A Quick Video on Calendar View:
Yocale lets you book single or multiple overlapping appointments anywhere on the calendar you please. However, when you set your availability, this is shown publicly for clients to book you online. On the calendar, your available times are highlighted in Blue as shown below:
Creating an Appointment
Wherever you select on the calendar, that date & time will be added on the appointment details. This can be easily changed if needed in the Date / Time area
Next select the service from your available services drop down menu
Select the client who this service booking is for. You can select from an existing client or quickly create a new client in the appointment window. If you don't need to know the client name or save the client, you can select the "walk-in" function
Lastly, if you want to add any tags to this appointment, they can be added at the bottom of the appointment window
When you're finished, select the Save button an you're all set!
After adding the appointment, it will show up on your calendar with all the added appointment details.
Cancelling an Appointment
Select the appointment > Select the trash can / cancel icon > Confirm the cancelling
Before confirming the appointment you can select if you want to notify the client of this cancellation or leave a cancellation message for the client.
Editing an Appointment
There are 2 ways to edit an appointment:
1. Select the appointment you'd like to change > Click on the pencil button > Press Edit
You can edit the followings:
Time or duration
Then Press OK to save
2. Drag and drop the appointment. Also, you can choose if you want to notify the customer or not. Finally, press confirm update.
Recurring appointments turn customers into regular clients. Yocale makes it easy to create recurring appointments.
Select the appointment that you'd like to make a recurring appointment. Click on the pencil button > Press Edit
Press on the "Recurring" tab on the left side menu.
On the "Period" section you can choose the next appointments to occur daily, weekly, or monthly. You may also customize how often it will occur.
For ending the recurring appointments you can either choose a date for "End Series" or you can add the number of occurrence by selecting "After" option. For example, if you add 2 in the occurrence section, you will have two recurring appointments in addition to your main appointment. Don't forget to press "Preview" to see the future appointments. If you are happy with the preview, then press "Save and Close".
The picture below shows, two recurrences left. Please note that If your provider cannot be available for the future appointments, the warning message will show up.
You need to add how often you want to book an appointment in the "repeat every weeks" section. For example, in the below picture, "2" weeks has been added in the "repeat every weeks" section. Also, you need to choose the preferred day of the week, in the 'Weekdays" section. In the below picture, Thursday is chosen for appointments. Then, you can choose the start time and end time of the series.
You can choose the day of the month to book an appointment. For example, if you choose 2 "On this day" section, all the appointments will be booked on the second day of each month. Also, you can choose the start time and end time of the appointments. Finally, press "Save and Close".
Next lesson : Clients