appointment software
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Here are some tips:
  • Add a map to your customer portal so your customers know where to find you.
  • Create descriptive categories for your services.
  • If you only wish to allow online booking for specific customers, use the customer portal in private mode.
Having problems with our appointment software? We can help!

Take a look at our online tutorials.

Setting Up Your Account
Locations
  1. How To Add a Map to Your Customer Portal
  2. How To Set Business Hours
  3. How To Add Holidays
Rooms
  1. How To Add a Room
Staff
  1. How To Add a Staff Member
  2. How To Update a Staff Member's Schedule
  3. How to Create a Different Schedule for Online Booking
  4. How To Invite a Staff Member to Use Your Scheduling System
  5. How To Delete a Staff Member
Service
  1. How To Add a Service
  2. How To Edit Online Scheduling Rules
  3. How To Edit Options for Notifications and Reminders
Customer Portal
  1. How To Add a Logo to the Customer Portal
  2. How To Edit Your Customer Portal Header
  3. How To Set Your Customer Portal Options
Advanced
  1. How To Change the Timing of Reminders
  2. How To Edit the System Header
Managing Appointments, Staff, Rooms and Customers
Managing Appointments
  1. How To Book an Appointment (Step-By-Step Method)
  2. How To Book an Appointment (Click'n Drag Method)
  3. How To Set an Appointment to "Attended"
  4. How To Cancel an Appointment
  5. How To Reschedule a Booked Appointment
  6. How To Block a Time Slot for a Staff Member
  7. How To Search for Appointments
Managing Clients
  1. How to Add a Client
  2. How to Add a Client to a Group
  3. How to Invite a Client to Use Your Scheduling System
  4. How to Create A Group
  5. How to Delete A Group
Newsletters
  1. How To Create a Newsletter
  2. How To Create a Newsletter From a Previously Sent Newsletter
  3. How To Create a Mailing List For Your Newsletter
  4. How To Modify a Draft Newsletter
Reports
  1. How To Generate a Revenue Report
  2. How To Generate an Appointment Report
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Appointment scheduling software for your service-based business.