After creating a scheduler template and adjusting all the settings in the Basic tab, you'll find more options in the Advanced tab to customize your scheduler.
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- Buffer Time
- Daily Appointment Maximum
- Total Appointment Maximum
- Welcoming Message
- Confirmation Email
- Additional Form
- Redirect URL
- Notification (appointment reminder emails)
- Monthly View
Don't let last minute appointments take you by surprise! This will stop clients from booking within a certain number of hours of an appointment time.
For example, if you set Prevention to 24 hours, appointment times less than 24 hours away will always be blocked off on the scheduler, even if you are available.
Ensure you always have time for traveling between appointments, writing a follow up, or just taking a break for coffee. Here you can specify how much additional time you want to block off before and/or after each appointment.
For example, let's say you set a 15 minute window after the appointment. Once an appointment is booked, the scheduler will block off any appointment times that overlap within 15 minutes of that appointment ending.
This setting works with the default availability you set on the calendar in the Basic tab to determine the available appointment start times.
By default, the scheduler will show appointment start times in increments of 30 minutes. If you have a default availability set to 9:00 AM - 12:00 PM, available appointments would start at 9:00 AM, 9:30 AM, 10:00 AM, 10:30 AM, 11:00 AM, and 11:30 AM.
You could decrease this to 15 minutes if you wanted more potential appointment times (9:00 AM, 9:15 AM, 9:30 AM, 9:45 AM, etc.) or increase the increment for less potential appointment times. The maximum interval is 119 minutes.
Daily Appointment Maximum
The setting Allow maximum ____ appointments per day restricts the number of appointments that can be booked through this scheduler template on any given day. This allows you to limit how many of each type of appointment can be booked in a single calendar day. By default, there is no limit.
For example, let's say you set the maximum appointments per day to 3 on your scheduler template. Three appointments are booked for June 1, 2020. The daily maximum is reached and any remaining availability on June 1, 2020 will be blocked off for that scheduler.
⚠️ Heads up! The maximum number of appointments per day only affects the scheduler template you set it on. This means that if the daily maximum is reached on Scheduler A, appointments can still be booked on that day through Scheduler B.
Total Appointment Maximum
The setting Allow this scheduler to be used ___ time(s) restricts the number of total appointments that can be booked through this scheduler template. This prevents any more appointments being booked, on any day, after the limit is reached. By default, there is no limit.
This option is great if you are offering a limited promotion, such as 10 free calls. Set the maximum to 10, and after 10 appointments are booked, the scheduler will not allow any more appointments.
This message is displayed as a banner across the top of the page when your client views the scheduler. By default, it reads "Greetings from [your brand name]!"
This message is not visible when the scheduler is embedded on a website.
After an appointment is booked, Dubsado will automatically send the client a confirmation email. This cannot be turned off. You can select your own custom canned email from the dropdown here.
If no canned email is selected, the default appointment confirmation email will be sent. This default template can be edited under Templates >> Canned Emails >> Edit Templates >> Appointment Confirmed.
Select a form template from the dropdown to add it to the appointment booking process for the client. After selecting a date and time, the scheduler will pull up the form for the client to complete.
Forms that can be attached include:
- Lead capture (strongly recommended if you are embedding the scheduler or sharing it publicly)
- Proposal (will not include a contract)
Contracts and sub agreements cannot be attached to a scheduler.
👋 Here's a tip... attaching an additional form to the scheduler will require the client to submit the form in order for the appointment to be booked.
Enter a URL here if you would like to automatically redirect your client to different web page outside of Dubsado after they book. This would be perfect for a custom thank you page.
⚠️ Heads up! The Redirect URL setting is NOT for linking to a Dubsado form. To attach a form to your scheduler, use the additional form setting instead.
Toggle the invoice setting on to require payment for booking an appointment.
This will create an invoice that must be paid in FULL in order for the appointment to be booked. You can even allow clients to apply discounts!
Toggle the notification setting on to set up automated appointment reminder emails.
For each reminder, set the amount of time prior to the appointment and the canned email you'd like to send, then click Add. You can add more than one email reminder.
By default, the scheduler will show available dates to your client one week at a time. Toggling the monthly view setting on will change how the scheduler looks, allowing clients to see availability for an entire month.