Getting Started with Square Appointments
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- Опубликовано: 17 июл 2024
- Start managing appointments free at square.com/appointments.
Square Appointments has everything you need to run your business. Customers set appointments and you take payments with a complete point of sale that keeps track of inventory and lets you keep notes on your customers. All in the same free app.
Learn more at square.com/appointments.
TRANSCRIPT
GETTING STARTED WITH APPOINTMENTS
Square appointments is an easy to use app that includes your calendar, your customers, payments and point of sale. It’s easy for you and your customers and is now free for individuals.
CUSTOMER EXPERIENCE
Let’s start with what your customers see.
All they have to do is click a service from your online booking site.
In this example, our customer wants to book a haircut at Penny Harper, a business with multiple employees on staff.
All they have to do is click Book an appointment
Choose from the list of provided services and click Continue.
Customers will then have the option to choose their staff member or "Book with any Available" if they just want to get in fast.
Next, they’ll find a day and time that works best for them.
Finally, they’ll enter their contact info, add a note if necessary, and click "Book Appointment".
The appointment request will be sent to you for approval.
They get confirmation and then can get friendly automatic reminders via text or emails, to stay on top of their schedule.
Which means less back and forth for you and your customers, just a confirmed appointment that’s on the books.
You can also require customers to prepay, or collect cancellation or no-show fees to protect your time.
MANAGING APPOINTMENTS REQUESTS
Square Appointments makes managing multiple appointment requests a breeze.
You can see all your pending and upcoming appointments as well as client messages at a glance.
You get to control your schedule, so you can Decline…[action] or Accept appointments and your customers will be notified of your response.
If accepted…[action], the appointment moves to your Upcoming Appointments on your calendar.
MANAGING STAFF AVAILABILITY
Square Appointments makes it easy to gather information about how busy you and your staff are at any time.
There are three ways to view staff schedules.
Day View; Week View; and List View.
Choose Day view to see the booked time for any individual employee. Week view to see upcoming appointments for all of your staff members.
Tapping the badge icon in the top right allows you to select the staff schedules you wish to view.
You can also manage each added staff members’ time right from the app.
Tap the Plus button in the top right to Create a Personal Event, like a Dentist Appointment, for one of your employees.
Set the duration of the event, and select who it applies to.
Those changes will automatically be reflected on your calendar, so customers know when you and your staff are away.
CLIENT DIRECTORY
With the built in customer directory, you can see notes about your customers and their purchase history, so that you can improve their experience each time.
To access the directory, tap the Menu icon in the bottom Left, then Clients.
Select a customer from the list to view their upcoming appointments, review purchase history, and see any notes staff members have taken.
CHECKOUT
Once the appointment is over, you can check your customer out right from the Square Appointments app.
Just tap on the appointment in your calendar. The sale will be associated with the staff member the appointment was booked with.
Tap Review and Check Out.
Add any additional items or services, like some Shampoo then select Charge. Appointment information will automatically carry over from the booked appointment.
Choose any payment method your customer prefers and complete the transaction. Or you can even send them an invoice.
If they’re a regular, you can also put a card on file, so their next checkout is even more seamless.
And just like that, your appointment is checked out and you’re on to the next.
And that’s about it. Square Appointments has everything you need to run your appointments business.
square.com/help
Keyword: appointments
![How to Create an Invoice with Square [Square Invoices Tutorial]](http://i.ytimg.com/vi/wtF4bWjifP0/mqdefault.jpg)
![How to Create an Invoice with Square [Square Invoices Tutorial]](/img/tr.png)
Thanks so much for very useful App and point Sale God bless you
They payment options (pre pay and cancellation fee) should be customizable per service...not overall. If this can be fixed, that would make booking and payment process a lot smoother!
Can you reschedule appointments and are there features for recurring appointments?
do the clients see my calendar?
Awesome video! I wanted to ask if its possible to have the "prepayment" option only for some services and not all. Is that possible? I offer two packages where one is a pay-per-appointment and the other I will be charging on site or billing them monthly. Can i do this on square?
I wanna use square appointments but I don’t need the pay thing
Is Square Appointments available in Australia?
can l use square pos for retail for my business in Mexico? does it accept the payments? and invoicing for mexico too?
Can you guys please make it so clients can see services in alphabetical order when booking appointments.
Need the option to take a pre paid deposit from clients. You have either client pay full amount or nothing.... I need to accept a deposit only a portion of the amount of the service.
I don't know much about it, but have you tried something like make a deposit as an item?
did you get it resolved?
How do I schedule reoccurring appointments
Can this be used to schedule online classes? If not, how do I set up classes on my square store?
So is there an area in square appointments that will allow me to attached the contract terms and conditions for client and cleaner?
You guys don’t even answer questions
What can you do if your services don’t show up after a customer clicks book an appointment?
Can the customer add a tip when paying?
How can I customize days and times for different services???
How do I block appointment times
Will this work in conjunction with a weebly website?
How do we use that is not a hair salon
How many employees can be set up with Square appointments?
Can I use my own domain?
I am having a issue using the calendar and setting up my availability for my booking site that square created. When I put the days I am available for the week and save it, it shows gray out /all booked for that time. Can anyone help me with that. i have tried everything to correct it and nothing is working. I dont want to send it out to my customers if its not working. really fustrated.. help!
Jucenia Prioleau if I understood right I believe I was having the same issue I would try to make Wednesday closed and Sunday closed but when ever I tried fixing the times on the calendar section it would not change it so what I found out was that you have to change it in your setting and put the times you want to be available and then go back to calendar and fix it again so when people try to book online or something then it would sho grey for those days you weren’t available and white if you were
When are you going to create something for equipment rentals?? Very much needed...
I think the Square app has functionality for what you are looking for. They have a feature for items, amounts and recurring charges. Take a look.
wowowowoo
this isn’t easy to use @ all..