# S: Appointment Booking
**S: Appointment Booking** app for Shopify allows business owners and professionals to create appointment booking type products on their website so that customers could easily fix their appointments online for the time slot available. This Appointment Booking app can be used for different businesses and professionals such as Doctors, Cosmetologists, Pathologists, and Automobile Servicing, etc.
## Highlight Features
#### 1. Grow your business
Allow to create appointment booking type products so that customers could easily fix their appointments online for the time slot available.
#### 2. Don't miss an appointment
Any changes to the appointment are notified to the customer and remind the customer of the upcoming appointment through automatic emailing.
#### 3. Translate & Multi-language
If your website is not in English or you want to use multi-language for appointment booking, don't worry, the app is ready with this feature
Add app: https://apps.shopify.com/storeify-appointment-booking
## **Key features of Storeify Appointment Booking**
### **For Admin**
* Create appointment booking product from scratch
* Add appointment booking form anywhere
* Create, edit, delete an appointment from the backend
* Manage time-slots for appointment
* Assign appointment to employee taking charge
* Set types of price rules – Flexible pricing
* Add, delete, edit services for appointment. The service has a lot of customizable properties: maximum of appointments at the same time, duration for each appointment (can have different durations), appointment time (depends on admin or employee), select employee / location / timezone....
* Add, delete, edit employees for service. Easily create and assign employees to services with flexible availability customization.
* Add, delete, edit employees for appointment
* Set off days for each service or all services
* Send notification emails to customer and employee, edit email templates
* Custom appointment booking form
* Add custom questions to bookings
* Hide Add to cart / Buy it now button
* Redirect after booking an appointment
* Translate and Multi-language
### **For customer**
* Easily book an appointment with an intuitive interface that displays full appointment details
* Can schedule with flexible options according to date, time, location, employees
* Cancel the appointment
* Receive email notification about appointment status, email reminder before appointment
Add app: https://apps.shopify.com/storeify-appointment-booking
# Install app
Directly go to this link: [S: Appointment Booking](https://apps.shopify.com/storeify-appointment-booking) to install the app.
After adding the app to the store is complete, you need to embed the app in the theme:
Go to **Integrate Theme** from the left sidebar -> Select the theme you want to apply -> Click the "Go to Theme Editor **> App Embeds**" -> Click the **Save** button in the upper right corner.
## Enable/Disable App
To enable/disable the app, from the app admin, click the **Integrate Theme** on the left sidebar -> Select the theme -> Click the "Go to Theme Editor **> App Embeds**" button -> Enable/Disable the app by swiping the button to turn blue/gray -> Click the **Save** button
# Add and Edit service
## Add service on Classic theme
First, you need to create services (products) on your store to be able to add to the app.
To allow customers to book an appointment for a service, you need to add it to the **Services** section.
When clicking the **Add service** button, the list of services/products will be listed. Searching for services/products is also very easy with the search box.
Click to select the service you want to add to the list, next you will go to the setting up step for the service.
## Add service on Theme 2.0
You need to do all the steps as on the classic theme, and do one more step::
Go to the Theme -> Customize -> Choose the Product page template -> Add Appointment block
## Service settings
### Capacity & Duration
* **Based on Product**: Set up capacity and duration once for the whole service
* **Based on Variant*****:*** Set up capacity and duration for each variant (option) of the service
* **Capacity**: Maximum number of people for an appointment
* **Duration**: Time for each appointment (minutes/hours)
### Availability
Set the time of day available for the appointment, can be set up for one day or multiple days.
#### Customize
When you choose to set the appointment time in this way, the calendar will be displayed below.
After clicking on a date in the calendar, a window pops up for you to set up available interval or unavailable dates for the appointment. You can set up multiple available interval during the day and apply to multiple days.
For example, you want to set the status for **Saturday as Unavailable**, then you do as shown in the image below:
#### Depends on the employees
The choice to set the appointment time in this way is dependent on the employee's time. Employee available time is adjusted in **Employees**.
### Advanced Settings
You can set intervals to prepare for the appointment.
* **Cut-off time**: Customers are not allowed to continue to book in the time before the appointment set up here.
* **Future Days**: Customers are allowed to pre-book an appointment during this time period.
* **Buffer Time Before/After**: Time used to prepare or may be extended for the appointment.
### Other Settings
# Add Booking Form anywhere
You can add a booking form to any page, anywhere just by adding your app's code.
This is a form that lists all the services for customers to choose from without having to go to the landing page of each service.
You can immediately see the embed code of the booking form as soon as you log into the app backend.
Just use the embed code to add to the content of any landing page, anywhere you want and the booking form will display like this:
# Manage Appointments
## Create an appointment from the backend
Create an appointment manually in the backend for customer who already have an account.
Go to **Appointments -**> click **Add Appointment**
* **Customer:** select customer(s) from the customer dropdown list
* After selecting the customer, you set the order status and the number of people that the customer brings
* **Status**: Approved / Pending
* **Service**: select the service to book in the dropdown
* **Select variant**: if any
* **Select Employee**: if any
* **Select Location**: if any
* Pick up **Date** and **Time** that the appointment is taking place
* Tick on **Send email notification to the customers** and add **Note** if you want
## Approve an appointment
1. Go to **Appointments**, click on the pending appointment you want to approv**e**
2. From **Edit Appointment** window -> **Status**
3. Select **Approved**
4. Click **Save**
## Set pending for an appointment
1. Go to **Appointments**, click on the appointment you want to reschedule
2. From **Edit Appointment** window -> **Status**
3. Select **Pending**
4. Click **Save**
## Set reject for an appointment
1. Go to **Appointments**, click on the appointment you want to reject
2. From **Edit Appointment** window -> S**tatus**
3. Select **Reject& Not refund**
4. Click **Save**
## Delete an appointment
1. Go to **Appointments**, click on the appointment you want to remove
2. From **Edit Appointment** window, click **Delete** icon at the bottom
3. Confirm to delete it
# Manage Employees
To manage employees, go to app admin -> **Employees** in the left menu. Here you can add, delete, edit for employees.
