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Working with your schedule day-to-day

This section explains how to work with your online appointment scheduler on a daily basis. Here you can focus on a few common operational processes such as managing your appointments, payments and forms. You can also read more about using the mobile version your appointment scheduler. We have also included a few tips and tricks to help you improve your workflow.

Managing appointments and customers

Most of your daily interaction with your appointment scheduling system will be through the Supervise section of your schedule(s). Here you can review your bookings and approve or reject them, search for deleted bookings and view previous or upcoming bookings. Various standard reports are available to provide you with insight in the use of your schedule and your utilization. You can access your customers’ details and make appointments on their behalf via User Management.

Managing payments

Depending on the payment settings you have configured – manual, online and/or credits – different options are available to manage payments and to handle exceptions and refunds.

Working with forms

Adding a form to your registration and/or booking process allows you to collect additional information from users. You can easily access each of the submitted forms. Once you have processed them, you may delete them or retain them for future reference. Form data can also be downloaded for use with other applications like a CRM system.

Using your schedule on mobile devices

When you or your clients visit your appointment schedule via a mobile device such as an iPhone or iPad, the system will automatically show a version optimized for handheld devices. So, there are no settings that need to be configured for your schedule to be usable on a mobile device. This mobile version, however, can also be used on a desktop and vice versa. When you frequently access your SuperSaaS schedule from a mobile device, it may be convenient to add an icon to your home screen for fast access.

Using your schedule for commercial purposes

If you plan to use your appointment schedule for commercial purposes, this section will provide you with a few simple tips and suggestions that will help you to get the most out of your system.

Tips and tricks

This section provides a few specialized features to improve your appointment schedule’s workflow. The tips and tricks outlined include creating custom drop-down menus, enabling users to book repeating appointments and storing additional information. You can also learn more about connecting to other websites using Zapier, enabling several hidden options, and inserting autotext to customize email notifications.