot if several people fit.
- 3Set the Price and the Duration (minutes). Duration drives the slot length.
- 4Set the Free re-fit window (days) if you include a follow-up. 0 means none; 60 to 90 is typical.
- 5Fill in What to bring, sent in the confirmation email. Load default instructions gives you a starting point.
- The re-fit window runs from the appointment date and shows on the booking page as an N-day free re-fit badge
- For a part payment, tick Require a deposit at booking and set a Deposit amount; blank makes the full price the agreed figure. The customer sees the deposit and the balance on their summary and confirmation
The fitting booking flow does not take a card. The deposit is recorded on the booking and shown as "paid in shop", with the balance beside it; you collect both at the appointment. Workshops, tours and events can charge online; fittings cannot. See deposits and payments at booking.
Publishing slots
- Open a fitting and use the Slots tab. Add slot takes a date, a start time and a fitter; the end time comes from the duration
- Repeat weekly for *n* more weeks publishes a run in one go
- Rows read Open, Booked with the customer's name, or Cancelled. An open slot can be deleted; a booked one has no delete control
- Fittings run on published slots, so they do not draw on your general service capacity (booking capacity)
The intake questionnaire
- The Questionnaire tab builds the form customers fill in when they book
- Each question has a label, optional help text, a required toggle, and a type: Short text, Long text, Number, Pick one, Pick many, Yes / No or Date. Choice questions take one option per line
- Every question sits in a section, About you or About your bike + this fit, which decides where in the booking flow it appears
- Load defaults swaps the whole set for a starter questionnaire. Answers on past bookings are untouched
- Expand a booked slot to read that customer's answers under Intake answers
The fit report
- An expanded booked slot carries a Fit report panel. Upload PDF attaches one PDF of up to 25 MB; Replace PDF swaps it later
- Uploading emails the customer that their report is ready
- The panel shows the filename, its size, when it was uploaded, and whether the customer has been emailed
- The slot's row adds report uploaded once one is attached