In this document:
- What You Need First
- What the Setup Wizard Helps You Do
- How to Finish Setting Up After the Setup Wizard
- Finish Setting Up the Plus Edition
- Finish Setting Up the Professional Edition
What You Need First
After installation and activation, go through the setup wizard.
What the Setup Wizard Helps You Do
The Setup Wizard gives you an introduction to two areas of the plugin:
- The General Settings
- Creating an Appointment Type.
The General Settings
In the setup wizard, you start off by customizing the most basic settings. The General Settings section under the Settings tab is where you can change these settings again later.
These settings include:
- Date Format
- Time Format
- When the week starts
- Contact Name and Business Name
- Admin Email
Creating an Appointment Type
An Appointment Type is what you’ll use to sum up the availability and rules for scheduling on your new Booking Calendar.
You could create one Appointment Type for each service you offer. For example, a hairstylist will setup one for women’s haircuts and another for men’s haircuts – 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 Type’.
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.
Our Appointment Type Settings guide can help you understand all the basic settings found inside the Appointment Types.
How to Finish Setting Up After the Setup Wizard
This’ll be different for each person – you might want to fully personalize the Booking Calendar or you might be fine with the defaults.
Finish Setting Up the Plus Edition
If you just purchased the Plus Edition, the same links as above still apply to you. But, you also have a couple other features you can setup!
Finish Setting Up the Professional Edition
If you just purchased the Professional Edition, the same links as both sections above still apply to you. But, you also have a couple other features you can setup!
Upgrading to the Plus Edition
Gravity Forms Appointment Field
Formidable Forms Appointment Field
Changing Text Colors