Managing your business in Appointments

Your business settings in Appointments controls how your branding and booking page looks,  how your customers can book with you, and general availability. Check out our Quick-Start guide for how to get set up.

Go to Settings in the Appointments menu to find each settings option.

Business hours

This setting lets you set up the hours of operation, days closed, and business-wide breaks, like a weekly team lunch for example, during the day where you don’t want to be bookable. 

1. Go to Settings > Business hours.

2. Turn on each day you are open, then choose its start and end time. 

3. Apply to all open days copies one day's hours to the others.

4. Use Open 24 hours, Add break, or Add hours (a second block in the same day) as needed.

5. Choose your Time zone. Your hours and bookings are shown in this time zone.

6. Click Save hours.

Staff members use the default business hours unless you set individual hours for them in their profile. See Managing Staff

Booking Page

These settings manage your booking link and QR code, the business name customers see, and your scheduling rules. Those rules cover how far ahead customers can book, how much notice you need, how often start times are offered, and how close to the appointment customers can still reschedule or cancel online.

1. Go to Settings > Booking page

Branding

Add your logo and an optional accent colour for the buttons on your booking page.

1. Go to Settings > Branding.
2. Upload a Logo in PNG or JPEG format, under 500 KB. A wide image of about 800 by 160 pixels looks best.
3. Optionally set an Accent color for the booking page buttons. Leave it blank to use SwipeSimple blue.

4. Click Save.

   

Closed Dates

Blocks holidays or other days, or parts of a single day, when the whole business is closed. 

1. Go to Settings > Closed dates and click + Add closed dates.
   • Optionally name the closure.
2. Leave All day on, or turn it off to block part of a single day.
3. Select a start date and an end date, then click Save closed date. 

Closed dates are removed from your booking page. Bookings you already have on those dates stay on your calendar, so you’ll want to contact those customers and reschedule if needed. 

For one person's absence, add time off on their staff page instead. See Managing Staff

Booking Types

Creates the list of services, classes, and rentals customers can book. Here you add and edit each one as needed. 

1. Settings > Booking types or Booking types > Add a booking type both go to the same settings page. 
2. Click + Add a booking type to add a new one. 
   1. 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. 
3. Click on an existing booking type to edit it. 

Categories

This setting allows you to group your booking types into sections on the booking page, and sets the order of those sections for easier navigation. 

1. Click + Add a category to create your category.
2. Drag and drop each one to arrange their order. The order they appear here, is the order they will appear on the booking page. 

3. Be sure to navigate into each Booking Type and select the correct category or they will default to an uncategorized section. 

   

Spaces & Equipment

This setting allows you to set up items that can be booked by the unit, such as reservable rooms, courts, or rentable equipment/gear. You can designate quantities and which booking types can access these for booking. 

1. Go to Settings > Spaces & equipment and click Add.
2. Enter what is being rented and an optional description.
3. Set How many do you have? 
   1. A booking is accepted while at least one unit is free. Each booking uses one unit.
4. Choose the booking types that use this space or equipment.
5. Leave Active on and click Save changes.

6. After saving, add time off when units are out for repair or maintenance. Time off for spaces and equipment is set in whole days.

   

Service Areas

This setting lets you set different days and hours for each part of your territory, for example if you travel to customers. Customers choose their area before booking. Until you add a service area, booking types are available everywhere..

1. Go to Settings > Service areas and click Add a service area.
2. Enter a name and a description that helps customers recognise their area.
3. Set the days and hours for the area. These apply in addition to business and staff hours. Group classes keep their scheduled times.
4. Choose the booking types offered in the area, and save. 

Bookings you enter yourself are not limited to service area hours. Staff service areas are edited from each staff member's profile.

Multi-service Bookings

This setting is a switch that lets customers add more than one booking type to the same visit.

Staff Members

This setting opens your team list, where you set each person’s hours, time off, and the booking types they offer. Staff come from your SwipeSimple users. Managing Staff

Calendar sync & video calls

This setting connects you and your staff’s Google Calendars so bookings appear there and Google events block those times from being bookable. You can also create read-only feeds for Apple Calendar or Outlook, as well as add Google Meet links to video bookings. See Calendar Syncing & Video Calls

My profile

This setting lets you and staff manage their Appointments profile and notification settings. You can also add a mobile number for SMS reminders. 

Billing

This setting shows your Appointments plan and subscription status, or “Included with your SwipeSimple plan” on Premium and Connect Plus plans. For merchants with a monthly subscription fee, you’ll also find the options for managing your payment method, invoices, and cancellation options here.