In our appointments dashboard, you will see a countdown to get started with appointments, you will see four steps which is create your services, create a test appointment, set up your online booking site and invite clients to book online. On the left hand side you will find the menu for the appointment. On the left hand side you'll see are your upcoming appointments and on the right you'll see any notifications of new or changed appointments. So as upcoming appointments come in, you'll see a list that comes with the service, the date and the time in the client name. So this is how it will look when you have absolutely nothing in here. So when you want to get started With appointments, we want to go over to our appointment menu and click calendar and booking.

Here you'll be able to see some of the preferences for each portion of the appointments. The first one is appointments, do you Where do you accept appointments at my business at a customer's location at both my business and the customers location and phone only. So you either want them to call in you want to be able to take appointments in the customers home or at your business location. For your online booking preferences, you can choose to automatically accept all appointment requests or accept or decline appointment requests. You may want to do this to ensure that you have the proper staff ensure you have everything you need for that appointment. If it's automatically set and the customer gets an email right away that lets them know that they have been booked, the time and date that they will be there.

And the point of you accepting or declining, it will let them know that they sent the reservation to you the business owner and you will accept or deny the client appointments. So you can also allow customers to choose timezone when booking online. So instead of if you are a professional, tax professional, and you may have to have customers all around the United States, you want to make sure that they are booking the appointments in their time zone that matches yours. So you want to make sure that they don't book one for 12 o'clock their time thinking and then the appointment comes Through 12 at two o'clock your time and there's a miscommunication with that. So you want to make sure that that location is set. For online scheduling, you can choose when appointments are scheduled, you can schedule it according to the service duration, quarter hour, half an hour on the hour.

You can have them make appointments in advance by a couple of hours a couple of days or a couple of weeks. This can ensure that you have enough time for those appointments that you if you have only you lists or makes appointments you don't want to overbook yourself. And you can also set where appointments can't be scheduled further out in a year hundred 80 days 129 D 6030 days. If you plan on allowing clients to restate or cancel their own appointments, you can set a cutoff time for that. If you choose to have a cancellation fee most cancellation fees if you cancel within 24 hours then you won't receive a fee. But if you cancel after 24 hours, it's a $50 fee or you'll be charged for appointment.

So you want to make sure that is set. You can also allow multiple services to be booked online or single appointments. So if you turn this on, you will see they can do like if you're a hair. If you do hair, then they may purchase for a wash and cut in the coloring and to be braided and they can do those multiple services for your nail tech. They may want to Have a pedicure also with a manicure. Those are these that they can do together book together and not have to go and set one appointment, come back and set another appointment.

One thing about square appointments, you can sync it right with your Google calendar to make sure that you and your staff are currently in line when it comes to your appointments. And square will take the information into your Google Calendar and blackout time for the personal events that you have. So there is no overbooking if you booked the lunch with your sister and somebody came in and after that lunch was scheduled, wanted to set a appointment square will look at that information and block out that time that you've set for that lunch and then the fake it filter. If you would like to remove some of the availability to out of your schedule then you could turn on the fakie filter, you know move 25% of variability, remove 40 or 50%, fair payments and cancellations. There are three different configurations that you can use one booking without no show protection.

That means they can book reschedule and cancel without being able being required to prepay or provide a car. You can also put in your cancellation policy here to ensure that they know exactly when they sign up what your cancellation policy is. You can also book with no show protection, which will charge a fee so you can do a fee for each service or a flat fee per payment. There is a required cancellation policy that you that is added we ask that you please reschedule or cancel at least before they would even know your appointment or you may be charged, you can put in your custom policy to ensure that they see this this will be listed when they schedule to that a fee will be added for cancellation. So we're going to put in a $25 cancellation fee. And that way, if you're you must cancel your appointments within 24 hours.

So now we have that set. And then if you require prepayment, then you will be the customer will be charged for the full price of your service. pieces that you have set. So then once anytime you make changes you want to save it and that will make your front end which is what the customer sees it will make that viewable. And the communications tab you'll see the reminders and confirmations that will be set. So in you can send customers confirmation request via text message, email or email and text message.

You can set a time period for when up to a week. And then there is a text reminder that you can send out up to three days prior email reminder. And then there's this cool feature called square assist it allows your customers to confirm cancel or change their appointments by replying directly to the text messages. So when those messages go out for confirmations and such, you can have them if they something has them and they cancel, the message will come to you and you'll be able to see the changes that are at the head been made to their appointment. below you'll see the email notification notification customization. So each email here you can click and you will see the copy that would be with it.

And if you wanted to add to it, then you can add any of these variables in here that will automatically be populated with each customer. So once we have everything set, we're going to save and you have a history tab that shows everything appointments that you have the date the service the staff in the client for you to be able to use. So going back up to the overview, we will set a test appointment. So we'll go to our calendar, and we'll click Create appointment. Now this is what you would do. If you have somebody call for an appointment, you had somebody that you had a in person meeting when they wanted to set an appointment, you can do this from the app and from the desktop.

So we're going to book the appointment for ourself. We have our date. We have our time, any appointment notes that we want to put in here, the service that we want, so we'll select the service and we have the duration which can go From one hour to 24, and you can set a minute, so this appointments that for one hour, the cost will go here, which will be added to the total. But because this is an appointment for ourselves, we want to keep it at zero so we don't have to use our cart. If you have discounts configured, then you can select your discounts here and it will be taken off of the total. And you can turn the national protection if it wasn't enabled in your settings.

