When setting up Online Scheduling we like to break the build into two parts: Creating your Service and then Creating your Availability Schedule.
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Here we will dive into creating your Service and link out to individual help articles for each section.

When it comes to Online Scheduling, a Service is the offering your leads and clients can book with you. A Service can be a phone call, Zoom call, consult, product pickup, and so much more.
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If you are on 17hats Essentials Package, you are limited to one Service.
Standard, Premier, and Founding Members can create unlimited Services.

A Service can be as customized or simplistic as you would like. When you are building your Service, turn on Learn Mode for extra help along the way.

Your Service has three basic requirements. Completing just these requirements is the easiest way to get start with Online Scheduling.

Service details will be Lead and Client facing; therefore it is important to check spelling and grammar.

🔗 Learn More About Service Time Frame Here.

The Service Time Frame designates the amount of time blocked off in your calendar. The time includes the Service Duration, Buffer Time before the service, and the Buffer Time after the service. However, the only required setting is Service Duration.

Service Duration is the length of time in minutes the Service will take to complete.

Calendar selection is the last required selection. When the Booking of confirmed, a Contact and Project will automatically be created and the Booking will be added as an Event in Project.

The Event will be added to the calendar selected here.

17hats offers two types on Online Scheduling. Basic Online Scheduling is found in your Essentials and Standard Packages.

Advanced Online Scheduling for our Premier Package and Founding Members. Advanced Online Scheduling is also available to our Standard Members as an upgrade module.

🔗 Learn More About The Service Time Frame

While Service Duration is a required step, you can also add a Buffer Time before and after the appointment.

If your appointment time is 30 minutes, with a 5 minute buffer before and after, your total amount of time blocked in your calendar would be 40 minutes.

🔗 Learn More About Service Questions Here

If would you like to add questions for the Lead or Client to complete before booking, enable Service Questions.

You can add up to 10 questions to be answered. Questions can be required or optional and can also be mapped to fields and custom fields.
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The contact's Name, Phone Number, and Email Address will be entered prior to booking; therefore you do not need to ask those questions here.
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🔗 Learn More About Online Scheduling Payments Here

Allow leads and clients to pay prior to booking with 17hats Online Scheduling Payments. You can allow for full or partial payments (percentage or dollar amount)

🔗 Learn More About Locations Here

Adding a location to your Service allows you to customize Online Scheduling even further.
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You can create templates for your Locations that will allow you to reuse the location details in different Services. We highly recommend adding a Location as it's details can be reused in emails through the Location Tokens.

🔗 Learn More About Booking Messaging Here

Your Booking Messaging is for messaging that occurs when the lead or client is booking your service.

They will need to agree to your Terms of Service prior to booking. The custom Confirmation Message will be displayed immediately after booking.

🔗 Learn More About Project Management

Upon booking, a Contact and Project will automatically be created in 17hats. This Project Management section will help you better manage the created Project.

You can add Contact and Project Tags, Remove Project Tags (Standard and Premier Members only) and define how you want the Project organized.

🔗 Learn More About Approval Settings Here

Bookings are automatically confirmed unless you enable the Approval Settings. This will allow you to review the booking or gather more information before confirming the booking. Here you can select which calendar the booking will be placed on, add and remove tags, as well as start a Workflow.
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Depending on your 17hats Package, you my not see some of these features.

🔗 Learn More About Approval Settings Here

Customize your settings for Confirmed Bookings. You can place the Confirmed Booking on a specific calendar, trigger a Workflow, and automatically send an email.

You can also create/select an email template for if a booking cancels.

Unless you have Approval Settings turned on, your booking will be considered a Confirmed Booking upon completing the booking steps.

Depending on your 17hats Packages, you may not see some of these features.

🔗 Learn More About Reminder Email Settings Here
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Remind your Contacts about their upcoming booking through two different emails. The first reminder email can be sent the day before the booking and the second will be sent 1-2 hours prior to the booking start time.
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You can opt to use one or both reminder emails.

If you would like to have more reminder emails than available in the settings, we suggest to add a Workflow in the confirmation settings to customize your email cadence.

Now that you have completed your Service, make sure you save. Once saved you can edit and duplicate your Service.

When Editing your Service, your saved edit will go into effect immediately.

Now that your Service is created, you will need to move to Part 2: Creating Your Availability Schedule.
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Need more help? Contact our Support Team via Chat, or Email us at Support@17hats.com
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