Getting Started & Account Settings

Getting started in your Schedulicity account

Angela avatar Mikayla avatar Travis Truax avatar +4
92 articles in this collection
Written by Angela, Mikayla, Travis Truax and 4 others
Getting Started

Switching to Schedulicity

How to transfer to Schedulicity from a different program
Travis Truax avatar
Written by Travis Truax
Updated over a week ago

What is the linked accounts feature?

Booth rental, independent contractor, shared studio set-up
Chelsea avatar
Written by Chelsea
Updated over a week ago

Do you have any resources or demos to help me get started?

Set- up videos, tutorials, webinars, podcasts, blogs, articles, launchpad. How do I find answers to my questions?
Chelsea avatar
Written by Chelsea
Updated over a week ago

I want my own account, how do I transfer?

If you're a provider and are branching out on your own, or if you're shifting your provider set-up to a booth renter set-up, we've got you!
Angela avatar
Written by Angela
Updated over a week ago

Is Schedulicity HIPAA compliant?

Angela avatar
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!
Angela avatar
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
Angela avatar
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
Angela avatar
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!
Angela avatar
Written by Angela
Updated over a week ago

How do I change my password?

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

How can I change my Schedulicity login?

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

Can I use Schedulicity outside of the US and Canada?

International, outside of the US and Canada
Travis Truax avatar
Written by Travis Truax
Updated over a week ago
Providers

How do I add a new provider?

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

How do I change my availability?

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

How do I remove a provider from the account?

Delete a provider
Angela avatar
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?

Angela avatar
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
Chelsea avatar
Written by Chelsea
Updated over a week ago
Policies & Reports

What is the Policies area in my Schedulicity account?

Setting up General, Appointment, Class, Workshop, Email, and Payment policies in your account
Travis Truax avatar
Written by Travis Truax
Updated over a week ago

How do I update my scheduling policies?

Appointment, Class, Workshop, Email, Payment policies or settings
Angela avatar
Written by Angela
Updated over a week ago

How do I set up a cancellation policy?

Angela avatar
Written by Angela
Updated over a week ago

What is the New Client Policy?

Control how new clients book online
Angela avatar
Written by Angela
Updated over a week ago

How do I customize my refund policy?

Defining your refund policy in Schedulicity
Travis Truax avatar
Written by Travis Truax
Updated over a week ago

How do I block new clients from booking?

Only taking existing clients? Perfect! We've got you covered.
Angela avatar
Written by Angela
Updated over a week ago

What is "Any Available Providers"?

Client-side booking provider option
Angela avatar
Written by Angela
Updated over a week ago

What is the Sales Summary Report?

Gross sales, net sales, sales report, commission
Travis Truax avatar
Written by Travis Truax
Updated over a week ago

What type of reports can I find?

Types of reports in Schedulicity, how to print a report, and how to export a report to Excel, tax season, tax reports, payroll
Angela avatar
Written by Angela
Updated over a week ago

What is the Ticket Management Report?

View unpaid balances, visit transactions, client payments, payment history, balance due
Chelsea avatar
Written by Chelsea
Updated over a week ago

Does Schedulicity have an open API?

Open API, integrations, customization.
Chelsea avatar
Written by Chelsea
Updated over a week ago
Payment

How do I connect my Stripe account to Schedulicity?

Connect a third party processor to collect payment in person or when clients book online.
Chelsea avatar
Written by Chelsea
Updated over a week ago

How do I charge a client for their booking in person, or charge a partial payment?

Walking through the checkout process from the appointment details page, or the class roster, collect partial or split payments.
Chelsea avatar
Written by Chelsea
Updated over a week ago

Can I invoice my client?

Invoicing, how to send clients an invoice
Travis Truax avatar
Written by Travis Truax
Updated over a week ago

How do I process a refund or a void?

Refund or void a Schedulicity Pay credit card transaction, record refund
Angela avatar
Written by Angela
Updated over a week ago

How do I sell a product or package to a client who doesn't have an appointment?

Quick check-out, selling products, selling packages, retail, a la carte
Chelsea avatar
Written by Chelsea
Updated over a week ago

How do I switch credit card payment processors?

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

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

Customize services per business provider!
Angela avatar
Written by Angela
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 client's 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
Angela avatar
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?

Charge for a no-show, no show, why can't I charge for a no show
Angela avatar
Written by Angela
Updated over a week ago

How do I save a client's payment information to their profile?

Saving credit card info to a client’s profile, adding a client's payment method
Angela avatar
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
Angela avatar
Written by Angela
Updated over a week ago

How do I keep track of my income?

Revenue, Transaction Report, processed transactions, income reporting, list of transactions
Travis Truax avatar
Written by Travis Truax
Updated over a week ago

How do I resend or reprint a receipt?

How to reprint a receipt, or resend a receipt via email.
Chelsea avatar
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
Travis Truax avatar
Written by Travis Truax
Updated over a week ago

How do I sell a product?

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

How do I manage my products?

Track your inventory or product, Product Management feature
Kara Busche avatar
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, booth renter, independent contractor, linked accounts
Angela avatar
Written by Angela
Updated over a week ago

How do I contact my payment processor Stripe?

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