Is Appointy customizable?
All customizations on your Appointy account are a paid membership feature. It is available to PRO and above memberships.
The following can be customized from the admin area:
Almost all emails going to client like registration, booking, rescheduling or thank you email.
You can upload your own logo.
Select from various color themes to match with your webpage.
Facebook page and Twitter links at the bottom of the calendar, on the client side booking area.
Branding can be donPopularCan I test ALL the memberships during free trial?
We offer 14 days FREE trial of premium edition of Appointy. During this trial you can switch between various memberships and see what suits you best (see the screenshot attached). Following are the steps:
Login to your Appointy admin area.
Go to MY MEMBERSHIPS>>Account overview>>Switch Membership>>Select the desired membership from the dropdown.
Note: After 14 days, when the FREE trial is over, the Appointy account is automatically downgraded to the Free edition.
switch memPopularCan I ask additional information from clients?
Yes, you can certainly ask for desired details from the clients in form of a custom questionnaire. These custom questionnaire will be asked to the client at the time of booking.
Here's how to set it up:
Login to your admin area.
Go to SETTINGS>>CUSTOMIZE>>Customize Form (see image below)
1. Field name: Enter the question that needs to be asked from your clientSome readersCan I integrate Appointy on my website?
Yes, you can Integrate Appointy on your website by simply copying and pasting one line of code. We provide 3 types of integration:
Integration as Full Page Widget.
Integration as an Overlay Widget.
Integration as Schedule New Button.
Integration on Facebook Page
Follow these easy steps to integrate Appointy on your website:
1. Login to your Admin area.
Go to Marketing ~Integrate on your website ~Add Scheduling Widget ~Click on "IntegrateSome readersHow to link your booking page to your Instagram?
Driving conversions through social media channels can turn out to be pretty profitable when done right. Instagram has become one of the most popular social network recently.
Here is how you can drive bookings through your Instagram profile by linking to your Appointy customer interface.Some readersHow to schedule classes with Appointy?
To schedule classes, please follow the instructions below:
Log-in to your Appointy admin area.
Change alias of the Service under Common name for service (or first resource) to "Classes" and add a new Class (from SETTINGS-->SERVICES). While adding service, set the capacity to accept bookings from multiple people.
Add Staff who would be conducting the class. If you have no staff, add a dummy staff with theSome readersDo you allow multiple administrators?
We have a feature called "MANAGER LOGIN" that is just like an Admin login but with limited access. The highlights of Manager login functionality are as below:
The managers would be able to see all appointments like Administrator.
The managers would be able to make appointment for anyone in the company like Administrator.
The manager would be able to change, cancel or extend time of an appointment for anyone in the company like Administrator.
The managers would be able to seeSome readersWhat is best plan or membership for my business?
We have different plans to suit every business needs. We always suggest to evaluate all plans and features, which is possible during the free 14-day trial period of Appointy.
Appointy has four different memberships:
Free Membership is good for starters. It has all the basic functionality of our scheduling software.
Pro Membership ($29.99/month) is good for small sized businesses that require more advanced scheduling options, like pre-payments, email marketing, email customizatiSome readersHow to redirect customer to desired page?
With Appointy you can redirect your client to your desired page (Settings --Customize --URL of calendar on your site).
The System will redirect your client to your desired page In these conditions only.
After payments : When client book an Appointment and he has successfully made payment for that appointment then he will be redirected to your desired URL.
ESome readersHow to delete a service?
Deleting a service is very easy but can be tricky at times. Here are the easy steps for you to follow:
Login to your Appointy admin area.
Go to Settings~>Services~>Click on the DOWN ARROW icon~>Click on the DELETE link (see the image below)
Note: Also, if you delete any service, then ALL the data related to that service will also be completely erased from the sysSome readersWhere does the custom information go?
The custom information is saved against the appointment and can be seen on hovering mouse on the custom information icon . Following are the various area within the Appointy admin console, to access this custom information.
1. Day View
2. Agenda View
(https:Some readersHow easy is to use Appointy as an administrator?
Appointy has an easy to use user interface. Here are some of the unique features to give you an idea:
Day view: All appointments are shown on a calendar format. Appointments can be rescheduled using drag-n-drop. Available and non available times are differentiated by color. Any detail related to appointment is present on this screen.
Month view: Gives you an overview of number of appointments for each staff on a calendar format.
Agenda view: All appointments are shown inSome readersHow to get started with Social Media Promotions ?
If you are looking at this question then it means that you have completed your setup and now you want to explore Appointy to its fullest.
The first step is to link your "Facebook Page" with Appointy. If you don't have a "Facebook Page" then please create one from here.
Link your Twitter account with Appointy. Twitter is turning into a real time search and tweeting about your "Discount Coupons" and "Reviews received" can bring you clients fromSome readersCan I change colors of my Appointy calendar to match with my website?
Yes. Go to "Settings"-->"Look & Feel" and select from the available ready to use themes. You can further customize those themes by using our visual "Theme Designer" tool.Some readersHow to add new service?
Adding new service is very simple. Just follow the easy steps below:
Login to your Appointy admin area.
Go to SETTINGS-->SERVICES-->Click on ADD SERVICES (see screen capture below)
Note: Make sure to link the service with staff by setting the business schedule ( SETTINGS-->BUSINESS HOURS (http://help.appointy.com/entries/20163536-How-to-setup-Business-Hours-correctlySome readersCan I take bookings outside the business hours?
Yes, you can manipulate your workable time without effecting your existing schedule. And then you can take booking even outside your business hours. Please follow the easy steps below:
Login to your Appointy admin area.
On the DAY view of Admin calendar, click on the times. (See the screenshot below)
In the Set Workable Time pop-up, adjust the "CLOSE" time. If ySome readersHow to setup ICal on Android devices?
Appointy provides ICal subscription feeds that can be subscribed by any supporting ICal client to update local calendar in real time.
By default, Android OS does not synchronize with ICal. However, there is a free application on Google Play store that enables ICal feeds on Android phones.
Steps:
Download and Install ICalSync application from here or we have attached the .APK file for you to directly install onto your phone.Some readersHow to add repetitive block in Appointy?
If you are trying to block a repetitive days in Appointy, then here's the easiest and fastest way. All you need to do is create a repetieve event on Google calendar and sync it to your Appointy calendar. Following are the easy steps:
Step 1: On your Google calendar (that is linked with your Appointy calendar under SETTINGS>>INTEGRATIONS area) create an event. While creating it you will see a link to Edit Event
(https://storage.crisp.chat/users/helpdesk/website/dde7a919b29c0000/3a9a2Some readersHow do I stop receiving email notifications each time a member books or cancels an appointment?
Appointy sends email reminders on every booking, cancellation or reschedule to alert administrators and staff about the changes in their schedule. These emails are important because sometimes you would not want a particular booking and want to cancel it instantly to keep it open for others.
Unfortunately, there is no way to stop it. However, you can create filters in your email to delete such emails as they arrive.
(Please note: Create filters on the "subject line" or "body content" and notSome readersHow to update expired credit card on file with Appointy?
At Appointy we don't save any credit card information. Entire payment activity is handled by PayPal. There are two ways one can update their subscription credentials for Appointy:
Case 1: (If you have paid through your PayPal account) Login to your Paypal account and update your credit card details.
More help can be found here https://www.paypal.com/helpcenter/main.jsp?locale=enGB&dyncharset=UTF-8&countrycode=GB&cmd=help&t=solutionTab&solutionId=163157 (https://www.paypal.com/heSome readersEmail issues even after account upgrade.
For all premium memberships, important emails goes through premium email gateways. These emails will not deliver if your email gets blacklisted. The reason for email blacklisting is hard bounce within the past 14 days.
When a recipient address generates a hard bounce, our premium gateway considers that address to be temporarily unreachable, and blocks sending to it for a period of 14 days. Address blacklisting is entire premium gateway-wide. If a recipient address has generated a hard bounce fSome readersEmail notifications are not getting delivered
Email notifications are sent almost immediately after booking/cancelling/rescheduling the appointment. Email delivery is instant and usually takes 3-4 minutes. If it is taking more than that. It might be due to the following reasons:
Wrong email entered at the time of registration.
Spam blocker linked to email account that asks for manual clicking or replying after first email.
Sometimes, some domains reject emails because they only accept emails from humans and not machines.Few readersGroup bookings made easy
With Appointy, you can schedule group bookings or classes. We have made it super easy to reschedule or cancel a group booking. A reminder email is automatically sent to all participants about the cancellation or reschedule.
To learn how to enable group booking please click here.
Marking attendance and generating report of attendance is also possible.Few readersCan I add "Schedule Now" link to my Facebook Profile?
"Facebook Profile" is meant for personal use and "Facebook Page" is for Business use. Facebook Pages has a "Like" button on top which anyone can click to become a fan. On the other hand Facebook Profile needs both, you and your client to accept each other's friends request. Facebook profile will bring you friends but Facebook page will bring you Fans. That is the reason why we connect with only Facebook Page and not with Facebook Profile. If you don't have a Facebook Page then create one from hFew readersEasy steps to block your countries national holidays on your Appointy calendar
Its very easy to block all the holidays of your country from Google calendar to your Appointy calendar. Wondering how? Well here're the easy steps to do it
Step 1: In your GOOGLE calendar, create a new calendar under "My calendar" (in this example Import Holidays to Appointy).
Step 2: Under Other Calendars click on the "Browse for Interesting Calendars" oFew readersAppointments not getting confirmed after successful payment on Paypal?
After every successful payment, Paypal sends a notification for payment status. By default, you don't have to do any changes in Paypal. But due to certain reasons Paypal might not be sending notifications after payment. To enable it again, please follow the steps below:
Login to your Paypal.
Go to PROFILE-->Profile and Settings.
Click on MY SELLING TOOLS --search for "Instant payment notifications"-->Click on "Update"
Click on "Choose IPN Settings" button.
In notificatFew readersWhat to do when the staffs are in different timezone(s) than that of Admins'?
On Appointy the timezone is standard for both Admin and staff. The timezone is considered only at the time of booking from the client area. The appointments will always be booked in admin's timezone but there is a way where your staff can see Appointments in their timezone by using iCal feature. Here are the steps to generate iCal feeds for each staff.
Step 1: Login to your Staff area http://USERNAME.appointy.com/admin
Step 2: You will see an iCal button>right click on it to copy theFew readersWhy my customer booking page is inactive?
Service, Staff and Business Hours, all are required to generate your basic calendar. Please follow the steps to troubleshoot this message.
Log-in to your Appointy administrator area from http://www.appointy.com
Go to SETTINGS-->SERVICES and make sure that at least one service is added and also enabled.
Go to SETTINGS-->STAFF and make sure that atFew readersWhat are "Offer Coupons" and how it is different from "Discount Coupons"?
Instead of giving a discount on the price, you can offer extra services as an add-on. For example, you can offer "100% Free Delivery" or "Free Welcome Drink". It works similar to discount coupons.Few readersHow to change the order of Services?
You can rearrange the service order by simply dragging it to the desired order from the service section (Settings --Services --Mouse over on the "DOTS" beside service name and drag it to desired order).
Similarly, you can drag service to a different category.Few readersCan I sell Products?
At Appoint, we have Add-on feature which allows you to sell products at the time of checkout. Each service can have its own add-on. An example of Add-on can be, a tour company can ask customers to include meal or a Salon can sell a product.
You can set add-on for the services from the service area of your admin console (Settings =Customize => Click on image icon => Select Add-on =Add New Add-on).
(https://storage.crisp.chat/users/helpdesk/website/23135f7d62ec7c00/ec24f67Few readersCan I accept appointments on my Facebook Page?
Yes, we have a "Facebook Tab" application that would add a "Schedule Now" link to your Facebook page. With one click it can be added to your Facebook Page. To add "Schedule Now" link to your Facebook page, follow the steps outlined below:
Login to your admin area.
Go to SETTINGS>INTEGRATIONS
Click on "Connect to Facebook Page" and allow Appointy to access your Facebook Page details.
Once allowed, Appointy will bring all of your Facebook pages. Select the page on whichFew readersHow can I login to my administrator area?
Every business which registers on Appointy, gets a unique URL which is a sub-domain on Appointy. Your user name at Appointy is a part of your unique URL. For example, if your user name is "lalunasalon", then your unique booking URL at Appointy would be http://lalunasalon.appointy.com and as an administrator, your URL will be http://lalunasalon.appointy.com/admin
You can also go to http://www.appointy.com and login using the Login button on the top right.Few readersHow to promote the Discount Coupons?
After successfully creating a discount coupon the next important step is to promote it to your clients. With the existing Appointy system, the discount coupon can be promoted on Social channels (like Facebook twitter). See the sample image below:
We'll be soon introducing an option in the Discount Coupon itself to promote via Email. Untill this feature is implemented you can useFew readersWhat is Precision Scheduling?
Precision scheduling allows you to open times at random intervals. For example, you can show availability as 3:00pm, 3:30pm, 5:00pm, 6:30pm.
Here are a few things to know while setting precision scheduling setting:
Please add times separated by a comma (,). Ex. 9:00 AM, 12:00 PM, 3:00 PM, 6:00 PM.
Use a hash() as a separator to open times in an orderly manner. For example: If you don't want to open at 3:00 PM unless 9:00 AM and 12:00 PM are booked, then enter 9:00 AM, 12:00 PFew readersHow do reviews work in Appointy?
After each appointment, a customer can be requested to provide a review. Here are a few things to know about "Review Management" with Appointy.
Asking a review is a manual task. The request is sent from "Day View" or "Agenda View" by clicking on "Ask a Review" link. When clicked, an email is sent to customer with a link to post a review. It is done on purpose to control negative image on the web. It is hard to satisfy every customer and you would not want an angry customer to write a revieFew readersHow can I control emails that are sent to clients through Appointy system?
You do not need to do it because Appointy only sends emails automatically that are of utmost importance. For example, when a client schedules an appointment a confirmation email will be sent by default but when administrator schedules an appointment on behalf of a client, then he can choose to send email.
Below is a list of all the emails that are sent to your clients:
1. Appointment confirmation email is sent to client after an appointment is scheduled.
When client schedulesFew readersCan I disable "Social Promotion" feature?
Yes,we understand that every business has different requirements. A patient would never want to disclose that he is visiting a doctor. Therefore by default, "Social promotion" feature is disabled and can be activated or de-activated anytime from Marketing → Social Promotion menu option in Administrator area.Few readersHow clients can redeem a Gift Certificate?
