Transcripts
1. Welcome video: Hey there, my name is
Tara and I'm building this course for anyone
who wants to learn more about acuity or
squares procedurally, we are willing to
go step by step, learning the basics in seeing how we can apply these basics. You'll see that I refer to this app is
Squarespace scheduling because it was formerly known as acuity body was
purchased by Squarespace. So I will use these
names interchangeably. And you find that as we
go through the course, I might say lending page or a general scheduling
page, please. I hope this one confused you, is exactly the same thing. So as you go through the course, and if you find that
you have questions, feel free to post them in the Q&A section and I'll
respond as quickly as I can. I really hope this course is
going to help you to create a booking experience for your
clients with your friends.
2. Acuity Introduction Page: When you start your setup, you're going to be asked
information on these pages. The business name, you put your business name
as I have done, and it will put your URL is your business name or you
can change that if you want. Then you also add
your time zone, which is usually
automatically detected. You click Next. You put your first appointment. You can always delete
this in the future. So you just put an
appointment that you want or event name
that you want? I put consultation
they and I put 60 min. I don't want it to be changed. Then I click Next. I have to put in the date. So for me, I'm just
going to put Monday, this is the availability. When I will be available. Remember, I can change
this in the future. So I would just like, let's say 08:00 A.M. 08:00
A.M. once I do that, I can click next. Here is where you can
connect your payments. That is, if you want
to actually connect payments and collect payments
while people book with you. So for me, I will
just click Later. Once you do this, you have done the first
part of your setup.
3. Navigating in Acuity: So when you land on your
homepage for scheduling, you'd want to know how to
navigate. It's fairly simple. Navigating in Squarespace
scheduling is made simple. Even if you go in
for the first time, you'll find it easy to get all the information for status. Everything that you
want to access is found on your left side, or you have to do is to
scroll through this bar. You'll find that if you want your client list, your invoices, any reports, you can simply access them by clicking
these buttons. If you want your
scheduling links to customize the appearance of maybe your imbedded
information on your website. You can customize it here, creating availability, even
your appointment types. Also, you have access to see if you have a website you've bought with
Squarespace scheduling, you can easily access it by
coming to the last part here, clicking on it, and it will
take you to the main page. This is the main
page which shows what you have bought
from Squarespace. If you add a website, it would appear around here. And it would also show that
you've bought scheduling. So whenever you log in, you might come to this page
or you have to do to go to your scheduling is to
click here on this button. And it will take you
the main page for the scheduling app that
Squarespace hosting for you. So this takes us back
to the homepage. On the homepage,
you will find that all the bookings that
are made to appear here, you can simply click on Calendar
and this will come out. This is a dummy
consultation which is day. If you click it,
it will show you all the information
about that booking, the busy notebook to their
phone number, their time zone, whether they've been
outstanding payment, any other information,
the history. If you want to edit it, you can actually do it directly. So it's quite simple to
access this information. Also, you can change the views. Right now we are
in the week view. We can see things per week. We can also make use of
the day view where you see all the consultations or
other events within that day. You can also change
that to a month. If you have multiple calendars, year and all calendars,
if you click it, you'll be able to change or ashore one or any calendars that you have in the events that have been put
in that calendar. Generally, you can also block time from this section if you want to block your
calendar so that no and blue books within
a particular time, you can block off from here. Anything that you want to
access is found Ada here, on top or on your extreme left. That's how you navigate in
Squarespace, scheduling.
4. Setting Up Availability: It's important to set up
your availability correctly. What do we mean by availability? We're talking about
the times that you're available where
someone can book with you. How the system works is
it goes to your calendar. They booking appointment in
the system automatically accepts based on the
preset availability. So we're going to look at how
to set up the availability. So now we are on the homepage for us to go to the
availability section. You come to the extreme left, scroll down where it says availability and our business section
or business settings. So when you click availability, you will see calendars resources in global scheduling limits. So before we go on into
setting up this account, would like to explain a
few concepts just quickly. And then we go to set up their availability is
contained within calendars. Calendars show the time that you are available
on each day. Now, what are these
calendars in? What can they represent? Calendars can
represent an employee. It can be the CEO or
the receptionist, anyone who wants to make a
booking or one's N1 to make a booking with them is
represented by a calendar. A calendar can represent the
schedule of an employee. The second useful
for calendar is if a company is
different locations. So if you've got a location
in one area and another, these can be separated
calendars to say area one is calendar one. So someone can book with a particular
branch of the company. Therefore, that branch is
represented by a calendar. Sometimes you might have
a sales team where maybe bookings are distributed
equally among the members depending on how
you want it set up. So each calendar can be
assigned to a team member. In Squarespace scheduling, it depends on the package
that you have bought. If you bought a package
which has more calendars, that means you have
more flexibility in assigning calendars
Ada to employees, locations or branches,
or to a team member. So that's how you can
make use of calendars. Sometimes it might happen that there is a limit on the
resources that you have. So you see what we call
resources that we're going to set up in the
example that we have. So what are these resources? We have set up an example to
explain how resources wick, say you have six people
in your sales team. So this means that you
have six calendars. Episilon can book with any of these team members represented
by a calendar each. So you can name the calendars after any of these six people. But the problem is, When a person books
that team member must drive to that person so
that they have a meeting. But there are only three cars. So these cars are
the resources that are limiting the number of
bookings which can be made. So if there's a
limit in resources, we make use of the
resource section. It shows now that
there are three cars, even though you can
poke with six people. So if if all the three
cars are booked, whenever three of these
salespeople are booked, then the resources will
limit the booking for people until another
car becomes available. So that function
helps you to control the resources which
are in limited supply. That's how we use the
resources section. Now that we've explained
calendars and resources, how do we set up
these calendars? So if you come to
calendars and click on calendars E to bring up
just the single calendar. That's the, you can add several calendars by just
clicking it calendars. In this example, we're
just going to make use of just one calendar
that I've set up. So I have two
appointment types which I already setup and they appear in here on the screen, consultation and onboarding. So whenever I change
the availability here, it will affect both of these. If you just want it
to affect just one, you click Edit Group
and remove the one you don't want to be affected by the settings
in this calendar. So in this case, we are simply assigning all of them
to the same calendar. Here is where you can
show your regular week. In my case, I want to say 08:00 A.M. to
01:00 P.M. every day. So you put that
information there. You can even change it
if you want to say it, maybe you want to finish it
at 02:00 P.M. every test day, you simply do that. So these are the
