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Manual contents

Getting started

Your first steps in Appointa: signing up and signing in, setting up your business, finding your way around, the dashboard and the demo business.

This chapter takes you from opening an account to your first working day in Appointa. You'll learn how to sign up and sign in, how to set up your business with a wizard in a few minutes and publish your public online booking page, where everything is in the admin area, and what the dashboard tells you about today.

It's meant for owners and managers who are just getting to know Appointa, and also for staff who have been invited to join a team. If you're still deciding, start with the demo business: a ready-made example with services, staff, appointments and reviews for your industry, which you can try out without entering any data of your own.

  1. 01Signing up and signing inHow to open an Appointa account with email, Google or Apple, confirm your address, sign in, set a new password and complete two-factor verification.
  2. 02Business setupThe wizard step by step: identity, contact, working hours, services and staff, the default booking rules, then launching your public booking page.
  3. 03Finding your way around the appHow the admin area is laid out: the sidebar, the business card and account menu, locations, theme, language, the phone layout, help, guides and the assistant.
  4. 04DashboardWhat the Dashboard shows: today's and this week's appointments, revenue, upcoming appointments, recent messages, First steps and the staff view.
  5. 05Demo businessTry Appointa on a ready-made business for your industry, with services, a team and appointments, on the web and in both mobile apps, for 14 days.