Setting up Estimate Calendar
In order to use your Estimate Calendar, it will need to be configured with your business information. The Estimate Calendar allows you to put your customer's estimate appointments in a calendar for all users to see. And it allows that customer to be put into the Estimate Appointment status--allowing the automated lightning bolt actions to send reminders and confirmation messages centered around the appointment.
To update your calendar, you will first need to add staff and their availability to the calendar.
To get started: Click on the Menu button on the left of your screen, then the settings gear icon. Once in settings, you will find the estimate calendar tab on the top.
Step 1: Click the "CLOSED" wording underneath Monday to reveal the settings for that specific day. Clicking this will also allow you to make changes for the work week, from Monday to Friday. To make changes for Saturday and Sunday you must click and edit those days individually. This will open the availability for staff and allow you to configure times for appointments.
A: If the shop is closed for a specific day, you can toggle that button on and off to close or open the shop.
B: Add staff estimators: This allows you to add staff estimators and add them to the schedule so customers can book times to show up for an estimate appointment. The more estimators you add the more appointments that will be available for customers or staff to choose from for booking. To add an estimator to the line up you must add them as a user under Users and Notifications on the left-hand side of your dashboard.
C: Total Estimate Appointments: This allows users of BodyShop Booster to see how many estimate appointments are available for customers to book. You can create more or less by increasing or decreasing the amount of time between each appointment. Those time intervals are 15, 30, 45, and 60 minutes. The Image down below shows what clicking the blue "Add Staff Estimator" and choosing an estimator will show on your screen. Clicking "Adjust Hours for (Insert Estimator)" will allow you to change the time intervals as well as the start and stop times for the estimator.
D: This section allows you to apply the changes you have made above to an individual day (i.e every Monday), individual date (i.e only Aug 9th, 2021) or to apply every week between Monday and Friday.
You are now ready to use the Estimate Calendar. The video below also goes over how to add the estimate calendar to your website.
Here is an Estimate calendar video to walk you through the steps.