In this document:
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
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.
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 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.
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.
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.
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.
File a support ticket with our five-star support team to get more help.
File a ticket
Display the Booking Calendar on Your Site
Appointment Type Settings
Admin Appointments Page Walkthrough
Cancel, Reschedule, Edit or Delete Bookings