Advanced Features
Embedding the Appointo calendar on a page in Shopify
By default the Appointo app shows up on any page that has product on it but if you want to embed a calendar on any page of your liking you can do through following ways This could be done through Appointo by embedding the app calendar to a particular page in Shopify. Here's how: Head over to Appointo Services Click on / icon Copy Code. Now, head over to Shopify Online Store Pages. In pages, click on the page, where you would want the calendar to show uPopularGroup Appointments(Max number of invitees in a slot)
Multiple people booking the same slot is possible through Appointo. With our Group Appointment feature, you can allow multiple people booking the same slot. Example: Have 10 customers willing to book a 9 AM slot for a service? Book all of them in! Best fit for: Classes/Lectures/Training Sessions Group Sessions Events - Parties/Coffee table bookings Workshops - Pottery Workshops/Candle Making Workshops Activities - Rides/Dog Walks/Bicycle toursPopularI do not want to add product or I want to take free bookings?
Yes, it's possible. With the below configuration, customers can skip the checkout step and schedule an appointment directly. What's the best use-case for the above feature? For example, if the product for which you would like to take appointments is free, with the above option activated, customers will select the respective time and that slot will be booked for the customer. Customers do not need to go to the checkout flow process. We recommend this feature to use only if the product isPopularWhat is Workflows? How can I set it up?
Through workflows, you can set up email/text automation and triggers for your bookings. Below are a few of the use cases for which you can use Workflows (You can also create your own to customize for your business requirement): Once a customer purchases an appointment, following workflows can be triggered if activated. Use Cases To send Multiple Appointment Reminders To send Follow-up emails or thank-you mail To send extra info/documentation via mail ToPopularAdd-ons in Appointo
With our latest Add-ons feature, you can sell multiple items/add-ons, right from the calendar window, when the customer select the booking slot. Add-ons will be very useful for stores, looking to: Increase their product upsell, when the customer is doing the bookings Event spaces(Where the customer could add the tables/chairs/event rental items) Gym/Sports arena(The customers can place a rental order for Gears, Equipment) Salon(The customer can add more servSome readersWidgets in Appointo
With Widgets, you can embed to show the calendar for multiple/all/specific product on a page of your choosing, on your Shopify store. Note: By default, the Appointo calendar shows up on the product page and that is unaffected by widgets. Set-up: To setup widgets on your store, please follow the below mentioned steps: Head over to Appointo Widgets Click on '+ Widget' Now, you can add a name, for the widget; choose between day/month view, and also select ifSome readersTeams in Appointo
Appointo has a teams feature which allows you to add team members to Appointo. Some of the benefits of teams features is : Members get their dashboard outside of Shopify where they can login and manage all their availability Members can connect their own calendar Members can set their working hours independently No need to provide the Shopify access They can block their calendar without the need of admin Admin can restSome readersSurge Pricing
Surge Pricing is a unique feature in Appointo which helps you increase or decrease the pricing of a particular time or day. This helps you to increase your pricing when you have high numbers of customers and also increase the revenue of your store To understand tSome readersWaitlist in Appointo
Waitlist is a unique feature in Appointo which helps you sell slots even after they are filled. This helps in case customer cancels and you want to allow more people to join in case To enable Waitlist please go to Services -Click on the service -Advanced -Enable Waitlist Once you get a waitlist slot. You can go to that Booking and Approve or Reject the waitlist. The customer will get an email based on what you chooseFew readersHow do I add calendar to any page?
Appointo provide you the functionality to embed the calendar in any page. Please have a look at this video to understand how you can do that. To ensure the code works, please go to the Page tab select a page to edit click the icon that says Show HTML Make sure that the icon says Show editor then paste the code. Here is a demo for embedding the calendar to a page.Few readersI want to make changes to the calendar invite. How can I do that?
Appointo allows you to change the calendar invite. You can add any variable supported by us and also add any text you would like. This gives you complete control on what is added to Appointo. Please go to General Settings Integrations Google/Outlook Customise Calendar Invite Edit the calendar invite Hit 'Save'. Note: You will need to change the calendar invite for Group Appointments and Non Group Appointments separately. Which could be selected from the Drop-down on theFew readersShopify Orders/Customer Tags
Appointo allows you to tag your orders that have booking time attached to it. You can use these tags to filter your shopify orders or customers and manage them seamlessly. Currently Appointo Supports the following tags :- Order Tags Booking Created Booking Cancelled Booking Rescheduled One Time Subscription Created Recurring Subscription Created Customer Tags Customer First Booking Customer Next Booking Customer Active Subscription Customer Cancelled SubscriptionFew readersI want to automatically refund when a booking is cancelled?
Appointo allows you to automatically refund a booking if it is cancelled. There are 2 ways you can do it Refund for any booking that are cancelled Please go to General Settings -Store Settings -Refund on booking Cancel. After you enable this feature. The item would automatically be refunded once it's cancelled anywhere(Admin or Customer). While cancelling from admin you will be shown the amount that will be refunded to the customer. (https://storage.crisp.chat/users/helpdesk/websFew readers
Basic Features
Can I create a form or ask questions to my customers before booking?
