• Integration with Reserve with Google

  Listing your business on Reserve with Google makes it easy for people to find you on Google and offer convenient online scheduling. This feature not only allows your business to appear in the search results and Google maps but also adds a ‘Book Now’ button to your Google business card and allows your customers to instantly reserve a time to avail your services. To get listed on Reserve with Google, you need to have an account with one of Google’s official scheduling partners (like Appointy).Popular

• How to connect Appointy Calendar to your Facebook Page?

  Facebook is a hugely popular social media platform and one of the most important tools to promote a business in today’s times. It is easy to use and reaches a diverse audience from all over the world. Appointy has a Facebook integration feature to make things easier for your business. All you have to do is link your Facebook page with your Appointy account and this will enable your customers to directly book an appointment with you from your Facebook page.  It is an easy process and numerous buPopular

• How To Block Out Days/Hours in the Schedule?

  In Appointy, each of your staff member can have a defined schedule, and therefore you have the option to block out days/timeslots from a staff’s availability. Here’s to add an unavailability for a staff. There are two easy ways that you can block dates and times. Option 1: Once logged in into your Appointy account, click on the ‘calendar’ icon in the left tab. On the WEEK or STAFF view of the calendar, you can click on the blocking icon in the top row to block the dates straightaway.Popular

• How to integrate with your Google or Outlook Calendar?

  We offer two-way sync with Google and Outlook (Office 365) calendars on our paid plans, that allow events on your Google/Outlook Calendar to block out time on your Appointy schedule as unavailable and appointments on Appointy to appear as events on Google/ Outlook calendar. ​ In order to set this up, Go to the Appointy Marketplace: Under Calendars ➜ Click on Google or OutlookPopular

• How To Add A Staff's Availability?

  Just added a new staff member? Awesome! Here’s how to make that staff active and assign them services, in your Appointy admin panel. A staff member can be activated by updating their schedule or adding their work times for various services. Here are the steps on how to do that from the ‘Staff’ section under settings: Once logged in into your Appointy admin panel, click on the ‘gear’ icon in the left tab to go to Settings. Then, click on the staff member to reveal the staff properties andPopular

• How Add A Service's Availability?

  Just added a service? Awesome! Here’s how to make that service active and make it bookable for clients by assigning it to staff members, in your Appointy admin panel. A service can be activated by assigning it one or several staff members by updating its schedule / available times serviced by various staff members. Here are the steps on how to do that from the ‘Services’ section under settings: Once logged in into your Appointy admin panel, click on the ‘gear’ icon in the left tab to goPopular

• Creating an intake form

  In Appointy, you don’t have to create a separate intake form for each service. When you add fields to the intake form, you can select the service(s) for which these fields are needed. You can go on creating multiple intake form fields and link it to the services as and when required in the intake form. Here’s how you can create intake form: Quick Nav — (Settings → Intake Form → Click on ‘Add Field’ to add a field to the intake form → Add details in the ‘New Field’ side panel → Click on ‘Add’)Popular

• How To Set Up Irregular Times For Staff?

  Complete Walkthrough.  If your services do not have a weekly recurring availability, setting up irregular times would be the way to go. Irregular times can also be added in addition to regular Business hours. Each of your staff can have irregular work schedules and so, irregular Business Hours can be set against each staff. Follow the steps below to setup Irregular Business Hours. Once logged in into your Appointy admin panel, click on the ‘gear’ icon in the left tab to go to SettPopular

• Accepting pre-payments in Appointy

  Appointy allows you to collect payments from your clients at the time of booking appointments. The only prerequisite is that your account should be integrated with a supported payment gateway. Table of Contents Supported payment gateways by Appointy Enabling pre-payments on Appointy Supported payment gateways by Appointy Currently, Appointy allows you to integrate with the following payment gateways. Square Payments Stripe (https://strPopular

• Adding an intake form to a service

  Appointy allows you to gather necessary client information at the time of booking an appointment through intake forms. You can assign an intake form to all or selected services as required. Each service can have a separate intake form with different form fields. Here’s how you assign an intake form to a service: Quick Nav — (Settings → Service → Select the service to which you want to add an intake form → Click on ‘Intake form’ tab → Click on ‘Add Fields’ to add a field to the intake formPopular

• Integration with Zoom in Appointy 9.0

  This article covers the following topics: Installation How to connect your Appointy account with Zoom? How to deactivate the Zoom integration in Appointy? How can you revoke your Zoom integration with Appointy? Usage How does Zoom integration work? Zoom and multiple users How can you as an admin or a staff view the Zoom meeting link in the admin or staff interface? How can you add the Zoom meeting link in the notification email sent to your clients?Popular

• How can I enable staff login?

  ​​ With Appointy, we make working with your team easy for you. After adding a new staff member, you can enable staff login which will allow them to have their own login access to their Appointy account. Providing staff members separate login credentials to Appointy enables them to view and manage their own schedule. Quick Nav — (Settings → Staff → Click on the staff name → UnderPopular

• How to edit or update business hours?

