Calendar

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Create an appointment

This feature allows you to manually make an appointment with your customers in the app back end. Your customers should have registered an account in your Shopify store already.

Steps:

  1. From the app admin page, go to Calendar > click Create Appointment
  2. From Customer input, select customer(s) from the customer dropdown list
  3. From Participant(s) section, select an order status (Paid/Pending) and the number of people going with the selected customer(s)
  4. Select the Appointment status: Approved or Pending
  5. Select one Service in the dropdown
  6. Select Employee and Location if any
  7. Pick up Date and Time that the appointment is taking place
  8. Tick on Send email notification to the customers and add Note if you want
  9. Click Save

Approve an appointment

  1. From Dashboard or Calendar, click on the pending appointment you want to approve
  2. From Edit Appointment window > Appointment status
  3. Select Approved
  4. Click Save

Reschedule an appointment

  1. From Dashboard or Calendar, click on the appointment you want to reschedule
  2. From Edit Appointment window > select another Date and Time
  3. Put a tick on Send email notification to the customers
  4. Click Save

Reject an appointment

  1. From Dashboard or Calendar, click on the appointment you want to reject
  2. From Edit Appointment window > Appointment status
  3. Select Reject& Not refund
  4. Click Save

Delete a appointment

  1. From Dashboard or Calendar, click on the appointment you want to remove
  2. From Edit Appointment window, click Delete icon at the bottom
  3. Confirm to delete it

Export Appointments to CSV

1. From the app admin page, go to Calendar > click Export Appointment to CSV

2. A dialog will show up, here you can:

  • Filter appointments to export by employee
  • Select the date range of the appointments you want to export
  • Select the appointment status you want to export

3. Choose Save as CSV or Excel

4. Click Export

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