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 clients 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 

To create a new appointment, tap on your preferred time slot in the calendar.

Add the client, select the desired services, and you’re all set! Your first appointment has been created.

If you want to learn more about editing, deleting, or creating recurring appointments, check out our Help Center guides.

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”.

Check out our Help Center info about appointments to learn more about managing your calendar, such as adding multiple people to an appointment, or booking two appointments for the same time slot.

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: 

  • Day 
  • 3 Day 
  • Week
  • Month
Flexible-calendar

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. 

online-booking-system-desktop

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 support@appointfix.comWe love hearing from you.