  In order to update or edit the business hours, follow the steps given below. Log into your Appointy admin account. Click on the "Settings" icon and go to the "Business Hours" tab from the panel that appears on the left. On the Business Hours window, mouse over on any slot and click on the pencil-like edit icon that appears.Popular

• Adding a staff member

  In order to add a new staff member in your account, follow the below-given steps. Quick Nav — (Settings → Staff → Click on ‘+ Add Staff’ appearing at the top-right corner → Add the staff member’s details in the ‘New Staff’ pop-up window → Click on ‘Add’) Log into the Appointy admin panel. . Click on the ‘Settings’ icon in the toolbar appearing on the left. . Click on ‘Staff’ tab under the ‘ResourceSome readers

• Zapier + Appointy

  Integration Overview Appointy-Zapier integration allows connecting Appointy to 1000+ of other web services through Zapier. Automated connections called Zaps, can be set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps. In each zap, one app acts as the trigger or the source of data/information which is automatically sent to the other app. This data/Some readers

• Remove Pay Later- Compulsory Prepayment

  To make payment compulsory, please go to Settings -Under "Customer Booking Rules" Click on Booking Rules & Layout Uncheck "Email Verified Members" and "Phone Verified Members" Click on Save ​Some readers

• Creating a discount coupon

  Discount coupons allow you to offer services at a discounted price. You can also promote these discounts via Facebook, Twitter, or email to attract more clients to your business. Here’s how you can create a discount coupon in Appointy: Quick Nav — (Marketing → Discount Coupons →  Click on ‘+ Discount Coupon’ → Add discount coupon details → Click on ‘Create’) Log into the Appointy admin panel. Click on the ‘Marketing’ icon in the toolbar appearing on the left.Some readers

• Enabling Recurring Bookings

  Recurring bookings allow your clients to book services with you that need to be scheduled on a recurring basis. For example, a client might need to schedule a hair-cut with you once every three months. Recurring bookings enable your clients to book a service and allow it to repeat within a set frequency. Here’s how you can enable recurring bookings for your clients: Quick Nav — (Settings → Advanced Booking Options → Enable the toggle against ‘Recurring Booking’ → Select ‘Customer’ if you wSome readers

• Enable guest login

  Guest login allows your customer to make a booking with you without having to login. You can choose which information is required from the customers at the time of booking. Click on the ‘Settings’ icon on the toolbar. The ‘Settings’ window appears. In the left panel, under the ‘Customer Booking Flow’ section, click on the ‘Login Options’ tab. Select the preferred login methods from the following: Appointy Login Google Login Facebook Login Guest Login If ‘GuestSome readers

• Capacity Booking

  To Add capacity to Existing Services, kindly go to Settings Services Click on Service name Click on Edit Enter Capacity of the ServiceSome readers

• How can I add a new service?

  You can add a new service by going to the ‘Settings’ tab and clicking on ‘Service’ in the ‘Resource Management’ section. On the ‘Service’ window, click on ‘+ Add Service’ button at the top-right corner. Add service details in the ‘New Service’ pop-up window and click on ‘Add’. Quick Nav — (Settings → Service → Click on ‘+ Add Service’ appearing at the top-right corner → Add service details in the ‘New Service’ pop up window → Click on ‘Add’) (https://storage.crisp.chat/users/helpdesk/weSome readers

• Editing a service

  Here’s how you can edit a service to update the service name, duration, price, capacity or description: Quick Nav — (Settings → Service → Select the service that you want to edit → Click on the ‘Edit’ link appearing above the service image → Update the service details → Click on ‘Update’) Log into the Appointy admin panel. Click on the ‘Settings’ icon in the toolbar appearing on the left. Click on ‘Service’ tab under the ‘Resource Management’ section to view your services.Some readers

• Appointy Affiliate Program

  Appointy’s Affiliate Program allows you to earn a reward in the form of a commission for bringing new business to us. Every time you refer Appointy to someone as an affiliate, you will be receiving your share of commission for each referral. Sure, it is an extended source of earning that effortlessly adds some extra bucks to your bank balance. We understand you'd have more incentive to refer our service to others if you received a little kickback. How does the affiliate program work? HerSome readers

• How to book appointment as an admin?