regular waking hours. Every day. You can override these
regular working hours by coming just here. So before you do
that, you seem to need to save those
regular hours. Say you want to change your schedule just one
day or several days. You simply click the day and change the times that
you want to say on this day. You want to start at 09:00 A.M. That's Wednesday,
14 December. So you set the hours
they only on that day, it will change your schedule. This is what we
call in overwrite. You can even stop the entire day so that there
is no nothing that depends. E.g. on Thursday 15th, December, we have deleted. So we say set hours, then that day is closed, as you can see here. So these affect only
these two these changes only affected these two
appointments types. So whenever someone
books with you, they'll be confined
to these times and any overwrites that
you've set below here. Now they are under
calendar settings that you can also change. You simply come to
calendar settings here. You can change the name of the
calendar, the description. Say you have a location that you want people to be added to. E.g. we'd not set any locations. It can be an in-person meeting. The location is set up here. You can also add an image that
identifies this calendar. It's good to put
e-mail notifications. So you can add the
e-mail address here. E.g. I'm just going to
put an e-mail address. They were notifications will go. And if someone wants
to reply in email, you put a reply email here. Whenever they receive
a notification, they reply to that e-mail. It will appear in the
address books on that email. So after doing
that, we can save. Generally that's how you
set up your availability. Now what about resources? Remember, we can
set up resources by coming to the
Resources tab there. You can add a new resource
here to say probably you have three cars available
for your group. This will work for both the
consultation and on boarding. So once you create
these resources, they are connected
to the meetings or event types that
you've created. So they will limit the
events to only three cars, is we have talked about while setting up your
availability on the calendar. They are what we call
calendar scheduling limits, and they are found here
on the second tab. Now, these applied directly
only to this calendar, but you can also make use of these global scheduling limits, which will be the
default settings, any calendar that is
created in the future. And these are just
applied every time. So we're just going to look at the calendar scheduling
limits that we have here. You can limit the number of hours a person can
book with you. Isn't the time between where you book and the time where
the event starts. You can also limit the days into the future where
you can book with a basin. So here we're just limiting
it only to 30 days, saying that a person can only
book days into the future. Also, you can also limit
the number of appointments. Slot of time. In this case is just
saying you will only want one person
to book with you. Paste lot of time. It's possible to have
several people book with you on a particular
time to say at 01:00, I want three people
to book with me, which means that you get to meet three people
at the same time. However, in this case, we only want one person to
book at that time. You can also limit the
number of hours in which a person can reshape Jew
or cancel in appointment. I in this case, we'd
say is do not allow cancel clients to
cancel or reschedule appointments in less than 12 h. You can reduce
that time or edit. Sometimes you might
want to limit the number of
appointments per day. So these options
allow you to do that. You can say accept appointments
and to fully booked. Or you can say, I want a maximum of these number of hours per
day to be booked with me, number of hours per week, or number of meetings or
appointments per day. You can make use of the soil. Just choose what you want, e.g. if you choose this, you can
just say a maximum of 5 h per day is the number of appointments that I want
to be fitting my SHA-2. Once you do this, you then save these limits and they only apply to that
particular calendar. Is really important
to set up what we call global scheduling limits. And to do that we come here. In global scheduling limits. What we're referring to
is to set up account wide settings that will apply on every event type
which is created. These settings will be
like a default setting that will be applied to
every meeting that you set. However, if you change anything with them
within that meeting, these would not apply. If you just set up
a meeting in do not change any of the
scheduling limits, then it will stay like that. So in this case,
there is a minimum of 12 h before a
person can schedule. So the time between
the time where a person schedules and the
time with the meeting happens. These gap of 12 h, you can actually change
that gap to say 2 h. Also, the maximum number
of days in which a person can create a meeting in
the future is 365 days. But normally it would be
good to reduce that time probably to 30 days because many things can
happen within a year. So if you limit it to 30 days, people can book with
you within 30 days. You can easily control
your schedule there. You also have an option to allow the client
to reshape Jew, to cancel appointments, maybe to change information that
they've put on intake forms. You simply play around
with these settings. There's also an option here, which is a tab which allows you to play around with
this tat intervals. So the study intervals for each meeting can
be every 30 min, every 20 min, saying you
want to make it every hour. So you just come here and click every than change it to 60 min. So your meetings will be
set up on every 60 min. And when the peasant
tries to book, you'll see that they are
only able to book on every 60 min time interval. You can also minimize
the gifts to say, tried to live as lead to time between
meetings as possible. This is the table that you
can change that setting. So just by clicking here, it reduces the number or
the time between meetings, utilizes all the time available. You can do that fed
up by also saying and avoids more Gibbs but
allow at least a gap. Or for this amount time. Sometimes you might
just want to look busy. You come here to
the look busy tab where you can set the percentage is to reduce the number of appointments by a
certain percentage. So you can just
change it from here. And then if you
save 50%, then you, every time a person
wants to book with you, your schedule looks like you have 50 per cent of
it booked already. So these are very
important settings that you can play around with when setting up
your availability. So after you do that, you need to save these changes so that you do not lose them.
5. Setting Up Events : Now you need to set
up the events in Squarespace scheduling their
code, appointment types. You can call the
meetings as well. It's still fine. So to access the setup of
the events that you want, you can create as many
events as you want. You simply grab this
and scroll down and you go to weight
stays, appointment types. When you click on that, you'll see the types B. Now, it shows you the list of appointment types or the
events that you have set up. In this case, I've got
a consultation event where I can send a link to
a person in baking book. It goes for an hour. But we want to create
one event from scratch. Let's create an event where if only a single person
can book with you. So it's called the
one-on-one event. Or you have to do is to
click new type of service. The way in which
Squarespace scheduling is created is that you might want to offer a
service to a person, but at the same time it
can just be any event. So here let's just say it's
an on boarding meeting. On this onboarding meeting. There are several things
that we can set up. We can put the description here. You can just write the
type of event to say it's on boarding employees. On-boarding of employees. You can also set up the
duration of this meeting, in this case is 30 min. Let's leave it as it is. We can also put buffer times
between the meetings, e.g. here, if you click that link, weights says also block off, let's say 5 min before, in 5 min after the appointment. Or you can simply say five-minutes before 0 min before in 5 min after
an appointment, however you want it to wake. You can also put the price here. For now, we're just going
to leave it as it is. I will talk about the
price later when we talk about how to
set up pricing. You can also choose a picture
for that event so that it can be easily identifiable
on the lending page. One of the most important
features is access. You might want the
public to access this scheduling page from your main page.