The Gift Certificate can be redeemed by the customers at the time of booking. They will see a "Redeem Gift Certificate" link on order summary page.Few readersCan I integrate Appointy on Wordpress site?
Yes! You can follow the easy steps below:
Upload Appointy-scheduler Directory to the /wp-content/plugins/ directory.
Activate the plugin through the 'Plugins' menu in WordPress.
Create a page named "Schedule an Appointment" with text APPOINTY and enjoy it!
Note: If your calendar overlaps your sidebar then create a new template from your main template without sidebar for "Schedule an Appointment" page. If you have problems then please email to contact at appointy.com andFew readersHow to block out days/hours within my schedule?
Each of your staff can have different work schedules and similarly blocking a date and time also works at staff level. Follow the steps below to set unavailability of a staff.
With the latest Appointy update we have tried to make the interface super easy and everything at your finger tips. There are two easy ways that you can block dates and times.
Option 1: On the DAY view of the calendar you can click on the blocking icon to block the dates straightaway.
(https://storage.crisp.chatFew readersHow to add Appointy Scheduling Software to SquareSpace?
Please find the steps below to add Appointy to SquareSpace.
Login to your SquareSpace admin area at http://squarespace.com/
Once logged in, click on "Pages" in the left side bar.
In the "Main Navigation" area create a new page and name it "Schedule Now" or "Schedule an Appointment"
The new navigation link would be created. Click on the link to start editing the page.
Mouse hover the area where you want to add Appointy's Scheduling Widget and click on "Edit". This would openFew readersWhy "undefined NaN" text is showing up?
Undefined NaN (see the screen capture below) comes up only when you have integrated Appointy calendar on your website and the 3rd party cookie acceptance of your browser is not set to "as always". It will never come up if you directly open your client calendar URL.
On iPhone/iPad/Mac "3rd party cookie acceptance" is set as "from visited" by default. This doesn't let create sFew readersHow to generate Appointment reports grouped by Month?
Follow the steps mentioned below to generate Appointment report grouped Month-wise.
Go to REPORTS-->APPOINTMENT REPORT.
In Search Type from the Details Reports select Group By Month.
From Select Date choose a Date Range.
Next Click SEARCH to generate your Appointment report grouped by month.
Use Advanced Search Features, to filter the report for Services, Staff or Client.Few readersHow can I use Booking restrictions?
Booking restriction is a premium feature (available to PRO and above members). This feature allows you to put a cap on the number of bookings. This setting is applicable at 2 levels. Level 1 is at the business level that works for all the clients (new and existing). Level 2 is at the customer level, where you have more control and can apply restrictions on a client to client basis.
Level 1: Booking Restrictions at Business level:
• Login to your Appointy admin area.
• Go to SettiFew readersHow discount coupons work in Appointy?
Here is how it works:
Discount coupons can be created from Administrator area from "Marketing"-->"Discount Coupons". You can create discount coupons to work with a specific service, staff, time or in combination of all.
Discount coupons can be promoted to your clients.
Your clients can enter the discount code while scheduling and the discount will be applied automatically.
Administrators and staff will see a discount icon against the appointment.
An example of discount couponsFew readersHow to add Locations?
Location can be added as follows:
Same staff working at both the locations.
Single Staff
Add Services. (from SETTINGS-->SERVICES )
Change alias of staff as "Location" and add Location. (from SETTINGS-->STAFF)
Link Service with Location to create Business Hours. (from SETTINGS-->BUSINESS HOURS)
Make Location selection Mandatory. (from SETTINGS-->RULES)
Multiple Staff
Add Location as Category.(New categories can be added from SETTINGS-->SERVICES page)Few readersI can't find the place to enter the discount code.
If you do not see the text-box to enter the discount code then it can be probably due the following reasons:
Discount coupon is a PRO+ membership feature. Please check your membership status. If you have just paid then please log-out and log-in again to remove the server side cache. (Note: During trial of 14 days this feature will work)
Make sure that you are not logged in as administrator in to the same browser window. Try opening customer booking area in a different browser or log-outFew readersWhich devices are compatible with Appointy?
Appointy works well on Mac, PC, iPhone, Android, and iPad. If you have any specific concerns, please let us know your device details. We‘ll be happy to authenticate its compatibility for you.Few readersHow can I print receipts?
You can take a print of receipt from "Agenda View" by entering the payment details of the appointment. You will see a small printer icon next to appointment for those that have either been pre-paid while booking or entered manually.Few readersCan I customize notification email sent to clients?
Yes, as an admin you can customize all the notification emails sent to clients (Settings ==Customize ==Email customization).
Note: Email customization is a premium feature part of the PRO and above membership.Few readersWhy some of my customers are missing?
Customers can only be deleted by administrators. Whenever a customer is deleted, an automatic trigger is fired and the customer data is saved into another table to recover customer data from accidental removal. This data is retained for a small period of time and can be restored on administrator's request for a nominal fee depending on the number of customers. The administrator of an account can also request an excel sheet of such deleted customers without any cost.Few readersCan my clients book appointment without login?
While designing booking process, we focused on making it easier for your clients to book their first appointment as well as future appointments.
Every appointments needs some basic information like Name and contact information to be able to treat it as a genuine booking. So, we designed the booking form in a way that it has all the fields and the administrator can decide which fields are required to schedule an appointment. Administrators can select required fields from SETTINGS ~>BOOKFew readersHow can I see appointments booked on Appointy on my phone?
There are two ways to update your native calendar on your phone. Following is the description of the two approaches:
Appointy provides iCal subscription feeds that can update your native calendar. Your native calendar will automatically fetch appointments from Appointy (Your iCal client will query Appointy servers and update automatically).
iCal feed subscription is only one way from Appointy to your iCalendar.
1) iCal feeds:
On iPhone:
You just need to clickFew readersI don’t have a website. Can I still use Appointy?
Yes. You can use Appointy without your own website. Every user gets a free sub-domain URL on Appointy.
For example, if your business name is “La Luna Salon” then your subdomain can be http://lalunasalon.appointy.comFew readersWhat languages does Appointy support?
At this time, we have Appointy's client side translated into 20+ languages. We might also localize the Admin and Staff interface in the near future.
International languages are completely supported by our community. So, as and when we get a request for the respective language translation, with your help we can implement it ASAP. You can click on the QUESTION MARK in the notification area (see the image below)
(https://storage.crisp.chat/users/helpdesk/website/5a329b062db10000/3f6efcd9-Few readersAppointy and GDPR
You’ve probably heard of the General Data Protection Regulation (GDPR) by now, and might have a few questions about how to prepare for it. Here’s what we know about how it might affect Appointy and our users.
This article is provided as a resource, but does not constitute legal advice. We encourage you to speak to a legal practitioner in your area to learn how the GDPR may affect your organization.
What and Who
The GDPR is a European Union (EU) privacy law that will affect businesses aFew readersCan my client schedule using their Mobile Phones?
Yes. Your client would see the mobile version of Appointy when trying to schedule from your scheduling page on Appointy or on your website using their mobile phone. Appointy has 3 flavors, Desktop version, Mobile version and IPad version.
Appointy's mobile web version works great on almost on all new mobile phones.Few readersWhy I see availability till a certain date?
In Appointy there is a setting as "How many days in advance can appointments be booked?" which is located at SETTINGS-->RULES-->Appointment lead and cancellation times --How many days in advance can appointments be booked? The default value is 90 days Setting this to 90 days will allow your clients to see and book appointments upto 90 days from the present day. Please amend it as per your business needs.Few readersHow to send text alerts to reduce No-Show?
