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:
- Timezone
- 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.
Embed Into a Page or Post to Start Booking
Customize the Booking Calendar to Match Your Site
Block Out Your Holidays and Vacation Days
Add Advanced Rules to Your Booking Calendar
Translate Your Booking Calendar
Customize the Email Notifications
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!
Give Your Booking Calendar the Option to Connect to a MailChimp Audience
Sync New Appointments to Your Personal Google Calendar
Create an Appointment Type for Group Events
Customize the Customer Booking Fields
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!