INSTAGRAM BOOKING JOURNEY — SETUP CHECKLIST AND WEEKLY LOG
Creator Lane | Updated 20 September 2026
Companion: https://creatorlanehq.com/blog/how-to-take-bookings-on-instagram-2026

Use this blank worksheet for your own service. It is not a case study,
conversion forecast or guarantee of delivery, payment or attendance.
Do not put customer personal or payment data in a public copy.

1. THE OFFER
Service:
City / neighbourhood, or online:
Provider:
What is included:
Who the service is / is not suitable for:
Duration and time zone:
Price and currency:
Deposit (if any), balance and when it is due:
Possible extra costs and what triggers them:
Availability source:
Preparation / arrival instructions:
Cancellation cutoff and refund terms:
Who handles customer questions:

2. ONE CLEAR JOURNEY
Post / Reel identifier:
On-screen service and location:
Caption offer:
Requested action / keyword:
DM text and promised information:
Booking URL:
Where the confirmed booking is recorded:
Actual confirmation channel:
Manage-booking route:

ILLUSTRATIVE COPY — REPLACE BRACKETS WITH TRUE INFORMATION
Caption: [Service] in [neighbourhood, city]. From [price], including
[inclusions]. Allow [duration]. Comment NAILS for service details and the
booking link. Available times are shown on the booking page.
DM: Here are the [service] details for [location]: [booking link]. Please
check the price, preparation notes and available times before booking.
Need a different service? Reply with your question.

3. PRE-LAUNCH TEST — RECORD PASS / FAIL / NOT TESTED AND DATE
Current account has access to the booking page:
Test recipient receives intended reply in the expected location:
Link opens from Instagram's in-app browser:
Service, location, price and duration agree across post / DM / page:
Deposit, cancellation and refund terms are visible before payment:
Buyer time zone and available slot are correct:
Booking record distinguishes held / pending / confirmed:
Paid checkout checked (only make a payment you intend to make):
Confirmation arrives through the stated channel:
Address or meeting details are usable:
Manage-booking route works under the configured policy:
Calendar connection and test appointment checked, if applicable:
Support contact works:

A free test booking does not verify paid checkout. A cancelled appointment
does not establish that a refund happened. A DM or payment attempt is not
a confirmed appointment. Do not promise that every DM will arrive or that
calendar integration prevents every conflict.

4. WEEKLY LOG — SAME SERVICE AND DATE WINDOW
Period start / end and time zone:
Service and post identifiers:
Relevant unique enquiries:
Booking links sent / delivery known (state which):
Booking-page visits, if measured:
Confirmed appointments:
Source known for how many appointments:
Unknown / unmeasured fields:
Observed error or repeated question:
One change to test next:
Next review date:

Do not substitute zero for an unavailable metric. Deduplicate repeat
enquiries where you can do so lawfully. Do not add Google impressions,
Instagram views and booking-page visits into one audience total. A small
before-and-after sample does not establish why results changed.