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Plus Edition Guide

This guide applies to:

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

Introduction

You’ve just upgraded to the Plus Edition of Simply Schedule Appointments; we’re glad to have you with us! We wanted to give you this guide to help you start using your new Plus Edition features.

In case you need help installing and activating your new Plus Edition, here’s a guide to help you do that: Installing a New Premium Edition.

Google Calendar Sync

Get two-way sync between your Booking Calendar and your personal or business Google Calendar.

Use this to:

  • Easily block off time chunks that you need for personal stuff – Dentists, the first day of school, holiday hours, etc.
  • Automatically add a Google Invite to your customer’s calendars
  • See an overhead calendar view of all your booked appointments
  • Access all your appointment information from your smartphone; you don’t have to log in to WordPress Dashboard!

Guides to help you set this up:

Email Reminders and Follow-Ups

Send emails for reminders or follow-ups on appointments.

Use this to:

  • Send an email reminding your client of tomorrow’s booked meeting.
  • Automate a thank you note after each appointment.

Guides to help you set this up:

MailChimp Newsletter Sign Ups

Add in a MailChimp opt-in checkbox directly to your booking form.

Use this to:

  • Make it easy for your clients to sign up for your newsletter – they’ve already filled in their info, and now they just have to check off the box!
  • Collect interested client emails to update them on new products, promotions, or services.
  • Send automated emails to encourage clients to book another appointment with you.

Guides to help you set this up:

Group Events or Reservations

Create unique time slots to allow group booking or reservations.

Use this to:

  • Host group classes and keep an attendance list.
  • Rent out limited equipment or spaces.
  • Limit the number of visitors in your shop or office.

Guides to help you set this up:

Custom Booking Fields

Tailor the booking form to collect the customer information you need for a successful appointment.

Use this to:

  • Get a better idea of what you’re clients need help with – Radio buttons for specific services (haircut, shave, color).
  • Find out the best way to contact them – Checkboxes for Zoom, Phone call, Email, and Text.
  • Let your clients write out their questions – Multi-Line Box to let them write it all out!

Guides to help you set this up:

Web Meetings – Zoom, Webex, and Google Meet

Automatically assign a unique or specific link to each booking using our Web Meetings feature. 

Use this to:

  • Make coordinating video calls simple by adding video links to notifications and Google Calendar events.
  • Create Unique Google Meet, Webex, or Zoom meeting links for each booking.

Guide to help you set this up:

Integrate with The Events Calendar

With The Events Calendar + SSA integration, you’ll have the power to display beautiful event pages AND manage the availability for meetings simultaneously.

Use this to:

  • Have monthly recurring events that you’d like to list separately (instead of all in a single booking calendar).
  • Want to show all of your appointment type events in a single calendar view.
  • Offer sporadic availability on specific dates.

Guides to help you get this set up:

Integrate with Gravity Forms or Formidable Forms

Create complex booking forms that include conditional logic, custom confirmation screens, and Advanced fields with Formidable Forms or Gravity Forms.

Use this to:

  • Re-direct your clients to your web store after booking
  • Direct them toward the right Appointment Type for them based on their multiple-choice answers

Guides to help you set this up:

Display the Calendar on Your Site

Place the booking calendar into any of your WordPress pages or posts. 

Use this to:

  • Let your visitors book a time slot on your Contact page.
  • Display the booking calendar in each of your blog posts.
  • Make your booking calendar for members-only pages.

Guides to help you set this up:

Style and Customize the Calendar

Customize and style the booking calendar to match your site’s theme. Use our style settings tool or use our CSS snippets to create a look unique to your site.

Use this to:

  • Change colors of text, background, and accents.
  • Modify the time slot formatting.
  • Hide or change headers or text in the booking process.

Guides to help you set this up:

Block Out Holidays and Vacations

Choose days that you need to block out from your calendar. Make sure no one can book on the days that your business is closed.

Use this to:

  • Remove all the time slots during your vacation days.
  • Make sure no one books on a holiday

Guides to help you set this up:

Style and Write Your Notifications

Write and style the notifications to represent your business. Use our Twig templates or recommended plugins to customize the notifications your customers receive.

Use this to:

  • Style the email notifications to match your branding.
  • Write customized messages depending on the appointment type booked.

Guides to help you set this up:

Add Advanced Rules to Your Booking Calendar

Get more control over the rules for your booking calendar.

Use this to:

  • Choose a date range for when time slots are bookable
  • Limit when visitors can access your calendar
  • Set how far into the future visitors can book time slots

Guides to help you set this up:

Translate the Booking Calendar

Get the booking calendar to display in different languages. 

Use this to:

  • Cater to your non-English visitors
  • Use with a multilingual site for international bookings

Guides to help you set this up:

Still stuck?

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

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