  As an ‘Admin’ or a ‘Manager’, you have the ability to add an appointment anywhere in your business calendar. If you're already on your calendar screen taking a glimpse at your schedule to fit in an appointment at any available time-slot, you can simply add an appointment with just a click. Log into the Appointy admin panel. Click on the Calendar icon in the toolbar appearing on the left. Click on the time-slot that you want to block for an appointment. (https://storage.crisp.Few readers

• Adding services in a category

  Adding your services into service categories allows you to easily view and manage a list of your services. When you have an extensive service list, service categories make it easy for you to view your services falling under a specific category. You can also generate a category specific parametric URL and share it with your clients so that they can view services in the specific category only. Here’s how you can categorize your services into service categories. Quick Nav — (Settings → ServicFew readers

• Exporting the customer list

  Here’s how you can export your customer list: Quick Nav – (Customers → Click on the ‘Export customers’ icon appearing on the right of the search bar → Filter the customers that you want to export in the ‘Export Customer’ pop-up window → Click on ‘Export’) Log into your Appointy admin panel. Click on the ‘Customers’ icon in the toolbar appearing on the left. Click on the ‘Export customers’ icon appearing on the right of the search bar in the customer list side paneFew readers

• Integrating your Google, iCal or Outlook calendar with Appointy as a staff member

  In Appointy, the staff members have the ability to integrate and sync their Google, Outlook or iCal calendar with their Appointy calendar. Follow the below-given steps in order to integrate any desired calendar with your Appointy calendar: Log into your Appointy account as a staff member. Click on the 'Marketplace' icon in the toolbar appearing on the left.Few readers

• Creating a gift certificate

  Gift certificates are a great way for your clients to gift your services to their family members and friends for special occasions such as Birthdays, Anniversaries, Thanksgiving, Mother’s Day, etc. Appointy allows you create gift certificates for every occasion. You can choose a preset image for your gift certificate or design a customized gift certificate of your choice. Gift certificates can be sold like a print out at your desk or you can sell it through your online booking interface. E-giftFew readers

• What are appointment booking rules?

  Appointment booking rules are used to allow or restrict who can book appointments with you. These rules allow you to enable only verified members to book appointments, e.g., pre-paying, phone verified or email verified members.  You can also disable or enable auto-approval for each of the above client verifications enabled. Quick Nav — (Settings → Click on ‘Booking Rules & Layout’ → Under the ‘Who can schedule’ section, check the options you want to enable and uncheck the ones you don’t wFew readers

• MySpace

  My Space Screen Once your Appointy account is all set up, the default screen that appears when you log in is the MySpace screen. The MySpace screen is designed in a way that you can view and manage your daily business from this single screen. This makes working with Appointy faster and efficient since you don’t have to switch through tabs repeatedly. This article gives you a complete overview of the functions that you can perform right from the MySpace screen. The MySpace single-sFew readers

• Adding a resource

  Appointy gives you the ability to add and link resources with your services so that you can keep a track of when and where your resources are occupied. Resource can be anything like rooms, equipment, machinery, props, etc. Linking a resource with a service prevents you from falling short of resources while delivering services to your clients. Here’s how you can add a resource to your services: Quick Nav — (Settings → Resource → Click on ‘+ Add Resource’ on the right side of the window → AdFew readers

• Adding a service category

  In Appointy, you can segregate your services into service categories. This helps you to not only view and manage your service list better but also makes it easy for your clients to find and book services with you on your client’s booking interface. You can add service categories, add services to it and easily drag and drop services into categories as and when required. Quick Nav — (Settings → Service → Click on ‘+ Add Category’ appearing at the top-right corner → Add service category nameFew readers

• Editing the time interval for a service

  Time interval setting enables you to set the interval in which the time-slots will be opened for a service. Each service can have a different time interval. You also have the ability to open a service at specific time-slots which is achieved by setting precision time-slots for a service. Here’s how you can edit the time interval for a service: Quick Nav — (Settings → Service → Select the service for which you want to edit the time interval → Click on the ‘Edit’ button against ‘Time IntervaFew readers

• Accepting payments in Appointy via a POS

  With Square POS, you can accept payments from your clients through debit/credit card right at your billing desk. Firstly, you need to integrate your Appointy account with Square to start accepting payments through Square POS. Once you have integrated Square, download the Appointy mobile app, log into the admin account and then connect your mobile device with Square POS. The Appointy app on your mobile phone is a handy solution to accept or declFew readers

• How can I log into Appointy as a staff or a manager?

  Logging into the Appointy account as a staff/manager on your desktop Follow the below-given steps to log into your Appointy account as a staff or a manager on your desktop: Go to business.appointy.com (https://auth.appointy.com/account/login?returnUrl=%2Fconnect%2Fauthorize%2Fcallback%3Fclientid%3DmvcHybridTester%26redirecturi%3Dhttps%253A%252F%252Fbusiness.appointy.com%252Fsignin-oidc%26responsetype%3Dcode%2520idtoken%26scope%3Dopenid%2520profile%2520adminApi%26responsemode%3DfFew readers

• Applying booking restrictions to a customer

  By default, the booking restrictions that you have created at business level at applicable for all the customers. If you want to apply a booking restriction to a specific customer, you can do so by going to the customer details and updating the restrictions in the customer’s profile which will be applied to the specific customer only. The booking restrictions that you can add are: Payment related restrictions - You can restrict the customer to be a post-paying customer or a pre-payingFew readers

• Which countries are currently supported by Reserve with Google?

