Booking Form Settings

Installation

1. Go to your Google Sheet account and create a new Blank spreadsheet.
2. Make sure your Google Sheet account is the same account that you want to install the project on it.
3. Go to Extensions > Add-ones > Get Add-ones.
4. Addons popup will be opened, type on the search bar "Calendaty" and you should see Calendaty add-one.
5. Click Install
6. An authorize popup will appear to confirm Calendaty permissions.
7. You will see a Warning message asking you to start install the demo data in the empty sheet.
   Note

   Make sure the sheet is empty every time you see this warning because it will import the demo data and override any existing data.

8. Once you clicked "ok" wait till the demo data imported into your sheet successfully.
9. Now you are on the "Free" plan by default.
10. After that you need to choose your suitable plan from our pricing page and complete your payment process. Once completed check your email.
11. You will find an email with your activation license.
12. Navigate to Calendaty / Settings
    
13. Navigate to Subscription tab and you can find the license activation box under it, just paste the activation license that you got it in step 3 then click "save", wait for success activation message then reload your page.

Services and Categories

Once your demo data is generated you can go to your Google Sheets account and start adding your services and categories.

You can add services only if there are no categories.

From google sheets you can open the “Services” sheet at the bottom.

You will find these columns:

• Publish

  you can check or uncheck any service to be published or not published to your customers in the booking form.

• Category

  Here you can add your main categories that will be assigned to specific services (can be repeated if you have more than one service under the same category).

• Services

  here you can add the list of your services.

• Price

  add your prices on your services.

• Duration

  you can add the duration of each service (it should be on time format as demo data).

• Meeting type

  here you can find the list of your available meetings types:

  • Locally: Face to face (in a location) meeting.
  • Google meets: A link will be auto generated and will be sent on the email to you, to the provider, and to your customers. From the Integrations tab you need to authorize Google Calendar if you want to use Google meets for online meetings & to sync the appointments on your Google Calendar account.
  • Zoom meeting: A link will be auto generated and will be sent on the email to you, to the provider, and to your customers. From the Integrations tab you need to authorize Zoom if you want to use Zoom for online meetings.
• Concatenate

  here you don’t need to do anything, it's an auto generated column so please don’t change or delete it.

Providers

Now you can switch into “Providers” sheet and find these columns:

• Publish

  you can check or uncheck any provider to be published or not published to your customers in the booking form.

• Provider Name

  Here you can add providers names.

• Provider Degree

  from here you can add the degree of your providers or keep it empty.

• Price

  add your prices on your providers and that will override the pricing on services so the client will see this pricing and pay for it if this field is filled.

  Note

  • You have 2 price columns one located in Services sheet and the other one in Providers sheet. By default the price in services is the main but if you fill the price in providers for the same service so it will override the one on this service.
  • You have the choice for each service and provider (ie. You can apply the price on a specific service and make another price on another provider in the same form.)
• Service

  from here you can see the list of your pre defined services and you can choose the service for each provider.

• Mail

  add provider’s email as the meeting details will be sent to this email.

• Phone

  you can add the phone of your providers and your clients won’t see it. It’s just for you.

• Concatenate

  here you don’t need to do anything, it's an auto generated column so please don’t change or delete it.

Providers Scheduling

One of our unique and amazing features in Calendaty is the providers scheduling as we provide many options and features to maintain flexibility on your providers.

First you need to click on any provider in your google sheets under providers list then Calendaty > Manage schedule

This will open a popup for your provider’s scheduling that contains:

1. Basic Settings

   Note: You can set these settings to be a general settings for all your providers incase you didn't choose anyone before opening it.
   
   1. Choose Work from and Work to
   2. Add Break times (start form and End in)
   3. Choose weekend days.

2. Custom off day(s) (Suitable for Suddenly vacations or yearly occasions)

   
   1. Event name (ex. New baby born)
   2. Day from - Day to
   3. Option to repeat it every year or not.

3. Custom working day(s) (Suitable for custom working times in specific days and repeated weekly)

   
   1. Choose Work from and Work to
   2. Add Break times (start form and End in)

4. Pre arrangement day(s) (Suitable for custom working times in specific days and will be deleted after the end date determined)

   
   1. Day from - Day to
   2. Choose Work from and Work to
   3. Add Break times (start form and End in)

Upcoming Appointments

You can ask your providers to login into their settings through this link: https://Calendaty.com/[Ref]/my/login

Once provider login so he has access to:

• Update his schedule and his available times.
• Can switch into hie upcoming appointments and can edit or cancel any appointment.

