Appointa · docs
User manual
Everything you need to know about Appointa, step by step — from your first appointment to reports and fiscalised invoices.
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Chapters
- Getting started5 pages
Your first steps in Appointa: signing up and signing in, setting up your business, finding your way around, the dashboard and the demo business.
- Calendar and appointments7 pages
Working with appointments: calendar views, adding and moving appointments, statuses, recurring appointments, the waitlist, cancelling a day and calendar sync.
- Services and pricing5 pages
How to build your price list, decide what clients see, set up group sessions with a schedule, understand price calculation and sell visit packages.
- Team, locations and resources5 pages
Employees, working hours and time off, invitations and roles, multiple branches, and the rooms, equipment and vehicles booked alongside an employee.
- Clients5 pages
Your client list, client profiles with chart and appointment history, Excel import, intake forms and consents, and protecting your clients' personal data.
- Online booking5 pages
Your public business page, online booking rules, sharing the link and QR code, the photo gallery and client reviews.
- Communicating with clients3 pages
Messages with clients, automatic appointment reminders and notifications, and SMS notifications for clients who don't have the app.
- Promotions and loyalty3 pages
Promo codes, a loyalty program and gift vouchers — how to use discounts, rewards and vouchers to bring clients back and fill quieter slots.
- Reports and subscription3 pages
Your business numbers in one place, a comparison of the Starter, Pro and Premium plans, and managing your subscription, card and invoices.
- Fiscalisation and invoices6 pages
Issuing fiscalised invoices from Appointa on the Pro and Premium plans: setup, issuing, storno, delivery to the client and exports for your accountant.
- Mobile apps2 pages
Appointa Pro for running your business from your phone and the Appointa app for your clients — download, sign-in and everything they can do.
- Settings and account3 pages
Your business details and look, two-factor sign-in and your user account: things you set once that apply everywhere.
- Help4 pages
Frequently asked questions, a glossary of Appointa terms, a list of all video guides and how to reach support when the manual isn't enough.
Interactive guides in the app
In Appointa, open Help in the menu and pick a guide: a guide dims the screen, highlights the button to click and takes you to the end of the task.