On the main sidebar, click on the "Scheduler" icon.
2. Click on "New Scheduler" to start.
3. Click on "Service Scheduler". This will be where you can set up a bookable service packages with custom availability, pricing, and capacity.
4. For the service scheduler, you can either "Start from Scratch" or you can use the "Mini Sessions Template".
5. Starting with the "Landing Page". This is where you can design the public booking page your clients will see when scheduling with you. You can add images, headlines and text, and customize your branding, font, and colors.
6. The next tab down is "Packages". There is where you can create bookable service packages with pricing, duration, and capacity for your clients to choose from.
7. For "Availability" you have the option of either Weekly Hours or Session Days. You can also add a specific date or block dates.
8. The next tab is "Booking Steps". This is where you can configure the steps clients can complete during the booking. You can toggle on/off or drag to reorder the steps.
Here's what you can customize:
Contract
Questionnaire
Upsells
Waitlist
Post Session Automation
Policies
9. In the "Reminders" tab, you can configure automated emails that keep your clients informed before and after their session. You can send out client reminders, add reminder, and customize reminder email templates.
10. The "Payment" tab can configure how clients pay for your services when they book. You can toggle on/off payment options, pass processing fees, and choose how much clients pay when they book.
11. When you are ready to publish, a checklist will be ready for review before clicking "Publish".
12. Once published, your service scheduler is now live. This is where you can copy the link to send to clients. You can also embed the service scheduler on your website.
