This quick-start guide can help you set up SwipeSimple Appointments and take your first online booking in eight steps. You must be a SwipeSimple Admin user and have access to SwipeSimple Appointments in order to use this guide.
Don’t see SwipeSimple Appointments or the App Marketplace options? Contact your Merchant Service Provider for more details on how to get set up.
1. Enroll your company
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In your SwipeSimple dashboard, go to App Marketplace > Appointments and click Get started or Enroll depending on your Plan.
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You’ll be prompted to enter card details that will be stored and used for your monthly subscription fee. You will not be charged until after your one month free trial.
Note: SwipeSimple Premium or Connect Plus accounts will not see this screen as Appointments is included in your Plan. - Click Start Free Trial, (or Enroll if on Premium or Connect Plus Plans)
2. Set your Availability
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Click Settings > Business Hours to set when your customers can book with you. From here you can set your hours of operation. Managing your business in Appointments
3. Set your Business Details & Booking Defaults
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Go to Settings > Booking Page and set things like your business name, as well as how far ahead customers can book, how much notice you need for a new appointment, how often start times are offered, and how late customers can reschedule or cancel online. Managing your business in Appointments
4. Add your Logo
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Go to Settings > Branding to upload a logo, and optionally an accent color for buttons within SwipeSimple Appointments. Managing your business in Appointments
5. Create your booking types
- Go to Booking types > Add a booking type. Choose Individual booking, Group class, or Space or equipment, then set the name, duration, pricing, optional deposit details, bookable staff, and any questions you’d like the customer to complete prior to booking.
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Make sure Booking is active is set to on at least one staff member is selected, or the type will not appear on your booking page. Booking types and categories
6. Confirm Staff & Availability
- Your SwipeSimple users appear on the Staff page automatically. Open each person to set their hours of availability and the booking types they are available for.
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To add someone, add them as a user in SwipeSimple first. Managing Staff
7. Turn on Reminders
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Go to Settings > Notifications & Reminders, choose email, text, or both, and set when reminders go out. Booking notifications & reminders
8. Share your Booking Link
- Go to Settings > Booking page, click Copy link or Download QR code, and share it on your website, social media, or in your email signature.
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Click My booking page at the top right to see what customers see. Managing Bookings
That’s it! You’re now ready to start accepting bookings with SwipeSimple Appointments!
Optional Next Steps
- Calendar Syncing - Navigate to Settings > Calendar Sync & video calls to sync your Google Calendar with SwipeSimple Appointments to automatically update your calendar and availability.
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Review other Settings
- Closed Dates - Add in Holidays or other important dates where your business is closed
- Categories - Organize your booking types for easier browsing
- Spaces & Equipment - Set up bookable spaces like private dining rooms, charters, or gear rentals.
- Service Areas - Create and manage locations where you offer services if you have more than one location.
