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From the Setup Wizard, you'll also have the option to customize your scheduler. Your scheduler is what your clients go through to book appointments with you. This documentation will take you through how to customize those screens. This tutorial is also available as a video.

 

Here is a view of what the scheduler looks like on the client facing side:

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The other drop down in the top portion of the Scheduler menu is the drop down to allow clients to login. If you let clients login, they will have access to their upcoming appointments to cancel and reschedule if need be. The only options in this drop down are to allow for clients to login or not allow clients to login. 

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 1) Don't show the option to login, 2) Allow client to login 3) Clients must login in order to book and 4) Only pre-registered clients may book:

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Customizing the scheduler is done through a set of 7 tab panels at the bottom of the Setup->Scheduler menu. These panels include:

  1. Welcome Tab
  2. Locations Tab
  3. Staff Tab
  4. Service Tab
  5. Time Tab
  6. Your (Client’s) Information Tab
  7. Final Tab

Anytime a change is made to any of these tabs, make sure to commit the changes by hitting “Save” at the bottom of the screen. Click on each of the tabs to go to their respective pages where you can learn what customization is available in each.

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