Appointments

Book Potential Students Onto The Calendar Across Every Touchpoint

First Things First, Set Your Hours

Prior to promoting your first appointment booker, you will first set your hours.

Go to SETTINGS --> SHOPWINDOW'ERS and find your account. Press EDIT.

Scroll until you find STAFF MEMBER SCHEDULE. Here, you can specify which times during the week you would like to offer as availability.

For Google Calendar users, you can connect your Google Calendar following the prompts. As a result, the available shown will be further narrowed to only available times on your calendar.

Creating A One-To-One Appointment Type

Now that you've set your staff members' hours, next you are going to create an appointment booker.

Go to PEOPLE --> MY APPOINTMENTS --> APPOINTMENT TYPES. You can create as many appointment bookers as you need. Common uses are:

Private Lessons
Tours
Auditions
Advising Appointments
Practice Room Reservations
1-to-1 Chats

Schedule An Existing Person For An Appointment

Now that you have you hours set up and your appointment bookers created, you can begin scheduling any student.

Go to PEOPLE --> PEOPLE SEARCH. Find the student you would like to schedule for an appointment. This will usually be following a conversation or as a response to the student requesting an appointment by filling out a form.

On their person card, go the actions panel on the right. Click CREATE APPOINTMENT. Here, you can decide which appointment to book the student for, the date & time, and any other details you wish to enter pertaining to this appointment.

Get Alerted When People Book An Appointment

A student has signed up for an appointment, hooray! Let's make sure you get notified:

Managing your alerts settings go to SETTINGS --> SHOPWINDOWERS --> Find your account and press EDIT --> Scroll to Alerts. Select the alert, Send Appointment Notification.

When A Student Books An Appointment

You've now set up your appointment booker, amazing!

What is a student going to see when they pick their times a la cart?

Viewing Upcoming Appointments

The student has now selected the time that works best for them on your appointment booker.

To view all of your upcoming appointments, you go to your Dashboard. Or, go to PEOPLE --> MY APPOINTMENTS, from there you can view MY APPOINTMENTS or CALENDAR.

Appointment Alerts

When a student fills out an appointment booker, you will be sent an alert to your email.

A hyperlink will be on the alert taking you to the students person card.

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