{"id":4015,"date":"2021-02-07T18:58:01","date_gmt":"2021-02-07T23:58:01","guid":{"rendered":"https:\/\/swiftcloud.ai\/support\/?p=4015"},"modified":"2021-02-11T10:46:22","modified_gmt":"2021-02-11T15:46:22","slug":"scheduler","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/scheduler","title":{"rendered":"Appointment Scheduling Software"},"content":{"rendered":"

NEW: This is now in public beta, free for all of 2021.<\/p>\n

This is the support help file, not the main product sales page for our Appointment Scheduling Software \/ aka SwiftSchedule.com + SwiftCalendar.com<\/p>\n

We’ll have a sunrise “grandfathered pricing” offer when we launch.<\/p><\/blockquote>\n

Note: The scheduler works but is currently “blind” (could create overlapping appointments for now) and not yet recommended for high-volume use. If you get an overlapping appointment request, you’ll need to reschedule it. If you are using for lead generation it should be fine.<\/p>\n

TIP: See Sequences<\/a> for Appointment Reminder Software – of course these will be 100% integrated.<\/p><\/blockquote>\n

Appointment Scheduling Software Setup Process:<\/h2>\n
    \n
  1. Create the asset or person<\/strong> for whom or for what you want to schedule. This can be a person or thing – sailboat, snowmobile, boardroom, hotel room, party rentals, surfing class, or a person – Suzy the hair stylist, etc.; we’ve built it in this way so that you can either setup a scheduler for just yourself – i.e. sales mode, or for a whole team – salon mode – or a whole fleet of boats, whatever you prefer.
    \n\"Appointment<\/p>\n
      \n
    1. Go to Main Drive >> Add New >> Scheduler.<\/li>\n<\/ol>\n<\/li>\n
    2. Next, give it a photo and description<\/strong>. Again, this can be you, someone else, an asset, a location, whatever. It will default to your own info, but you can change it, so if you want a scheduler for yourself, you can just close this section.
      \n\"Appointment<\/p>\n
        \n
      1. TIP: You can link to external pages here too in the description, and add some formatting. This will show on the front-end.<\/li>\n
      2. RED – be sure you have some info here<\/li>\n
      3. ORANGE – to change the photo just hover the photo and click the edit icon that appears<\/li>\n
      4. GREEN – when you’re done, click Save to save your Scheduler Details<\/li>\n<\/ol>\n<\/li>\n
      5. Next, create “Services” aka “Appointment Type”<\/strong>, which can be free or paid, and have various options. Click the orange Add New Service button right above the main table. Want to offer full day, 15 minute, 2 hour appointments? This is where you do that. You can offer any number of appointment-types, any of which can be free or paid and\/or require paperwork (of course with electronic signature<\/a>). When done, click Save.
        \n\"Appointment<\/li>\n
      6. Next, repeat as many times as you like for each appointment type. You don’t need to over-think any of this, because you can change things anytime, and\/or add more anytime.<\/li>\n
      7. Once done, you can find your scheduler(s) at https:\/\/swiftcrm.com\/is\/share\/ (YOUR USERNAME HERE) \/Schedulers\/. You can link to a specific scheduler, of course, and also to a specific appointment-type i.e. dental cleaning, which will skip the first step (to choose their appointment type).<\/li>\n<\/ol>\n

        This entry scheduled for improvement and update Sept 2020. If you need help on this module, just contact our support team.<\/p>\n

        Related: WordPress plugin; scheduled to be updated Oct 2020.<\/p>\n

        Keywords related to this support entry:<\/p>\n