Introduction: This article will give an overview of the Appointment related settings. Appointment Scheduling is only available for Service based accounts that are on the Premium Feature Tier.
Requirements:
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Register Type |
Region |
Talech Tier |
Business Type |
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| Setting Name | Description |
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Appointment bookings* |
When enabled, appointment booking will be enabled on the microsite |
| Auto Accept Bookings | When enabled, appointments created via the microsite will no longer require an admin to approve/decline an appointment |
| Show Staff Profiles | When enabled, this will display the staff profile picture, employee description, and the Services offered on the microsite |
| Auto assign staff when making a booking | When enabled, customer will not have the option to select a specific employee. The first available staff member will be assigned the appointment |
| Allow Customer to Cancel Online | When enabled, the customer will have access to cancel their appointment online. Their specific customer portal is provided via an email or SMS |
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Make business appear busy |
This will hide a certain percentage of available bookings on the microsite. The value is set by "% Of Bookings to hide" |
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% Of Bookings to hide |
Enter in the percentage |
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Number of days into the future to show appointment calendar |
This will show the number of days in the future where the customer can schedule an appointment. Manually created appointments do not adhere to this setting |
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Number of days before appointment a customer can cancel an appointment |
This value will determine the minimum amount of days before the appointment where the customer can cancel the appointment online. This setting requires "Allow Customer to Cancel Online" to be enabled |
NOTE: This setting must be enabled to have access to the other settings.
Additional Options:
Cancellation Policy: Enter in a custom cancellation policy for the business. This is displayed on the Microsite in the Cancellation Policy section, shown after an appointment is created, and on any emails sent to the customer.
Reminder Settings: Set how customers will get reminders about their upcoming appointments. Set when the reminder will be sent out and if it will be sent via Email, SMS, or both.
Booking Button: Copy and past the the contents of the dialog on your website to add a Booking Button. Clicking this will take the customer to the Microsite.
Google Calendar Sync: Link talech to your google calendar so that you can view all upcoming appointments on the google calendar instead of talech. This only applies to appointments created after the sync has been completed. This is also a One Way Sync, meaning that all changes made to the appointment on the Google Calendar will not update in talech. It only syncs new appointments to your Google Calendar.
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