Online Appointment Scheduling Setup
Setup Needed
1. Setup / Scheduling / Appointment Types
- Check the Box "Use this appointment type for customer online scheduling" - THIS MUST BE CHECKED FOR ONLINE SCHEDULING.
- If allowing online estimate appointments, choose your "Estimate" appointment class.
- If allowing online drop-off appointments, choose your "Drop" appointment class.
Note: only one of each Appointment Class is allowed for Web Scheduling
2) Contact Nexsyis for your company's custom online appointment scheduling url(s). You will place a button on your website that directs to these url(s)
3) Review the slot schedule (will determine dates/times that show as available) for the appointment types you choose.
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