Help resources for users who signed up for Appointy after 2018 and are currently using the ‘Appointy 9.0’ product version
- Step 1 - Start with your basic scheduling setup
- Step 2 - Scheduling bookings
- Step 3 - Promote your booking portal
- Step 4 - Integrate with a payment gateway
- Step 5 - Enable guest login
- Step 6 - Personalise your client interface
- How to edit or update business hours?
- Sharing your staff's parametric URL with your clients as an admin or a manager
- How to book an appointment as an admin
- Adding a location (Enterprise Plan)
- Adding a staff member
- Adding a new service
- Exporting the Reports (Growth and above membership plans)
- Printing the Reports
- Using ‘Advanced Search’ in Reports
- Customizing the report heads
- Using the ‘Search Bar’ in the reports
- Viewing reports
- Appointy Affiliate Program
- Setting a booking limit for an offer
- Deleting an offer
- Disabling an offer
- Promoting an offer
- Viewing offers
- Integration with Instagram in Appointy
- Integration with Reserve with Google
- Integration with Zoom in Appointy 9.0
- Integrating your Google, iCal or Outlook calendar with Appointy as a staff member
- How to integrate with your Google or Outlook Calendar?
- Zapier + Appointy
- How to restrict clients with a particular domain from booking appointments with you?
- Taking international bookings with Appointy
- Appointment booking rules
- Setting up booking policies for your clients
- Enabling quantity bookings
- Enabling recurring bookings
- Hiding Appointy’s branding in the client’s booking interface
- Standard client information while booking
- Setting up login options for clients
- Setting the calendar start date in the client’s booking interface
- Setting the calendar start day in the client’s booking interface
- Setting the default tab that will appear first in the client’s booking interface
Account & Business Information
- Adding your language preference
- Changing currency and currency format
- Changing time and date format
- Updating Time Zone
- Updating profile name and email address
- Adding a business logo
- Where can I find my business' booking link?
- Where can a staff member find his booking link?
- How can I log into Appointy as a staff or a manager?
- Can my staff login and manage their own schedule?
- How can I print my daily schedule?
- Can I print reports?