  The following countries are currently supported by Reserve with Google: United States, Australia, United Kingdom, Canada, Brazil, Mexico, France, Singapore, Germany, Italy, India, Belgium, Greece, Ireland, Japan, Spain, and the Netherlands. If you don’t see your country listed above, here’s a list of countries where Reserve with Google is set to launch shortly: Russia, Vietnam, Philippines, Pakistan, Poland, Malaysia, South Korea, Myanmar, Taiwan, Sweden, Switzerland, Austria, and DenmFew readers

• Appointing a staff member as a ‘Manager’

  As an admin, you might want a staff member to take charge of managing your business. To do so, you can appoint a staff member as a ‘Manager’ who will have the right to manage the business similar to an admin’s role. A ‘Manager’ has the ability to view all the staff members’ schedules and manage existing intake forms, discount coupons, gift certificates, customers, view reports, etc. In order to turn a staff member into a ‘Manager’, follow the steps given below: Quick Nav — (Settings → StafFew readers

• How to delete blocked time?

  Once you block a time-slot, it won’t be available to your clients for bookings. To remove blocked time, please follow the steps given below: Log into your Appointy admin panel. Click on the Settings icon in the toolbar appearing on the left.. Click on Staff under Resource Management. Click on the Staff name whose block time you want to delete. From the Staff Detail tab, clFew readers

• What are the payment gateways that Appointy supports?

  Here’s a list of payment gateways that Appointy supports. Square Payments Stripe Authorize.net Paypal Click here to know more about integration with payment gateways in AppointyFew readers

• Making a service ‘Public’ or ‘Private’

  You might not want all your services to be available online to be booked by your clients. In order to prevent these services from getting booked by your clients, you can turn a ‘Public’ service into an ‘Internal’ or ‘Private’ service. This means that only an admin or a staff member can schedule this service on the calendar and it won’t be available to be booked by your clients in their booking interface. Here’s how you turn a ‘Public’ service into a ‘Private’ or ‘Internal Service’: Quick NavFew readers

• Exporting the Reports (Growth and above membership plans)

  In order to export a report, follow the below-listed steps. Quick Nav — (Reports → Open the report that you want to view from the ‘Reports’ section → From the set of icons appearing on the top-right, click on the ‘export’ icon) Log into your Appointy admin panel. Click on the ‘Reports’ icon in the toolbar appearing on the left. Open the report that you want to view from the ‘Reports’ section. Click on the export icon (last icon from the left) from the set oFew readers

• Can my staff login and manage their own schedule?

  Yes. Your staff can login, access and manage their own schedule if you have enabled staff login. You can enable staff login individually for every staff member. Only those who have been allowed login by you have the ability to login and view their schedules. Here’s how you can enable login for your staff.Few readers

• Where to find booking URL?

  Here's how you can find your business' booking link: Log into your Appointy admin account. Click on the user icon at the bottom-left corner of the screen. The Booking URL appears in the panel that opens on the left side of the screen.Few readers

• Importing the customer list

  Here's how you can import a list of your customers in Appointy: Quick Nav – (Customers → Click on the ‘Import customers’ icon appearing on the left of the search bar → Drag and drop the file or click to choose a file from your device to import → Click on ‘Open’ → Map the fields in your file with the fields in Appointy’s customer database → Click on ‘Next’ → Select the customers you want to import of click on ‘Select All’ → Click on ‘Import’) Log into your Appointy admin panel. CFew readers

• How to enable suspended services?

  You can enable suspended services at any time by following the steps given below: Log into the Appointy admin panel. Click on the Settings icon in the toolbar appearing on the left. Go to the Service tab under the Resource Management section. Click on the down-facing arrow beside Active appearing next to the Service title and select All to view all the services. (https://storage.crisFew readers

• Processing a refund for a booking in Appointy

  The below-listed steps will allow you to process a refund via Square or Stripe. The same steps can be followed to record a refund for payments made through Authorize.net and PayPal. Log into the Appointy admin panel. . Go to the ‘Calendar’ icon in the toolbar appearing on the left. . Click on the appointment for which you want to process a refund. . (https://storage.crisp.chat/users/helpdesk/website/8cd8b10928e07800/4f223f57-e340-4375-82c0-cdFew readers

• What are the services that Reserve with Google does not support?

  Reserve with Google is a growing platform which only caters to a few business verticals as of now. The services that are currently not supported by Reserve with Google are: Businesses that offer services for free or without a specified price are not supported. The minimum service cost should be $5 for any service to be eligible to get listed on Reserve with Google with Appointy. Businesses that require pre-payments to get bookings are not supported by Reserve with Google. MembershipFew readers

• Sharing your staff's parametric URL with your clients as an admin or a manager

  In Appointy, every staff member and service has a unique parametric URL which can be shared with the clients so that they can directly view the availability of a particular staff member or service. This prevents the clients from going through non-required steps in the booking flow while booking a specific service or booking with a specific staff member. Here’s how you can share a parametric URL of a particular staff member with your clients as an admin or a manager Quick Nav — (Settings →Few readers