You choose public. But if you don't want
anyone to see it from your landing page,
you choose private. So after doing this, you simply click here where it says create appointment time. So once you set up, as you can see here, it's
now available for use. Let's take a look at
how it would wake. You simply come here where it says directly scheduling link. You click the link
that you're going to share on your email
or with someone. Once you do that,
this is how it would come out if they click the link, they can now book with you. It says on boarding 30 min
on boarding of employees, they can choose to say 08:00
A.M. and say Continue, put their first name, last name, and everything, and then
they complete their booking. So this is how it
would look like. So that's how we set
up one-on-one meetings within these also
another feature that you can make use of. Let's edit it here and add
what we call categories. So let's say we have
a category for just one on one meetings. Once we save, it, maybe choose a color and
the appointment type. It will put in a category. This case or the
one-on-one meetings would be under this
category, one-on-one. We want to find out
now how to set up a meeting type where you
meet a group of people. We can just call it a
group class meeting. You simply come here
and say Group class. So a group class
meeting is where maybe you want five
people to meet with you at the same time and
you want to talk to them at the same
time through Zoom, or you want to meet
them in person, you make use of what we call
a group class type of event. So in this case,
Let's say these are lessons for computer listens. Say you wanted to
run for 30 min, you can add a description. You put the duration, price if you want. Let's just create a category. Usually you create a
category ones for something. So let's call these
group events. Choose a color for that
one and safe. For now. I'm not choosing a picture. It's going to remain public. So I want this to be a
class group event where there's a maximum
of only five people who book with me a lot. So I might also
forced the clients to sign up for all
times that are offered. What does this mean? For
us to see what that means? First, we need to
create the appointment. And then these options
would come out. Once we get the appointment, we now have these
options. So e.g. you might say three classes
for computer maintenance. So you might offer one
class on the first, let's say on the
26th of December, it ten to 11, save the class. That is class number one
that you're offering. And you also offer a
second advanced course, may be on the 26th, say 10-11 as well. So as you can see, there are now two classes without
any attendees. So what happens is you can
force people to say they have to put all of
these, alright? So for you to do that, you simply click here. Then there'll be forced to,
to book all of these at once. If you don't want
that to happen, you antique here way a person can only Blue Book one
class that they want. So in this case, let's force them and then we update
the appointment type. Let's see how it comes out when episode and
tries to schedule. So we simply click on that one. Go to the link that we're
going to share with someone. If we want them to book an appointment with you
because you can see they're forced to sign
up on the 26th and 27th, the sign-up at once. If we then take that option, a peasant could choose between
the lesson on the 26th. In the lesson on the 27th, they can just put either
one or both of them. So it also shows the number
of spots which are left. So if one person signs up, then only for sports
will be left. So this is how we set
up types of events. So just for maintenance
of the page, there are also other
things that we can do. We can duplicate, say we want to create many events
of a specific type. We can simply duplicate
that one and rename it. So in this case,
let's say I want to create a different class. We simply say duplicate. Once we do that, another
event is created where we can just name it
differently in maybe say, computer hardware
and tendons lessons. And with the same settings, we just say Create Appointment. And the appointment is done. If you want to delete
an appointment, you simply click here,
it will be deleted. So let's now go back
to the main page to see what we have done me. But as you can see,
it's not available. Why? Because we had not
assigned the times. So once you've
created the class, you now given the
powers to assign the times at which these
lessons can be done, you come to offer lessons. Let's just say we're just going to have one lesson
on the 29th, 10-11. Once we do that
is now available. So we go back, we find that this is
under group events. We now have another
listen for 30 min. This is how we create
appointment types.
6. Making Use Of Addons & Coupons: Add-ons and coupons are
great features that can add functionality
to your scheduling, especially when
you want to offer discounts or you want to give additional options for a person while the
shade with you. So how do we access these? If you go down here to business activities
under appointment types, after types, these are add-ons. So I just wanted to talk
about add-ons right now. So these are extra things
that you can offer a person. They can pay for them or
they can be for free. Right now, I'm just
going to create an add on just to show you
how these work. So we click this button. You remember it created an
example of a person who wants to do classes for
computer maintenance, but they might not
have a computer. So we can say higher the laptop on the day for maybe 1 h
or something like that. So we can say we
judge them before. We can put an additional
charge, let's say of $25, we can put the duration of
the time to say maybe 1 h. But in this case I'm
just going to put zero. We need to allow
the client to it. This this Adrian while
they're booking. We can also now select way which events they can
buy this add-on, e.g. in here we have computer
Maintenance lesson, computer hideaway
maintenance lessons. They can now book for these. They can just pay the $25 a day. Once we do that, we say Create. And it will take us to the
main page for add-ons. There we go. We have
an option here to duplicate or delete this add-on. We're also going to
see how this comes out on the main page when
a person is booking. Another function,
which is quite useful, coupons say you want to
encourage people to book with you and you are charging for lessons or for a
specific service. You might be identities, you might be loyal, something. You can create
coupons, discounts. We simply click where it says new coupon for appointments. Let's say it's Black Friday, so we can just say
Black Friday 123. You can also create
multiple codons, which you can give different
people you want to do that, you simply click here
and add multiple quotes. Way you can distribute
to different people. So these codes, you
can put the discount. This discount is going to remove a certain percentage from the
pricing that you have put, say here 25 per cent discount. Or you can also put $1 discount to say Edom
of $10 or something. Because to me I can use
this one or multiple times. This case, we're just going to choose they're going
to use it once. We can also point To
with the court weeks. We just can't see in
appointment in my case. So we're just going to
limit it to compute a maintenance lessons in
computer hardware listens there. We can also put the
explanation is really important to put exploration because this one is
for Black Friday. So it was just for an example, you can ever Black
Friday in December. So just as an example, we put an expiration date
to say that one December. Then once you do this, I've not put the name
for the coupons. They say Black Friday discount. There you go. Black Friday discount. Once we save the coupon, it becomes active on the meetings that
we have pointed on. Now, let's take a look at how it will come out when
we tried to show you the specific meetings
that we've assigned, the coupon and the Edwin. So I'm just going to go to
the general scheduling page. There. There we go. So
we're just going to go to the group events because these are the ones where the
coupon and the Edwin week, we simply click book. So when a person wants to create an appointment for computer hardware
maintenance lessons, they can add $25 payment just
to hire a laptop, right? Also, once they do that, they can enter their name
and let me just do this. Just to put as an example. There we go. You can
also redeem the coupon. So once you add the cord, you can see applied. You can then say Apply and then complete the appointment
and you get a discount. At the same time, you can hire elliptic on the day and pay $25. So while we complete
the appointment, you can pay using your card or PayPal or
something like that. This is generally how we make
use of coupons and add-ons.
