Checklist: Copy the shortcode below. Paste the shortcode on a page you already have or create a new page. Copy the URL of the customer portal and put it in your emails to your customers. If you don’t want to set up a customer portal right now, no problem. You can schedule the dates for …
Checklist: Attention: There are 2 tabs. 1 for Customer Emails and 1 for Employee Emails. The employee emails will go out to you, and the customers, well, you get the idea. Click through the different notification emails that go out when someone schedules something with you and make sure the content matches what you’d like …
Checklist: If you have already set up your site for sending out emails, you can skip to the next step. If you don’t want to deal with this right now, you are welcome to use the SMTP credentials below. The emails that get sent out though may be slow to arrive in the inbox or …
Checklist: You can play around with the colors and wording of the scheduling on your site. I recommend using Global Colors – Skip to minute 7:00 in the video for a walkthrough – Global colors will let you set all the colors for all the different pages all at one time rather than going through …
Checklist: Copy one of the shortcodes below. Either -> Go to the page where you want to add scheduling OR -> create a new page. Paste the shortcode on your page where you want it to go. You can just paste shortcodes into any text area but there is a shortcode block you can drag …
Checklist: Skip this step if you are not interested in selling bundled packages of your services. Click the Packages tab right next to the Services tab below. (It’s a little small and easy to miss, I know.) Click the Plus button to create a new package and fill in the package details. Click the Services …
Checklist: Create a Category first by clicking on the Plus button under categories. Call it Tutoring, Coaching, Lessons, etc. Create a new Service by clicking the small square Plus button in the top right corner. Fill in the Service Details (choose yourself as the employee). Click on the Pricing tab at the top to set …
Checklist: Click the Plus button to create your profile. Fill in your first name, last name, email, and timezone. You can ignore the rest. Click on the Work Hours tab at the top and set your availability. Click on the Days Off tab and set any days that you want to have off. You can …
Tips for This Scheduling Walkthrough: Scroll down to the bottom to find the Next Step button to proceed to the next step. All of the steps are also listed at the bottom of each page of this walkthrough, so you can always jump around to any step you need. You can leave this walkthrough by …
