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This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition

Introduction

You can reach the Admin Appointments Page by going to the WordPress Dashboard > Appointments.

This is where you can manage all your Appointments, make changes to the Booking Calendar and contact support with one-click.

Opening the Admin Appointments Page through the WordPress Admin

Appointments Tab

The Appointments tab

Inside the Appointments tab, you can do all of the following:

Viewing Your Appointments

You can easily view all of your upcoming and past appointments, along with viewing your appointments within a specific date range, Appointment Types, and status you want to view.

You can also easily view more details about a specific Appointment to cancel, reschedule, edit, or delete that appointment.

Overview of viewing appointments and date filter

Filtering Appointments

You can also filter your appointments by just the Appointment Type and the status.

Using the Filter options

Booking An Appointment as Admin

By clicking on the + Book An Appointment button, you can easily schedule an appointment for a customer yourself.

Booking an appointment as an admin

Exporting Appointments

You can easily export all visible appointments on the screen by clicking on the Export button. This will download a .CSV file that you can then analyze or import into your CRM.

Using the export button

Appointment Types Tab

The Appointment Types tab

The Appointment Types tab helps you manage your Booking Calendar, Availability and Booking Form.

Inside the Appointment Types tab you can do the following:

  • Use the + Add New button to create a new Appointment Type
  • Edit existing Appointment Type to update their settings by clicking on it or clicking on the cog to help you edit, clone or delete that Appointment Type
  • Reorder your Appointment types to organize them

Creating New Appointment Types

Click on the + Add New button to create a new Appointment Type. To see all of the different settings you can change, take a look at our Appointment Type settings overview.

Edit Existing Appointment Types

You can easily edit, clone, or delete an Appointment Type by clicking on the cog.

You can also bulk edit your Appointment Types to edit them all at once.

Cloning, Editing, then Deleting the Appointment Type

Reordering Appointment Types

Use the Reorder button to organize by dragging and dropping elements in your Appointment Type list. The way they’re ordered is how they’re displayed to your visitors with the [ssa_booking] shortcode.

Reordering the Appointment Types

Settings Tab

The Settings tab
Settings Tab Overview

The Settings tab helps you manage the following settings:

General Settings

Manage your Timezone, date and time formats, default admin email, and other settings. More information can be found in our General Settings guide.

Styles

Change the colors, font, and padding of our Booking Calendar. You can also add in custom CSS to personalize your Booking Calendar more.

Translations

Download translation packs here to change the language of your Booking Calendar.

Notifications

Manage your email and SMS notifications that get sent out to both the admin and customers.

Blackout Dates

Easily create blackout dates to prevent customers from booking certain days.

Advanced Scheduling Options

Fine-tune your availability. You can allow users to only book within a certain time period or allow them to access the Booking Calendar within certain dates.

Google

Sync your Google Calendar to view all your bookings or automatically block off dates and time slots with events.

MailChimp

Add customers to your MailChimp marketing lists directly from the booking form.

Zoom

Easily add and generate a unique Zoom link to each Appointment Type.

Webhooks

Use Appointment actions to trigger other apps or services in Zapier using the Webhooks integration.

Payments

Set up Stripe or PayPal to accept payments for each Appointment Type

Tracking

Utilize Conversion Tracking to analyze data such as when a user books an appointment on your page.

Team

Set up Team Members and assign them to certain Appointment Types.

Miscellaneous Settings

Support Tab

The Support tab

Inside the support tab you can use the Contact Support Team button to send our support team a message. Feel free to reach out anytime you need help or have a question.

Support Tab Overview

Still stuck?

File a support ticket with our five-star support team to get more help.

File a ticket

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