7. Creating Forms: So while someone is creating
a booking with you, you might just want to collect
a bit more information. By default, the system
collects the name, the email, in the phone number. But we can make use of forms to collect additional
information that you might want to have before you have an
appointment with that person. So how do we manipulate this forms or how
do we create them? Let's just go here
and grab this on your extreme left and then go to eight says
intake form questions. Now as you can see here, we have a new terms
condition agreement. That's a default form. If you want to make use of this form where probably
you want people to sign an agreement before
they proceed with the lesson, then you can make use
of that template. But in this case we want to
make a blank custom form. So we simply say
new custom form. Remember, the name, the email and phone number are always collected by default. Now let's name this
onboarding form. Right? If you want to put
any instructions, we put them here and they
will appear on the form. If we just want only this
to be used internally, only by the administrators,
we click that. But in this case we
want the person who's booking to actually
see that form. So we now select the event that we want the
form to be attached to, which is the consultation event in this case, we'll
leave the rest. Once we do that, we now say Save. So what you see here on top are the type of questions
that we can add. Say we want to ask the
edge of the basin, we simply click here and
it appears and we write, how old are you? We can choose the
size of the response. The box we present can type in, you can be aligned
or a paragraph. This case is just a line. We might want to
force the person to answer the question before
they finished the booking. So we click required. If we don't if we
don't want that, we can just leave it as it is. In this case, we're
going to save that question is
the first question. We might want to use checkboxes, checklist yes or no. We might even get a file upload or get the person's
physical address. We can make use of
any of these options. Let's say we want to make
yourself the drop-down list. The next thing we do is
just to click it once. And then we can say gender. Let's make it a required. Let's say, here we
say female and male. Now we want to see how
it would come out when someone tries to
book a consultation. What we simply do is go to
preview, view Life page. There we go. We book our consultation. That should've
spelled consultation. Yeah, It spells
called saltation. 08:00 A.M. on Tuesday. We continue. We write our name, day or phone number and email. Then the next thing
that we do is now fill in the information
where it says, How old are you. So we want to see the results
of what we've set up. We click Preview here, live view of the page. We had assigned that
to consultation, so we book a consultation, choose the time and
date and continue. As you can see, the
default name and phone number and
e-mail I've put there. Now it's asking us
additional questions. Are all do I put 29? The agenda? You can scroll down to say male, then complete appointment. So that's how it would come out. This is how we set up forms to collect
additional information.
8. Creating Packages: If you collect payments
for appointments, packages are quite important. They are an additional feature
which can help a person to get more just in one go. So let's find out where packages are located and
explain how they work. So if you scroll down on the Settings and go
under business settings, you click on
packages, then types. What are packages and what
is a gift certificate. So these are almost the
same appointment packages is when you take individual appointments
which you charged for and then package
them together in, sell them as one. Usually you might sell
them at a discount. And when the person
subscribes to these packages, they get a link in the code. So whenever they
enter that code, they redeem minutes or hours, or they might redeem the appointment
appointments themselves. So when someone subscribes, they're subscribing to use
the points on their own. But with a gift certificate? Yes. To packaging. All of those events to give them where they're
at a discount or not. And when a person
buys or subscribes, they can now send it as a gift certificate
to someone and that someone can use the code
to access those events. So appointment packages are for the Busan in a gift
certificate can be sent, is generated and sent to someone
to access those lessons. We're going to talk about
subscriptions later. So how do we do
appointment packages? We simply click the
name, the package. In this case, it's a deal
for computer lessons. Remember, in the
previous examples, previous videos, I created
a computer lessons day. I now if put payments on these, so each lesson would cost
these lessons with cost $100. So these are two
different events. So epsilon would have to
pay $100 for computer maintains lessons and computed we maintain and
lessons and at $100. I just as an example, now, I've selected these. These are the ones I want
to package together. I want to sell them
at the same time. So a person is
supposed to pay 200. But instead of doing
that, we then say, maybe they pay 190
with $110 discount. You might change it
to a subscription, but we're going to talk
about subscriptions later. You can put a
category, a picture, and a description of this
package. The certificate. We're going to talk
about it later. We can also put
the number of days that this package expires. Now, this is a very
important area. So a person gets
a link and a cord and then they redeem
either the minutes, the amount in dollars, or the number of appointments, or the person can use
these in an unlimited way. Way. They keep on using the same code in getting these
listens for free. But in this case, I want there to be a total number
of appointments. And we are dealing here
with group events. In this group events is
just one day and one day. So whenever a person has a cord, they can simply use that code. They have access
to one of these, or rather they get one computer maintain as less than and one hardware maintenance lesson. After we do that, we
simply add the package. You can access these
on the main page, or there's actually a
store for Squarespace, but in this case, it
will automatically appear on the main page. So this is how you
set up the package. What about a gift certificate? It's actually the same
way that we set up the new package is just that it creates a new
gift certificate. Let me show you how that goes. So book, bag on the packages, gift certificate and
subscription page. We go to gift certificate. We said it's the same as
appointment packages, but it's now got
an option to send a certificate to someone
for them to make use of. So we'll just keep
it a public with public access. She did $180. But now we've ticked the show printable gift
certificate after purchasing. So you can actually send this gift certificate
to someone in D can now access the lessons. But we'll set the rest is weird, set up the first time
and within choose the number of appointments
they were seeing, 11. So the person who gets the certificate can
access these events, get one of these
lessons and another of these lessons
using the same code. And after we do that, we simply add the certificate and shared the link so that
someone can access it. So we can set it up such that the administrator
can do this. Or a person can just access
it through the link on the lending page or the
Booking page that we have, just the general page. I can wake to do that. This is how we set up
packages and gifts. And next we're going to
talk about subscriptions.
9. Setting Up Subscriptions: If you want to charge
subscriptions for your lessons, you can do that by
accessing the packages. The packages gifts
in subscription, tip there, and then
you click on Types. As you can see here,
we've been presented with this button which
says new subscription. So Squarespace
scheduling allows one to create a subscription for a period of time
or indefinitely. To see that, let's just
click new subscription. So we've been presented with the title that
we have to put the. But remember, subscriptions are similar as well to
these packages that we have because we can offer a subscription for
a package as well. Oral for just a single item. So in this case,
we'll just put it as deal for computer lessons, but it's now in a
subscription mode. Let's leave it with
public access way. It's available to
all the clients the moment they have the
cord, they can access it. Let's say for the price, episilon will pay $20 per month. They're running cycles. Can we can actually change
it to command a week, two weeks for six
months per year. Let's just leave it
for a month right now. Then the billing
cycle can run for a short time from two
payments to 20 payments, or it can run forever
until the Busan cancels. So what this means is that as long as the
subscription is happening, money is just being taken
from the peasants card. They have access using this code to buy or to redeem these lessons
that they want to. If you have any initial
setup fee, you can put it. Here is an important section where you can send a
subscription renewal. Remind that we present because
the subscription can keep on running while the person no longer requires the surface. So it's important to
actually keep it there. The category you can choose, the one that you like, picture and a description
so that people can easily distinguish the package from the rest of the
other appointments. Another important
section is where it says every subscription
billing cycle, you can reset the amount of
points or you might just leave the meaning appointments to roll over to the next period. Remember, a person
needs to redeem the points for them to
access these lessons. So in this case, we, because it's rolling
continuously, the amount is reset so that the person can access
twice in a month. What we're redeeming here are
the number of appointments. So what happens is each time
the billing cycle starts, if the person is only
used to one of these, they will be reset in. He has access to two
points that you can use to access computer
Maintenance lessons or computer hardware
maintenance lessons. This is how we set
up a subscription. We just need to be careful
about this setting where we need to know what happens
every subscription cycle. And also whether the subscription cycle
runs forever until canceled or it has to run
for a specific period. That's how we make
use of subscriptions. Remember, there'll
be available or new lending page oral in the store for
Squarespace scheduling.
