After the Setup Wizard

This guide applies to:

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

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

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!

Start Taking Payments for Bookings with PayPal or Stripe

Automate Your Workflow Using Zapier and Webhooks

Send Your Clients SMS Reminders with Twilio

Use Google Tag Manager, Facebook Pixel, or Segment to Track Conversions on Your Booking Calendar

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