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Features
Features
All the bells and whistles that your Schedulicity account can do!
+2
41 articles in this collection
Written by
Angela,
Mikayla,
Travis Truax
and 2 others
Does Schedulicity have a referral and/or affiliate program?
How can I refer a friend to Schedulicity?
Written by
Mikayla
Updated over a week ago
Advanced Features
How do I add Schedulicity to my website?
Want to link your Schedulicity up with your WordPress, Squarespace, GoDaddy, or other website? Scheduling widget, Schedule Now button
Written by
Angela
Updated over a week ago
How do I use the appointment waitlist?
Waitlist for services, service wait list, create waitlist
Written by
Travis Truax
Updated over a week ago
What is the linked accounts feature?
Booth rental, independent contractor, shared studio set-up
Written by
Mikayla
Updated over a week ago
How do I use Package Management?
Add a package, creating a package, selling packages, applying packages
Written by
Catie
Updated over a week ago
What is the Auto Billing feature?
Enroll your client for monthly automatic online payments for services, unlimited classes and workshops, monthly membership
Written by
Catie
Updated over a week ago
What's the difference between Auto-Billing and Packages?
Auto-billing vs. packages, auto billling
Written by
Travis Truax
Updated over a week ago
How do I manage Multiple Locations?
Get started with Multiple Locations, link/connect accounts, toggle between locations, remove location, share access with provider
Written by
Mikayla
Updated over a week ago
How can clients schedule from my Instagram Account?
How to Add a Book Now button to your Instagram (IG) account! Insta
Written by
Catie
Updated over a week ago
How do I share Schedulicity to my calendar?
Linking Schedulicity schedule to iCal, iPhone, iPad, Google Calendar, Hotmail, Yahoo, Outlook, Office 365
Written by
Catie
Updated over a week ago
What are Suggested Services?
Promote services, add-on service
Written by
Mikayla
Updated over a week ago
What is Fill My Book and how do I set it up?
Set up Fill My Book, refund Fill My Book
Written by
Catie
Updated over a week ago
How do my clients join the appointment waitlist?
Clients joining waitlist for services, appointments, notifications/email for waitlist
Written by
Travis Truax
Updated over a week ago
What are Promotions?
Can I sell products/retail? Promote services in the booking process with the Automated Marketing feature, upsell products during booking
Written by
Angela
Updated over a week ago
How do I transition from my provider set-up to an Independent Contractor or a Linked Account set-up?
Linked accounts, Booth Rental, Independent Contractor
Written by
Mikayla
Updated over a week ago
What's the Schedulicity Deal ManagerĀ®?
How to create a deal and share it with your clients
Written by
Angela
Updated over a week ago
How do I manage or sell my products?
Track your inventory or product, Product Management feature, sell products, manage inventory
Written by
Kara Miller
Updated over a week ago
Can I offer gift cards through Schedulicity?
Gift cards, Gift card cafe integration, gift card partnership
Written by
Angela
Updated over a week ago
Client Communication
How do I notify all my clients of my policies?
Blocking out your schedule, canceling appointments, sending out emails to clients
Written by
Mikayla
Updated over a week ago
What notifications do clients receive about their bookings? How do I customize when they're sent out?
Settings for email or text message reminders, how far in advance reminders go out
Written by
Angela
Updated over a week ago
How do I set up client text message reminders?
client text reminders, opt in clients, change client number, view opted in clients
Written by
Angela
Updated over a week ago
How do I create a custom email message?
Email clients, newsletters, updates, clients opt into email
Written by
Angela
Updated over a week ago
How do I customize the client email reminders?
Email confirmation/notifications and reminders, pre-care instructions, policies
Written by
Angela
Updated over a week ago
How do I set up my Automated Marketing emails and when are they sent?
Automated emails, birthday email, time to book email, thank you email, re-engagement email
Written by
Angela
Updated over a week ago
How do I set up or update a waiver, and track my client's waiver status?
How to set up or update liability waivers for services, classes, and workshops, track wavier status, acknowledge client's liability waiver
Written by
Travis Truax
Updated over a week ago
Can clients send a message to me when booking an appointment? Can I reply?
Client message, message center, reply to booking message
Written by
Angela
Updated over a week ago
What are problem email addresses and what can I do about them?
Bounced client emails
Written by
Angela
Updated over a week ago
Why aren't all of my clients showing on my recipient list for marketing emails?
CASL, Canadian Anti Spam Law
Written by
Mikayla
Updated over a week ago
Client Management
How do I import my client information?
Import client list into Schedulicity
Written by
Angela
Updated over a week ago
How do I manage my client list?
Adding new, searching, editing, deleting, tagging, blocking, merging duplicates, and exporting your entire client list
Written by
Catie
Updated over a week ago
How do I add notes to a client profile or appointment?
Appointment notes, client notes, and client alerts
Written by
Angela
Updated over a week ago
Are clients required to create a profile to book online?
client login, client schedulicity account
Written by
Angela
Updated over a week ago
What are client alerts?
Client alerts for class and workshop rosters
Written by
Travis Truax
Updated over a week ago
What is the Reliability Rating? Can I change it?
Client ratings for no-shows, client star rating
Written by
Angela
Updated over a week ago
What are client tags used for? How do I add, remove or delete a Tag?
Adding tags, removing tags, deleting tags, and tag management to help organize clients
Written by
Angela
Updated over a week ago
Can I list more than one person under a client email?
Family account, family booking, group account
Written by
Angela
Updated over a week ago
Reporting
What reports can I find?
Types of reports in Schedulicity, how to export a report to Excel, tax season, tax reports, payroll, payment
Written by
Catie
Updated over a week ago
How do I keep track of my income?
Revenue, Transaction Report, processed transactions, income reporting, list of transactions
Written by
Travis Truax
Updated over a week ago
What is the Ticket Management Report?
View unpaid balances, visit transactions, client payments, payment history, balance due
Written by
Mikayla
Updated over a week ago
What is the Sales Summary Report?
Gross sales, net sales, sales report, commission
Written by
Travis Truax
Updated over a week ago
How do I manage taxes for my services or products?
How to add, remove, or edit pre-set taxes for your services or products
Written by
Travis Truax
Updated over a week ago