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 by navigating to Company Settings --> Appointments.

Note: An Admin or Location Admin can change these settings at a store level by going to Location Settings --> Appointments.

 

General Settings

  • 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.
  • No Show Grace Period- 
  • Calculation Method
  • Appointment Calendar View Settings
    • Customer Name
    • Assignee Name
    • Customer Service Address
    • Device Name
  • Appointment Advanced Notice Settings- Alter when an appointment can be created using the following parameters:
      • Store Open "buffer"
      • Store Close "buffer"
      • Minimum Advanced Notice
      • Maximum Advanced Notice
  • Appointment Summary- Toggle whether the summary appears instead of the appointment edit screen when clicking on the appointment block.
  • Show start appointment- Toggle the option to start the appointment.

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Statuses

Here, users can set the colors attributed to each appointment status, change the order of the statuses, and even add new statuses. 

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Windows

  • Maximum Concurrent Appointments- The number of appointments allowed to be scheduled at the same time.
  • Maximum Concurrent Appointment Windows- The number of appointment windows allowed to exist at the same time.
  • Require Appointment Window for All Appointments- Toggle on to require users to adhere to Appointment Windows.
  • Appointment Window Settings- Under this section, you can create Appointment Windows, using the following specifications:
    • Name of Time Block
    • Day of the Week
    • Start Time
    • End Time
    • "Is Active" checkbox

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Holidays

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.

Note: An Admin or Location Admin can change these settings at a store level by going to Location Settings --> Account --> Holidays.

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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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