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Booking Appointments

This guide applies to:

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

Introduction

A quick overview on how you and your clients will be able to book appointments on the booking calendar. The process includes:

  • Pick an Appointment Type
  • Choosing a Date, then a Time
  • Filling out the Booking Form
  • Confirmations

Where You Can Book

The customer will be able to 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 out.

Showing the +Book An Appointment button in the Appointments tab
The +Book An Appointment button in the Appointments tab

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.

Screen shot of appointment types that can be selected
Choose an appointment type

Choose a Date

After you’ve selected an Appointment Type, you’ll see the available dates for that appointment type.

Dates that are unavailable will appear as disabled or ‘greyed-out’. This either displays as either a weekly view or a monthly view, depending on how you set it up.

Screen shot of available dates for your appointment
Select a date for your appointment

Choose a Time

After selecting a date, you’ll see a list of the available times.

The slots will split up depending on what timeframe they fall under, e.g. morning, afternoon, evening, and night. We also offer some CSS if you’d like to Format the Time Slots.

Screen shot of available times for your appointment
Select a time for your appointment

Complete the Customer Information Form

Asterisks mark the Required fields. For functionality purposes, we always require the Name and Email Address field.

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.

Screen shot of a customer information entry screen for booking your appointment
Complete the customer information screen

Confirmation

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 .ics file.

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.

Screen shot of an appointment booking confirmation screen
Your appointment is confirmed

Still stuck?

File a support ticket with our five-star support team to get more help.

File a ticket

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