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 an Appointment Schedule

Step 1. Navigate to Home > Setup > Store Management > Appointment Schedule. This will open the Appointment Booking Schedule screen.

Note: The Appointment Booking Schedule screen will display the Appointment Booking URL and the Appointment Schedule. 

Step 2. Click the Add Schedule button to open the Create Schedule screen. 

Fill in the various fields on the Create Schedule Screen with appropriate values to create a schedule. 

Create Schedule Screen Explained

These fields are explained below: 

Schedule Name

Specify a name for the schedule. A schedule in Tagrain is a plan that you are creating to arrange and deliver a professional service. This field is mandatory.

Store

Select the Store the schedule is applicable to specially if it is a multi-store setup. This field is mandatory.

Appointment Days Allowed

Specify the number of days allowed for advance booking of an appointment, from the current date.

Month

Select the Month from the drop-down for the defined schedule.

Service

Select an existing service offered by the store. Select the option - Create New Service if you want to create one. This field is mandatory. See: Appointment Booking Plugin - Create a New Service

Select Template

Select an existing service template from the drop down. Select the option - Create New Template if you want to create one. This field is mandatory. See: Appointment Booking Plugin - Create a New Template

Step 3. Click the Add Service button to save the settings and add the service to the schedule. 

You can open the Appointment Booking URL in your browser to view the services defined. 

Suggested Readings

Appointment Booking Plugin Activation

Appointment Booking Plugin Features