Getting Started & Account Settings

Getting started in your Schedulicity account

Angela avatar Mikayla avatar Travis Truax avatar +1
98 articles in this collection
Written by Angela, Mikayla, Travis Truax and 1 other
Getting Started

How do I sign up for a webinar?

Intro to Schedulicity video tutorials
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Written by Angela
Updated over a week ago

Do you have any tutorials or videos I can watch to get started?

Getting set up!
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Written by Angela
Updated over a week ago

Do you have any setup guides?

A visual startup guide to Schedulicity business scheduling software
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Written by Angela
Updated over a week ago

Is Schedulicity HIPAA compliant?

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Written by Angela
Updated over a week ago

I want my own account, how do I transfer?

If you've been a provider with a Schedulicity business and are branching out on your own, we'd love to help!
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Written by Angela
Updated over a week ago

How do I get my clients to book online?

Encourage and invite your clients to book on Schedulicity!
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Written by Angela
Updated over a week ago

What is my direct link (URL)?

Share your Schedulicity business listing on your website, Facebook, Twitter, or Instagram
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Written by Angela
Updated over a week ago

Do you have an iPhone app?

Business and client booking mobile apps for iOS
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Written by Angela
Updated over a week ago

Is there an iPad app?

How to access the iPhone Schedulicity Business App on iPad
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Written by Angela
Updated over a week ago

How do I access Schedulicity on my Android?

Business and client booking appointment scheduling apps for Android devices
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Written by Angela
Updated over a week ago

How do I view all 7 days of my calendar on my phone?

Mobile appointment calendar view
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Written by Angela
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
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Written by Angela
Updated over a week ago

How do I change the default login view on the Schedulicity dashboard?

Switch up the first page you land on when you log in!
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Written by Angela
Updated over a week ago

How do I change my password?

How to change your password while logged into Schedulicity
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Written by Angela
Updated over a week ago

How can I change my Schedulicity login?

Edit your email address, username
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Written by Angela
Updated over a week ago

How do I reset my password? I'm locked out of my account

Login trouble? We can help!
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Written by Angela
Updated over a week ago

How do I contact customer support?

Get in touch with the Rockstars on our Customer Experience team, speak with a representative, speak with a rep
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Written by Angela
Updated yesterday
Business Listing

How do I make changes to my business listing?

Update your Marketplace business listing site, booking page, about page
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Written by Angela
Updated over a week ago

How do I change my business listing name?

How to change what my business is called in the Marketplace search results
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Written by Angela
Updated over a week ago

How do I edit my business address or phone number?

Change the address and phone number visible to clients on your Business Listing and notifications
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Written by Angela
Updated over a week ago

How do I change my time zone?

Change your time zone to MDT, EST, CST, PST, or another time zone
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Written by Angela
Updated over a week ago

How do I add/edit my business logo?

Editing the visible business logo for your Business Listing
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Written by Angela
Updated over a week ago

I'm not ready to go live yet. How do I hide my business?

Hide your business from the Schedulicity Marketplace search results
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Written by Angela
Updated over a week ago

How do I hide my business address information in the business listing?

Private, mobile address or outcall services
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Written by Angela
Updated over a week ago

How do I see what my clients are seeing?

View Business Listing from the client POV
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Written by Angela
Updated over a week ago

How do I come up on the top of the search?

Search order
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Written by Angela
Updated over a week ago

Can I be listed under more than one industry?

The business industry is the category you'll be in from the Schedulicity Marketplace search results
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Written by Angela
Updated over a week ago

How do I add pictures to my site?

How to stream Instagram photos to your business listing
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Written by Angela
Updated over a week ago
Providers

How do I add a new provider?

Add staff members, stylists, or employees to your business account
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Written by Angela
Updated over a week ago

How do I create a login for my providers/instructors/coworkers?

Creating limited logins/user accounts for providers and instructors
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Written by Angela
Updated over a week ago

How do I create a login for my receptionist/front desk staff?

Administrative assistant logins or user accounts
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Written by Angela
Updated over a week ago

How do I edit my business provider profile?

Editing a provider picture, provider biography, provider notifications, and more
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Written by Angela
Updated over a week ago

How do I add a picture for my provider profile?

Adding a provider or instructor photo for your business listing
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Written by Angela
Updated over a week ago

How do I receive notifications for client bookings and cancellations?

Receive email and/or text notifications for appointment bookings
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Written by Angela
Updated over a week ago

How do I change my availability?

Edit your overall work schedule, edit shift
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Written by Angela
Updated over a week ago

How do I create a future schedule?

How to plan for upcoming schedule changes, seasonal schedule changes, etc.
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Written by Angela
Updated over a week ago

How do I mark time off in my calendar?

Vacation time, blocking off holidays, and/or birthdays
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Written by Angela
Updated over a week ago

How do I change my work schedule for a single day?

Open up a new work day, work a half day, or take a day off
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Written by Angela
Updated over a week ago

How do I add personal time to my work schedule?

Lunch break, personal appointment, meeting, split shifts
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Written by Angela
Updated over a week ago

How do I remove a provider from the account?

Delete a provider
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Written by Angela
Updated over a week ago

How do I set up Schedulicity to display start times for 2 rooms or for 1 room that multiple providers share?

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Written by Angela
Updated over a week ago
Payment

How do I switch credit card payment processors?

Switching and disconnecting online payment processors, including Square, Stripe, and Schedulicity Pay
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Written by Angela
Updated over a week ago

How can I show specific prices or service durations per provider?

Customize services per business provider!
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Written by Angela
Updated over a week ago

What is the Checkout button?

Using the Checkout button with Unlimited Bookings Plus
Travis Truax avatar
Written by Travis Truax
Updated over a week ago

Can I require clients to pay when they book or require them to enter credit card info to hold the appointment?

Collect a clients card info to charge later (no-show fee) or collect pre-payment or deposit when clients book
Angela avatar
Written by Angela
Updated over a week ago

How do I protect my business from no-shows?

How to enable our Hold with a Credit Card tool to reduce no-shows or cancellations
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Written by Angela
Updated over a week ago

How do I mark or charge a client as a no-show for a service or a class?

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Written by Angela
Updated over a week ago

How do I save a credit card to a client’s profile?

Saving a card in a client’s profile, saving a client’s card during an appointment, saving a card over the phone, re-saving a card on file
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Written by Angela
Updated over a week ago

Can I post my cash, gift card or check payments?

Recording cash, gift card, and check payments
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Written by Angela
Updated over a week ago

How do I keep track of my income?

Revenue, recorded revenue, processed transactions, income reporting
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Written by Travis Truax
Updated over a week ago

How do I process a refund?

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Written by Angela
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
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Written by Travis Truax
Updated over a week ago

How do I sell a product?

Selling a product at checkout
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Written by Travis Truax
Updated over a week ago

How do I manage my products?

Track your inventory or product, Product Management feature
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Written by Kara Busche
Updated over a week ago

How do I keep track of my inventory?

Tracking product sales, product revenue, product taxes, and if products are out of stock, Product Management report
Travis Truax avatar
Written by Travis Truax
Updated over a week ago

In a group account, can we each connect to our own payment processor?

Multiple payment accounts
Angela avatar
Written by Angela
Updated over a week ago

How do I contact my payment processor, Square or Stripe?

Get help on your Square or Stripe payment integrations directly
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Written by Angela
Updated over a week ago