If you are interested in purchasing Scheduling, just email us at [email protected] to get your account set up!

Once you have purchased Scheduling as an add-on just log into your Sign In App account and head to Manage and under Workplace click the Scheduling tile. During this interim stage of building the integration in Portal 2.0, you will be taken back to the SIA Classic Portal for the scheduling configuration.

You can use your Repeat visitor groups in Sign In App to create bookable staff in Scheduling. Go to Manage > Add-ons > Scheduling and click Groups to configure which groups in Sign In App should sync with Scheduling. Click Add Group to include additional groups in the sync with Scheduling.

Go to Manage > Add-ons > Scheduling and click Sites to select which sites can be used with Scheduling. Sites corresponds to locations in Scheduling.

Click Add Site to include additional sites.

Your availability dictates your working/bookable hours. To add your availability, from your scheduling portal, head to Calendar > Working hours and click Edit all on the day you want to add availability for.

You’ll then see a sidebar open to the right. Here, you can click the + Add button to enter your working hours and location, and specify the services for which you’re available. You can also choose whether to apply these working hours only to that specific day, or to multiple days.

When you’re done, be sure to click the Apply button at the bottom of the sidebar, as these settings will not save automatically. The available hours you've added for each day will then be shown on the availability page.

Click here to read more about managing your availability.

When you’re ready to start creating your bookable services, head over to Manage > Services and click + Add.

You can create regular services which are based on your working hours, and class services for bookings with multiple visitors/customers, which are based on classes you've already scheduled into your calendar. Feel free to create as many services as you like; there’s no limit!

Each service can be individually customized. You can open the service settings for each service in Manage > Services by clicking on them within the list.

Each bookable staff user within your Scheduling account will have their own calendar. To open the calendar, head to the Calendar tab within the left-hand menu.

The calendar gives an overview of all bookings scheduled with you and the other staff members within the account.

To configure the messaging settings for your visitors/customers, head to Customer Messaging.

For every booking scheduled with Scheduling, automated emails and SMS can be sent to your visitors/customers containing the date, time and location of their appointment. Emails and SMS can also be sent to notify visitors/customers of changes to their bookings, and of cancelations. To enable these messages, ensure that Email Notifications and SMS Notifications are toggled on.

The following email and SMS notifications can be sent to your visitors/customers:

Staff messaging settings can be configured under Staff Messaging. Email and SMS booking notifications can be enabled/disabled, alongside Email, SMS and desktop appointment reminders.