• Enabling a disabled/suspending service

  To enable or restore a disbaled/suspended service, follow the below-given steps. Quick Nav — (Settings → Service → Click on the down-facing arrow beside ‘Active’ next to the ‘Service’ title → Select ‘Suspended’ from the drop-down menu → Click on the suspended service name → Under the ‘Details’ tab, enable the toggle button next to ‘Active’). Log into the Appointy admin panel. . Click on the ‘Settings’ icon in the toolbar appearing on the left. . Go toFew readers

• Enabling staff login (Professional and above plans)

  Staff login allows your staff members to view and manage their own schedule by logging into their accounts. You can enable staff login to give your staff the ability to view their schedule, add or reschedule appointments, add notes against appointments, view and contact clients, etc. You can enable staff login individually for every staff member. Only those who have been allowed lFew readers

• Assigning/unassigning area code to a staff member

  If you run a business where different staff members provide services in specific locations, assigning area codes to the staff members will work best for you. When you link a staff member to an area code, the staff member will be visible only to the clients who are going to book a service for that particular location/area code. He won’t be visible to the clients who are going to book a service at a location which is not assigned to the staff member. This prevents the staff members from getting boFew readers

• Step 3 - Promote your booking portal

  Integrating booking portal on your website  There are three formats in which you can integrate the booking portal on your website: Full Page Widget Overlay Widget Button Widget To integrate the booking portal on your website: Go to the 'My Space' area. Click on the ‘Quick Start Guide’ icon on the bottom-right of the window. The ‘Quick Start Guide’ window appears. Click on the ‘Integrate on your website now’ button to integrate the booking portal/ client-side on yourFew readers

• How to set up booking restrictions for clients at the Business Level?

  Here’s how you can set up booking restrictions for your customers: Quick Nav — (Settings → Booking Restrictions → Enable the toggle button against 'Booking Limit per Customer' → Set up booking limit, frequency and restriction dates) Log into your Appointy admin panel. Click on the Settings icon in the toolbar appearing on the left. Go to the Booking Restrictions tab under the ‘Customer Booking Rules’ section. Enable the toggle button against Booking Limit per Customer.Few readers

• Deleting a service

  Here’s how you can delete a service: Quick Nav — (Settings → Service → Select the service that you want to delete → Click on the ‘Delete’ link above the service image → Click on ‘Confirm’) Log into the Appointy admin panel. . Click on the ‘Settings’ icon in the toolbar appearing on the left. . Click on ‘Service’ tab under the ‘Resource Management’ section to view your services. . Select and click on the service name that you want to delete.Few readers

• Facebook Pixel

  Appointy has introduced "Facebook pixel" with Appointy 9.0 and you can add your Facebook pixel to your Appointy account to measure and optimize the results of your Facebook advertising. Also, you can only track the conversion if the customer lands on your booking interface : https://booking.appointy.com/username Note: "Facebook pixel" is a premium feature part of our Professional plan and above. Please follow the steps below to link your Facebook PixeFew readers

• How To Add (and Verify) A Staff Member?

  When you use Appointy for a multiple member team, it is easy to keep track, and manage staff members’ schedule. Staff member can have their own login accesses and manage their own bookings. Here’s how to add (and verify) a staff member: Once logged in into your Appointy admin panel, click on the ‘gear’ icon in the left tab to go to Settings. Then, click on “+ Add Staff” button on the top right. (https://storage.crisp.chat/users/helpdesk/website/22c9e146417dfa00/cae034cf-35a7-433dFew readers

• How can I add buffer time to a service?

  To add buffer time to your services, you can add the duration of buffer time along with the actual service duration and then hide the service duration that appears in the client booking interface. Here’s how you can do it: If a service takes 30 minutes and the buffer time is 15 minutes then consider adding the service duration as 45 minutes. You can include the actual service duration along with the service name. For instance, if the service name is ‘Hair Color’, write it as ‘Hair ColoFew readers

• How to integrate your Google Analytics Account with Appointy?

  Firstly, you would need to set up a new website property in your Google analytics admin account. While adding the web property, you have to input your Appointy booking URL in the following format: https://booking.appointy.com/en-US// Once you save the web property details, and the GFew readers

• Making a staff member ‘Public’ or ‘Private’

  You might not want all your staff members to be available to be booked by your clients. In order to prevent all or a few staff members to be booked by your clients, you can turn a public staff member into an internal or private staff. This means that only an admin, manager or the staff member himself can add an appointment in his calendar and he won’t be available to be booked by the clients in the client’s booking interface. Here’s how you turn a ‘Public’ staff member into a ‘Private’ or ‘InteFew readers

• Can I set pre-payments as mandatory?

