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 to manage

1. Open the app > click Appointment > click Create appointment button

2. Select service and employee

3. Select date and hour for the appointment, set up status

4. Select Customers who will attend the appointment.

Note: the customer needs to exist in your Shopify customer list. If the customer account does not exist, please create a new one.

5. Tick to the checkbox Send email notification to the customers if you want to inform your customer about the new appointment you have created

6. Click Save to finish

Note: The Email notification will work based on the appointment status

– If appointment status is Approved => Employee will receive 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

1. Open the app > click Appointment > click on the pending appointment you want to approve

2. From Edit Appointment window > click Reschedule > Appointment status

3. Select Approved

4. Click Save

Reschedule an appointment for a customer

1. Open the app > click Appointment > click on the appointment you want

2. From Edit Appointment window > click Reschedule

3. Edit the Date and hour of the appointment

4. Put a tick on Send email notification to the customers

5. Click Save

1. Open the app > click Appointment > click on the appointment you want

2. From Edit Appointment window > click Reschedule

3. Select Reject& Not refund

4. Click Save

1.  1. Open the app > click Appointment > click on the appointment you want
2. From Edit Appointment window, click Delete icon at top right
3. Confirm to delete it

1. From the app admin page > click Appointment > 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: [email protected]