Help Centre
How-to guides and answers for ReserveMe. Everything you need to run forms, bookings and payments smoothly.
Tip: Search for "EFT", "slots", "POPIA", "reminders" etc. Or browse categories below.
Browse by topic
Getting Started
Building Forms
Bookings & Slots
Bookings, Slots & Availability
Payments
Collecting Payments
Workspace & Reports
Managing Your Bookings & Data
Account, Billing & Plans
Sharing, Embedding & Customers
Security, Privacy & POPIA
Troubleshooting & Common Problems
Tips, Advanced & Best Practices
Popular with SA businesses
Getting Started
Welcome to ReserveMe
Hey! ReserveMe lets you collect forms, bookings and payments all in one simple place — built for South African businesses.Quick start (5 minutes)Create yo...
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Workspace basics for clients
Your customers never need an account. They just fill the form.You live in /workspace (or the SA for super admins).Key tabs: Forms, Submissions / Booking Manager, C...
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Account setup, email & branding
First thingsUpdate your bank details (for EFT customers)Connect payment gateway(s) in SettingsAdd your logo and colours for custom branding (paid...
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Troubleshooting Common Issues
Double bookings?Check your slot capacity and blackouts. Enable strict availability in form settings.EFT not showing?Customer must upload clear POP. You ...
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Building Forms
Creating your first form
The drag-and-drop builder is fast and powerful. No code needed.StepsWorkspace -> Forms -> New Form (or use a template)Add fields: Name, Email, Phon...
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Using templates from the library
Save hours with pre-built forms for common SA use cases.How to useGo to Templates in workspaceBrowse, preview and click "Use this template"...
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Advanced Form Features: Conditionals & Logic
Make smart forms that show or hide questions based on answers. Improves completion rates massively.SetupIn builder, click a field -> Logic tabCreat...
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Form fields explained
Common fields and when to use them:Text / Email / Phone — basic contactDate / Date-Time — appointmentsDropdown / Radio / Checkbox — choices...
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Bookings, Slots & Availability
Setting up time slots & availability
Stop double-bookings and give customers real choices.StepsForm settings -> Enable slot pickerCreate Booking Types (name, price, duration, capacity)...
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Booking Manager & Calendar
One place for all appointments. Better than juggling spreadsheets or separate calendars.FeaturesFilter, search, calendar viewApprove/reject EFT boo...
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Preventing double bookings & availability tips
Common questions from users switching from Calendly or Fresha.TipsSet realistic capacity per slotUse blackouts liberallyEnable "strict ava...
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Collecting Payments
Proof of Payment (EFT) flow — the SA way
This is one of our biggest advantages over pure card tools. Many SA customers prefer or can only do EFT.Exact flowCustomer chooses EFT -> sees your bank det...
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Payment methods: EFT, Ozow, PayFast, Stripe
Choose what works for you and your customers.EFT Manual: No extra fees, full control, trust-building with POP.Ozow: Instan...
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Deposits, full amounts & booking types
Collect a deposit now, balance later — or full amount upfront.HowCreate Booking Types with different prices/durationsIn Payment field choose "Use...
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Approving payments and refunds
Control is yours.Process1. Review POP or gateway status in Payments or Booking Manager2. One-click approve/reject with optional note to customer3. Refund...
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Managing Your Bookings & Data
Reminders and ICS calendar attachments
Reduce no-shows and make life easy for customers.RemindersAutomatic email reminders 24h and 2h before (configurable).ICS filesCustomers receive a...
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Managing submissions, exports and reports
All data in one clean place.Filter by date, form, status, customerFull text searchCalendar + list + raw data viewsOne-click CSV/Excel expo...
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Sending messages and customer communication
Communicate from inside the platform.Use built-in messaging or the booking manager to send updates. All history stays attached to the submission....
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Account, Billing & Plans
Plans, limits and upgrading
Free starter plan is generous. Upgrade when you grow.More forms and submissionsCustom branding & removal of ReserveMe linksAdvanced features (more ...
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Billing, invoices and payments to us
Platform billing (what you pay ReserveMe) is separate from customer payments.See invoices in workspace or SA. EFT or card options for your subscription. Clear ZAR pricing...
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Sharing, Embedding & Customers
Embedding forms on your website or social
Share anywhere.OptionsDirect link (perfect for WhatsApp, email, Instagram bio)Embed code for your site (iframe or script)QR code for print...
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What customers see (end-to-end experience)
Make it frictionless.Beautiful welcome screenEasy fields + slot pickerClear pricing and payment choiceInstant confirmation + ICS file...
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Security, Privacy & POPIA
POPIA, data security and privacy (SA focus)
We take this seriously — servers only in South Africa.What we doSecure storage and transmissionYou control your customer dataExport and ...
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Data ownership, exports and deletion
Your data is yours.Export everything any time. Delete accounts or individual submissions. We act as a processor — you are the controller under POPIA....
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Troubleshooting & Common Problems
Troubleshooting: Double bookings
Almost always fixed by checking:Slot capacityBlackout datesForm publish statusStrict availability settingUse the troubleshoot...
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Troubleshooting: Payments & POP not appearing
Common causesCustomer didn't actually upload the fileWrong reference numberPayment still processing (Ozow/PayFast)Form not set to collec...
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Troubleshooting: Form not showing or link broken
Check publish togglePlan limits reached?Browser cache / mobile data issueWrong handle in URL...
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Tips, Advanced & Best Practices
Integrations & connecting tools
Current: Email (SMTP), payment gateways (Ozow/PayFast/Stripe), ICS calendar files.Future / coming: Google Sheets export, Zapier-style, WhatsApp notifications.For n...
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Best practices for high conversion forms
From real users and competitor learnings:Keep forms short (use logic)Show prices upfrontClear cancellation / deposit policy on the formGoo...
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How ReserveMe is different from Jotform, Calendly and Fresha
Quick comparison for people evaluating:One tool for forms + full booking + payments (no switching apps)Strong EFT + POP support designed for SA0% c...
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