Setup the Appointments Calendar

Quick Start: Appts. Calendar

The Small Business Pro Appts. Calendar allows you to setup appointments for your customers. You may schedule for yourself, or a complete team. You may also schedule for different types of tasks like preparation, review and more.

This tutorial will mainly focus on the quick setup of a single employee.

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Basics

Once you have logged in, click on “Appointments”- This will take you to main Dashboard for Appts.

This area will allow you to “Create an Appt” or view your appts. Let’s move to the “Services” tab.

 

(Notice:) The calendar is known as Booking Calendar Pro. Not only can you have multiple appts scheduled based on your criteria, you can add multiple staff members, and even multiple locations.

Finally, you can take deposits for appts to prevent no-shows. Send us a quick note using your contact form in your Small Business Pro dashboard to hear more about this feature.

The 'Services' Tab

Services contains one default service. You may add more services using the “+”
For now lets edit the one service. Click on the pencil icon to continue…

Adjust for your schedule

From here you can adjust the length of time for an appt. Adjust time before or after the appt.
You can even add a price, though this is disabled by default.

VERY IMPORTANT:

You must edit your staff entry. If you do not, the schedule will not match you schedule. As well, appts may not go through. Note that you can add more staff entries. For now, lets edit the main areas of your staff listing.

Edit your Services

Services will need to be edited if you have added additional services. Otherwise, you may move on.

IMPORTANT: SCHEDULE

Set your schedule here. These are the hours that will be allowed to be selected on the calendar. If this is not done, the defaults will be used.

TIME OFF AND VARIATIONS

The rest of the staff listing is for scheduling various break schedules, vacation time or to add a quick schedule change like a Doctors Appt., etc.

COMPANY DATA

Go to Settings, Update Company Information

NOTIFICATIONS

Then go to notifications to update company info. Once this is complete, you will be ready to start accepting appts.

The end of APPT. CALENDARS

This ends the basics of appointment calendar setup and use.