10. Connecting to Zoom: Integrations are
actually good way to extend the capabilities
of the software. Based scheduling or
acuity is made it easier to integrate with
other apps directly. If we want to access
integrations, we can scroll down to where
it says integrations. Because accessing
integrations or connecting integrations is almost the same every time we're just
going to make it simple. Integration with Zoom is you can see the
counting integrations, email integrations
in quite a number. What I want to integrate
right now with Zoom, the way I set up Zoom is generally the way most
integrations are set up. So when we click Setup, we get this box, which is another button which
says connected to Zoom. We click that as well. All I have to do now is to enter the credentials
to my Zoom account. Once I do that, I can now connected to the Squarespace
scheduling account. So let me enter
my details there. So I get this question. All I have to do
is to say Allow. After this, I have to now take
away the Zoom will apply. In this case, I
might want to have Zoom on all of the meetings
that I have setup. I can also enable
for joining two, for the horse to join
before the meeting starts. It's not good to
his best-known id. Rather, let the system
choose the kind of ID that you're going to be using and also to have the video off whenever
emitting stats. After this is just clicking Save and you are
connected to Zoom. And it has started to work. So the other issue is a
person might question now, how do I, where do I see
the Zoom in my meeting? Where do I see the links
and things like that? The thing is, once you set up a Zoom or any other location, that location that you've
created or like in this case, the Zoom overrides any
other location that is the. So when people book
with you and you have chosen that event in
the setting, e.g. let me just show you these
are events that we chose, all of them, then zoom is going to override
any other location. That's the, so in a peasant
books or consultation, they will automatically
get a link to the Zoom Room
that they will use when the time comes the same as any other meeting
that's t, The invite. You will get a link in
their confirmation email. So when the time
comes, they simply click that link and they have access to the Zoom
Room to have a meeting.
11. Connecting to Calendars: When dealing with calendars, adding third particle
and as can really help if you want
to keep track of how many of the appointments
have been made. And also a constant update
on your actual calendar, let's say Google
Calendar and having it blocked to make sure that
there's no double booking. So to do that, there needs to be an
integration between your calendar provider in
Squarespace scheduling. I'm just going to show
you how to do that. We scroll down to where it says sync with other calendars. In this case, I'm going to
sync with a Google Calendar. You have to do is to click
connect to Google Calendar. Then click the calendar
that you want to, the account that you
want to be connected to. Click allow. And there you go. We are connected to a calendar. There are just a few settings
that you'd need to make. Here. The calendar that we have here is the main
calendar is yeah, I simply click the
main calendar. That's where the appointments
will be posted too. And if it happens that
in appointment is made in Squarespace scheduling and it's put in my calendar. They need blocks that time
to avoid double booking. Also, you can set reminders just a few minutes before
an appointment. Okay. Here's the '80s, 15 min. And we're going to
put that reminder, but it'll be handy as well. This setting, you can also hide the title of the meeting
in the calendar. In short, it is busy to others, we have access to that calendar. So after that, you simply say save and it's done
yet connected. So generally that's how you sync your third party calendars
with Squarespace scheduling.
12. Payment Settings: If you are going to be
making collections, you need to integrate with
your payment processor. So there's an option to
integrate with PayPal, with a stripe and also scrape. So in this case, I integrated with people. Remember for integrations you scroll down and click
on integrations. Then you enter your details. Now on the payment
settings here. As you can see, I'm
connected to paper. And the first thing
you'd like you can change as the currency. For me, I'm using the US dollar and then the payment terms
which are available. So we just went to discuss a bit on the payment
terms that you can make. So in this first type, full payment is required
when somebody's booking. So if it's $400, they have to pay day. And then a second option is
to require a deposit amount, then the rest of the amount
can be paid in the future. So e.g. if it's a
payment for something, you can acquire it deposit amount for 50 if
someone is paying for 100. And then you can also put it here such
that the client can just pay the full amount for the event that
they are booking for. Also, if they want a tip, they want to tip you. This option is
available in stripe in square payment processes
only, not on PayPal. The next option is to
require a percentage. Instead of putting a fixed fee, you can put a
percentage deposit. I say people can pay 20 per cent fist and
then pay the rest later. So while they're booking the
F to pay 20 per cent faced. Then after that, they pay
you the rest of the amount. Also, you can take
this option where you say you want the payment
in person, you want Kish. So while they are booking, they then will need to
come to you and make the payment in
person instead of a payment processor
taking the payment. Another option is to allow
payment now or after booking. So the person can
choose between the two. Well, they're booking,
they choose the option to pay now or after the booking. That's more of a loose way
of dealing with things. Especially when you're dealing with international clients, you may just need to
collect your money before. But if you're dealing
with somebody you know, and you've been dealing
with for quite some time, you can allow this to be done. You also have an option
to customize for each payment each payment
for each kind of event. In this case, I have
a consultation on boarding events that
require payments. So you can customize to say I want full payment for company
computer maintains lessons, but I will just require
a deposit for computer. How do we maintain its lessons? So for me, I just want to
leave it require full payment. And once that is
done, you click Save. And you're done with
Payments Settings.
