Manage your business operations with comprehensive tools for services, providers, and transactions.

IMPORTANT NOTE

You must save your changes to take the effect after each change you made in the sheet.

Google Sheet → Extensions → Calendaty → Save Changes

Services

In this sheet you can add all your services and its options:
  1. Visibility
  2. Category
  3. Service
  4. Price
  5. Service duration
  6. Meeting type

Providers

Manage your providers and their availability:
1. Basics
  1. Visibility
  2. Provider's name
  3. Provider's specialty
  4. Provider's email
  5. Provider's phone
  6. Price
    You can add a different price for each provider's service and this will override the global service price for only this provider.
    ex: If you set a global service price 20$ for (Teeth Bridge) and you set a different price for the same doctor's service 35$ so, (Teeth Bridge) will be 20$ for all providers except for this doctor it will be 35$.
  7. Service
    You can duplicate the provider row if he/she covers more than one service.
2. General Scheduling

You can set a general scheduling for all your providers.

  1. Go to Extensions → Calendaty → Manage All Provider's Schedule

    • Choose Work from and Work to
    • Add Break times (start form and End in)
    • Choose weekend days.
  2. Custom off day(s) (Suitable for Suddenly vacations or yearly occasions)
  3. Custom working day(s) (Suitable for custom working times in specific days and repeated weekly)
  4. You can exclude/include specific providers if you want to change the general scheduling from Apply Changes to card in the main scheduling screen.
    If you already set a general scheduling information for all providers and you have one provider that have his own custom scheduling. But you want to edit the general scheduling without affecting on him so you can exclude him by uncheck his name from the providers list in Apply changes to

3. Specific Provider Scheduling

You can set a custom scheduling for each providers.

  1. You must select a provider by clicking on his/her name in the sheet.
  2. Go to Extensions → Calendaty → Manage Schedule.

    • Choose Work from and Work to
    • Add Break times (start form and End in)
    • Choose weekend days.
  3. Custom off day(s) (Suitable for Suddenly vacations or yearly occasions)
  4. Custom working day(s) (Suitable for custom working times in specific days and repeated weekly)
  5. Pre arrangement day(s) (Suitable for custom working times in specific days and will be deleted after the end date determined)
4. Upcoming Appointments

Receive and manage appointments.

  1. You must select a provider by clicking on his/her name in the sheet.
  2. Go to Extensions → Calendaty → Manage Schedule → Upcoming Appointments.

  3. You can find a data table list with all provider's coming appointments so you can approve, edit or cancel each appointment.
  4. Once meeting edited or canceled admin, provider and the client will receive a new email with the new booking information.
5. Provider Login

Not only the admin who can control but also your providers can control their own information.

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

  2. [Ref] should be replaced with a custom code that admin can find it in the main schedule page.

  3. Each provider will be navigated into a login page, he/she should login with the same his/her email in the sheet.

Appointments (read only)

Find all your booking appointments information.

Transactions (read only)

Find all your transactions information.