Test your schedule
The best way to determine which settings will suit your situation is to test your schedule as you configure the options on the Access, Process and Layout pages.
Your schedule will look different to your users, which is another reason it’s important to test your online appointment schedule prior to going live. We suggest using a different browser when viewing your schedule in user mode. This way you won’t have to log in and out of the system for different modes.
Once you’ve tested the system in user mode and everything is functioning properly, you will then be ready to go live.
Determine user access
It’s important to make it as easy as possible for your users to book with you. At the same time, creating a balance between usability and functionality is also important. For example, users do not necessarily have to create an account, but asking for registration will provide you with additional options, such as keeping track of user history and allowing users to adjust their own bookings.
On the Access tab, located via Configure, you can indicate whether users can view your schedule directly, or if they must log in first. You can also decide whether users can make changes to their booking or what details they can see on your schedule.
If you do want your users to register then you can determine the registration process from start to finish through the Access Control page on the right-hand side of your dashboard. Here, you can also enable or disable several optional security settings, such as whether users will be able to make changes to their own information. For more information on adjusting the access settings, see the access tutorial.
Design the booking processUse the flow chart at the top of the Process tab to visualize your booking process. Here, you can also add and customize various options such as:
- Attaching a form when an appointment is made
- Running promotions or offering discounts to attract new customers, or to encourage existing ones to book again
- Adding payment options whether through online payment providers or using a credit system
- Enabling repeat bookings so that users don’t have to create each appointment separately
- Changing the time zone if your users are in different locations
You can choose to automatically confirm appointments via email, or allow the user to decide whether they want to receive a confirmation. If payment or approval is required, the confirmation will be sent after the payment has been received, or once the appointment has been approved. You can select the option to receive an email that tracks each change to your schedule, such as when someone on the waiting list gets placed or when someone reschedules an appointment. Another useful function is the ability to send users a reminder via email or SMS. You can also receive a copy of each outgoing message, or can choose to receive a daily overview, in order to maintain an up-to-date record.
All of these (and other) options can be accessed under the Process tab. For more adjustable settings about automatic confirmations and reminders please refer to our workflow tutorial.
Changing the layout of your schedule
Your SuperSaaS schedule can be fully customized to meet your individual branding needs. Under the Layout tab via Configure, you can add text and images above your schedule, change the schedule’s colors and customize content of email confirmations. You can insert your company logo on the Layout settings page on the right-hand side of your dashboard and change the web address to match your own domain name. For more information on changing the layout of your schedule, please refer to our layout tutorial.