Step 2 - Scheduling bookings

The best way to see your calendar scheduled with bookings without having to get your hands into it is allowing booking to sweep in from your client’s booking interface.

You can try booking an appointment from your client’s booking interface to test how it works.

Take a test booking from your client’s booking interface

The below-given steps will help you to go to your booking interface and take a test appointment to experience how Appointy works at the client side.

1. Go to your booking portal/client-side.
2. A list of services that you had created will appear.
3. Select the service(s) that you would like to book and click on ‘Next’.
4. Select a staff or check on ‘Any Staff’ if you do have any staff preference and click on ‘Next’. 
5. Select the date and time of the appointment.
6. Check your order summary and click on ‘Confirm’.
7. Enter your email address and click on ‘Next’. 
8. Enter your personal details, set a password and click on ‘Next’.

Note: For booking an appointment, the customer can log in either through Appointy Login, Facebook Login, Google Login or Guest Login. By default, only Appointy and Facebook Logins are enabled. Click here to enable or disable login options.

You have the ability to customise the look and feel of the booking interface and the way your clients interact with your booking interface while booking with you.

Adding an appointment in the calendar from the admin side

As an admin, or a manager, you have the ability to add bookings to your calendar. Here's how you can add a booking as an admin or a manager. 

1. To add an appointment using the Quick-Add button:
2. Click on the Quick-Add icon on the toolbar.
3. Select the ‘Appointment’ option from the dropdown list. A ‘New Appointment’ popup will appear.
4. Enter the details of the appointment.
5. Click on the ‘Book’ button at the bottom of the popup to book the appointment.
6. A confirmation message will be displayed at the top of the window.

Note: You can also add an appointment from the calendar tab in the toolbar by just clicking on the time-slot block in the calendar.