To send SMS/Text alerts, one has to buy an SMS Credits. You can buy SMS credits from "My Membership"-->"Buy Credits" and set rules for sending SMS from "Settings"-->"Rules" section.
To check SMS rates in your country, please select your country from the drop-down on "My Membership"-->"Buy Credits" page. The price of each SMS depends on your package and country.
Also, you as an admin can set how many hours prior to appointment SMS should be sent Settings --Notification settings --> Send anFew readersHow to open specific time slots for booking?
We have a premium feature called Precision Scheduling (part of the PRO and above membership) that allows you to open specific time slots for booking.
For example, if you want to show your availability at 3:00 pm, 5:00 pm and 6:30 pm, then you need to add these times separated by comma (,) for e.g., 3:00 pm, 5:00 pm, 6:30 pm.
Use hash () as a separator to open times in an orderly manner. For example: If you don't want to open the time slot at 3:00 PM unless 9:00 AM and 12:00 PM are completelyFew readersHow can I have multiple/separate staff logins?
With "separate staff login" feature your staff will have individual logins and will be able to:
Manage their schedules independently.
Link respective Google calendars. (Click here for more information)
Subscribe to 1 way iCal feeds from the iCal button (see the image below).
BloFew readersCan I accept payments and what payment gateways do you support?
You can set Appointy to compulsorily take pre-payment from your clients. Following are the steps to set it up:
You need to set check ONLY "Pre-Paying Members" option. And the rest should remain unchecked. Pre-payment is a paid feature and is a part of PRO and above membership. Here's how to do it:
1. Login to your Appointy admin area.Few readersHow to create a Facebook Page?
You can create a Facebook Page from here. After creating your Facebook Page, you would want to do the following:
Post your page details on your Facebook Profile and request your friends to join you on your Facebook Page.
Claim your short URL for your webpage (like http://www.facebook.com/appointy) from http://www.facebook.com/username. You will need at least 25 friends to get a short URL.
Invite your exiFew readersHow to setup Business Hours correctly?
In Appointy, each of your staff can have different work schedules and so Business Hours are set against each staff.
Any staff can either have a regular, irregular or both kind of work schedule every week. Appointy is flexible enough to support almost any type of work schedule.
A schedule is generated by combining Regular work times, Additional work times and Future Unavailability. Here are a few schedules that can be easily setup with Appointy.
A staff performFew readersThere is no email address or phone number, only name. I don't want to simply reschedule without asking her when a good time would be for her.
Customer, staff and admin - all can schedule appointments. Email or Phone is mandatory for customers but administrators or staff can schedule with only customer name. The appointment you are trying to reschedule was scheduled either by admin or staff and that is why there is no such information.Few readersCapacity/Quantity Booking.
If you want to take multiple bookings for the same staff and the same service at the same time, then, you can use "Capacity/Quantity Booking Feature".
Following are the instructions :
Login to your admin area.
Go to Settings --Advance booking options--Quantity Booking--"Check " Allow clients to select the quantity for their appointment"
Also remember that, this seFew readersWhat if my staff pricing varies?
Every business has its own unique way of functioning. Your staff pricing may vary for the same service. Whether you provide Salon or Tutoring services, staff pricing may vary.
How to integrate staff pricing variations:
Set a standard/base price for the service for example $25 "Settings ~>Services"
Under pre-payments section "Settings ~>>PrePayment Options ~>>Pre Payment charges" you can set to take a percentage or fixed part value of the service. Here is an article for your refeFew readersHow to register and setup business on Appointy?
Open www.appointy.com on your web browser click on "TRY IT FOR FREE"
Select currency, profession and timezone and click Next button
(httpFew readersWhat is Social Promotion?
"Social promotion" is one of the Appointy's viral channel when enabled allows your client to invite their friends to your business. After booking, your client would get an option to invite their friends on Social networking channels like Facebook or Twitter. With one click, they can invite their friends to your business. It acts as a personal recommendation for your business. You can even attach an offer like "Free Delivery" or "Welcome Drink" for inviting your friends. The offer depends completFew readersWhat is Group Booking?
Group booking allows multiple customers to schedule same time-slot. It is most useful for scheduling Classes, Events & Work-groups. Group booking works at service level. In service, there is a "Capacity" field that allows number of bookings allowed for that service at a particular time.
Administrators can add a new customer to an existing booking by clicking on option's image against booking on "Day View" and selecting "New Booking". Administrators can add multiple customers to an existing BooFew readersSetting up Appointy calendar in iCloud
If you have more than one iPhone, iPad, or iPod touch, iCloud can make it much easier to share everything, but it can be a challenge to set things up perfectly. Deciding which devices sync with which services, and what parental restrictions if any, need to be put in place are all important choices to make.
The very first step is to setup iCloud on all your devices like your Mac, iPhone and iPad.
Step 1: Login to your Appointy admin console and click on the iCal button. (You can locatFew readersI've Appointy synced with Google calendar but it doesn't have information!
In the FREE edition of Appointy appointments get automatically synced from Appointy to the linked Google calendar. But to fetch events from Google calendar to Appointy one must have a PRO and above plan. Also, in the free edition the details of the appointment doesn't get posted onto Google calendar:
For example :- An Appointment from appointy.com - Upgrade to premium membership for appointment details. aid=00000
Whereas in the PRO membership and above, you will have the details of thFew readersHow can I block out 10 minute slots?
With the current setup of Appointy, we don't have the blocking capability of 10 mins time interval. However here's a good workaround:
1. Login to your Admin area.2. Go to SETTINGS>SERVICES>>Create "BLOCKED TIME" service with 10 minutes as service duration.3. Disable this service, so that, it is not available for booking on the client calendar.
So, whenever you wish to block a 10 minutes slot, you can add a FAKE appointment from Appointy admin area, using the "BLOCKED TIME" service.
IfFew readersWhat is Social Login?
Social login is our feature that allows your client to login with their Facebook, Gmail or any other OpenID provider. With a single click, your clients can log-in and Appointy will fetch the basic information from their Facebook or OpenID account without having them to type their details every time.
Here's how you can enable Social Logins:
• Login to your Appointy admin area.
• Go to Settings ~>Booking Rules ~>> Login Options
(https://storage.crisp.chat/users/helpdesk/website/b29dd990e8Few readersHow to setup repeat/recurring bookings?
You can use recurring booking feature to setup repeating appointments in Appointy. With this premium feature, your clients will be able to book the same service and staff on multiple days. This feature is to PRO and above memberships)
The Admin can also book recurring appointments on behalf of the clients. Following are the easy steps to activate recurring booking on your calendar:
Step 1:
Login to your AppFew readersWhat is Quantity booking?
Quantity booking allows your customers to select quantity while booking an appointment. For example, you would want to allow your clients to reserve the same time for multiple people and also make sure that you have sufficient resource to perform that service.
Following are the instructions to set it up:
Login to your admin area.
Go to SETTINGS>Advance booking options>>Quantity Booking.>>Allow clients to select quantity for their appointment
Also remember that, this setting wiFew readersHow to book an appointment on a blocked timeslot?
The Admin/staff can book even on the blocked/unavailable time slots. In the image below, the booking is made at 6:30 pm which is blocked.
