Back after six weeks and missed a lot of updates? Update the app and your BookingHQ folder, step by step, without losing your work

Modified on Sun, 25 Oct at 7:34 AM

Away for a few weeks and missed a pile of updates? Do these steps in this order. None of them deletes your work.

Before you start: your work is safe

Your BookingHQ folder lives in your own user folder, separate from the app. Installing or updating the app replaces the app only. Do not delete or move the BookingHQ folder.

1. Get the current app

  1. Open Booked Solid, open Settings and look under Updates for You’re running Booked Solid and the number.
  2. Click Check for updates in the top bar. If a new version downloads, click Restart & install.
  3. If it says You are already on the newest version but your number has not moved in months, or the app will not open, install by hand. Quit Booked Solid, download from booked.kivimedia.co/download (always the newest build) and install it over the old copy. Very old copies check an update address that no longer gets new versions, so they cannot update themselves. More in Which version am I running. If the installer stops and says part of Booked Solid is still running, see The update stops at Installing.

2. Sign in to Booked Solid

On the Welcome back screen, enter your Username or email and Password. Forgot it? Click Email me a sign-in code instead and type the 6 digit code from the email.

3. Sign Claude back in

After a few weeks the Claude sign-in that powers Otto has usually lapsed, often with Failed to authenticate: OAuth session expired and could not be refreshed. Send Otto any message. If the sign-in has lapsed, the app switches to One quick sign-in. Click Sign in now, sign in with your own Claude account in the browser, then come back and click I'm signed in.

4. Bring your BookingHQ folder up to date

Since version 1.11.98 the app does this itself. It backs up your data folders first and replaces only the playbook files. Your brain, leads, inbox and settings are never overwritten. Once you are signed in, click Check for updates again. The window gives one line about your folder: either it is current, or Your BookingHQ playbook was refreshed to a new version.

Working in the terminal instead? Go to booked.kivimedia.co/green-room, click Email me a sign-in code, then Download the Autopilot package (Otto) or Download the Pro package (Pearl). Open Claude in your BookingHQ folder and say, word for word: update my BookingHQ from the package I just downloaded, following the updating guide inside it. Claude backs up first, lists what it will replace and waits for your yes. Full walkthrough: update your BookingHQ folder from the Green Room.

5. Check the folder

In Claude in your BookingHQ folder, say: check my workspace. It compares every file with the published list and names anything missing or damaged. It never repairs anything. If it reports a missing file, do not let Claude write one from memory. Email us what it says.

Prefer a fully managed experience? Booked Solid OS runs on your computer and you stay hands-on. If you would rather have this handled for you on a hosted platform (lead finding, follow-ups, email sending, invoicing, all managed in one place), take a look at KM Hub from the same team.

Still stuck? Email bookedsolid@kivimedia.freshdesk.com and a person will help.

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