Appointment Booking Plugin - Create a New Template
Introduction
Appointment Booking is a mechanism where your customer can reserve a specific time slot usually online or over the phone to avail professional services that you offer. This screen stores the settings related to creation and management of appointment schedules.
Prerequisites
The Appointment Schedule feature is unlocked when you subscribe to and activate the Appointment Booking plugin in Tagrain.
Steps to create a New Template
The steps to create a New Service are explained below:
For the purpose of this article we have presumed that you are on the Create Schedule screen and have already filled in the remaining fields.
Step 1. Click the Select Template drop-down and select the Create New Template option.
Step 2. Selecting the Create New Template option brings up the Appointment Template screen. (As Shown in the Image below)
Step 3. Key in the required information - Duration, Appointment Per Slot, Start Time, End Time, and Break. You can also add a logo. This logo will be displayed on the Service Portal Page.
The screenshot above depicts a sample Appointment Template screen with all the information filled in.
Click the save button to save the settings and create the Appointment Template
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