13. Email Notifications: So whenever you're finished
setting up your events, the system takes care of initial confirmations,
reminders, rescheduling. So it actually sends
out emails that notify the person who
is booked with you. So we really also need to find out how this works
and how to set up templates for us to
access these emails. We scroll down to where it
says client email, emails. We are configuring right now, go to the client. So whenever someone
books with you, there's an initial confirmation is an email that
comes through to you. If we click there, you
will see that this email contains the first
and last name, the type of event when the event is going to
happen, and the location. Whenever someone books,
this is how it comes out. We can actually
preview the template. You'll notice that this
is how it comes out. Your name, LastName,
appointment type, the date, and the time. So it's a pre-made templates that you can make use
of is always there. By default. Necessarily you
don't have to change anything unless you
really want to create a customized template
for your inviting. This initial confirmation, you can change some
of the information, e.g. here it says, thank you. Your appointment has been
successfully scheduled. So you can add information to
that might be a link, e.g. you can say, looking
forward to seeing you. You can also add
additional links. E.g. you can add a link there by simply may be saying click here. Right. There you go. And you click wait, says Link and settling gas, e.g. so that you see how it works. The text for the link here can actually have
it open in a new tab. So when we say inset, so if we are to
preview this template, you will find that
the information that we added also appears. So you can actually modify the template in any
way that you like. You can actually delete any
of this information and create your own information.
Always remember. Only the meetings
that appear here are the ones on which the
template applies. If the meeting is
not ended here, then the template would
not apply. If e.g. you want to make this initial
confirmation inactive, you don't want an initial
confirmation sent. You simply move that event
out of that confirmation. And as you can see,
it's now inactive. But for now, we want
to move it back to in a conformation that
is a default day. You also have an
option to remind us. You can send up to three
reminders on email, e.g. in this case, there
is one which is 24 h, which is sent to 24 h
before any event or case. There is a template as well. You'd find that the templates, how they are created
in how they come out, they are Bull built
in the same way. One thing that we
also need to talk about is the e-mail subject. You also have an
option to change the information on
the e-mail subject. We're going to talk about
these variables in a bit. But generally you can also
change the e-mail subject. You can even put
any information you want in any variables
that you'd want the. So in this case you want
to add an extra e-mail. You simply click here where
it says extra e-mail. So it will send a tweet
for our email, right? We can have it send me an
email at 3 h before. Here. It also says send
this to clients only, but you can also have
the same email sent to admins and clients
at the same time. Once you do that, you save. So as you can see here, you now have a remainder
going 3 h before an appointment and one going
24 h before an appointment. But there's a limit of only
three reminders on email. They are also
cancellation emails. You can also tailor make
the message itself. You can delete
everything here and just write a message to say, I started to see you go
or something like that, just to provide the
information to the client. There's also an option
for rescheduling. If someone is to
reschedule appointment, then the system automatically
sends this message to same. You have reshared
Judea appointment and these are the new details. So remember here where
it says location, it will aid that can be Zoom or a physical location or any
integration that we've made, like Teams or Google Meet. It will appear here in the link, will actually appear day
when someone books with you. If you want to make
follow-ups after you have finished
with a meeting, you just commit
weights is follow-ups. On this follow-ups,
you can create custom e-mails that e.g. you want to find out how the person feels about
the meeting that you had. Or if they have
additional questions or you want to send them links, you could create this e-mail by customizing
follow-up e-mails. Remember, like we said, you can just tailor
make it in any way. Remember this box, you can
type anything here, dear. And you write more
information on that. These e-mails structures can
just be built from scratch. You can actually create
one from scratch. In this case, we
want to maybe go and create an initial confirmation just to show you how
the system works. So if we go to an initial
confirmation day, we want to create a
new template, right? I already created a template. I'm just going to remove it, but we're going to
create a new one. And we're going to assign the consultation meeting
to that template. So the system now gives
us a default template. But let's say we don't want
any of this information. Usually it's created in HTML. So if you're good with HTML, this would be something
that will be easy for you, but rather, if you are
not good with HTML, you can just type it
as a normal document. So we can say Dear oral high, and then we can insert
the peasants first-name. Right? Thank you for bulking. Then we can put the type of
the meeting meeting with us. So this one would have said, Thank you for booking the consultation the
consultation meeting with us. We can also put more
information on that, e.g. things like the
date and the time. You insert. Another field is in
on the date, right? You can also add more
information about the duration, things like that, but this one, it's on the date and time. So when you insert
these variables, they will change according
to the information that is available to you. So the nice thing
is you can play around with this template. You can put pictures, you can put ordered list. I can put links to these many options to
play around with this. Let's just preview how
it would look like. As you can see. Da thank you for doing
this appointment with us. The meeting is confirmed to
be on Tuesday, December 2022. So it puts the time for you. One other thing
that we'd forgotten would be the location. So in this case, the field
we're trying to look for is not available,
the location there. So what we do next
is we simply click here where it says learn
more about fields. It will take you to this page. And if you scroll down, it'll give you a list
of other variables that you can pull from
the e-mail for the email. So in this case we wanted
the appointment location, so we simply copy
that and we paste. So e.g. if there's a Zoom
meeting that's going to happen, then that information
will be fed here. The link to that Zoom meeting
is going to be there. If it's a physical address,
is going to be there. This is generally how
you create a template. But make sure that whenever
you create a template, you have to move. Originally. This was the
original initial confirmation, but this is the initial
confirmation that I created here. So you have to move that meeting into that box to make sure that it's connected to the
right confirmation e-mail. And lastly, these are
packaged certificate orders. So whenever someone
receives a code that they need to use for a package
or a gift certificate, then this is the email that
they are going to receive. You also have an option to add more information on this e-mail, just as I've shown you how
to manipulate these emails. So that's it. That's how we set
up emails that we receive notifications when using acuity or Squarespace
scheduling.
14. Text Notifications: Client is a mess
or texts also help remind you invitees to make sure that they
attend the meeting. So you don't have
a lot of dropouts. How do we set these up? If you scroll down on your
fat lift to client SMS, you to take you to the
settings for the SMSs. So remember, you can create
many reminders out of this. Whenever you start, you
have to create a template, but there's always a basic templates that's there for you. So there's this
template number one. We can rename it to
say 1 h reminder. We can send the remainder 1
h before a meeting starts. I if we scroll down, you'd have to choose the
appointments that are attached to this e-mail
reminder, e.g. I. Can choose that the
e-mail reminder be active for consultation
and on-boarding clients. These are the meeting
types that I have. So after that, I click Select. So it's active for two of
appointment types that I have. This means a 1 h before we can change it to 2 h. Or
you can actually put minutes. So it can be 45 min before
or anything like that. But in this case, we want it to be 1 h
before a meeting stats. Also, you can choose
the date format when the information is sent. Usually it's good to
put a date format that people really can read, e.g. you choose this one. You'll notice that
it changes here. You can also put the business
name or take it out. If you take it out to see in a moment, that will disappear. You can turn off Wait sees appointment reminder
or appointment type. But in this case I
wanted these active. You can also put additional
information on this. After putting things like
location for number, you can actually put
your phone number so that when someone
receives it takes, it shows your phone number. But these an option to put
a custom message here. I really encourage that you put a few characters while sending texts so that it's not too long. You put short texts day and just make sure you
include all the information that you want as a reminder
so that someone can quickly understand
what this is about. Once you do that, then you've set up a template that is being used for two of these meetings
that I chose. You can also duplicate
the number of templates. So you have several templates that you can make use of if you duplicate the template
here or add new template. That means that you have many other templates that
you can make use of. E.g. if you want to
have a 1 h reminder, a 10-minute reminder as well, on the same meeting
ID that's possible. You simply create a
10-minute template in the 1 h reminder
template through text. So this is how we set up texts that we use in
Squarespace scheduling.