It will show up on a nine test appointment. And then we'll click save. So you have an appointment with me on December 9 2019 at 5pm. The notification type will be email and text message. You can also choose to not to send a notification and the notification message anything else side of the details for the appointment so because I know it's gonna come to me, I'll click to not send a notification and after that it is set. So we see here we have an appointment at five o'clock for a haircut.

We have our appointment our client file has been updated where they have an appointment upcoming. You can cancel appointments or Mark has no show. In this screen. It will give you updates for who booked the appointment or how it was booked. And then is how you create a appointment. So we're going to go back to our overview, and we see an overview the upcoming appointments we have one for today, between 5pm to six because it gave us that hour For a haircut in this is our clients name.

Simple so with our online booking site which will be the next step that you want to complete for your appointments, you will want to edit your business details. Okay, so we have our business name if you want to add a nickname to your business you can business bio the type of location are going to have a mobile location, your business address, your email your phone number, you can also add your Twitter your Instagram, your Facebook, your website and next your add your logos, your brand new information. It will upload the minimum size 200 by 200 pixels. If you are using the point of sale then you want to add your background to that. So, the recommended size is 2328 pixels by 1144 pixels. This will give that nice view on your timeouts your customer pronounce your receipts in that nature, your business hours, you want to make sure you set them because if you are planning on using appointments, you only want to allow your customers to book an appointment during a specific time.

So he's such a time song and Monday through Friday or Monday through Sunday. You can go ahead and edit this information to make it towards your business. So I'm going to update the hours And then you can add your bank information, which you will need to do in order to get your deposits, preferred languages English or your language, choose from a job down and then we can say this will update our business details. So we see you have successfully saved your settings are gonna be led back to the booking site and you can view the site. It's going to be a very simple site. It's literally here for you to share with your customers so they can book appointments for you services.

That is the only thing that this would do, you can use this link to add appointment bookings to your Instagram paste for that one link, you could click it and you'll be able to add the link so your customers can come in and just book an appointment with you they see your business hours and your social media icons will come up here your email address, so they need to contact you. And they can simply click a button, book an appointment, choose their service. Choose the date, choose the time and then enter in your details, the phone number, the email, the first name, last name, any notes that they want to send you. You can reserve your appointment with the car to make sure that that protection is there for you as the business owner, they can authorize you to store the car for future port purchases until they cancel it, it can agree to your cancellation policy.

And it lets you know at the bottom upon booking the square will automatically create an account for you. And you can sign back in using their mobile number. So there's the database for them to be able to go into and get any information that they need. And you don't have to worry about the upkeep of it. So we will you also have a place to be able to create a booking appointment but so if you have a website, and but it's a very simple website and you wanted to add it to be able to automate this portion of your business, you can just click Create Now, put the code Some text, choose a background and copy and paste this code into the websites that you want it to be on. Now, you're also having your appointments menu, booking channels, you can reserve with Google, which you can activate.

It will be on your Google search and your Google Maps any information with that chooses to show your contact information. You can also book with this stick around. So this way it will be added that book button, they can click it and they'll be headed right there. They can set their appointments without leaving Instagram. If you have current clients, you can also invite clients to book online. So you'll select Create campaign.

We'll open up the marketing dashboard for you, you can send an email to them. And with just you can send it with this or you can add to it, maybe have a custom image, you can put that in there, you can add different buttons or different items and be able to get them to receive this email. No, it's an option now to schedule an appointment without calling and be able to book right away. For your services, it will be use in your islands, which is found in your main navigation, or you can click the services and then go to items. This will open up the items dashboard where you can interact in your products in your services. And these can be used on your endpoints.

This can be used for payments and it can be used for the POS. So we're going to create a service we'll name it one on one copper salt. If you would like to choose a category for them you can you can set a description put the location and have a fixed pricing or a variable pricing. So your hourly rate can be put here, your cancellation fee. You put the information there, the duration of your appointment if you would like to block off extra time after appointment then you can hear Maybe you give yourself 15 minutes to kind of get ready for the next person or 30 you can set the time here and 30 minutes after the appointment in a your next slot will be available for booking. If you want this to be booked by bookable by customers online, you want to make sure that it is blue, you can assign to your team members at the time of signing up, it will probably only be you.

So you'll be able to choose all team members or just you as the provider. And then if you want to display the price if you don't want to display the price, you can post on things such as call us price fairies, or book the free consult first. So we'll go ahead and save that. And we see you we have our one on one console for an hour at the price of $75. An hour. So if we go back to our appointments, we now have that available to be booked.

Next, if you have any staff that's working alongside you, your appointments, the pricing changes for individuals, it's free, but for teams of two to five, I believe is $50 a month. So this is great for solopreneurs and even great for teams. To keep your costs low. You know exactly what you're going to be spending each month on your appointment software. And if you're bringing in the appointments easier, then you're able to cover things like this and if you want us to ask An employee you'll click Add employee and you'll be able to upload a photo first name, last name, their work email, work phone. If you want their name to display differently, you can assign them a color for the calendar.

As a staff member permissions, you can have them have access to different things or just the calendar and choose their notifications email text messages. Every time this staff member does a appointment at creates one or modifies one you lot owner will receive a notification email. If that staff member doesn't work normal hours, work the hours that you have set for your business. Then you can set their hours in this area. You have the book about buy cars Rizal line and you can choose a service for it now. So if they are only doing your one on one consults that you want to uncheck these to make sure that they can only be booked for the one on ones and you can add a short file for each of them and then click Save that will add your other staff to your appointments account.

So that is the appointments of square