Help & Frequently Asked Questions
Find answers to common questions about using AppointMe.
General Questions
- 1. How do I manage services and service categories?
Go to the "Services" section, where you can add, edit, or remove services and categorize them accordingly.
- 2. How do I add a client?
To add a client, navigate to the "Clients" section, click "Add New Client," and fill in the required details.
- 3. How do I schedule an appointment?
Go to "Appointments," select "New Appointment," choose the client, date, and time, then save.
- 4. Can clients book their own appointments?
Yes, clients can use your unique booking link to schedule appointments based on your availability.
- 5. How do I cancel or reschedule an appointment?
In the "Appointments" section, select the appointment, then choose "Cancel" or "Reschedule."
- 6. Can I set custom availability, including holidays and special dates?
Yes, you can configure your availability by blocking off holidays and custom dates in your settings.
- 7. How does user management and permissions work?
You can assign roles and permissions to different users to control their access levels.
- 8. How do I manage sales transactions?
Sales transactions can be managed in the "Transactions" section, where you can view, edit, and track payments.
Settings & Customization
- 9. Can I enable or disable the online booking form?
Yes, you can toggle the online booking form in the settings.
- 10. How do I set the number of slots per time?
Go to settings and specify the maximum number of bookings allowed per time slot.
- 11. How do I configure slot durations?
You can set time slot durations in the scheduling settings.
- 12. What is the time input type?
You can choose between manual time input or predefined slot selection.
- 13. How do I set my time zone?
Under "Settings," you can configure the time zone for accurate scheduling.
- 14. How do I set the currency for sales transaction?
The currency settings can be adjusted.
- 15. Can I enable discounts for sales transaction?
Yes, you can enable discounts as either a fixed amount or a percentage.
- 16. Can I enable taxes for sales transaction?
Yes, you can configure tax settings for either a fixed amount or a percentage.
- 17. How do I update my business profile?
Business profile information can be updated in the "Business Profile" tab.