  Yes, you can make it mandatory for your clients to pre-pay at the time of booking appointments. We offer integration with multiple payment gateways to accept online payments. In order to receive payments through Appointy, you need to first integrate your account with a supported payment gateway. See the payment gateways that Appointy supports. After you have integrated a payment gateway withFew readers

• Deleting an offer

  Here's how you can delete an offer: Quick Nav — (Marketing → Offers → Select the offer you want to delete → A preview sidebar appears on the left side of the window → Click on the ‘Delete’ icon appearing below the offer) Log into the Appointy admin panel. Click on the ‘Marketing’ icon in the toolbar appearing on the left. Go to the ‘Offers’ tab under the ‘Marketing’ section. From the given list of Offers, select the one you want to delete. A prevFew readers

• Taking international bookings with Appointy

  Geographical Restriction By default, we restrict clients outside your geography from booking appointments with you. If you want to enable clients outside your geography to book appointments with you, turn on the toggle button against ‘Geographical Restriction’. Here’s how you can enable international bookings: Quick Nav — (Settings → Booking Restrictions → Enable the toggle button against 'Geographical Restriction' → Enable ‘Detect customer's timezone automatically and show your availFew readers

• Using calendar views

  The calendar in Appointy is designed to give you a complete view of the appointments scheduled with you and filter the view according to the way you want to view them. To view your calendar, click on the ‘Calendar’ tab in the toolbar appearing on the left of your screen. Appointy gives you five instant views to see your appointments. Day Week Month Staff Quick (https://storage.crisp.chat/users/helpdesk/website/57e69ee8d61bd400/fb0d36ca-6857-4a3c-a97e-f69d2e1nftyww.pngFew readers

• How can I change the order in which services are displayed on the client’s booking interface?

  You can rearrange the order in which services are displayed on the client’s booking interface as per your preference by clicking on ‘Settings’ and going to the ‘Service’ tab. Quick Nav — (Settings → Service → A red repositioning icon will appear in the right against every service name → Drag and drop the service by clicking and holding onto the red repositioning icon to rFew readers

• Why has the ‘Book Now’ button suddenly disappeared from my Google business card?

  There could be various reasons why the ‘Book Now’ button is not appearing in your Google business card. The below-listed reasons could be one of them. You might have enabled pre-payments for bookings. Reserve with Google does not support businesses that require pre-payments to get bookings. The service cost of all your services might be ‘0’ or less than $5. Reserve with Google does not support businesses that have service cost less than $5. You might have changed your profession inFew readers

• Changing the color assigned to a service

  Color-coding your services is a great way to organise your calendar. Whenever you view your appointments in the calendar, you can instantly recognise the color and the service that is booked. This makes your work easy and quickly gets you going to other important tasks. Here’s how you can assign a color to a service: Quick Nav — (Settings → Service → Select the service for which you want to assign a color → Click on the ‘Change Color’ link above the service image → Assign a color to the sFew readers

• How to restrict clients with a particular domain from booking appointments with you?

  Domain restricted booking This allows you to restrict clients from a specific domain to book with you. All you need to do is, just enter the domain name that you want to restrict in the ‘Domain name’ field. You can add and restrict as many domains as you want. Here’s how you can set up domain restrictions for your account: Quick Nav — (Settings → Booking Restrictions → Add the domain that you want to restrict from booking under the 'Domain Restricted Booking' title-head) Log iFew readers

• How can I print my daily schedule?

  In order to print your daily/weekly/monthly schedule, go to ‘Calendar’ and click on the ‘Print’ icon appearing at the top-right corner.Few readers

• Adding a service image

  Just like staff members, you can add an image for your services as well. This gives your clients a better idea of the services that you provide. To add a service image, follow the below-given steps. Quick Nav — (Settings → Staff → Select the service to which you want to add an image → Click on the image icon next to the service name → Choose an image from your device (image size should be less than 512 KB) → Click on ‘Upload’) Log into the Appointy admin panel. . Click on theFew readers

• How can I remove ‘Pay Later’ from my client’s booking interface?

  You can remove ‘Pay Later’ from your client’s booking interface by going to the ‘Booking Rules and Layout’ tab in ‘Settings’. Quick Nav — (Settings → Booking Rules and Layout → Check ‘Pre-Paying Members’ → Uncheck ‘Phone Verified Members’ and ‘Email Verified Members’ → Click on ‘Save’)Few readers

• Why are my clients not receiving booking confirmations while booking through Reserve with Google?

  When your clients make bookings through Reserve with Google, the booking confirmations that they receive will be sent by Google. Please contact the Reserve with Google team in case your clients are not receiving any booking confirmations while booking through Reserve with Google.Few readers

• How can I register on Google My Business?

  In order to get listed on Google My Business, you need to create a business profile on Google My Business. Creating a profile on Google My Business is absolutely free, does not require a website or a storefront and works well for all kinds of businesses.Few readers

• Viewing the intake form for a service

  Here’s how you can view the complete intake form created for a service: Quick Nav — (Settings → Service → Click on the service name to view the intake form created for the service → Click on the ‘Intake Form’ tab) Log into the Appointy admin panel. . Click on the ‘Settings’ icon in the toolbar appearing on the left. . Go to the ‘Service’ tab under the ‘Resource Management’ section. . Select and click on the service name to view the intake forFew readers

• Block Time

  To block time, Kindly go to Settings Click on Staff Click on Staff Name Click on Block timeFew readers

• What is a Google business card?

