SwipeSimple Appointments Quick-Start Guide

This quick-start guide will show you how to get up and running with SwipeSimple Appointments. Following this guide will help ensure you can start using your Booking Page to accept appointments in 10 minutes or less. You can always check out our Advanced User guide for more help with more settings & customization options at the end of this guide. Watch the video below or read through the steps to get started! 

 

Setup for Taking Appointments

Add your business & brand information

• Login to SwipeSimple Appointments via your SwipeSimple Dashboard. 
• Click "Appointments" in the left-hand navigation menu.

• Click "Sign in" and enter your SwipeSimple Appointment login credentials
  • Note: These credentials are different from your SwipeSimple login. 
• Navigate to Settings > Business Details
  • The following fields should be updated with your information.

• • • Business Name: The name of your business
    • Business Logo: Add your business logo to your booking page and emails.
      • Pro Tip: Images must be formatted as JPEG or PNG files and sized to approximately 75px tall, by 150-200px wide. Max 1MB in size.
    • Business Email: The email displayed to customers
    • Business Phone: The phone number displayed to customers.

Set your booking policies & preferences

• Navigate to Settings > Booking Policies
  • The following toggles should be adjusted.

• • • Include a Link to Reschedule in Email > On
    • Send Confirmation/Reminder Emails to Guests > On
    • Skip User Selection at Booking > Off (Disable this only if you have a single staff person being booked.)
    • Put One-Off Appointments as Placeholders on Calendar > Off (Optional)
• The following appointment reminder settings should also be adjusted.

• • Appointment Lead Time: How much notice is required to book an appointment. (Days/Hours/Minutes)
  • Appointment Cancel/Reschedule Policy: How close to appointment can it be canceled
  • Booking Increments: How long an appointment should last. (in minutes)
  • First Reminder Settings: How many hours (up to one week) prior to the appointment for the first reminder to be sent. (You can also disable reminders)
  • Second Reminder Settings: How many hours (up to one week) prior to the appointment for the first reminder to be sent. You should make this selection shorter than the first reminder. (For example the first reminder is 48hours prior and the second one is 24 hours prior.)
  • SMS Reminders: If you want to enable Staff SMS reminders, toggle this on. 

• Navigate to Settings > Booking Preferences

 

1. • Choose one of the following options
     
     • Display Business Name > On (Enable this setting if you do not have a logo)
     • Show Logo on Booking Page > On (Enable this setting if you do have a logo)
   • Show Brand Name on the Booking Page and Email (Enable this setting if you do not have a logo)
   • Skip Background Image and Pop-Up > On
   • Display Book Another Appointment Button > On

Set your Appointment Types & Availability

• Navigate to Appointment Types > One-to-One
  • When you first visit this setting you’ll see two default appointment types. You can edit the default appointment types to meet your needs or you can create new ones using the respective buttons. 
  • Create a new appointment type by clicking the +Appointment Type button, or edit an existing one by clicking the pencil icon. See below for the default options and what they might look like if customized.

• • • • Pro Tip: If you are creating a new appointment type versus editing the defaults, be sure to delete the defaults or edit them and click the “Hide from Booking Page” button so they are not visible to customers. 
  • Complete or update the following fields

• • • Appointment Name: The name of your appointment type. (ex. Short Haircut)
    • Price: The price of this appointment. If there is no cost, leave the default price of $0.00.
    • Duration: How long is the appointment? (in minutes)
    • Description (optional): A brief description of the service or appointment.
    • Where: The location or meeting link for the appointment. 
    • Pre & Post Buffer Time: Do you need additional time before or after the appointment for prep or cleanup? (in minutes)
    • Invitee Questions (optional): Add custom questions for your customers to fill out as part of the booking. 
    • Users: Which users can be booked for this appointment type.

Setting Availability

• Navigate to Users

• • • Click the pencil icon to edit the user. You’ll see several settings tabs.
    • Click Details

    

• • • • Make sure the users name, email, & phone number are set correctly.   
    • Click Appointment Types

• • • • Select the appointment types this user should be bookable for.
    • Click User Availability
      • Set the available hours for this user to accept appointments.

Get your booking page link

• Your booking page link is the URL your customers will use to book appointments. To access your public booking link, click the blue link icon in the top right corner next to your profile icon.

• You’re all set to start booking your customers with SwipeSimple Appointments. Interested in more customization options and additional settings? Check out our Advanced User Guide

Need Help

1. Click the Need Help❓button at the bottom right of your screen and complete our contact form.
2. Email us: support@swipesimple.com
3. Call us: (800) 783-5596. Our hours are Monday–Friday from 8am–8pm ET.