This article provides you with steps to setp an appointment
Open the Bookings software
Click on the main menu located in the top-left corner and the left side panel will display. Choose 'Appointments' from this list as shown below.
Add a new service
1. Click on Services
2. Add a new service to the list
As you can see above, services can be listed or unlisted. Your customers will only have access to book an unlisted service if you send them the service link.
Service type
Between the two options, choose 'Appointment'. This type of service allows your customers to book an available slot in your calendar at the time of their choosing.
Service details
Add a name to your service, a description, an image, and the duration. This basic information is mandatory to create your service.
Customer information document
Optionally, you can include a PDF document for the customer to download. When they receive the confirmation e-mail, this will contain a download button from which they can download the file.
Service delivery
You can deliver your services in 3 ways:
- Online. The customer will make the booking and will receive a confirmation email with an URL to join the call.
- Business location. For in-person meetings, your business location will be shown during the checkout process and will also be included in the confirmation email.
- Other. This will be shown to your customers during checkout and it will be included in the confirmation email for their booking.
For all of the above, as the site owner, you will also receive a confirmation email. You can also check your calendar within the bookings software for the same information.
Visibility
A service can be Public or Unlisted. Unlisted services will not show up on the 'Services' page on your site, but customers can still book them if you send them the link to the service.
Payment
Aside from the basic service details, it is necessary to set up the payment so you can create this service.
You can choose between it being a free service, or take payment for it.
Booking information
If there is any other information you wish to include in the confirmation email, feel free to add it here.
Scheduling
You can require your customers to book in advance for up to 24 hours; this way you can better organize your day.
A buffer time in between appointments can give you time to rest, or organize what you'll need for your next customer. The buffer time will be added to the total duration of the appointment.
Save and publish
You are done. Your new service will show up on the Services page and your customers will be able to book it.