You as an admin/staff just need to click on the blocked slot i.,e 6:30 pm to book an appointment.
If you have any trouble, please schedule a convenient time from http://support.appointy.com for a guided screen shaFew readersCan I use Appointy in my Country?
Yes. You can use Appointy from any country, provided that you have a legal business and your country legally allows it. It would be your sole responsibility to check legality of using Appointy services in your country.Few readersHow to delete all recurring appointments at once?
It's very easy to delete ALL the recurring appointments by canceling the order. Please follow the easy instructions below :
1. Login to your Appointy admin area.2. Click on the date of the appointment -Click on AGENDA view -Click on Show full order inside the appointment -Click on the "Cancel order" link
See the screen capture attached below:
If you have any troublFew readersCan I test Appointy without registering?
Yes. You can view a live demo of Appointy following these links: -
For a Client booking demo: http://demo.appointy.com
For an Admin Area demo: http://demo.appointy.com/admin
(Use the following login info: Username: demo / Password: newdemo)Few readersHow to open only specific dates?
Many businesses that don't have a fixed schedule, often struggle to set their availability on various scheduling systems. Whereas, Appointy gives you the comfort of setting up flexible work schedule.
Appointy offers you two options to set your work schedule (SETTINGS>>BUSINESS HOURS):
CURRENT SCHEDULE : Please refer to this article for detailed instructions - httFew readersWhat are different settings for "time slot interval" used for?
Time slot means "a time assigned on a schedule". In Appointy you get 3 options to choose from for setting time interval. You can set either ONE of these 3 options.
Login to your Appointy admin area
Go to SETTINGS~>BOOKING RULES~>> Appointment lead and cancellation times
-- Allow Appointy to automatically calculate time slots on your calendar?
Appointy automatFew readersHow to troubleshoot SMS/Call delivery issue?
Here are the steps to troubleshoot SMS/Text Delivery Issue.
SMS/Text and Call alerts are add-on services and require credits to be purchased. Go to SETTINGS --MY MEMBERSHIP --BUY CREDITS and check a number of credits in your account. If you have purchased credit and it is not reflecting in your account then please email us at contact@appointy.com.
We will never send SMS/Text or Call alert to an unverified mobile number. So make sure that your Mobile number in the admin area iFew readersHow to add new categories?
You can add new categories for the service section (Settings → Services → Add Service → Click on "New Category") on your Admin calendar.Few readersHow to integrate Appointy's online scheduling widget on Google Sites?
Please find the steps below to add Appointy to Google Site.
Login to Google Sites.
Go to "Edit Page" from top right. (See attachment 1.jpg)
Select from menu, INSERT-->MORE GADGETS. (See attachment 2.jpg)
In the search box write "iframe" and click search. (See attachment 3.jpg)
You will see a gadget "Include gadget Iframe". Select it. (See attachment 4.jpg)
Click on Select (See attachment 5.jpg)
In "URL to Content(required)" enter "http:// your-username .appoinFew readersCan I have multiple locations?
Yes, we have an Enterprise Membership that allows you to link multiple calendars into one. For example, you can create a new account for each location and then link all of them to a Master account/location. After they are linked, a drop down menu will show on your Admin Area displaying all your linked calendars/locations, making it very easy to switch between them.
Create (x) number of separate Appointy accounts for all your respective locations from the dropdown menu under Admin sectiFew readersWhy I cannot reschedule some appointments?
Appointments can only be rescheduled on a upcoming date. Please make sure that you are not rescheduling an appointment to a time in past.Few readersIntegration in a Yahoo "Site Builder" website
Appointy calendar can be embedded into a website built with the Yahoo Website Builder software.
Login to your Admin area (Appointy account).
2. Promote ==Integrate on your website, copy the code.
Login to your Yahoo Website Builder account as administrator ==Go to your booking page ==To add HTML to a web page, go to the Insert menu.
(https://storage.criFew readersIs Appointy really FREE?
Yes! The basic version of Appointy is completely free, which allows unlimited bookings. Appointy also has many premium features that can be compared here: http://www.appointy.com/newweb/pricing.aspx.Few readersHow to manage Gift Certificate as an admin?
The Admin, can manage Gift certificate from Gift certificate section under Marketing Tab.
Login to your Admin area.
Click on Marketing tab --Select Gift certificate --Click on Manage tab.Few readersDo I need a credit card to sign up?
No. You do not need a credit card to sign up.Few readersHow to list your business on Reserve with Google using Appointy?
Let customers find and book you using Google Search, Maps or the RWG website. Appointy helps both its legacy customers (customers using Appointy’s legacy interface) and customers using Appointy 9.0 to list their business on Reserve with Google.
Case 1: If you are using Appointy's Legacy interface (Appointy 7.0 or 8.0) follow these steps:
Step 1: Login to your Appointy admin panel and select the ‘Reserve with Google’ option from the left pane.
(https://storage.crisp.chat/users/helpdFew readersHow to send reminder emails to staff?
Like sending email alerts to the clients, you can send email alerts to the staff as well. There is no direct way of setting it up on Appointy. However, there is a simple and effective workaround. You can utilize separate staff login (part of Business plan) for this purpose. Following are the step by step instructions:
Step 1: Your staff can independently login to their staff console on Appointy and link their respective Google calendar (See image below).
(https://storage.crisp.chat/usFew readersHow clients can purchase Gift Certificate?
The client can purchase Gift certificate by visiting your client console.
The client visits your client console YourAppointyUsername.appointy.com
Click on Gift certificate tab --Choose the desired Gift certificate --Fill in the details and click on "Buy" button.Few readersHow to create staff's login credential? OR How can my staff login?
Here're easy steps to create logins for your staff.
Login to your Appointy admin area
Go to Settings ~>Staff area
Click on blue ADD STAFF button
Fill in the staff's credentials like Name, Description, Email Id and Phone.
Click on blue ADD button
Click on SHOW STAFF
(https://storage.crisp.chat/users/helpdesk/website/630b0a59a6774800/e2c3c99e-287e-40c9-8292-51Few readersWhy a particular time is showing as "Not Available"?
Here are the steps to troubleshoot availability
Check Business Hours: See if that time comes under your Business Hours from SETTINGS-->BUSINESS HOURS.
Check Existing Appointment: Check if any other appointment exist at that time.
Check Blocked Times: Check if that time is not blocked for that particular staff. SETTINGS --BUSINESS HOURS --FUTURE UNAVAILABILITY (http://help.appoinFew readersHow can I add "Schedule Now" on more than one Facebook Page?
Unfortunately, you can't add one Appointy account to multiple Facebook Pages. However, you can link multiple Appointy accounts to multiple Facebook Pages.Few readersCan I downgrade to Free version?
Yes, downgrading is easy.
Just cancel your Paypal subscription and your account will be downgraded automatically to Free version, on the last day of your current billing cycle.Few readersReference list for Parameterized URLs
For single service
http://demo.appointy.com/?sr=SERVICE ID
For single staff
http://demo.appointy.com/?st=STAFF ID
For single category
http://demo.appointy.com/?cat= CATEGORY NAME
For hiding About us
http://demo.appointy.com/?hidedetail=1
For showing availability of a single month
The format is in mm//dd/yyyy format. September 2012 http://demo.appointy.com/?csd=9/1/2012
For mobile view
http://demo.appointy.com/?view=Few readersHow appointy integrates with Google Apps?
