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Start Here – After the Setup Wizard

This guide applies to:

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

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 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 off 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

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 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 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 fully personalize the Booking Calendar 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:

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Basic Edition Guide

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Plus Edition Guide

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Professional Edition Guide

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Business Edition Guide

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