Here’s a handy little guide to getting up and running with the Appointments+ Plugin.
Once you Activate the plugin you’ll see a menu appear on the WordPress admin Menu Bar labeled Appointments. You’ll also see three sub-menus appear when you click on the Appointments menu item.
Let’s tackle each separately and in order.
Clicking Appointments brings you to the hub of your appointments list. You will see that your appointments will be separated by status: Active, Pending, Completed and Removed. You can view each by clicking on their respective links, and each page will show the Client and Service basic info as below. At the top of the page you will see an Add New button, just like you use to create a new page or post. Click that and you can Add a new appointment manually to your calendar.
The New Appointment Menu is pretty self explanatory. There is a place for the client’s infomation, the Service information (that will populate from the menus you fill in later) and a place for notes. Last but not least you can set the status before Saving. There is a built in tutorial that covers this as well, I will show you where to find that, just in-case you have any questions or forget something.
Here you will see your transactions if you are taking payments or deposits. These are also grouped: Recent, Pending and Future. Each accessible by clicking their respective links. You cannot manually add a transaction, the plugin will only record what is recorded through PayPal.
The Settings menu will greet you with a Tutorial. You should pay attention to that 🙂
It will tell you what you need to know about setting up the plugin and the tabs you see here. Most are pretty easy to understand and the plugin options are very well annotated, so you should have no trouble. We can pop through and summarize them here, one by one, but I will draw your attention to the FAQ tab first.
Here is where you will find info on everything you need in this plugin, ready for immediate access! The TWO most important pieces of information on this page, for those who are just installing or learning how to use the plugin, are the two links at the top. These will start (or restart) the tutorials on the Settings menu options and Entering and Editing Appointments.
Now, let’s backtrack. Starting off at the first tab:
These settings are the heart and soul of your setup. Pay special attention to the General Settings box at the top of the page. Especially the Time base value. Time Base the most important parameter of Appointments+. It is the minimum time that you can select for your appointments. Everything time related will work off of this value. The remaining boxes allow you to set your
- Display: create an appointment page, it’s display, client information boxes and a place to add Custom CSS.
- Client Accessibility: you can choose whether or not to require login before scheduling
- Payment Settings: choose whether you will accept payments
- Notification Settings: option to set up confirmation and reminder emails for client and/or providers
- Performance Settings: Caching options
Set your ours of operation and Break Times. Think Business Hours and ‘Out to Lunch‘. You can even specify different hours for different service providers. Makes it easy to keep track of differing schedules!
Days off, holidays, scheduled maintenance, etc. You can add them all here. You can also define working days that are normally non-work days (i.e. a particular Sunday). These are also able to be set per service provider.
What do you do?! What do you provide?! This is where you lay it all out. Set a capacity, price and even a description page.
Not required that you have more than person available doing what gets done, but if you do, here is where you keep track of them all. You can even add Additional fees and assign more than one service to a provider. Even attach them to a Bio page. Note: this tab will not populate until you have at least one service listed in the Services tab.
Heaps of Shortcodes for your use. Insert provider or client specific tables, dropdown of services, table for appointment scheduling, monthly views, social login pagination, PayPal and a couple of parameters for those.
Keep up with what is happening by checking your Logs. This nifty tab is where you will find updates on everything that happens on your site. Status changes, transactions and the like.