Appointment Settings

Appointment settings allow you to change the parameters around scheduling appointments for customers. An Admin can change these settings at a company level, go to Company Settings--> Customers--> Appointments. (An Admin or Location Admin can change these settings at a store level by going to Location Settings--> Customers--> Appointments.)

  • Maximum Concurrent Appointments- The number of appointments allowed to be scheduled at the same time.
  • Default Appointment Status (New)- Status when a new appointment is made. This is customizable.
  • Default Appointment Status (Converted)Status when an appointment is taken from queue and helped by an employee. This is customizable.
  • Default Appointment Status (Canceled)Status when an appointment is canceled. This is customizable.
  • Duration OptionsChange the amount of time assigned to appointment intervals, e.g. 15min, 30min, 1hr.
  • Default Appointment DurationDefault amount of time given to an appointment.

 

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To add/update business holidays at a company level, an Admin can go to Company Settings-->Account-->Holidays. Select the day, enter the holiday name, select the locations that will observe this holiday, and save your changes. (An Admin or Location Admin can change these settings at a store level by going to Location Settings--> Account--> Appointments.)

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By default, the appointment calendar will honor your store hours and added holidays. Location Admins have the ability to manage Holiday settings for their assigned locations. Admins have the ability to manage Holiday settings for all locations.

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