Administrator Tutorials

Getting Started Guide
Before you start setting up your Appointment Calendar we recommend you watch the Video Demo tours from the "Customer's View" and the "Administrators View". These videos are intended to give you an introduction to using Appointment.com's functionality.

• The Appointment.com "Setup Guide for Appointments and Events/Workshops" (PDF file)
  is a quick start approach to set up your Appointment Calendar.

For a more in-depth approach, watch the videos listed below.

These videos will explain each of the fields for the different Admin's within the calendar. It is helpful to have the video open in one window and your calendar in another, so you can pause the video to make a change and then go back to the video.

Basic Setup

• Vendor Admin Video (3 min)
  Explains all the basic features and settings for your Appointment Calendar
  • Vendor Admin Calendar Display Video (2 min 18 sec)
  • Vendor Admin Time/Date Currency Settings Video (1 min 25 sec)
  • Vendor Admin Optional Features Settings Video (3 min 1 sec)
  • Vendor Admin Advanced Booking Settings Video (1 min 36 sec)
    
    
• Agent Admin Video (4 min 55 sec)
  Explains setup for your staff and agents with different access levels.
  

Appointment Calendar

• Basic Service Admin Video (1min 57 sec)
  • Service Category Admin (42 sec)
  • Advanced settings - Service Availability Admin ( 41 sec)
  • Advanced settings - Split Service Settings (46 sec)
  • Advanced settings - Service Bundle Settings (1 min)
    
    
• Initial Schedule Admin Video (1 min 55 sec)
  • Schedule Admin Video - Basic Modify Settings (2 min 47 sec)
    Explains how to modify a schedule for a person or facility.
  • Service and Schedule availability settings video (2 min 1 sec)
  • Custom fields and Advanced settings video (2 min)
    
    
• Station Admin Setup Video - optional (2 min 21 sec)
  This is a very useful feature if a service is associated with a room/station or resource. E.G, 30 minute massage uses room "A" and "B" and hot rock massages are only held in room "B". Appointment.com would check first the availability of resource (station/room) before it would book an appointment.
  
  
• Package Admin Setup Video - optional (2min 35 sec)
  This is a very useful feature if you like to offer a combination of services at the same time or in consecutive order by one or multiple therapists (Schedules). 
  E.G. this allows you to offer "Couple Massages" or offering a package including a facial and massage executed with one or more therapists in consecutive order.

Event Calendars
Create one time or re-ocurring events/workshops which allow multiple bookings in the same time slot.

• Event Admin Video (4 min 19 sec)
  Explains setup for your "Events/Workshops".

Location Admin
Categorize your schedules under multiple heading, such as "Location" or "Specialty", also helpful in limiting agent access to only one "Location".

• One Location Video (default)
  View this video if you only have one location/department
  
  
• Multiple Locations/Departments or Categories Video
  View this video if you have multiple locations/departments or need to categorize your schedules under specific headings to better organize your calendar.

Standing Reservations or Recurring appointments

• How to create Standing Reservations video (1 min 54 sec)
• How to change Standing Reservations video ( 1 min 19 sec)

Waiting List
View and add clients to a waitlist and/or allow clients to add themselves.

• How to add a customer to Waitlist video (1 min 48 sec)

Gift Certificate feature
Create, sell, send, redeem and track your gift certificates through the calendar.

• Gift Certificate setup video (4 min 5 sec)
• How to purchase Gift Certificate - Customer View (1 min 5 sec)
• How to purchase Gift Certificate and use reports - Admin View (2 min 36 sec)
• Redeem Gift Certificate Video (1 min 6 sec)

Buy Credit feature
This is to bundle your services into a credit package which will be used and tracked in the calendar (E.G. Sell a package of 10 one hour massages for the price of ..)..

• Buy Credits Setup Video - optional (2 min 57 sec)
• Purchase "Buy Credit" video from customers view (1 min 21 sec)
• Redeem a Credit Video ( 1 min 3 sec)
• Buy Credit Admin and Reports video (1 min 44 sec)

ShoppingCart feature

• Setup and how to use video (1 min 42 sec)

Advanced Setup

• PayPal Gateway Setup
  
  
• Intuit Payment Gateway Setup
  
  
• E-mail Confirmations and Notifications (pdf)
  
  
• How to create direct links to Locations, Schedules, Events Gift Certificates and shopping cart
  
  
• To import customers, Click here to download csv file displaying available headings