  A Google business card is a business card carousel that appears in the SERPs (Search Engine Result Page) on the right. It displays your business information, rating, best reviews, photos, website, address, directions, etc. Getting a Google business card is completely free. The only prerequisite is having a Google profile which you can get by registering on Google My Business. A well-optimized Google My Business profile provides all the pertinentFew readers

• How do you link Appointy with Google My Business page information?

  While linking your account with your Google My Business page, Google matches your Appointy business name and address with the business name and address appearing in your Google My Business page. You need to add exactly the same business address in Appointy that appears on your Google My Business page. This will ensure that your Appointy account links to the correct Google My Business page. To understand better, look at the below-given examples of Google business cards.  (https://storage.criFew readers

• How can I add an appointment note?

  In order to add a note to an appointment, go to the ‘Calendar’ tab and click on the appointment for which you would like to add a note. Quick Nav — (Calendar → Click on the appointment → A side panel will open on the left with all the appointment details → Add a note in the ‘Appointment note’ text box)Few readers

• Enabling a disabled/suspending staff member

  To enable or restore a disabled/suspended staff member, follow the below-given steps. Quick Nav — (Settings → Staff → Click on the down-facing arrow beside ‘Active’ next to the ‘Staff’ title → Select ‘Suspended’ from the drop-down menu → Click on the suspended staff member’s name → Under the ‘Details’ tab, enable the toggle button next to ‘Active’) Log into the Appointy admin panel. . Click on the ‘Settings’ icon in the toolbar appearing on the left. . Go toFew readers

• Can I take bookings outside the business hours set in my Appointy account?

  Your time-slots outside business hours won’t be available to your clients for bookings. However, as an admin or staff, you can always schedule an appointment outside business hours. (Calendar → Click on the time-slot where you would like to add an appointment → Add appointment details in the ‘New Appointment’ pop up window → Click on ‘Book’)Few readers

• Unlinking an area code from a staff member

  There are two ways you can unlink an area code from a staff member: Option 1 Quick Nav — (Settings → Staff → Click on the staff member's name that you want to unlink from an area code → Go to ‘Postal Codes’ tab → Click on the ‘unlink’ icon against the area code below the ‘Remove’ list head) Log into the Appointy admin panel. . Click on the ‘Settings’ icon in the toolbar appearing on the left and click on the ‘Staff’ tab. . Click on the staff member'sFew readers

• What are the business verticals and services that Reserve with Google supports?

  Reserve with Google supports a wide array of services broadly falling under the following business verticals: Dining, Activities, Beauty, Fitness and more. The type of services that can be booked using Reserve with Google are Appointments, Reservations, Classes, Activities, Basic Ticketing, General admission day tours, Consultations and Evaluations, Sign-ups and Trials. Check out this blog to get a better understanding of the eligibility criteria for Reserve with Google. (https://blFew readers

• Where can a staff member find his booking link?

  Here's how a staff member can share his own availability calendar with his clients: Quick Nav — (Click on the ‘user’ icon at the bottom-left corner of the screen → Click on the 'Copy' button against 'Booking URL' → Paste the booking URL and share it with your clients) Log into your Appointy staff account. Click on the ‘user’ icon at the bottom-left corner of the screen. (https://storage.crisp.chat/users/helpdesk/website/dfe8b6980e96a000/1813649c-919b-4ce4-a302-3d11Few readers

• Why am I not receiving booking notifications for bookings scheduled through Reserve with Google?

  While receiving bookings through Reserve with Google, you will not receive any booking notifications as an admin or a staff member. Sending booking notifications to the service provider is not included in the Reserve with Google program. In order to check your bookings, you will have to go to your Appointy calendar and view your schedule.Few readers

• Why is a service not appearing in my Google business card?

  A service might not be appearing in your Google business card because the service cost might be ‘0’ or less than $5. Any service with a service cost of less than $5 will not appear on Reserve with Google for bookings.Few readers

• How can I opt-out of Reserve with Google?

  You can opt-out of Reserve with Google from Appointy by going to the ‘Marketplace’ tab. Quick Nav — (Marketplace → Marketing → Click on ‘Reserve with Google’ → Click on the ‘Opt-out’ button appearing on the top-right corner).Few readers

• How do paid bookings work in Appointy?

  With Appointy, you can accept payments from your clients at the time of booking. Here’s an explanation of how paid bookings work in Appointy: A client will select a service for booking. The selected time-slot will be temporarily blocked for 5 minutes. Appointy forwards the client to the payment gateway for payment. Meanwhile, no one else will be able to book that time-slot. Once the payment is realized, the payment gateway sends a notification to Appointy and the appointment is markFew readers

• Disabling/Suspending a staff member

  Appointy allows you to disable or suspend a staff member who is not available for bookings or providing services anymore. This enables you to retain the appointment records related to the staff member which is, otherwise, lost when you delete the staff member. Here’s how you can disable or suspend a staff member: Quick Nav — (Settings → Staff → Click on the staff member's name → Under ‘Details’ tab, turn off the toggle button next to ‘Active’ to suspend the staff member) Log into theFew readers

• Disabling/suspending a service

  In Appointy, you have the ability to disable or suspend a service that you no longer provide. This enables you to retain the appointment records related to the service, which is, otherwise, lost if you delete the service. Here’s how you can disable or suspend a service: Quick Nav — (Settings → Service → Click on the service name that you want to disable or suspend → Under ‘Details’ tab, turn off the toggle button next to ‘Active’ to suspend the service) Log into the Appointy admin panFew readers

• How much time does it take for Reserve with Google to list me after I opt-in?

