Schedulicity Rockstars

How can I refer a friend to Schedulicity?

Does Schedulicity have a referral and/or affiliate program?

Mikayla

Angela

Travis Truax

All the bells and whistles that your Schedulicity account can do! 

Features

Want to link your Schedulicity up with your WordPress, Squarespace, GoDaddy, or other website? Scheduling widget, Schedule Now button

How do I add Schedulicity to my website?

Waitlist for services, service wait list, create waitlist

How do I use the appointment waitlist?

Booth rental, independent contractor, shared studio set-up

What is the linked accounts feature?

Add a package, creating a package, selling packages, applying packages

How do I use Package Management?

Enroll your client for monthly automatic online payments for services, unlimited classes and workshops, monthly membership

What is the Auto Billing feature?

What's the difference between Auto-Billing and Packages?

Get started with Multiple Locations, link/connect accounts, toggle between locations, remove location, share access with provider

How do I manage Multiple Locations?

How to Add a Book Now button to your Instagram (IG) account! Insta

How can clients schedule from my Instagram Account?

Linking Schedulicity schedule to iCal, iPhone, iPad, Google Calendar, Hotmail, Yahoo, Outlook, Office 365

How do I share Schedulicity to my calendar?

What are Suggested Services?

What is Fill My Book and how do I set it up?

Clients joining waitlist for services, appointments, notifications/email for waitlist

How do my clients join the appointment waitlist?

Can I sell products/retail? Promote services in the booking process with the Automated Marketing feature, upsell products during booking

What are Promotions?

Linked accounts, Booth Rental, Independent Contractor

How do I transition from my provider set-up to an Independent Contractor or a Linked Account set-up?

How to create a deal and share it with your clients

What's the Schedulicity Deal Manager®?

Track your inventory or product, Product Management feature, sell products, manage inventory

How do I manage or sell my products?

Gift cards, Gift card cafe integration, gift card partnership

Can I offer gift cards through Schedulicity?

Advanced Features

Blocking out your schedule, canceling appointments, sending out emails to clients

How do I notify all my clients of my policies?

Settings for email or text message reminders, how far in advance reminders go out

What notifications do clients receive about their bookings? How do I customize when they're sent out?

client text reminders, opt in clients, change client number, view opted in clients

How do I set up client text message reminders?

Email clients, newsletters, updates, clients opt into email

How do I create a custom email message?

Email confirmation/notifications and reminders, pre-care instructions, policies

How do I customize the client email reminders?

Automated emails, birthday email, time to book email, thank you email, re-engagement email

How do I set up my Automated Marketing emails and when are they sent?

How to set up or update liability waivers for services, classes, and workshops, track wavier status, acknowledge client's liability waiver

How do I set up or update a waiver, and track my client's waiver status?

Client message, message center, reply to booking message

Can clients send a message to me when booking an appointment? Can I reply?

What are problem email addresses and what can I do about them?

Why aren't all of my clients showing on my recipient list for marketing emails?

Client Communication

How do I import my client information?

Adding new, searching, editing, deleting, tagging, blocking, merging duplicates, and exporting your entire client list

How do I manage my client list?

Appointment notes, client notes, and client alerts

How do I add notes to a client profile or appointment?

client login, client schedulicity account

Are clients required to create a profile to book online?

Client alerts for class and workshop rosters

What are client alerts?

Client ratings for no-shows, client star rating

What is the Reliability Rating? Can I change it?

Adding tags, removing tags, deleting tags, and tag management to help organize clients

What are client tags used for? How do I add, remove or delete a Tag?

Family account, family booking, group account

Can I list more than one person under a client email?

Client Management

Types of reports in Schedulicity, how to export a report to Excel, tax season, tax reports, payroll, payment

What reports can I find?

Revenue, Transaction Report, processed transactions, income reporting, list of transactions

How do I keep track of my income?

View unpaid balances, visit transactions, client payments, payment history, balance due

Features

Does Schedulicity have a referral and/or affiliate program?

Advanced Features

Client Communication

Client Management

Reporting