Appointy uses single-sign on feature of Google apps to automatically log you in as administrator or staff. To link to Google apps, please add Appointy from Google apps marketplace.
Here are a few things that will help in understanding the basics of how Appointy links with Google Apps.
Appointy only uses Google's single sign-on (SSO) that allows to login as administrator or stFew readersCan Appointy track Google Adword conversions?
Yes. You can track Google Adword conversions with Appointy.
At Appointy, we understand that every penny spent for marketing on Google Adwords should be tracked. It not only, gives you a better idea of your marketing spend but also helps in making future marketing decisions.
Here are the steps to enable Google conversion tracking with Appointy.
Login to your Google Adwords account at http://adwords.google.com
Go to "Tools & Analysis" & select "Conversions".Few readersHow to unblock Google calendar synchronized events on Appointy?
Here're 3 easy steps to help you unblock a time:
STEP 1: Login to your Appointy admin area.
STEP 2: Under Calendar → Day View → Staff option on left side → Under Staff name, Click on Block Day/Time
STEP 3: You will see the page with Regular Work Schedule, Future Unavailability and Staff Details tabs. This is where you can manage the availabFew readersHow to change Schedule Now image?
Following is an image illustration of step by step process to change the schedule now image of the Facebook integration:
(https://storage.crisp.chat/uFew readersHow to add Appointy calendar to Google places?
Step 1: Go to http://maps.google.com/
Step 2: Search for your business listing
Step 3: Click on your business listing>>Edit>Under the HOMEPAGE section, you can add the link of your Appointy calendar.
Should you want to add reviews on Google Maps (local business listing), you can achieve that by customizing your "Thank You" email from SETTINGS>>CUSTOMIZE section of Appointy admin. All you need to do is add a link to your review in the "Thank you" email, and you arFew readersDo you have a Mobile App?
We have a mobile web version of Appointy which works similar to mobile App on almost all the latest mobile phones, including iPhone, and Android. Just open your unique URL on your mobile and Appointy will automatically open mobile web version. You can add a shortcut to "Home Screen" to make it look like an App.
Appointy also works on tablets including IPad and Galaxy Tab. Mobile version is available for both, Admin and Client.Few readersCan administrator add appointments on behalf of clients?
Yes. Administrators can add an appointment on behalf of a client from the "Day view". Here are the steps:
Login to your admin area at Appointy.
On the DAY view clicks on any available time slot (white) to open a "NEW APPOINTMENT" pop-up screen.
Select service from "Select service"
Select "User type"
Book it.
Also, you can add an appointment by clicking on AFew readersMy country, state, or city is not on your list. Do you not provide services in our country?
Appointy is a global product, aimed to serve appointment-based businesses worldwide. If your country, state, or city is not on our list, please send us an mail to contact@appointy.com and we’ll gladly add it to our system. Remember to include all of your country, state, and city details so our staff can add the information correctly on our system.Few readersHow to create Gift Certificate as an admin?
As an admin, you can create a Gift certificate from Gift certificate section under Marketing tab.
Login to your Admin area.
Click on Marketing tab --Select Gift certificate --Click on "New Gift Certificate"Few readersHow can I verify a client?
If a new client is having hard time verifying his/her email, then, as an Admin you can verify them.
All you need to do is go to the CUSTOMERS tab of Appointy admin and search for the respective client in the SEARCH BOX (by email id/first name/last name) and when the search result comes up, just click on that client.
After clicking on the client, you will see the client's details. Locate VERIFY link (see the screenshot below), click on it to verify the client.
(https://storage.crisp.chat/usFew readersHow does Automatic time-zone detection feature works?
We have an International Booking feature that allows you to take bookings from clients globally. International booking feature is useful for those who accept appointments from clients in different time-zones.
To enable this setting, go to Settings -Advance Booking Option --International Appointment & Timezone.
Also, if you want clients to see available time slots in their timezone then you need to check the option detect customer's time zone automatically and show your availability accorFew readersWhy can't I see appointment feeds for more than 7 days in the past?
iCal feeds are basically subscription feeds which your iCal client fetches from Appointy servers. To know more about the process flow, click here.
The iCal feeds are shown for the past 7 days from the current date, and there is not limit for the future dated feeds.
It can't be changed but if you want to see past appointments, you can use the Google calendar in your mobile version of Appointy.Few readersHow can staff link their Google calendar?
Just like the Admin it is very easy to link and sync Google calendar. Following are the easy steps for your staffs to follow:
Step 1: Type in your Admin URL in the address bar of your web browser.
↓
Step 2: Use the staff login credentials to login to staff console.
↓
Step 3: Go to Settings ~>Mashup
↓
Step 4: Click on the "Click here to activate Google Calendar" under Appointy --Google Calendar section.
↓
Step 5: It will take you to a page where Google will aFew readersHow to enable OpenID in my wordpress powered site?
Appointy support OpenID login. OpenID allows your visitors to schedule on your Appointy calendar using credentials of your own website.
The first step would be to make your wordpress site OpenID provider. Please install wordpress plugin - "OpenID" from http://wordpress.org/extend/plugins/openid/ and activate it. This plugin requires another plugin - "XRDS-Simple" which can be installed from here http://wordpress.org/extend/plugins/xrFew readersHow long has Appointy been in business?
Appointy started its journey in January 2006.Few readersHow can I reschedule appointments from admin area?
Yes! Administrators can reschedule an appointment on behalf of a client. You can do this both from DAY and AGENDA view. Easy steps are given below:
Method 1: (See the screenshot attached)
Login to your admin area at Appointy.
Click on "down arrow" on the respective appointment>>Click on the option to "EDIT/RESCHEDULE">.
Method 2:
Login to your admin area at Appointy.
Click on any appointment and start dragging. Empty slots will change colors based on itsFew readersHow to remove Browser's cache?
Many times we may not know simple things in life. One of them is emptying browser cache. Here's a quick link to know "how to remove cache". Please click on this link.Few readersHow to troubleshoot IPN notifications from PayPal?
Paypal sends IPN (Instant Payment Notification) to Appointy after each payment with the status of the Payment. If you notice successful payment in Paypal but not in Appointy then please follow the steps mentioned below to troubleshoot.
Log in to your PayPal account.
Click on the gear-like Settings icon on the top-right and go to 'Account Settings'.
Search 'Instant paymentFew readersHow to unlink Appointy app from Facebook page?
It is very easy to remove/uninstall the Appointy calendar linking with your Facebook page. Here are the easy steps:
Login to your Appointy admin area
Go to Settings ~>Integrations ~>> Facebook ~>Click on the "Click here" link to uninstall the app. (See the image below)
After following the above steps, the final procedure is to remove the app from yourFew readersHow clients can check their Gift Certificate balance?
The client can check Gift certificate balance by visiting your client calendar.
The client will visit your client calendar YourAppointyUsername.appointy.com .
Click on the Gift certificate tab --Click on the link “Check Gift Certificate balance” --Input Gift certificate code and pin --Click on Show Balance.Few readersCan I try the premium version or plan before subscribing?
Yes, we encourage clients to try the premium version of Appointy. We offer a 14-day trial of our BUSINESS membership absolutely free. During this trial, you can switch between memberships to see which one suits you the best.
To switch membership while on your 14-day free trial:
Login to your Admin Area.