## Add an employee
To add an employee, follow these steps:
1. Go to **Employees** -> Click the **Add Employee** button
2. Add full information for new employee
3. Click the **Save** button
## Edit an employee
To edit an employee, follow these steps:
1. Go to **Employees** -> Select the employee and click on the edit icon
2. Change any employee information
3. Click the **Save** button
## Delete an employee
To delete an employee, follow these steps:
1. Go to **Employees** -> Select the employee and click on the delete icon
2. Confirm employee deletion
# Day Off
Set up days off when services are not available.
## Add Day Off
To add days off for one or more services, go to **Day Off** -> click **Add Day Off** button.
* **Name**: name of the service day off
* **Blackout all day**: If checked - time off will be calculated in days. If not checked - the time off will be calculated according to the hours of the days.
* **From - To**: Set Day Off time
* **Service Scope**: Select service to apply
## Edit a Day Off
To edit a Day Off, follow these steps:
1. Go to **Day Off** -> Select the Day Off and click on the edit icon
2. Change any Day Off information
3. Click the **Save** button
## Delete a Day Off
To delete a Day Off, follow these steps:
1. Go to **Day Off** -> Select the Day Off and click on the delete icon
2. Confirm Day Off deletion
# Locations
Manage the locations where services can take place. You can use the location list when adding services or editing services.
## Add a location
To add a location, go to **Locations** -> click **Add location** button.
* **Name**: Name of the location
* **Address**: Location's address
* **Email**: Location's email
* **Phone**: Location's phone number
## Edit a location
To edit a location, follow these steps:
1. Go to **Locations** -> Select the location and click on the edit icon
2. Change any location information
3. Click the **Save** button
## Delete a location
To delete a location, follow these steps:
1. Go to **Locations** -> Select the location and click on the delete icon
2. Confirm location deletion
# Custom Questions
This menu helps store owners create custom question forms to add to booking
## Create a new question form
Please go to **Custom Questions** in the left menu -> Click **Add Form** button
After clicking on the Add form button, you will be redirected to the form builder page. You can create 1 or more questions for your customers with the amazing form builder.
### Email Settings
You need to be careful with the settings in this section. The content edited here will be added to the email (with short-code) to send to the admin, employee, or customer if needed. You need to add information fields to the content using the select-box just above the content-box.
#### Notes:
* The **email** field is only required when **the store owner allows a free booking of a service**. Because it's free, customers do not have to go through the checkout step, email will be required to create orders for customers.
* With **first name** and **last name** fields, you can select or not. These 2 fields also help create the customer name in the order.
### How to add custom question content to email?
To add custom question text to an email, use the ***{custom\_question}*** short-code to insert it in the email body.
You can also find this short-code by clicking on the **Email variables** link in the top right corner.
## Add custom question to the booking
Please go to **Services** -> **Add service**/**Edit service** -> Scroll down to **Custom Question Forms** -> Select the form to use for service booking.
This is the result after adding custom question to booking
# Settings
You can set app on/off, hide buttons, navigation, date and time format, and more.
## General
At this tab, you can disable/enable application, hide buttons, customer redirect, date and time formats, etc.
## Style Settings
In this tab, you can set the style for the font, text, button, background, etc.
## Translate
You can translate the language of the application into any language you want.
## Free Service Form
Set up the fields for the free service booking form. This form is limited in number of fields, cannot create new fields.
# Email Settings
Set up email notifications for Admin, employees, and customers.
## How to integrate with Calendar?
The application supports integration with the 3 most popular calendar services: **Google Calendar**, **Office 365 Calendar**, **Outlook Calendar**.
To integrate with these calendar services, simply add the calendar service short-code to the content of the email. Email recipients just need to click on the link and log in to the account of each service to automatically create a reminder on the calendar service.
You can find the short-code to integrate the calendar service easily by going to **Email Settings** -> Click on the **Email variables** link.
## How to help a customer cancel an appointment via email?
You can help customers cancel appointments just through email.\
Please go to **Email Settings** -> **Email Notifications** -> **To Customer** -> Select the email you want to edit -> add ***{link\_cancel\_appointment}*** short-code to the email content.\
You can find other short-codes by clicking on the ***Email variables*** link.
# Uninstall app
You can uninstall the **S: Appointment Booking** app from your store from the **Apps** page in Shopify.
**Steps**:
1. From your Shopify admin, go to **Apps -> App and sales channel settings -> App and sales channel**.
2. In the row of the **Storeify Appointment Booking** app that you want to uninstall, click **Remove**.
3. In the message that appears, click **Remove**.
To be sure to completely remove the application's source code, please go to **Online Store** -> **Themes** -> Select theme -> **Actions** -> **Edit code** -> Open the **theme.liquid** file -> Find and remove lines of code with "**storeify**".