00:00 Introduction to Appointments
02:15 Setting Schedule Start and Increments
02:54 Selecting Categories and Subcategories
03:54 Setting Maximum Attendees
04:07 Determining Who Can Book
05:52 Adding Staff to Appointments
07:50 Creating Appointment Availability
13:20 Managing Payment Options

Whether you're new to our platform or looking to enhance your understanding, this guide will cover everything you need to know about appointments, scheduling, and payment methods.

Appointments can be divided into three main categories: the actual appointments, staff members performing the services, and payment plans that cover appointments. In this guide, we will explore each of these aspects to ensure you have a comprehensive understanding of how they work together.

Let's start by building an appointment in our software. You might be wondering where to begin—whether to set up staff members, appointment details, or payment plans first. While staff members are important, it's essential to establish the appointment details you'll be offering before focusing on staff availability.

1. Location and Basic Details: When creating an appointment, begin by selecting the appropriate location and providing essential details such as the appointment name, duration, and scheduling intervals. You can also assign rooms and categories to the appointment, making it easier for clients to find and book the session.

2. Pricing and Availability: Define the pricing for the appointment based on factors like membership status and drop-in rates. Determine the maximum number of attendees and who can book the appointment, whether open to all or exclusive to members. Set up booking windows and specify if it's an in-person or live-streamed appointment.

3. Staff and Pay Rates: Assign staff members to the appointment and set their pay rates. Configure availability for staff members to ensure they're ready to teach the appointment. This is crucial for clients to book available slots.

4. Eligible Plans: Decide whether specific payment plans can be used to cover the appointment. This step is especially important for clients who wish to use existing plans for payments.

5. Adding Media: Enhance the client experience by adding media, such as images, to the appointment. This visual content will appear in the app and online, making it more enticing for potential clients.

6. Review and Activation: Once all details are set, review the appointment information, make any necessary adjustments, and save. You can also deactivate or delete appointments as needed.

7. Managing Staff Availability: Efficiently managing staff availability is crucial for ensuring appointments can be booked. Staff members need to be available during the desired time slots to offer their services.

Here's how you can achieve this:

1. Set Availability: Define the availability of staff members for specific appointment slots. Choose days and times when they are ready to teach appointments. This information will help clients book suitable time slots.

2. Blocking Time: Block off periods when staff members are unavailable, such as vacations or personal commitments. This prevents appointments from being scheduled during those times.

3. Viewing the Schedule: Staff members can easily view their weekly schedules, appointments, classes, and enrollments. This view provides an overview of their week and helps them manage their commitments effectively.

Payment methods and compensation are essential aspects of appointment management. Clients should have clear options for paying, and staff members need to be compensated accurately for their services.

1. Payment Settings: Configure payment settings, such as upfront payment, deposit options, and late cancellation policies. Decide whether payments should be charged immediately or partially in advance.

2. Refund Policy: Define your refund policy, specifying whether refunds should be returned to an account balance or the original form of payment.

3. Staff Compensation: Create pay rates for staff members based on appointments. These rates can be customized to accommodate different staff roles and experience levels.

4. Plan Integration: Integrate payment plans with appointments to provide clients with convenient options for covering the costs of appointments. Clients can use existing plans or purchase new ones.

Clients can easily book appointments using our platform's intuitive interface. Here's a brief overview of the process from the client's perspective:

1. Choose Location and Service: Clients start by selecting the desired location and service they wish to book an appointment for.

2. Select Staff and Time: Clients can choose a specific staff member and available time slot that suits their schedule.

3. Payment Options: Clients can use eligible payment plans or select a drop-in option to pay for the appointment.

4. Complete Booking: After reviewing the booking details, clients complete the booking process and receive confirmation.