Go to MY MEMBERSHIP--ACCOUNT OVERVIEW --Switch Membership.Few readersDo you offer weekly recurring options?
Yes. We do offer weekly option for your clients like every week, alternate week, every 3rd week etc.
Recurring booking is optional and can be activated from SETTINGS ~>> ADVANCE BOOKING OPTIONS ~>RECURRING/REPEAT BOOKING, will show recurring options on the public booking page.
Below is the screen shot of public booking page.
Here's how it works on the Admin panel:Few readersHow can I integrate parameter in the Overlay widget?
The Overlay widget code can be obtained from "MARKETING → INTEGRATE ON YOUR WEBSITE → Under Add Scheduling Widget → Integrate on your website → Overlay Widget ".
(A sample of overlay widget integration is shown in the image below)
You can generate parameterized URL from "MARKETING → INTEGRATE ON YOUR WEBSITE → Under Add Scheduling Widget → Integrate on your websiteFew readersWhy should I set the Status Message?
The status message is a very important feature of Appointy. By default the status message is empty. When a customer arrives on time as schedule then you can set it to "As Scheduled". Similarly, other status messages can be updated as "Late" or "No-Show". "No-Show" status message can help you in identifying the loss in Business due to "No-Show" and can be tracked on Dashboard. All other status messages are available in reports and can help you in making financial decisions or future strategies.Few readersIs there a way to print the daily schedule?
To print a day/week/month's schedule you require to generate Appointment report (For a Day/ Week/ Month/ for the desired time range). Following the easy steps below:
Login to your Appointy admin area.
Go to REPORTS>APPOINTMENT REPORTS. (Once you generate the report you will get the option to PRINT "See the attached screenshot for your reference")
HopFew readersHow to setup fixed day events?
To setup Events as service, please follow the instructions below:
Log-in to your administrator area.
Add an event as a service (from SETTINGS-->SERVICES). If you want to accept bookings from multiple people then set the desired capacity. (Click here to learn more about Group Bookings)
Add staff who would be be the key person for this Event. If no staff, add a dummy staff with the same name as service. (from SEFew readersHow can admins take bookings outside of regular work hours on day view?
When you set regular business hours, Appointy automatically renders the day view as per your start time and end time of the day. It can be changed by clicking on the settings icon as shown in the image below:Few readersHow do I change the time interval that Outlook automatically checks or sends email?
Open your Outlook calendar.
Go to Tools Options then Mail Setup tab and choose Send/Receive. Under "Setting for group all accounts", change to the time desired under "Schedule an automatic send/receive every xx minutes".Few readersHow iCal Subscription works in Appointy?
Appointy provides iCal subscription feeds that can update any iCal supporting desktop clients like Outlook or iCalendar. Your iCal desktop client, will have a setting for time interval to fetch appointments from Appointy (Default is 15 Minutes). In every 15 minutes, your desktop iCal client will query Appointy servers and update automatically.
iCal feed subscription is only one way from Appointy to your iCal Desktop Client.
iCal Button can be found at the bottom of the page top right coFew readersHow to send a Gift Certificate as an admin to your clients.
As an admin, you can send the Gift certificate to your client from Gift certificate section under Marketing tab.
Login to your Admin area.
Click on Marketing tab --Select Gift certificate --Mouse over on the Gift certificate --Click on Sell --Fill in the details --Click on Sell.Few readersHow to show the name of the customer in the public calendar instead of just showing available time-slots?
Appointy provides two-way sync with Google Calendar, any appointment booked with Appointy will automatically get synced with Google with all details (Service name, client details).
For more detail click here.
Now what you need to do is integrate Appointy and Google calendar on same page of your website.
(https://storage.crisp.chat/users/helpdesk/website/f1a8086b9eee9800/c6b007ad-310f-4baa-b9e1-8eFew readersWhy the appointments are of different colors?
On Appointy you can differentiate between appointments simply by their color. It will help you identify the appointment just at a glance. Here's a quick overview:
1. Past appointment
2. Confirmed appointment
3. Paid appointment
(https://storage.crisFew readersCan I try before I upgrade?
Yes. We provide a 14-day free trial of our Business Membership by default at the time of registration. You can switch between various memberships during your trial period to get a feel of all the features We can also extend your trial for another 2 weeks upon request.
Here are the steps to change your Membership during trial:
Login to your Appointy admin account.
Go to SETTINGS --MY MEMBERSHIP.
You will see a drop down to switch membership.
After your trial, either you neeFew readersI don’t see my business profession on your list. How can I add my profession?
You can email a request to add a profession at contact@appointy.com. We’ll add it within two business days.Few readersSync with Google calendar explained.
We provide two way Google sync: any appointment booked on Appointy calendar will automatically get synced with Google calendar in real time.
Same way when you create any event on Google, it will automatically get synced with Appointy and block the availability.
You can uncheck the box if you want to manually sync Google events with Appointy.
(https://storage.crisp.chat/users/Few readersOn "Day View", where is custom information displayed for an appointment for a Group Booking?
On "Day View", by default, custom information is directly available on the "Day View" as displayed below:
In case of "Group Booking", due to lack of space, the custom information is available under "Group Details" options under option menu as displayed below:
ClickiFew readersCan I broadcast emails to my clients?
Yes! Appointy has its own powerful “Email Marketing Tool”. With this tool you can create custom templates and send to your clients new promotional offers, invitations, introduction of new services, products, and much more. Appointy’s Email Marketing Tool empowers you to promote your business.
Following are the steps for your reference:
Login to your admin area.
Go to Marketing tab → Email Marketing → And create a custom template as per your requirement
Note:
With thFew readersWhere would the customer enter a discount code?
Here is how it will work at the customer side:
Customer would select a service, staff and time.
If the combination of selected service, staff and time can have a discount then your client would see a text-box to enter discount code.
Here is how it looks:Few readersWhy I need to reauthorize/reenter my payment details?
The reason why you are receiving a message that asks you to resubscribe or reauthorize your payment details is because your current payment subscription was cancelled. The cancellation happens when we are not able to charge your credit card. This is normal and does not mean that you have insufficient funds. A simple reason can be your daily online limit has reached, your bank refused to honor the payment or a cancellation from our payment gateway to improve security. We understand how crucial ApFew readersNew services are not showing up on the service menu!
There can be 2 reasons for your newly created service not displaying on the client side.
How to Troubleshoot:
Go to SETTINGS --BUSINESS HOURS
Select your newly created service, staff, days and time.
How to Troubleshoot*Few readersWhy Events on Google Calendar are blocked on Appointy and not created as Events?
Google calendar is used for managing your personal life. For example, "Lunch with Bob at 2:00 PM" is a personal event that you will like to be reminded off. You will not want to create such an event on Appointy. Rather you would want it to block that time on Appointy so no one can schedule 2:00 PM. Isn't it?
Appointy does exactly the same. It will block that time on Appointy and creates a gap between your personal and professional life more professionally.Few readersCustom form not showing on the client side?
Here are the possible reasons of why custom form is not showing:
Log-in to your Admin area and go to SETTINGS-->CUSTOMIZE-->CUSTOM FORM. Make sure that the fields, you created exists and assigned to service you selected from the client booking interface.
Make sure that you are not logged into the Administrator area within the same browser window where you are testing "Customer Booking" area. This will never happen to your clients. If you want to test both in parallel then open both inFew readersHow to import clients without sending emails?
