In this document:
A quick overview of how you and your clients can book appointments on the booking calendar. The process includes the following:
- Pick an Appointment Type
- Choosing a Date, then a Time
- Filling out the Booking Form
Try Out Our Booking Calendar First
Here is a quick demo of our booking calendar process that customers will see when you add it to your site. For more information on displaying a specific calendar on your site, please visit our guide on displaying the booking calendar here.
If you schedule an appointment with our demo above, you will receive a confirmation email.
Where You Can Book
The customer can book wherever you’ve embedded the booking calendar on your site. Follow this guide if you still need to Display the Booking Calendar on your Site.
Admins can quickly book directly from the SSA Admin page. Just go to the Appointments tab > click + Book An Appointment. That should open a lightbox with all the appointment types listed.
Pick an Appointment Type
Select which type of appointment you’d like to book. The options available here are based on the appointment types that you’ve added.
The order these appear in depends on how you’ve ordered them in the Admin Appointment Types Page, use the Reorder button to choose their order.
Choose a Resources
After you’ve selected the Appointment Type, and if the resource booking preference is set to “User Preference”, you’ll be able to select the resources you’ll need for this appointment type.
Find more information on how this setting works in our Resource guide.
Choose a Date and Time
After you’ve selected the Resources, you’ll be able to select the date and time that work best for you.
Dates that are unavailable will appear as disabled or ‘greyed-out’, while times that can’t be booked won’t even be displayed.
Date and Time can be displayed in several ways, depending on your preference.
- Dates can be displayed as either a weekly view or a monthly view.
- Time slots will split up depending on what timeframe they fall under, e.g. morning, afternoon, evening, and night.
- Dates and time slots can be displayed in different sequences, such as Express, Expanded, and First Available. You can find more details about this in the Booking Flow link below.
You can use the Booking Flow feature to customize the sequence of Views or screens of the Date and Time options in the booking form.
Complete the Customer Information Form
Asterisks mark the Required fields. For functionality purposes, we always require the Name and Email Address field when booking appointments.
Basic/Free Edition users can select from a list of pre-determined fields (phone number, address, city, state, postal code, notes).
Premium/Paid Edition users can set their own custom fields here, including checkboxes and radio buttons.
After filling it out, click the Book this appointment button.
After submitting the booking form, you’ll see a confirmation page with all your information.
You have the option to save the appointment to your calendar, either to Google Calendar or to download an
You also have the option to edit the customer information, reschedule the appointment, cancel the appointment, or schedule a new appointment.
By default, the customer and the appointment admin will receive confirmation emails with the appointment details, but the notification settings are customizable.
You can also specify a custom confirmation page.
File a support ticket with our five-star support team to get more help.
File a ticket
Display the Booking Calendars
Appointment Type Settings
Admin Dashboard Walkthrough
Cancel, Reschedule, Edit or Delete Bookings