Getting Started with CapFlow

This guide walks you through the initial setup of CapFlow Booking after installing the app on your Shopify store.

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Overview

CapFlow is a capacity-based booking system designed for activity venues — fitness studios, climbing gyms, surf schools, courts, and more. It lets customers book timeslots directly from your Shopify storefront and handles capacity management, memberships, and check-in.

What you’ll set up:

1. Resources (your physical capacity units)
2. A Schedule (your operating schedule)
3. Services (bookable products linked to Shopify)
4. The booking widget on your storefront

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Step 1: Create Your Resources

Resources represent your physical capacity units — the things customers actually use. For a fitness studio, this might be “Studio A” and “Studio B”. For a climbing gym, it could be “Main Wall” or “Bouldering Area”.

1. Go to Resources in the sidebar
2. Click Create Resource
3. Enter a name (e.g., “Studio A”)
4. Save

Each resource gets its own schedule and capacity settings. Most venues have 1–3 resources.

Tip: Think of resources as the physical things you need to manage capacity for. If two activities share the same physical space and capacity, they should be one resource.

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Step 2: Create a Schedule

Schedules define your operating hours. Instead of creating timeslots one by one, you define weekly rules and CapFlow generates all your timeslots automatically.

1. Go to Calendar in the sidebar
2. Switch to the Schedules tab
3. Click Create Schedule
4. Set a name (e.g., “Summer 2025”) and date range
5. Add schedule rules for each resource:
   • Select days of the week
   • Set start and end times
   • Set capacity (total, member, public)
6. Save — timeslots are generated automatically

See Schedules for a detailed walkthrough.

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Step 3: Create a Service

Services are what customers see and book. Each service links to a Shopify product (for pricing and checkout).

1. Go to Services in the sidebar
2. Click Create Service
3. Enter a name and select a resource
4. Search for and link a Shopify product
5. Map duration variants (1hr, 2hr, etc.) to Shopify product variants
6. Save

See Services & Pricing for details on pricing configuration.

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Step 4: Add the Booking Widget

The booking widget is a Shopify theme app extension that appears on your storefront.

1. In your Shopify admin, go to Online Store > Themes > Customize
2. Navigate to the product page template
3. Add the CapFlow Booking Widget block
4. Position it where you want the booking interface to appear
5. Save

The widget will automatically show availability, handle reservations, and redirect to Shopify checkout.

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Step 5: Verify Everything Works

1. Go to your Calendar and confirm timeslots appear for upcoming dates
2. Visit your storefront product page and check the booking widget loads
3. Try making a test booking to verify the full flow works
4. Check the Bookings page to see your test booking

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Setup Checklist

Step	What to do	Where
1	Create at least one resource	Resources page
2	Create a schedule with schedule rules	Calendar > Schedules
3	Verify timeslots were generated	Calendar view
4	Create a service linked to a Shopify product	Services page
5	Add booking widget to theme	Shopify Theme Editor
6	Make a test booking	Your storefront
7	Configure settings (optional)	Settings page
8	Set up memberships (optional)	Settings > Membership Products

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What’s Next?

• Key Concepts — Understand the terminology
• Schedules — Deep dive into schedule management
• Capacity Pools — Learn about member vs. public capacity
• Settings Reference — Configure cancellation policies, email, and more