Client Appointments Setup Guide

Our online calendar and mobile app make it easy to keep track of client appointments as well as prevent double booking of staff schedules.  Optionally, show your booked appointment times as "Busy" or "Unavailable."

Here are some features that we think you will find helpful.
 

Create appointment categories:

Categories are used to group appointments (or events) into separate "calendars" that you can filter.   If you're looking to prevent double booking of your schedule, set up a category for your personal schedule.

Click the Admin Menu button > Categories > Add > "John Doe Schedule"> Select "Viewing Permissions" > optionally, select prevent double booking F & G > [Save]
 

Quick Tip: Give team members editing permission or private category viewing permission.
Go to: Admin Menu > Users and Subscribers > [Invite User] > Enter email/username and password to allow viewing of private categories and select editing permission > [Save]


 

Add an event to more than one person's schedule

Click + to add an event > click [More event options...] > If you have more than 1 category, you'll see the option to add a primary "category" and mirror category(ies).
 

Email reminders and invites:

To email event invites, announcements or reminders, create a user account for each staff member and be sure to enter his/her email address.  To do this:

Click the Admin Menu > under Calendar Settings > Users and Subscribers > [Invite User] or [Add Subscriber] > Enter user info including an email address > Save

Now, any time you add an event you can send an announcement or set a reminder via the "Invite & Remind" tab to selected staff members or clients.*
 

*  By default subscribers may receive event emails for public events only.  A calendar administrator can override this with a global setting via: Admin Menu > options > advanced tab > check "Allow private event emails to any user or subscriber" > SAVE


 

Show time as Busy or Unavailable

By turning on our Busy feature, calendar visitors and users that do not have event editing permission will see that you are "Busy" but not see the event title or any appointment information.  The Busy feature can be used in conjunction with the Suggest an Event feature to allow a visitor to request a date and time to schedule an appointment. 

To learn more about the Busy feature follow this link:

https://www.calendarwiz.com/knowledgebase/entry/167/

To learn about the Suggest / Request an event feature follow this link:

https://www.calendarwiz.com/blog/suggest-event-form/

Please send us an email with any questions you have support@calendarwiz.com



Article ID: 176
Last updated: 14 Dec, 2017
Revision: 18
Calendar Setup Guides -> Client Appointments Setup Guide
https://www.calendarwiz.com/knowledgebase/entry/176/