15. Scheduling links & Embedding on Websites: If you want someone
to book with you, you'd want to send them a link. So it can be a link of the entire lending page
where all your meetings or, or a particular event. So if you want to share a link, you come to eight says
scheduling page link. Here you have access
to all the links for all the meetings
and the lending page. So the general
scheduling page shown here is this one, the main link. So if you are to
scroll down here, you'll see that there are
several events that are day, but if you want all of these events to appear
on just one page, you make use of this link. So if we copy it
or if we preview it and paste it in our browser, you'll find that this
is what you see. As you can see all the meetings. Are they a person
can book with you Just by accessing this
link on their browser. So you can send them a text or you can send them
the link over email. So you can change the link name to anything that you want. If you want to do that,
you can just click here where it says Change link name. If you want to
share a particular, the link of a particular
meeting, say a consultation, or you have to do is
to click it there and then copy the link from here, direct link copied, and
you can send it to anyone. Right now we want to
see how else we can send these links or how else
we can utilize these links. We've talked about
the direct link. We can also make use
of this directly in the Squarespace website. Also, you can make
use of buttons. You can create a button
which says schedule. And a person, when that
person clicks that button, they are taken to
the scheduling page. In this case, we
want them to go to the general scheduling page. So I've set up a dummy
page where we are going to embed the button and you
see how it comes out. So all you have to
do is to say Copy. You go to the backend
of your website. In this case, I've set
up a page in WordPress, which is a popular CMS. So right now I go to a
page that I'm building. Or I have to do is
to add a block, which is an HTML
custom HTML block. I've copied that code for
the pattern and I paste it. They all have to do
is to say preview. As you can see this now
in Appointment button. So when you put your
paragraphs and everything, you can just put this
Appointment button anyway that you
think is convenient. Once a person clicks it. Let's see what happens. So we are on a
live testing page, that button that we created. If we click it, it then brings up the main scheduling page. There we go. We can continue to book
any of the meetings and consultation on
boating of clients. Any of these meetings
a person can book without leaving the webpage. It's actually like an
overlay over the booking is done here and it's finished here without leaving the page. The next option that we can use is to create a booking bar which sticks to the top of your page that you have created. A person will always see
this and they can book anytime when they go on
to that particular page. So how would we do that? We go to eight says booking
bar, and we copied. This works on most websites. So I'm using a
WordPress template. Here. I have created
a dummy page. I add a custom HTML block. Then I paste what I
have in say preview. Right now, you won't be
able to see the preview. But with this page, we can actually see it here. As you can see, we have this is you can see
it sticks to the top. This is the buck. If someone wants to
schedule an appointment, they simply do that. Overlay just like we
saw with the button. The only difference
with the button is that this button is tack on a bar in it is always floating
even if I move the page. So it's convenient for
someone they can always schedule a meeting when
they are on this page. Another commonly used method of allowing people to book
on your website is actually embedding the entire page or
lending page for booking. Or it can be for a
single meeting or just the entire general
scheduling page. So what we do is we
simply go to that option. Remember, we have selected general scheduling page
one to embed that. So we then copy the code and go back to the
page that we want to put it. Select the HTML block, which is the custom HTML block. And then we say preview. As you can see, it has been
embedded within the page. Let's try and make use of it on a preview page. There we go. If a person wants to book, now, it's no longer an overly, it's embedded within the page. The next way in
which a person can schedule is to make
use of the client app. So Squarespace scheduling
has a client app that anyone can download
on their mobile phone. And then they can just
scan this QR code. And then they will have access
to our scheduling page. So how do we give them the this? We can simply copy the
QR code or download the image of the QR code
and send it to them. Once they scan it, they are taken to our general
scheduling page. If we want to also do another, maybe to say just the QR
code of only one meeting, say the consultation meeting. You select it and then copy
the image printed or sent. It is a hardcopy. So these are the ways in
which we can share the links. Eva is linked by embedding, making them buttons or bars. Then people can share with us.
16. Editing Appearance of Pages: So it's important to adjust
how the scheduling page looks like because it really affects how someone
is going to book with you. So we're going to
look at how we can set up the scheduling
page, its appearance. So we're going to scroll down to the settings here which says customize appearance under
client client schedule page. When you click that, you go to appearance, which
is the first step. The first setting is that I
wanted to talk about is how, how it looks when someone
books with you, e.g. here, you see daily, that's the default setting. So a person who only see a day, the times that they
can book for that day. Let's look at how it looks like. Let's view a live page. Is you can see here when
someone wants to book, Today's the 19th of December
when I'm making this video, you see a person only has
access to today's meetings. They want to see more. They have to click more times. You see it is now talking about the next week, the third week. So it's mainly
focused on that day. However, you might have
clients who want to book into the future
probably next month. How do we do that? We simply
change it to monthly here, and we then update that. Let's see the changes that come. They are quite significant refresh that you will
notice that when we say book is now showing the entire month and actually book into the
future easily say, let's say in February,
they have the option to do that easily because we have
changed nice function. Usually the normal thing
is for the daily one, so we can leave it as it is. You can also change the name of the page, the business name. As you can see whenever
someone wants to book here, the main page name
is what we see here, which is the company name. We can change it if you want. So another important
function that you can make use of is to put instructions for someone to read before they make a booking. So all you have to do is
to put the writing here. You can even put a
link, pictures there, any information that you want
to place the force for now, just as an example,
we're just going to put a short paragraph there. And then we save these changes. Then we're going to preview
how it looks like when someone puts instructions
on scheduling page. So I went to look
at a live page. As you can see. Now, that information
comes here on top so I can put instructions
for someone to follow before they
make a booking. You can change the date on
which the week starts on, depending on the view
that you've chosen. Here. Also, you can change things
like the time format. Do you want it as a
24 hour or 12 hour? You can change the language
and the time zone. You can also allow the people to change their own time zone. So this gives you more flexibility on
your scheduling page. They are also a few things
you can change, e.g. you can change the font of
how your pages written. You can change even the text
color, the background color. Just as an example, we want to change the
background color. Let's just make it
a bit of green, I guess that then we
leave it as it is. We can also change it to here, the font to portal. Once we do that, we're
going to make these changes in see how it comes
out on the live page. There we go. You can see
the green is changed, the font has changed. So you have control over some of the colors
that are they, how the page looks. So mainly these are the main changes that you can change on their opinions without
making use of code. You also have control
over a few other things. This can be done using the
scheduling page options. So these are more like the
rules of how the page gouache. You can change things
like adding a schedule, another appointment
pattern so that once a person finishes scheduling, they have another
pattern for that. You can also disable recurring appointments
because by default, a person can actually do
recurring appointments. Sometimes you want your
clients to login or register. So you can actually
disable that function here because it comes
as a default function. Sometimes you might not want
to show the duration of your classes or your events. You can make use of
that pattern is day. There's this function where
if you have categories, you, the first time a
person visits the page, they can be collapsed
because sometimes you might have a lot of events they saw to make sure
that it's not confusing, you'd have them collapsed
so that the client can go through the category
and then expand them, which makes it look tidyr. There's also a QR code
that you can make use of, which is shown day. However, if you are
someone who really wants to change the
aesthetics of the page that you're working
with to make sure that it fits with your web page, you can make use
of advanced CSS. This requires a bit of coding. So if you're someone who doesn't have
knowledge of coding, you might just need to hire a person who knows how to code. This will give you
greater control over how the page works
and how it looks. So generally, this
is how you can customize the appearance
of your pages.
