Features

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

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 Manager®?

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

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

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

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