Get started

Note: Some of the features might not be included in your package. Check feature list to see which edition you need.

Add locations

To add a new location, click on the “Add Location” under the “Locations” tab.

Locations

Then click on the “Publish” button to save the new location.

Add service providers

Next, click “Providers” tab,and add each your service provider. To add a new provider, click on ‘Add Provider’.

Providers

A new window will appear where you can fill out staff information. You can enter name and any descriptive information.
Staff members will be listed alphabetically in the front end booking form.

Add Provider

Input the email address of the service provider in the ‘Additional Info’ section. (This is only supported in Pro editions)

Under “Work Schedule”, select a location first, then check off the daily and hourly availability for each member. Make sure to do the same for each location the provider works.

‘Start Date’ and ‘End Date’ are optional.  You can limit the schedule setting to a specific time period(e.g. March 1,2013 to April 1,2013). ( Note: This is only supported in Pro Business and Business+ editions)

Click on ‘+Add Schedule’ to add a new work schedule if you want.

Click on ‘+Add Exception’ to block your busy time, for example, your lunch time. (This is only supported in Pro editions)

In ‘Days Off’ section, click on the days your staff member will not work, like holidays.(This is only supported in Pro editions)

You can sync your Scheduler calendar with other personal calendars with iCal feeds.(This is only supported in Pro Business and Business+ editions)

At the right side of the page, choose a calendar color for your staff member. (This is only supported in Pro Business and Business+ editions)

Once you have all your services added, you can specify the specific services each staff can perform on the right hand side or under the “Services” tab.

Customers can only make the bookings on the available times of the selected service provider.

Add services

Next, click”Services” tab, and add services you provide. To add a new service, click”Add New Service”. A new window will appear where you can fill out service information. You can enter the service name and any descriptive information. All services will be listed alphabetically in the front end booking form. Under”Service Settings”, you can determine the service length, padding time and price. These information will be visible to customers when they make online bookings.


Notes:
Padding time is to add time  between services to allow preparation or cleanup.
Capacity is the number of clients the service can accept at the same time.
Time slot is set  as the sum of the service length and its padding time by default. If you want it to be a different value, you can enable the flexible appointment start time and set the value. (This is only supported in Pro Business and Business+ editions)

At last, on the right hand side, under ‘Staff’,assign the staff who can perform this service.

Under ‘Locations’, check the locations where this service can be provided.

Add booking form into a page

After getting locations, staff, and services set up, you can add the shortcode 

  • Appointment Info

  • Your Info

 to post or page where you want the booking form appear.

A sample booking form looks like:


You can add attributes to the shortcode to filter the location, service and staff member options.
Example:

  • Appointment Info

  • Your Info


1 and 2 are the two IDs of  locations you want to filter. 3 and 4 are the two IDs of staff members you want to filter. 5 and 6 are the IDs of  services you want to filter.

Here is an example on how to find the ID of your item. There are two locations in your system, ‘West Hollywood’ and ‘Beverly Hills’.

To find the ID of ‘Beverly Hills’, hover on ‘Beverly Hills’. You will find the link at the bottom left corner. The ID of ‘Beverly Hills’ is the value of the ‘post’ attribute. In this case, it is 4.

Add booking form into the sidebar widget

You can also add the booking form into the sidebar widget of your website.
Just go to Appearance->Widgets, add a Text Widget into your sidebar and input the shortcode into the content box.

You can view, add, change and delete reservations under “Calendar” tab.

Reschedule or delete appointment:

delete appointment

Booking calendar allows you select month, week or day for viewing appointments.