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:

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

Email notification - If appointment status is Approved => Employee will received Approved Appointment email
- If appointment status is Pending => Employee will received Pending Appointment email
- If Order status is Pending => customers will receive a Shopify invoice email. After they complete the order, they will receive Shopify order confirmation email as well as app email notification (Pending or Approved based on the Appointment status). Meanwhile, the order status will be switched from Pending to Paid.
- If Order status is Paid => customers will receive Pending or Approved email notification based on the Appointment status

Approve an appointment

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

Reschedule an appointment

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

Reject an appointment

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

Delete a appointment

From Dashboard or Calendar, click on the appointment you want to remove
From Edit Appointment window, click Delete icon at the bottom
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

Need support? Don’t hesitate to contact us if you have any questions or suggestions. Please contact us at: hi@tipo.io

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