Account Setup

Before any appointment scheduling can begin, it is necessary to configure the service that will be managing it. Think about it as a new phone answering machine — it cannot greet callers with a personalized message until the machine is properly set up by its owner. Let's set it up!

Account Setup Center

Account Setup Center is a single page 'digital dashboard' for the account. Account profile settings, business hours and holidays, policies, user profiles, schedules, custom forms, Direct Offers and personnel records are linked directly to the account setup center.

It is a single place in Online Appointment Scheduler where the entire account can be overlooked from. Most of the configuration settings are just one click away from this page.

Account Setup Center uses color keying for resource listings. Active account resources are green while inactive ones (such as suspended schedules and stand-alone custom forms) are displayed in red.

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