Appointments – Quick Start Guide

Content

Adding a Service

Adding an Employee

Adding an Employee #

The first thing to do is to create an Employee.

Employees are those who provide services to the customers (e.g. trainers, coaches, doctors, etc.). Each employee can provide an individually configured list of services, can have his/her own working schedule, and have other settings.

To add an employee, in the Admin Panel go to Appointments » Employees:

There click on the “Add Employee” button either in the top right or in the bottom right of the screen:

In the first tab of the dialog that appears you can define your employee’s primary details. Mandatory details are first and last name and email. Other details (photo, related user, phone, notes, etc.) are optional.

Before saving the details, you need to go to the second tab and tick the checkbox near the service we’ve created on the first step, to assign the newly created employee to this service.

Assign Service To Employee - Amelia WordPress Booking Plugin

You can play around with other employee settings (individual service price and capacity, individual working hours and breaks, individual days off).

Once you’ve configured an employee click the Save button in the bottom right of the dialog. The employee should appear in the list:

Adding a Service #

After creating the employee, you need to create a service, i.e. the activity that customers will book through your website.

To add a service, open the admin panel with an administrator user account, and go to Appointments » Services:

Once the page is open, you need to add a category. Click the “Add Category” button:

Give a name to the new category and then click the “Apply” button.

Once the category is added, you can click on the “Add Service” button in the top right of the screen.

A sidebar appears in which you can provide the service details. Mandatory parameters are the following: namecategoryduration, employee, and price. If you wish, you can specify additional parameters (service picture and gallery, buffer time, capacity, etc.) – Read more about working with services on this page.

Once the service is saved, it should appear in the list.

Adding the Step-By-Step Booking Wizard to Your Site’s Front-end #

To allow your customers to book appointments, you need to add one of the booking forms to the site’s front-end. The Appointments tool provides 3 different views through which customers can book appointments: Booking Search view, Step-By-Step Booking Wizard, and Services Catalog. You can read more about each of these in separate documentation pages. For, quickstart we will use the Step-By-Step booking wizard.

You must first create a Post or Page. To create a page: in the admin panel go to Pages » Add New, and give a name to a page:

Then you’ll need to add the step-by-step booking form to the page. Go to the page you want to use and click ‘Edit with page builder” > search the widget menu on the left for a widget called “Appointments” and drag it into the section of the page where you want the appointment box to be displayed. Then use the editing tools in the widget to configure the appointment box as required.

Save the page, and open it on the site’s front-end. You should see the booking wizard appear:

To book an appointment, simply follow the wizard steps:

Managing Appointments in Admin #

Once you have an appointment booked from the front-end you can manage it from your admin panel.

Go to your admin and open Appointments » Appointments:

You should see the appointment you’ve just booked at the front-end. You can either use the controls to change the appointment status (reject or approve) or click “Edit” to adjust the appointment parameters:

As you can see from this quick start guide, Appointments is not at all complicated to use. There is however a host of advanced features in addition to the basic ones described here – such as configuring multiple locations, service extras, individual breaks for employees, group appointments, and others. Feel free to browse through the documentation to see additional tutorials and examples.