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This guide applies to:

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


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

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

Opening the Admin Appointments Page through the WordPress Admin

Appointments Tab

Screenshot depicting the Admin Dashboard and how to view appointments.
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 and 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

Searching Appointments

Search your appointments using keywords from the booking information such as the user’s name, email, or anything else collected via custom fields.

Searching for appointments using keywords

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

Screenshot depicting where to locate the Appointment Types in the admin.
The Appointment Types tab

The Appointment Types tab helps you manage your Booking Calendar, Availability, and Booking Form all in one place.

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.
  • Use the dropdown to view Deleted Appointment Types and Recover them.

Creating New Appointment Types

Click on the + Add New button to create a new Appointment Type. To see all the different settings you can change, 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. How they’re ordered is displayed to your visitors with the [ssa_booking] shortcode.

Reordering the Appointment Types

Viewing Deleted Appointment Types and Recovering

You can use the Appointment Types dropdown to switch to the Deleted Appointment Types view. This will list all the Appointment Types that were deleted but remain in your database.

From here, you can click on them to view their settings or use the cog to Recover them.

Use the Appointment Types dropdown to view deleted Appointment Types and Recover them

Filter Using Labels

Each Appointment Type is assigned a label with a color and name. Use the Labels button to help you filter using the labels.

Learn more about using Appointment Type Labels.

Settings Tab

Screenshot depicting where to locate the Settings in the admin area.
The Settings tab
Settings Tab Overview

The Settings tab helps you manage the following settings:

General Settings

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


Style the booking calendars by changing the colors, font, and padding. You can also add custom CSS to personalize your Booking Calendar more.


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


Manage your email and SMS notifications sent out to 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 book only within a specific time period or allow them to access the Booking Calendar within specific dates.

Or, give your Appointment Types independent availability.


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


You can add customers to your MailChimp marketing lists directly from the booking form.


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


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


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


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


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

Miscellaneous Settings
Developer Settings

Use Developer settings to configure Developer settings and Developer jobs.

Support Tab

Screenshot depicting where to locate the Support tab in admin.
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.

And, also get a quick overview of the plugin and site diagnostics. As well as review your license status and plugin version.

Support Tab Overview

Still stuck?

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

File a ticket

  • Please provide any information that will be helpful in helping you get your issue fixed. What have you tried already? What results did you expect? What did you get instead?
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