The Quick Start Guide helps you review and complete important setup steps in your Appointy account from one place.
It gives you shortcuts to preview your booking portal, configure essential business settings, personalize your booking experience, and understand the main Appointy toolbar.
Quick navigation
My Space → Quick Start Guide
How to open the Quick Start Guide
- Log in to your Appointy admin account.
- Open My Space from the left-side navigation.
- Click the Quick Start Guide icon in the bottom-right corner.
The Quick Start Guide will open and walk you through the main setup areas.
What does the Quick Start Guide include?
1. Preview your Booking Portal
The first section lets you preview what your customers will see when they visit your booking portal.
Use:
Preview Your Booking Portal
This section lets you review your booking portal exactly as your customers will see it when they visit your online booking page.
Click Preview Your Booking Portal to check whether your booking experience is set up the way you want. This helps you verify that your services and booking flow are displayed properly before you start sharing the portal with customers.
Once you are satisfied with the setup, click Integrate on Your Website Now to add your booking portal to your website. You can also start promoting your booking portal by sharing its link on your website, visiting cards, invoices, and other customer touchpoints.
Benefit:
This helps you confirm that your booking portal is ready for customers and makes it easier to start promoting online bookings confidently..
2. Configure Appointy, if required
The next section helps you complete some of the most important account setup tasks.
You can use the available shortcuts to configure areas such as:
- Staff
- Services
- Locations
- Intake Forms
- Customer booking without account creation
If you need assistance with setup, you can also use the option to contact a setup specialist.
3. Make the portal yours
This section helps you personalize the customer-facing booking experience.
Available setup options include:
- Add business logo
- Customize emails
These options help align the booking experience with your business identity and customer communication.
4. Understand the Toolbar
The final section provides an introduction to the Appointy toolbar.
It helps you understand the main areas available from the left-side navigation, such as the calendar and other account-management sections.
For example, the Calendar area lets you review schedules and staff availability.
When should you use the Quick Start Guide?
The Quick Start Guide is especially useful when:
- You have recently created your Appointy account
- You want to check whether the essential setup is complete
- You want quick access to Staff, Services, Locations, or Intake Forms
- You want to preview the customer booking experience
- You want to personalize your booking portal
- You are learning where key Appointy features are located
Can I use the Quick Start Guide again later?
Yes. The guide is available from My Space, so you can return to it later if you need to review setup options or access the shortcuts again.
Frequently Asked Questions
What is the Quick Start Guide?
The Quick Start Guide is an in-account setup assistant that provides shortcuts to important Appointy configuration and navigation areas.
Can I preview my booking portal from the Quick Start Guide?
Yes. Use Preview Your Booking Portal to see the customer booking experience.
Can I configure Staff, Services, and Locations from the guide?
Yes. The guide includes shortcuts to these setup areas.
Can I set up an Intake Form from the Quick Start Guide?
Yes. The Configure Appointy section includes an option to set up an Intake Form.
Can I customize my booking portal from the guide?
Yes. You can access options such as adding your business logo and customizing emails.
Does the guide explain the Appointy toolbar?
Yes. The Understand the Toolbar section introduces the main navigation areas.