Transactions

In your sheet you can find transactions sheet that reflect all your received transactions with users details.

Appointments

Now you can switch into “Appointments” sheet and find all your bookings and its status and you can edit 3 columns (Booking Date, Booking Time and Appointment Status):

• ID:

  Booking ID, you don’t need to change it

• Status:

  Here you can find the status of each appointment and you can change this status by default it’s pending till you finish the appointment so you can change it into completed or cancelled.

• Appointment date:

  the date of appointment.

• Appointment time:

  the time of the appointment.

• Customer Name, Phone, Email:

  Your client information.

• Employee provider:

  from here you can see the assigned provider from your customers but you can change it if it’s urgent.

• Service:

  the service that is chosen by your client.

• Category:

  the category that is chosen by your client.

• Duration: :

  Service duration

• Meeting type:

  The type of the meeting.

• Meeting link:

  The link of the meeting if online meeting.

• Price:

  The price of the service.

• Payment method:

  The way and the status of the payment.

• Address:

  The address of the client.

• Last appointment:

  The last meeting by this user

• Total appointments:

  Total user meetings.

Main Settings

Plan

From here you can know which your plan and the end subscription date also you can upgrade the plan and choose if it will be auto renewed or not.

Upgrade Your Plan

You can upgrade your plan by navigate into our contact page and choose from "Contact Reason" field "Upgrading Plan" and don't forget to write in the "message" field the replied for these points:

• Current plan: ie: Pro
• Upgrade to: ie: Enterprise
• Paid type (Yearly/Monthly): ie: Yearly

System will auto calculate the difference between plans and withdraw the amount from your card within 48 hours and that will generate a new license key with your new plan.

General Settings

From here you can change:

• Theme colour

  This will affect the colors of booking form and the generated website colors.

• Currency

  The currency that will be applied to your service.

• Time zone

  The time zone of your meetings

• Languages

  (coming soon..)

• Users can edit or cancel before

  set the time that your users can’t edit or cancel before it

• Users can book before meeting starting time by

  set the time that your users can’t book after it.

Web Content

From here you can add your website page content:

• Upload logo: upload your branding logo
• Brand Title: The title of your web page.
• Brand Description: The description that will be displayed after the title in the web page.
• Web title Tag: The title of your web page that will be shown in page SEO.
• Meta description: The description of your web page that will be shown in page SEO.
• Google map Location Link: The location of your business.
• Location address: The address of your business.
• Contact info: Your phone number, email and your social media.
• Page content: Editor to add your page content.

Payment

From here you can setup your favorite payment methods:

• Paypal

  Fill your Paypal info to receive money on it.

• Stripe

  Fill your Stripe info to receive money on it.

• Use offline payments only

  by this option you will accept cash only in a location.

• Don’t use payments

  by this option your services will be free and the payment step will be hidden through booking form steps.

Hosting

From here you can choose how to host your form:

• Short URL

  We can generate a webpage with a free username under our domain and it’s auto generated.

• Embed Code (iframe)

  If you have an external website and want to implement the booking form inside it so you can use this option to copy and paste the iframe in any part on your page.

• Custom Domain

  If you only have a domain name without a ready website so you can use our nameservers under your domain settings to apply our generated website within your domain name.

• We also offer a QR Code for your URL so you can use it to direct your customers into your booking form directly.

Integrations

From here you can authorize your favorite online meetings tools to use them within our app:

• Zoom
• Google calendar

Open Your Booking Form

By navigating into the General Settings tab you can tap on the Go to Website button to open your booking form where your users can book appointments with you.

Edit/Cancel Appointment

As an admin you can edit any appointment by 2 ways:

1. From Provider Schedule:
   Open Google sheet then open "Providers" click on provider's name that you want to change his/her appointment. From top bar choose Extensions > Calendaty > Schedule > Upcoming Appointments, click "edit" to any appointment then edit or cancel it.
2. From Booking Email:
   You will receive an email after each booking, you can open that email and you will find a link to edit or cancel it.

As a customer the only way to edit his appointment from the received email.

Receiving Updates

Inside your sheet you can find a sheet called "Version", this sheet contains the current sheet version.
Once we release a new version with a new number, you will receive a popup notification to approve the new updates.