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Appointment Scheduling Settings from talech.com

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Information

 
Summary

To get the most out of your online appointment scheduling service, it's important to configure your settings correctly. From talech.com there are two primary places where you’ll find settings related to appointment scheduling.  This article will show you where to find those settings and explain what they do.  
 

This article applies to the following:
 
Register Type
  • iPad
  • Poynt
  • Moby
  • talech Register
  • Mobile
Region
  • USA
  • CA
  • Europe
Tier
  • Premium
Business type
  • Service
Steps
Note: Appointment scheduling is only available for service-based accounts on the Premium Feature Tier.

Online Appointment Booking 

Located in the Website options, there are settings for enabling/disabling online appointment booking, automatic acceptance of online appointments, options for customers to select who they book an appointment with, and dates in advance an appointment needs to be scheduled.  

  1. Navigate to Website > Online Appointment Booking.  
  2. From this page you can:   
  • Enable Online Appointment Booking: Toggle this on to allow customers to book appointments from your website. Toggle this off to disable this feature from your website.  
  • Automatically accept online appointment bookings: If toggled on, appointments made on your website will be automatically accepted. If toggled off, appointments must be confirmed from your point-of-sale device in the Register app.  
  • Allow customers to select an employee for their appointment: If toggled on, customers can select which employee they’d like to book an appointment with. If toggled off, employees will be automatically assigned to a customer appointment.  
  • Dates Available for Online Booking: Set the number of days, weeks, or months in advance an appointment can be scheduled.  

Online appointment booking settings.   

 

  1. When done, select Save in the top right.  

Appointment Settings 

Additional configuration options for appointment scheduling are available from the Appointment Settings.  

  1. Navigate to Settings > Appointment Settings.  
  2. From this page you can:  
  • Allow Appointments to be Cancelled Online: If toggled on, customers will be able to cancel their appointments from your website until the cancellation deadline which you set just below the option once enabled. If toggled off, customers cannot cancel scheduled appointments from your website.  
  • Appointment Reminders: Add up to two reminders (via email) to be sent to customers before their scheduled appointment. Select Add Reminder to add a new reminder.  
  1. When done, select Save in the top right. 

Appointment settings showing the cancellation options.  

 



     

    TitleAppointment Scheduling Settings from talech.com
    URL Nameappointment-scheduling-settings-from-talech-com

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