  After you place a request to opt-in for Reserve with Google using Appointy, it takes 15-20 business days for the Google team to verify and get your business listing up and running on Reserve with Google.Few readers

• Can I enable forms while taking bookings through Reserve with Google?

  Reserve with Google does not support businesses that require additional client information at the time of booking an appointment. This includes any additional field beyond first name, last name, email address and phone number. Although, when you take bookings through Appointy, you can always use intake form to gather client information that you require. Check out this blog to read the complete eligibility criteria for Reserve with Google. (https://blog.appointy.com/2019/07/02/eligible-reserFew readers

• Can I list my business on Reserve with Google using Appointy?

  Yes. You can list your business on Reserve with Google using Appointy if your business satisfies the Reserve with Google program requirements. If your business is eligible, you can opt-in to get listed on RwG using Appointy in just a few steps. Here’s how you can get listed on Reserve with Google using AppointyFew readers

• Adding a staff member’s profile image

  Here’s how you can upload a profile image for a staff member: Quick Nav — (Settings → Staff → Click on the staff member’s name to open the staff member’s details → Click on the image icon next to the staff member’s name → Choose an image from your device (image size should be less than 512 KB) → Click on ‘Upload’) Log into the Appointy admin panel. . Click on the ‘Settings’ icon in the toolbar appearing on the left. . Go to the ‘Staff’ tab under the ‘ResourceFew readers

• Deleting a discount coupon

  Here's how you can delete a discount coupon: Quick Nav — (Marketing → Discount Coupons → Select the discount coupon you want to delete → A preview sidebar appears on the left side of the window → Click on the ‘Delete’ icon appearing below the discount coupon) Log into the Appointy admin panel. . Click on the ‘Marketing’ icon in the toolbar appearing on the left. . Go to the ‘Discount Coupons’ tab under the ‘Marketing’ section. . From the giveFew readers

• How to optimize Google Analytics tracking by creating Goals (funnels) in your Analytics account?

  Once you’ve integrated your Appointy account with your Google Analytics account, you can further optimize this tracking by creating Goals in your Google analytics account based on your booking flow. Here’s how that can be done: Once logged in into your Google Analytics account, from the left tab, Go to ADMIN → under ‘Reporting Views’, select “Goals” → Click on “+New Goal” to get started. (https://storage.crisp.chat/users/helpdesk/website/9bd219c502004800/8f8ef4a3-69c1-4298-a042-c62939Few readers

• Time interval settings in client’s booking interface

  You can adjust the time interval to set the availability of time-slots for the services in the client’s booking interface. You can adjust the availability of time-slots based on the following time interval settings. Calculate automatically - System will automatically calculate and open the time-slots. The system calculates the least common multiple of all the service durations and opens the time-slots accordingly. For instance, if you have set the service duration for Service ‘A’ asFew readers

• How much time does it take for Reserve with Google to unlist me after I opt-out?

  After you place a request to opt-out for Reserve with Google, it takes a minimum of 24 hours for the Reserve with Google team to unlist your business.Few readers

• How can I get a ‘Book Now’ button on my Google business card?

  In order to get a ‘Book Now’ button on your Google business card, you will have to get your business listed on Reserve with Google. Reserve with Google has eligibility criteria which your business needs to comply with in order to get listed including having an official scheduling partner like Appointy. Here’s how you can get listed on Reserve with Google using Appointy (https://help.appointy.com/hc/en-us/articles/36003Few readers

• Delete Multiple Blocked Times

  Follow the steps given below to delete multiple blocked times: When you mouse over blocked time a circle appears next to it, click on it, that will select the blocked time Then click on the circle next to delete selected it will select all the blocked time for the staff. (https://storage.crisp.chat/users/helFew readers

• Block Date for Multiple Staff

  Follow given steps to block date for multiple staffFew readers

• Striking out booked and blocked time-slots in your client’s booking interface

  Here’s how you can strike out booked and blocked time-slots in your client’s booking interface: Quick Nav — (Settings → Availability Options → Enable ‘Strike out Booked times’ and ‘Strike out Blocked times’) Log into your Appointy admin panel. Click on the ‘Settings’ icon in the toolbar appearing on the left. Go to the ‘Availability Options’ tab under the ‘Customer Booking Flow’ section. Against the ‘Availability Options’ title head, click on the box agaiFew readers