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’s functionality.

For a more in-depth approach please 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 browser window and your calendar in another, so you can pause the video to make a changes.

Basic Setup

  • Agent Admin Video (4 min 55 sec) Give your staff and agents different access levels to your calendar.

Appointment Calendar

  • Station Admin Setup Video (2 min 21 sec) This is an optional feature that is used if a service is associated with a room/station or resource. For example, 30 minute massages can be done in Rooms “A” or “B” but hot rock massages can only be done in Room “B”. If enabled, this feature will check the availability of the assigned resource (station/room) before booking an appointment.
  • Package Admin Setup Video (2 min 35 sec) This is an optional feature that is used if you want to offer a combination of services at a special price with one or more schedules. For example, a 30 min massage with the Massage Therapist followed by a 30 min facial with the Esthetician. This feature can also be used to book multiple services at the same time with more than one schedule. This could, for example, let you offer a “Couples Massage”.

Event Calendar

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

Location Admin

Create multiple headings in your calendar, such as “Location”, “Department” or “Specialty”, to categorize your schedules and for limiting agent access to only one “Location”.

Standing Reservations/Recurring appointments

Waiting List

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

Gift Certificates

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

Buy Credits

This is an optional function that allows you to bundle your services into a credit package which will be used and tracked in the calendar. For example, you can offer a package of ten 1 hr Massages for the price of nine.

Shopping Cart

Advanced Setup