GUIDES / PRACTICAL CHECKLIST

Connect the systems.
Check the whole journey.

A planning and testing checklist for connecting business data and booking tools to your customer-facing website.

STEP 01

Start with an account inventory

Identify your provider, account owner and required subscription. Confirm you have permission to connect and expose the relevant business information.

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STEP 02

For each public field, record its source, expected format and owner. Cover service names, durations, prices, currencies, images and location details.

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STEP 03

Verify local time zones, appointment lengths, rental dates, occupancy or class capacity as relevant. Do not treat a static demo as live availability.

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STEP 04

Submit an authorised test through the configured provider flow. Check whether it creates a request or confirmed booking and where the result appears.

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STEP 05

Change an appropriate test record and check the resulting behaviour. Review what a customer sees if a slot disappears or a connection is unavailable.

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STEP 06

Agree who maintains content, reconnects accounts and handles support. Keep credentials private and record the route for revoking access.

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