What 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 ToPopularGroup 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 toursPopularAdd-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 on 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 readersCan 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: HeaSome 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 restriFew readersCan 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’Few 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 Manage Select the dropdown and change from Single day to Multi day booking. Here is a video that will help you understand better :Few 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 Appointments Manage Show 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 readersDo you support Calendar integration?
Appointo supports Google and Outlook 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 automaticalFew 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 Appointments -Click on the service -Advanced -Enable Wailist 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 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 enable surge pricing please go to Appointments -Click on the service -Availability -Enable Surge Pricing After that a $ icon will show up in your availability section and you can enter the price you want for that time To understandFew 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 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 readersI 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 isFew 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. (https://sidepanda.intercom-attachments-1.com/i/o/833906820/686Few readersEmbedding the Appointo calendar on a page in Shopify
By default the Appointo app shows up on the product page, you can see it by clicking on view in store option, on the product page. However, let's say if you want to show the app on a different page or you know, which is not a product page. This could be done through Appointo by embedding the app calendar to a particular page in Shopify. Here's how: Head over to Appointo Appointments Click on the drop-down(🔽) button next to 'Manage' Click on 'Embed Code' Copy Code.Few 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 General Settings Integrations Click on the ‘Add to Zoom’ button You can also set zoom links for particular service. Please Head over to Appointments Manage Show Location - set to Zoom Save. Once done that service will be connected to zFew 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 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 Store Settings 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 video to understand better: frame (https://www.loom.com/embed/3361d235e18d43a9b8207Few readers