How to Get Started with Appointments Pro?

This app is integrated with Google Calendar, please prepare a Google account for your business. Setup Google account by login from web on a computer through URL http://www.7-spaces.com/appointment

First sign in with your Clover account, you will be prompted with Google Sign In page, please sign in to the Google account that you plan to use for Appointments Pro app.

You will be able to use the Google account to access the calendars and appointments remotely through Google Calendar.

You can set up your business's working hour in settings page, which will be used as default working hour for all new Calendars.

Calendar could be created for an employee or just by any name. Any service added to the appointment on Employee calendar will be assigned to the calendar owner. That will help store owner to view employee performance and calculate employee commissions.



If create an Employee Calendar, you can choose one of the following 3 permissions for the employee:
  • View self calendar
  • View all calendars
  • Full access
Managers and Admins always have Full Access permission.

You can also setup employee permission through Permission page in Settings.



You can share the Calendar with anyone by entering their Google email address to "Share this calendar with staff or other users" field. If non Google email address is used, you will have to log in to Google Calendar and send calendar Invite there.



You can use "Service Durations" setting page to configure duration for each service. The duration will be used for the appointments associated with the services.





In order to create an appointment, you first must select a calendar. If you want to associate the appointment with an order, use "Select Service" button to create the order.

If an order is created for the appointment, the order name will be used for appointment name, otherwise you must enter appointment notes, which then will be used as Appointment name.

You may select one or more customers for the appointment. if customer has email address on file, appointment reminder in standard calendar format will be sent through Google calendar. Customer can place it on their own calender as reminder.

An appointment created outside of the calendar working hour will get a warning before save.




You can view current appointments by Day, Week or Month:



Or view upcoming appointments by Agenda:



Search appointment for a customer by customer name or phone number in Customers page. You can view customer's appointment history in the customer profile page.

If you don't want Employees to see Customers list, you can hide the Customers page from Employees by check "Do Not Show Customers Page to Employees" option in Settings -> Permissions page.

Email Reminder


You may choose to send Email reminder to customer if the customer's email address is stored in Customer database. Just simply select the "Email customer a reminder ..." check box and day(s) before the appointment. Customer then will receive a email reminder like:

Dear <Customer Name>,

This a reminder about your appointment @ <your business name> at 5:00 PM PDT on Tue April 3, 2018. We look forward to seeing you then! If you have any question, please call us at <your business phone number>.

Sincerely,
<your business name>
<your business address, phone number & email address>

You can also customize the reminder message template from app's setting page. {Store}, {Time} and {Phone} are variables in the template and will be substituted by your business name, appointment time and your business phone number.



Invite Customer for Next Visit

You may choose to send an email reminder for customer to schedule her/his next visit if the customer's email address is stored in Customer database. Just simply select the "Email customer for next appointment ..." check box and select day(s)/week(s)/month(es) after the appointment. On selected date, customer then will receive a email reminder like:

Dear <Customer Name>,

This is <your business name> . it’s been awhile since we have seen you for <appointment name>! Would you like to schedule a time to come in? Please give us a call at <your business phone number> to get on our schedule.

Sincerely,
<your business name>
<your business address, phone number & email address>

Text Reminder


This Feature is only available to "Advanced" subscription users.

You may choose to send SMS reminder to customer's mobile phone if the customer's phone number is stored in Customer database. Just simply select the "Text customer a reminder ..." check box and day(s) before the appointment. Customer then will receive a text reminder like:

"Just a reminder about your appointment @ <your business name> at 10:00 AM EDT on Tue 5/26/2015. Please call <your business phone number> to cancel or reschedule." 

You can also customize the reminder message template from app's setting page. {Store}, {Time} and {Phone} are variables in the template and will be substituted by your business name, appointment time and your business phone number.


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