Workflow - AutoAppointment.io

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Getting Started

5

Quick Start Guide
How to get booking link
How to promote your booking link
How to view Report
Briefing to staffs

Settings

10

General Setting
How to Set Company Details
How to Set Company’s Availability
How to Change Appearance – Front end color style
How to Change Booking Steps – Front End Panel
How to Change Labels or Language – Front End Panel
How to Create Custom Apppointment Status
How to collect additional customer information – custom form
Payment Setting
How to set email sender name

Locations

3

How to Add New Locations
How to Edit Location
How to Delete Location

Staffs

7

How to Add New Staff
How to Edit Staff Information
How to Set Staff’s availability – Weekly Schedule
How to Set Staff’s Availability – Special Day
How to Set Staff’s availability – Holiday
How to connect Google Calendar
How to connect to Zoom

Services

5

How to Add New Services
How to Edit Services
How to Delete Services
How to Add Tax
How to set recurring appointment

Workflow

8

What is Workflow
How to Set Up Workflow
[Template] New booking email notification
[Template] Booking rescheduled email notification
[Template] Booking starts Reminder email notification
[Template] Booking ends Reminder email notification
[Template] Booking status changed email notification
How to delete workflow

Appointments

8

How to View Booked Appointment
How to Create New Appointment Booking from backend
How to Edit A Booked Appointment
How to Reschedule an Appointment
How to Create Custom Apppointment Status
How to create coupon
How to use Payment Module
How to cancel appointment

Subscription

4

How to subscript to AutoAppointment Plan
How to cancel & refund subscription
How to get invoice and receipt
How to upgrade subscription plan

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Workflow

Workflow

Automated Email Notification or Reminder Guide

What is Workflow
How to Set Up Workflow
[Template] New booking email notification
[Template] Booking rescheduled email notification
[Template] Booking starts Reminder email notification
[Template] Booking ends Reminder email notification
[Template] Booking status changed email notification
How to delete workflow

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