SwipeSimple Appointments Advanced User Guide

Use this index to quickly find guides on how to set up and use SwipeSimple Appointments for your business. 

Quick Start Guide

1. Quickly get up and running with a Booking Page

Account Management

1. Trial Information
2. Billing
3. How to Upgrade to Pro+ subscription
4. Adding & Removing Users & Licenses

Business Details 

1. Business information 
2. Contact Information
3. Logos

User Management

1. Creating Users
2. Managing Users Availability
3. Deleting Users

Calendar Syncing

1. Setting Breaks & Vacation 
2. External Calendar Syncing
3. Zoom Syncing

Appointment Types

1. One to One
2. One to Many
3. Many to One
4. One Off’s 

Booking Policies & Scheduling Preferences

1. Lead Time
2. Rescheduling Policy
3. Cancelation Policy
4. TOS
5. Deposits

Customizing the Booking Experience

1. Booking Page
2. Mini Website
3. Direct Booking Links

Managing your Appointments

1. Appointments Page (Agenda View)
2. Calendar View
3. Appointment Statuses

Confirmations & Reminders 

1. Setup Reminders
2. Customizing Emails & Texts
3. Default Message Examples

Customers

1. Managing Customers

Integrations

1. Imbed your Booking Page
2. Calendar Syncing

Reporting

1. Reviews