You will be added to the AppointmentPro system as a staff member only once the business’ owner adds you to the business using your email address or your phone number.
If you are already registered in AppointmentPro
If you are not yet registered in AppointmentPro
You can verify your contact details via the Profile page – simply login to AppointmentPro and click on the Profile menu, then select Contact on the left-hand menu.
To Verify Email Address
You can add a new phone number by pressing the Add a new Phone Number button. In the Add a phone number to your profile popup, enter your new phone number, then press Add this phone number, and you will find your new phone number added to the list of phone numbers.
Please note that if you want to remove your primary phone number, you need to first add a new phone number, make it your primary phone number, then delete the original phone number.
You can add a new email address by pressing the Add a new Email Address button. In the Add an email address to your profile popup, enter your new email address, then press Add this email, and you will find your new email address added to the list of email addresses.
Please note that if you want to remove your primary email address, you need to first add a new email address, make it your primary email, then delete the original email address.
As a staff member, you will be able to see the details of the business you are working at via the Staff menu.
As a staff member, you may need to block certain days from customers, so that you can take a day off or attend to other tasks. You will be able to perform this in the Calendar of the business.
To add the business calendar feed from the AppointmentPro Business calendar to your regularly used Calendar (whether Google, Outlook, Yahoo or iCal), you will need the web address to your AppointmentPro calendar. The web address can be found via the following steps:
The steps for syncing with your calendars are given below.
Managing appointments will happen mainly through the business calendar. It can be reached as follows:
If you have blocked time by mistake, the following steps in the Business Calendar will unblock it for you.
The Internet Calendar opens in side-by-side view in the Outlook Calendar and is added to the Navigation Pane in Calendar view under Other Calendars.
You can also add a calendar from within Outlook using the following steps:
To add a calendar using its address, follow these steps:
Note: It may take up to 8 hours for changes in ICS feeds to reflect in your Google Calendar.
Unassigned appointments are appointments where the customer elected to have Any Staff member provide the service, rather than selecting a particular staff member. As a Staff member, you can elect to assign an Unassigned appointment to yourself.
As a Staff member, you are assigned to certain services provided by the business to the customer. You only have the authority to view appointments for services that the business owner has associated you with; all other services and appointments are out of your sphere of influence.