FAQ

1. What's a location?
2. I work from multiple locations. Will EasyCal work for me?
3. I work from multiple locations on the same day. How can I set that up?
4. I've moved physical locations. How can I update my location on my booking calendar?
5. What's a service?
6. What's a price point?
7. What are lead-in and lead-out times?
8. How can I delete a service?
9. How can I book time off
10. How can I add one-off availability to my schedule?
11. When are booking reminder emails sent to customers?
12. Can I see the emails you send my clients?
13. How do I customize my booking confirmation or booking reminder emails?
14. Can customers book appointments for the following day?
15. How can I book an appointment for a client?
16. What do my clients see if I don't offer any services?
17. Can customers cancel their appointments?
18. How do I cancel a customer's appointment?

1. What's a location?
   A location is where you provide treatments from. (back to top)
2. I work from multiple locations. Will EasyCal work for me?

   You sure can. You can add as many locations as you like by clicking on the Locations tab at the top of the screen.

   (back to top)
3. I work from multiple locations on the same day. How can I set that up?

   The only way to set up EasyCal so that your customers can book from multiple locations on the same day is to add availability at your second location by going to Services -> Open on Specific Date.

   

   You can also book customers in at whatever location you like, whenever you like.

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4. I've moved physical locations. How can I update my location on my booking calendar?

   You can't update a location's address, but you can remove your old location and add a new one.

   To remove a location, click on the location you want to remove in your Locations tab, then click the "I no longer work at this location" link.

   

   If there are still scheduled appointments at a location you delete, we'll ask you whether you want to keep or reschedule the appointments.

   Once you remove your old location, you should set up your new one along with the hours you're open.

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5. What's a service?
   A service is what you offer to your clients. A service can have multiple price points. (back to top)
6. What's a price point?

   A price point is a combination of a price and duration for a given service that you offer.

   For example, let's say you offer a Massage.

   Your price points for that massage could be:

   1. 60 minutes for $75
   2. 90 minutes for $125
   3. 120 minutes for $150

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7. What are lead-in and lead-out times?

   Lead-in time (also called "set up" time) is the amount of time added before an appointment starts. This gives you some time to set up before a client comes in. Lead-in time is used much less frequently than lead-out time.

   Lead-out time (also called "clean up" time) is the amount of time added to the end of an appointment. This gives you some time to see the client out, take payment, and prepare the next client.

   For example, if it takes you 15 minutes to see a client out and prepare for the next client, you'd add 15 minutes of lead-out time to your price points. If this was the case, and you were open from 9am - 1pm, your clients would see the following booking slots:

   9am - 10am
   10:15am - 11:15am
   11:30am - 12:30pm
   (back to top)
8. How can I delete a service?

   To delete a service, click on the service you want to delete, then click the "I no longer office this service" link.

   

   If there are still scheduled appointments for a service you delete, we'll present you with an option about what to do: keep or reschedule the appointments.

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9. How can I book time off
   Click the Schedules button, then the "Book Time Off" tab. You can book a few hours off on a specific day (if you have a doctor's appointment, for example), or for multiple days at a time (for, say, when you have a vacation planned). (back to top)
10. How can I add one-off availability to my schedule?
    To open your schedule on a single day, click the Schedules button, then "Open on Specific Date". You can choose the date and time you want to be open on. Once you do, your clients will be able to book appointments on the date you open. (back to top)
11. When are booking reminder emails sent to customers?
    Booking reminder emails are sent early morning on the day before the appointment. For example, if two different customers have appointments with you at 10am and 3pm on Saturday, they will both receive booking reminder emails on Friday morning. (back to top)
12. Can I see the emails you send my clients?
    We thought you might say that, so we BCC (blind carbon copy) you on all emails we send to your clients. If you don't want to receive these emails any longer, you can disable it by clicking on the Account button, and then scrolling down to the "Preferences" section. (back to top)
13. How do I customize my booking confirmation or booking reminder emails?

    you can't customize the whole email to your customers, but you can add a note by clicking the Account button, then scrolling down to the "Customize your Booking Emails to Clients" section.

    This is a good place to add notes about places to park, whether you accept credit cards, or anything else your client needs to know to find your location.

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14. Can customers book appointments for the following day?
    Customers can book an appointment for the next day until 5pm the day before. For example, let's say it's Friday, and you have an open slot on Saturday. A customer can book that Saturday slot any time before 5pm Friday. After 5pm Friday, you're the only one that can book appointments for your clients on Saturday. (back to top)
15. How can I book an appointment for a client?
    If a client doesn't have a computer, you can book him or her in by clicking on the Book Appointment tab in your EasyCal. You don't have the same scheduling limitations as your clients do. You have granular control over your schedule and thus you're able to book a client in at any time you like. (back to top)
16. What do my clients see if I don't offer any services?

    They'll see something like this:

    (back to top)

17. Can customers cancel their appointments?
    Customers are able to cancel their appointments online 24 hours in advance. Within 24 hours, they are required to call you to cancel their appointments. (back to top)
18. How do I cancel a customer's appointment?
    On your Dashboard, click the cancel link beside the appointment you want to cancel. (back to top)