Many times we need to just import the client's list and not send them an email. It is very easy to do so with Appointy system. Follow the step by step instructions:
• Login to your Appointy admin area
• Go to Marketing ~>Integrate on your website ~>> 3. Invite your contacts from your Email ~>Click on Import clients without sending them email (Follow the screen capture below).
(https://storage.crisp.chat/users/helpdesk/website/7fd927cfe3d4d400/fe2650fd-bd7c-43e1-9c57-e14b1eFew readersIs Appointy HIPAA Compliant?
HIPAA compliance is actually an organizational obligation and software tools and software services cannot be HIPAA compliant, simply because software is a tool and not a business practice.
We have taken special care to provide you with full control over all of your information. Appointy technology, security, and privacy policies are in accordance with HIPAA standards, such as data encryption (SSL), system-user identifiers (logins, passwords), high-end physical server security, daily backups, stFew readersAccept encrypted website payments
If your client is getting error message while booking a pre-paid appointment
The seller accepts encrypted website payments only. You cannot pay the seller through un-encrypted buttons. Please contact your seller for more details.
Then, this error is displayed because your PayPal Account Profile is set to only accept payments from "encrypted" buttons however, your item button code is "not" encrypted. This condition interrupts the payment process and displays the error message.
To turn off thFew readersWhat is the best way to setup Google calendar for Synchronization with Appointy?
Once you link Google calendar from Appointy, you will see all your calendar on Google Calendar.
Either create a new calendar with name "Appointy" or use an existing calendar with real personal events that has less number of repeat events. For example, if you have everyday repeat event "Lunch at 1:00 PM" then synchronizing it with Appointy will make no sense. Appointy brings only 100 future events and each repeat event is counted.Few readersCan I select a service or staff or category automatically?
In the Appointy 4.0 version we have given you the ability to generate the parameterized URLs for your categories, service and staff. Please follow the easy steps below:
Login to your Appointy admin area.
Go to MARKETING ~> INTEGRATE ON YOUR WEBSITE~>Want to automatically select a specific services or staff or combination? Create special URL from below. (See the screenshot below)
(https://storage.crisp.chat/users/helpdesk/website/44405fb4a27f5800/a284940a-50f9-461a-b111-c6b0Few readersCan I have multiple clients entered under the same email ID?
A hypothetical example of such scenario can be - A mother/father with two kids wants to book lessons for both the kids; can those students's information be I entered setting up a separate email ID?
Well, there is NO way multiple client entries can be made with the same email id. Email id is the unique identification recognized by the Appointy system and is used to differentiate between 2 users. You can create a custom questionnaire for the users/elderly people/family member's information. SoFew readersOn Day view, Appointments are offset by a few minutes
Appointy calendar is intelligent enough to detect your screen resolution and automatically decides the best size for you. Sometimes when you as an admin books a new appointment it gets offset by a few seconds. This happens when your browser's default zoom level is greater or less than 100%. Please correct your zoom level to fix this minor issue.
To give you a clear picture, we have replicated the scenario on Google Chrome browser (see the attached screen capture). The bookings are incorrect dueFew readersHow to unlink Appointy calendar from Facebook / remove Appointy app from my Facebook Page?
You can unlink your Appointy calendar from Integration section of your Admin console (Settings --Integration --Facebook --Click to unlink your Facebook account. (It will only remove the linking).
To remove an app from your Facebook page :
Login to your Facebook account, click on Settings at the top of your Page.
Click Apps in the left column.
Go toFew readersWhy my native calendar on devices running iOS (iPhone, iPad, iPod, Mac) does not update automatically with Appointy iCal feeds?
There can be 2 reasons for your native calendar on iDevices not updating automatically.
iCal feeds are not updated in real-time but there is a "Auto-Refresh" time that needs to be setup. By default, the time on mobile iOS devices are 5 minutes while in MAC you can control the "Auto Refresh" time. Here is an article that explains setting "Auto Refresh" time on MAC http://support.apple.com/kb/HT5029.
You might be using iCloud to synchronize Appointy iCFew readersHow to record a non payment?
There are times when your clients (for some reasons) can't pay for the appointment. So the next time client comes in, the system reminds you that client owes. Here's how to do it:
Well it is very simple, you can save the reference text under "Notes" section of CUSTOMERS tab of Appointy admin area (see image 1). And when the client books an appointment OR the admin books on behalf of the client. The reference note will be shown while hovering mouse over the appointment (see image 2).
If you hFew readersWhat kind of support do you provide?
Customer support is accessible to all Appointy users. The level and/or type of support may differ upon the membership the user has:
FREE Membership: Email Support (Reply Time: 72 Hours)
PRO Membership: Email + Live Chat (Reply Time: 24 Hours)
BUSINESS Membership: Email + Live Chat + Guided Screen Share Sessions + Phone (Reply Time: 24 Hours)
ENTERPRISE Membership: Email+ Live Chat+ Guided Screen Share Sessions + Phone + DeFew readersIs there any monthly commitment to use this service?
No, there is no commitment. You can start a monthly, quarterly, half-yearly, or yearly subscription. It depends on the membership you choose. Please know that we provide discounts to all long-term memberships.Few readersCan I set a default screen for administrator which is displayed after login?
Yes. You can select between Day View, Month View, Agenda view or Dashboard as default landing page. On each of these screens, there is a pin icon. Click on the link to select that view as the default view.
Pin Day view
Pin Agenda view.Few readersWhy's there a time difference in my Appointy and Google calendar?
This issue happens when the timezone on your Appointy and Google calendar is different. Please make sure that the timezone is SAME in both the calendars. Here's how to troubleshoot:
Appointy: Go to SETTINGS >BUSINESS DETAILS >Timezone and Currency section of Appointy admin
Google Calendar: You can set it from Settings link (see the screenshot attached)
!Few readersCan you unbrand Appointy for me?
Yes! We at Appointy provide "limited unbranding". It is done to the extent that most of the Appointy reference is not visible to your clients. It is available to all PRO+ members.
To remove branding follow the easy steps below:
Login to your Appointy admin area
Go to Settings ~>Booking Rules ~>Layout Settings ~>Check this box if you want to hide the Appointy branding on your client interface
(https://storage.crisp.chat/users/helpdesk/website/e35b45e27dd15800/ccf8aa17-c9Few readersCan I book on behalf of my clients online and not allow them to book?
Yes you can disable the booking on the client calendar by following the easy steps below:
Step 1: Login to your Appointy admin area
Step 2: Go to Settings ~>Booking Rules ~>> Allow clients to schedule themselves? ~>UNCHECK "Check this box if you want to allow clients to book appointments directly from the site."
Once the above is disabled, your clients would see the available time slots but won't be able to book. When they try to book it they will get the following message.
(hFew readersIs My Data Secure On Appointy?
Appointy gives utmost importance to Data Security and Privacy. Our servers are hosted with Google Cloud, which adheres to the highest standards of reliability and data security.
Appointy attained its ISO 27001:2013 certification, and Cyber Essentials (UK) in 2017. ISO 27001:2013 is a benchmark industry by International Standards Organisation, for Data and Information Security. As a part of our ISO 27001:2013 compliance, we conduct regular audits and reviews of our security policies, done interFew readersHow to unlink service from the staff?
You can simply unlink the respective service by deleting it from the assigned staff under Settings~>>Business Hours section of Appointy admin console.Few readers