Chapter 15 of 43 · The User Panel (Business Owners)

Managing Appointments and Employees

The Appointments section turns a listing into a simple booking system: you define who works when, and customers book the free time slots.

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Online booking needs two things from the business owner: at least one employee with working hours, and a few seconds each day to confirm new appointments. Customers then book on the listing page as described in Booking an Appointment Online.

Setting up employees

User Panel › Appointments › Employees

An employee is anyone customers can book: a hairdresser, a doctor, a consultant, or simply the business itself if one person does everything.

  1. Enter the First Name and Last Name, and optionally the phone and email.
  2. Under Working Hours, choose a day, a start time and an end time, and click Add. Repeat for every working day. Add two ranges for the same day for a lunch break, for example 09:00–12:00 and 13:00–18:00.
  3. Choose the Appointment Duration, from 15 minutes to 3 hours.
  4. Choose the Break between appointments, used for cleaning, travel or preparation.
  5. Click Submit.
Adding an employee with working hours.
Figure 15.1 Adding an employee with working hours.

The employee appears under Your current employees, where you can edit or delete them. The booking calendar on the listing page is updated immediately.

Confirming appointments

User Panel › Appointments › New Appointments

New bookings arrive here with the customer's name and contact details, the employee, the date and time and the customer's comments.

  • Confirm accepts the appointment. It moves to Confirmed Appointments and appears among the upcoming appointments on the dashboard.
  • Cancel declines it. It moves to Cancelled Appointments and the time slot becomes free again.
  • Delete removes it completely.
New Appointments waiting for confirmation.
Figure 15.2 New Appointments waiting for confirmation.

Confirm or cancel new appointments quickly: customers expect an answer the same day, and a quick confirmation is the best advertisement for online booking.