17. Managing users: You might also want to
create our users so that they have access to
the system physically. Creating calendars named after different individuals and does not mean they become a user's. You'd have to create
a user and that user can have physical
access into the system. And the nice thing
is that they are controls which allow them to access the whole system or a specific part of the
scheduling system. In this case, let's
say we want to create a user named Hazel. All we have to do is to
come here where it says three lines and go
to Permissions. Now as you can see, we have an owner here who has full
access to the system. But we want to add, hassle was another contributor. So what we simply do
is we say as all here. And we've put your email
address has 100 modal. Now what we want it to do, we don't want it to
be an administrator. We don't want it to
buy any billing. Also, we do not want here
to view add appointments. We want here to manage his own calendar and edit and view it and change
only your calendar. So what we do is we go to
scheduling view and edit. We don't put administrator
or view only because we want this person to
have edit function. So we pick that one
and click Next. So we only want here to view a calendar which
is named Hazel, and then we invite it. So what happens now is when this person receives
an invite and accepts, she will then be put
into the system. So after the threshing,
as you can see, it has become a contributor
to this organization. If we go on to hit account, what you will notice
that she only has access to a few things
which is a calendar. This is the account. And if we go to
the availability, you'll notice that she's
only in control of our own calendar within the organization
that she has joined. So generally, this is
how it would wake when one makes use of
the users function. They use as functional
allow the person to look into their own
section and make changes to their
own availability in any other settings that
affect their booking. So how would we remove here? If we go back to the main company page where
we ended it as a user, or we have to do
is to come here to these three dots and see
at any move Contributor, once we do that, she's
no longer a contributor. We can also remove all
the permissions day. Or we can change the
permissions to say we want it to become
an administrator. Once we do that, then she becomes the
administrator and he has all the powers of an administrator
within the system. You can play around with
this x and find out exactly how you want your user to
access the scheduling. These permissions
gives you power over the users and
what they can see, what they can change within
the scheduling software. If you're an administrator, e to the moves now
the bidden from you to make changes to the schedule, you can just allow
people to get in and make changes to the
schedule on their own.
18. Working with Multiple Calendars and Round Robin Function: As your organization grows, you might want to
add more people. And for you to do that, you need to add more calendar. So in this case, I have hassle and
I have Michael, who are two people within the organization
that I've created. So let's say you want to add
another percent shade rule so that the clients can
share with that person. What we do is we scroll
down and we go to availability and
click on calendars. Then we say it
calendar because we already have hassles
and Michael's calendar. Want to Michelle's
shelves calendar. We also need to add in email
where notifications go to. So in this case, we
can add an e-mail to say Michelle email. And we can also do
the same by copy. Once we do that, we save. The most important thing
here is we need to assign an appointment
type to Michelle. We want me show to make use of the consultation
so we save that. Once that that's connected to hear availability or
to hear calendar, we now need to put the
times so it should be waking from Monday to Friday. We save these regular hours. Once we do this, then we see that here
calendar is active here. So how would this come out? So let's go and check the appearance of
how this would look. Under customize appearance
lets you view the live loop. As you can see, we now have hands or Michael
and Michelle. If anyone wants to share, do they can choose
any of these three? If they just want any one
of them to be selected, they can make use of
the available function. Well, you can also remove this any available function and they leave As or Michelle in Michael
here on the front page. By going back to
this appearance, customize appearance,
scheduling page options. And you simply go to where it says Hide available,
any available option. Once we do that and save, we can check now. And you'll notice it's gone. If you're invited, can simply book with
any of these three. However, there's an
additional functions that you can make use of here under scheduling options, under customize appearance. This function is mainly referred to as the
round robin function. What happens here
is you can now, if the system maintains pool of liability and automatically pick and available calendar, the system does it round robin? It looks it the person with the least amount of appointments
which are coming up in, assigns those new invitees
to that person fist. So once you click
this system now automatically assigned instead
of the invited picking, the system does
it automatically? So let's save and see
how that comes out. So if we refresh our page, you will find that you the best. Now the T can not choose anyone. They simply have to
book and they will be automatically assigned
to enter violent person. So that's how the round
robin function wakes or the poor availability
and automatically picking available
calendar system. Another function that we
have is this one which says prioritize calendars with any available instead
of round robin. So remember that any
available button, if anyone clicks it, the system will just pick the next best person based
on their names to say, if they are put in
alphabetical order, it will pick the
first person until their slots are full and then
move to the next person. So if we take this one
and save the changes, you noticed that
the scheduling page will look a bit different. It will allow us to
book with any of the three or 0 f the system
see any available, if a person chooses this, then the system will
choose the first person alphabetically until
there's lots of food. These are the functions that are available for you
to make use of when you have multiple calendars
which you have created.
19. Closing remarks: Hi, we've come to the
end of the course. I really hope that
this course helps you to find ways in
which you can set up a QED and capture as much information as
possible from clients, or create a good experience for clients or for your friends. If you have any questions, feel free to post them
in the Q&A section. And if you're someone who
really enjoyed this course, please also leave a
rating and the comment. This will help me to
see how the course is performing with it
was to your liking. And it will also
help others to find this course in to see if it
can assist them as well. I really appreciate you
purchasing this course, and I really hope
that it helped you.
Malvern Mbirimi, Business Automation Consultant
