Booking Status Colors: The colors shown here will appear on the left side bar of the appointment to indicate the current status of an appointment. For example: Booked, Confirmed, Completed, etc.
General Booking Preferences
Booking Interval: Identify amounts of time segments in minutes, displayed on the appointment book.
Visit Type Required: When enabled, users will be required to select a visit type when booking an appointment.
Express Booking Preferences
Allow Express Booking without Client Name: When the box is checked, an appointment can be booked in-house without capturing a client name or any contact info.
Find Booking Preferences
Max # of Availabilities: The total number of appointment availabilities listed when using the Find Appointment feature on the Appointment Book.
Display Availabilities: When using the Find Appointment feature on the Appointment Book, the available times will either be listed Chronologically (ex: 9:00 AM, 9:15 AM, 9:30 AM) or by Ranking Order listing the best availabilities first.
In January 2023, the Main Setup page will be getting a new look. The following tabs have been relocated from Setup Appointments & Emails as follows: Booking tab moved to Setup > Setup Company > Setup Booking Preferences Notifications, Reminders & ...
Setup Appointments and Emails In summary, the Setup Appointments & Emails area of the software will outline your appointment, communications, online booking and gift preferences. Booking Booking Interval: Identifies the intervals in minutes, ...
Online Booking Page When Online Booking is enabled, a unique URL will be provided for the business to offer 24/7 Online Booking for clients. Settings are available within the software to customize which clients, services, workers and hours are ...
Notifications If you are currently using a free email account, such as @yahoo.com, @aol.com, @gmail.com or @icloud.com, those domains will not allow you to use their email addresses to send bulk emails. Initially, your first emails may send however ...
SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...