Appointedd

Jubrine Fortuno

Ruta Vareikaite

Everything you need to know about the features and functionality under the "Setup" tab in Appointedd.

Setup

We're enhancing our service custom schedules. The full release will be launched by the 29th of March, 2023.

Improved Service Custom Schedule UI

Create an offer on a service to display to your customers that you're offering a different price.

How to create an offer on a service

Apply buffers to your service to ensure your bookings aren't made back to back.

How to use service buffers

A standard service is made up of only one part and this guide will walk you through how to create one in its simplest form.

Create a standard service

Set multiple durations on a service to accommodate the different types of bookings you might receive.

How to offer multiple durations on a service

Multi-part services are services made up of more than one part, each with its own duration.

Create a multi-part service

Schedule events and one-off bookings with the group booking functionality.

How to manage events

Set how you wish your customers to book your services online.

What are service permissions?

Learn how to create a custom service schedule to set the dates and times that your services should be bookable for.

How to control the times your services are bookable online

Learn how to charge various prices for a service depending on the options a customer selects

How to create a multi-tiered service

Learn more about what service types are and what type of services are available to choose from within Appointedd.

Type of services

Learn how to allow your customers to reschedule their bookings for services or events.

Allow customers to reschedule their booking ↩️

Learn how to create a link to an event for specific customers.

How to create a private event

Learn how to set occupancy on your services and how to allow customers to book onto a service that has room left.

How to allow more than one customer to book onto your services

Learn how to create a private link to offer a discount to your customers.

How to create a discount offer for specific customers?

You can drag and drop services to easily re-arrange them

How to re-arrange your services

Set a different location for each of your services to be included in the external calendar event of the customer and resource.

How to set the location of your services

If you offer multiple services to your customers, you can place them into categories so that they are organised and clear.

Organizing services into categories

Services

The new user interface of resource scheduling allows you to manage your resource's working hours easily.

Resource scheduling: Overview

Learn how to view your resource's schedule.

Resource scheduling: How to view working hours

Learn how to create a new available or unavailable schedule for your resource.

Resource scheduling: How to set a new schedule

Learn what the difference is between available and unavailable resource schedules.

Resource scheduling: Available vs unavailable

Learn how to update or cancel an existing available or unavailable resource schedule.

Resource scheduling: How to update and cancel an existing schedule

Learn how to print out your resources' individual daily schedule.

How to print out your staff's schedule

Learn how Appointedd allocates bookings to resources.

How are resources chosen to take a booking?

Learn how to distribute services to your resources.

How to assign a resource to multiple services

You are now able to set up services to be bookable with multiple resources when all of those resources are available.

Resource allocation on services

Learn how to notify your resources of new bookings and cancellations made with them.

How to send notifications to your resources

Create your resources, include them in groups, mark the services which they can complete, set their working hours and more.

How to manage your resources

Resource grouping allows you to manage your resources further by applying groups to each resource which reflect your business structure.

How to group your resources

Resources

Add assets to your account to prevent your equipment and spaces etc from being double-booked.

How to manage assets

Assets

Learn how to set the opening hours of your business and what these affect.

How to set your business opening hours

Business hours

Reports allow you to review your business and pull vital information about your bookings, revenue, customers, resources, services and more.

How to use your business reports

Reports

Create custom fields within your booking flow to collect additional information about the customer at the time of booking.

How to ask your customers for additional personal details

This guide outlines how you can log all the emails you send to customers within the Appointedd system.

How to log external email communications within Appointedd

Change the currency that you display to customers and charge when paying online.

How to set the currency for the price applied to services

Our timezone technology allows you to manage your customers and resources around the globe, wherever they are.

How to manage your business across timezones

Increase your security measures by logging your user(s) out of Appointedd after a duration of inactivity.

Log out your account automatically after a chosen time of inactivity

Business settings

Set who within your business is notified for new, modified and cancelled bookings.

Can I send booking notifications to multiple email addresses within my business?

Make the emails and SMS sent to your customers from your account more personalised by setting the send-from name and email address.

Set the name and email address your communications send from

Authenticating your domain gives Appointedd permission to send emails from your own domain, ensuring that emails are successfully delivered.

How to authenticate your domain

Business profile

To understand what's happening with your account, bookings, and customers, view the activity log in full or for a booking or customer.

How to review the activity in your account

Activity log

This article is filled with the most common questions that are asked about promo codes.

Frequently Asked Questions: Promo codes

Learn more about how to understand the performance of your promo codes

How to view stats for your promo codes

Find out how to use promo codes within Appointedd

How to use promo codes

This guide will help you understand how to create and mange your own promo codes in Appointedd.