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This article explains how to set up Services or Appointment Types.
- Click on Services.
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- Click on Add new service.
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- Basic Details lets you setup the following:
- Service Name – Name of the appointment
- Description – Description of what the appointment is.
- Location – Location can be a certain room.
- Add Online Meeting will do a Teams Meeting.
- Duration can be set for Days, Hours, or a variable of minutes long.
- Selecting Buffer Time adds time to the start of the meeting or end of the meeting for the staff member
- Price – This is for when a price is needed for the service with the following types.
- Price not set
- Fixed price
- Starting at
- Hourly
- Free
- Price varies
- Call us
- Price is not set.
- Notes is a field that you can add various information in
- Number of attendees is the number of people that can be in the appointment.
- You can also enable it so that people booking appointments can change the appointment if needed.
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- Availability Options sets the scheduling policy and Availability with the following options able to be changed.
- Time increments – This can be done between 5 minutes to 4 hours – Default 30 min
- Minimum lead time – This is done in hour long increments – Default 24 hours
- Maximum lead time – This is done in day long increments – Default 365 Days.
- Availability lets you set when staff are available and can be modified to different date ranges.
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- Assign staff is where you can assign staff that can do the task.
- You can also allow customers to choose staff for bookings.
- Custom fields let you pick what information will be on the bookings page. You can also set required fields.
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- Reminders and notifications are where you can setup email confirmations and reminders. Below is what you can do.
- Notify the business via email when a booking is created or changed.
- Note – this will potentially send multiple emails to the person that is getting booked to do work.
- Send a meeting invite to the customer, in addition the confirmation email.
- Enable Text Message Notifications.
- You can add additional information in the email confirmations.
- Example – Zoom meeting information etc.
- You can set emails to go out for reminders from 15 minutes before up to 2 weeks before. It can also send emails to both the staff member and the customer.
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