You can do this using our Custom questions feature, which give you a ton of options to choose from, on the type of question(Text, Email, Radio button, Drop-down, Multi-select, File upload, Date and Date & Time), also, you can make the questions as required or non-required based on your choice. This feature is available on our premium plan and above. With custom questions, you can ask additional questions to your customers before they book a meeting. Here’s how you can set this up: HeaPopularCan I allow customers to Reschedule/Cancel their booking?
By default, only admins have access to reschedule or cancel appointments, but if you want your customers to have this ability, you can enable it on our premium plan or above. Using this feature you can also allow your customers to Reschedule and Cancel appointments. Also, you can set specific timelines, on cancellation and rescheduling appointments and only have them cancelled, 3 minutes, 3 hours or 3 days before the appointment. Post which, the customer wouldn't be able to make changes. Here’Some readersI want to create a manual booking for my customer?
In cases, a customer reaches out to you and asks you to book them in Manually, in that case, you can easily use the Manual Booking feature in Appointo to book your customer in. Here’s how you can create a Manual Booking for your customer: Head over to Appointo Bookings Manual Booking Select Product/Variant Select Customer Select the 'Date and Time-slot' Book and you will be able to book your customers in Manually. Note: When to use the Override availability for thisFew readersMulti day booking
Appointo allows you take bookings for consecutive days instead of just time of a day. To enable Multi day booking for a service Please go to Appointo Appointments Click On the ServiceProduct Configuration Show Select the dropdown and change from Single day to Multi day booking. Here is a video that will help you understand better :Few readersDo you support Calendar integration?
Appointo supports Google, Outlook and Apple calendar integration What's included in Calendar Sync Shopify admin and all team members can now connect their calendar with Appointo. All new bookings will be added to their Calendar automatically. All rescheduling and cancellations will be automatically synced with the connected Calendar. Appointo checks your availability in Calendar before showing the booking slot. If you have an event in Calendar, it will be autoFew readersDo you support Zoom integration?
Appointo natively supports zoom integration. You can connect your zoom account and link will be automatically sent to the customers via the confirmation email Head over to Integrations Click on the Zoom button You can also set zoom links for particular service. Please Head over to Services Click on product name Basic Meeting Venue - set to Zoom Save. Once done that service will be connected to zoom and links will automatically be created Here is a zoom integration demo $Few readersCancel/Reschedule an Appointment from Admin
If you have your customers reaching out to you to have their bookings rescheduled/cancelled, or, if they made a booking at the last minute that you are unable to fulfil, you can easily reschedule/cancel the bookings through Admin(available on all of our plans). Also, the Email notifications for Rescheduling/Cancellation or changes to the event are sent to both the customers as well as the admins. Here’s how you can Reschedule/Cancel an existing booking: Head over to Appointo BookingsFew readersI want to limit the appointments in a day how can I do that?
Appointo allows you to limit the number of events you want in a day even if you have more time slots available for the user. Please go to Services Click on the service Basic Scroll down and set Max events in a day to the required number Please have a look at this video to understand how you can do this:Few readersWhat is business hours?
If you want to set one availability for all your services and don't want to add it again and again whenever you add a new service to Appointo then you can use our Business Hours features. Please go to General Settings Global Availability Enable Business Hours. This will set the availability of all your current and any future service that you add to Appointo. Please have a look at this short interactive demo: frame (https://app.supademo.com/embed/clx4m6kvg08znfd4Few readersI want to disable checkout for my bookings, How can i do that?
Appointo works in a way where it converts products to services and allows you to sell it through the Shopify Checkout. There could be a case where you would want to sell free services or take the money from the customers when they come for the appointment. In such cases you would not need the customer to go through the checkout process and book the appointment directly. Appointo allows you to enable such feature and disable checkout for booking. This feature is called Skip Payment. To do thiFew readersDo you support automated Google Meet Links?
Appointo allows you to connect your Google calendar and sync all your bookings through it. You can also create automated Google meet links. The links will automatically be generated when a booking is done. Also Appointo provides the flexibility to allow to create links for only certain services in case you have multiple services and some might be a digital service and others would be a physical services To Connect your google meet follow the steps below Connect your google calendar Go to SFew readersHow can i translate the calendar widget on the store?
Translations is one of the most important features for any app and Appointo provides you to translate every aspect of the customer booking journey. In this article you can understand about how you can translate the calendar widget that is shown in the store. Currently we support the following languages. You can contact support if you do not find the language we would be happy to add those. To transalate the calendFew readersDo you support automated Microsoft teams links?
Appointo allows you to connect your Outlook calendar and sync all your bookings through it. You can also create automated Microsoft Teams links. The links will automatically be generated when a booking is done. Also Appointo provides the flexibility to allow to create links for only certain services in case you have multiple services and some might be a digital service and others would be a physical services To connect your Microsoft Teams follow the steps below Connect your outlook calendarFew readersI have same configuration for multiple services, How can i copy the configuration to all other services?
Appointo allows you to set times on a variant level. You can configure individual variants in Appointo. Although there might be a situation where you have multiple services/variants and you would want to have the same configuration for all the variants. To achieve this follow the steps below Services -Click on the service -Variant Configuration -Copy to other Products (on the right hand side) (https://storage.crisp.chat/users/helpdesk/website/8212bafb89f54000/screenshot-2024-08-1Few readers