How to start using Appointfix
A guide for new staff members.
Find out how to use your Appointfix account
1. Start by adding or importing your client list
If you haven’t imported your clients already, you can add them manually or import them from your phone now. Keep in mind that the added or imported clients will be visible to your Account Owner and colleagues, as the contact list is a shared list.
To add a new client manually, go to Menu (☰) → Clients → Tap on the “+” button, and enter the client‘s name.
As you type the name, you will get suggestions from your Contacts list. If the client already exists in your phone Contacts, tap on it, and it will automatically fill in the client’s name and phone number.
If the client does not exist in your phone Contacts, you will have to insert the name, phone number. Optionally, you can also add an email address, a photo, and notes about the client.
You can import multiple people from contacts by going to Menu(☰) → Clients and tapping the icon in the screen’s upper right corner.
2. Create your first appointment
Add the client, select the desired services, and you’re all set! Your first appointment has been created.
3. Manage your calendar
You can edit the appointments in your calendar, even the ones that you’ve been assigned by the Account Owner.
For example, if you want to change the date and time of any appointment, tap on the appointment → tap “Edit” → tap on the date. It will open the date picker. Choose the new date and time and tap “Save”.
4. Check out the different calendar views
Take a look at the different calendar views and see which one is more to your liking. To change the calendar view, tap on the last upper right icon from the calendar.
You can choose between 4 calendar views:
- 3 Day
5. Share your online booking page with your clients
If your Account Owner has set up an online booking page for you, clients will now be able to book appointments directly online.
Here’s an example of how your online booking page could look after it’s been set up, personalized with your business details, of course.
You can check if your online booking page is active by going to Menu(☰) → Online Booking. If it’s not active, you can tell your Account Manager to activate it.
To increase your number of appointments, share your online booking page with your clients and encourage them to book online. Sharing your online booking page on social media is another great way to boost your number of appointments. You can find your online booking link by going to Menu(☰) → Online Booking.
That’s it! You’re all set.
One last thing! Since you are a premium user, your support issues will be treated with priority. So if you have any problems or questions, send us an email at firstname.lastname@example.org. We love hearing from you.