Start Here - After the Setup Wizard - Simply Schedule Appointments

This guide applies to:

Basic Edition
Plus Edition
Pro Edition
Business Edition

In this document:

Introduction
The General Settings
Creating an Appointment Type
Finish Setting Up After the Setup Wizard

Introduction

Hello there! Glad to have you as a part of the Simply Schedule Appointments community ☺️ After installing and activating the SSA plugin, you will encounter the Setup Wizard. This handy tool gives you an introduction to two areas of the plugin:

The General Settings
Creating an Appointment Type

If you need help installing and activating the SSA plugin, visit our installation and activation guide.

The General Settings

In the setup wizard, you start by customizing the most basic settings for the plugin. The General Settings section under the Settings tab is where you can change these settings again later.

General Settings under the Settings Tab

These settings include:

Timezone
Date Format
Time Format

When the week starts
Contact Name and Business Name
Admin Email

Our General Settings guide will provide you with more in-depth information on what each setting does.

Creating an Appointment Type

An Appointment Type is what you’ll use, to sum up your availability and rules for scheduling on your new Booking Calendar. So, an appointment type technically represents a single booking calendar.

You could create one Appointment Type for each service you offer. For example, a hairstylist will set up one for women’s haircuts and another for men’s – since one will take longer.

By default, all the Appointment Types are dependent on each other. You don’t have to worry about double-booking – when a time slot is booked in one Type, that blocks off that same time slot in all the other Types.

If you’d like to make them independent of each other, read our guide – Let Multiple Appointment Types Book the Same Time Slot.

In the setup wizard, you create your first Appointment Type. You can always go back to change the settings and add more Appointment Types or edit the first one you made.

Our Appointment Type Settings guide can help you understand all the basic settings found inside the Appointment Types.

Finish Setting Up After the Setup Wizard

Finishing setting up will be different for each person – you might want to personalize the Booking Calendar fully, or you might be fine with the defaults. Whatever you choose to do, we’ve put together a couple of in-depth guides to walk you through each Editions’ features: