Getting Started & Account Settings

Getting started in your Schedulicity account

Angela avatar Mikayla avatar Travis Truax avatar +2
99 articles in this collection
Written by Angela, Mikayla, Travis Truax and 2 others
Getting Started

How do I sign up for a webinar?

Intro to Schedulicity video tutorials
Angela avatar
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?

Angela avatar
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, booking link
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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
Angela avatar
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

Hello? 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 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
Angela avatar
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, block off calendar
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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, list of transactions
Travis Truax avatar
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 resend or reprint a receipt?

How to reprint a receipt, or resend a receipt via email.
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Written by Chelsea
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

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