From the top menu, go to Manage > Locations. Click the button. Specify a Location Name. Optionally, specify a custom display name if you want to display a different name to clients on your booking module and landing page. For example, you might want to name your location Store #8329 internally, but have it be displayed to clients as New York. Optionally, you can specify a Description, Address...

Click on Manage in the top menu. Click on Staff/Calendars. Click the button. Complete the Name field. This could be a person's name or a name for the resource booked by your clients. (e.g. Rebecca Smith, Meeting Room 4, or Whatever Class). Optionally, add notification Email Recipient(s), a Description, or a Photo. Then, click the Schedule tab. Enter the Appointment Hours (standard schedule) for...

From the top menu, go to Manage > Staff/Calendars. Click on the User Accounts tab. Click the button. Enter a Name to identify the account, an Email Address which will serve as the user account's username, and a Password. Associate the user account with at least 1 Staff/Calendar. Click the Associated Calendar(s) dropdown button. Click on a Staff/Calendar name to put a check mark next to the name...

From the top menu, go to Manage > Services. Click the button. Complete the Service Name, Duration, and Service Description fields. Optionally, you can specify a Price, e.g. "$50.00" or "Free". The price must be a valid number if you wish to enable Payments. Associate your service with at least 1 Staff/Calendar. Click the Associated Calendar(s) dropdown button. Click on a Staff/Calendar name to...

Scheduling Mode controls how available appointment start times will be displayed to clients on the booking module. There are two different options for Scheduling Mode: Automatic and Manual. Automatic mode determines available times automatically, based on the Staff/Calendar's existing schedule, time slot interval, and other settings (recommended). Manual mode only allows times that have been...

Custom fields allow you to collect additional information from clients. Custom fields can be added to both the client-facing booking module as well as the backend scheduling system. There are two types of custom fields: Appointment and Client. Appointment custom fields are associated and tracked with the appointment (e.g. current provider, vehicle year, tire size). Client custom fields are...

Click on the user menu in the upper right corner. In the menu that opens, click on the Location header, which displays the currently selected location. A list of locations appears. Use the search input to narrow down the list, and then select a new location. Alternatively, click the back arrow next to the search input to return to the menu. After selecting a new location, the page will...

From the login screen, click the Forgot Password link. In the window that pops up, enter the email address you use to sign into your account. Click the button. You will then receive an email that contains a link to reset your password. Follow the link to verify your email, and you will then receive a second email. The second email will contain a temporary password. Log in to your account using...