Square Appointments Tutorial (Step-By-Step)

Hello guys and welcome to Tech Express

Your managing appointments all in one solution for managing your schedule needed

So this is an actual great application to appointments that can streamline your booking process

So let's work through its step by step. Now, squat appointments is a versatile scheduling tool that integrates appointment booking with payment processing

It's designed to make managing bookings easy and efficient. With features like online schedule, calendarsing, and automated research

remind us. This is a great tool, guys, for business looking for digitalized and streamlined

appointments booking process. And the actual prices are actually really great. Even they have an

actual free plan. With that being said, let's get started with setting up our account. First

let's set up your account. So head to the square appointments website and sign up

You need to provide some basic information to get started. We're going to focus into the free boson

just for now. So you have your email, confirmed this email, created a password. You're

you're located the grid to the school terms and services and go here and to continue now

If you're going to have an account of Squarespace, hit it to sign in, and then later on

what you can do is to even use your Gmail account. It's going to be much more faster to add all your elements there

So my account is now being created automatically. Now, once your account is set it up, it's going to be asking you for adding information to

access the square appointment dashboard. For example, your first and last name, the business phone information, everything

about your store where you're actually based in. So it's going to be now configuring square

appointments account for your actual website. So the next step is configuring your services. What you

wanted to do is to go to the service tab into your dashboard and click at your serviced or you can focus into the primary setup So what you want to do is to go here and to create your services here So how I have my details description the price the duration and the minutes

So to say, for example, that my service title is a website. Let's go for creation

Service description, we are doing a website for your company. The price, let's go for a 156

hours, let's go for three, add minutes, I get to go for zero, and go into safe

Now, later on, if you wanted to do something much more than that to help me manage time efficiently

and pre-bating all your booking, you can go here and to creating other services

Let's say, for example, that I wanted to go for video creation, but instead of going for

save, let's go for more options, and it's going to be popping out this new dashboard setting

where what we can do is to add much more than that. For example, the name, the category description

Now we can add an actual image. See here, I can go for Browse Image Library

and I can go for update images, or go for upload. And here, let's see, for example, that I choose this one

I hit into Open, and I update my images. So I click into the X-Mart, and now let's go for Home Decor. category

let's go for none here I can help you to the core

your house now now the location should be my business and they'll be able

at all future location now the fixture price let's go for 34

cancellation fee we can add now cancellation fees there is an actual duration of course

we can add a process in time you wider to online booking replace price with description resources now variations in advanced settings For example modifiers and custom attributes

After that, let's keep now into save, and here you can see we have on our actual service

So, it looks great, right? So far. Now let's go back here, and let's get started with configuring now your calendar

Let's set up your calendar. Square appointments allow you to define guys your working hours, your walking time

your customizable ability, and this helps manage your time efficiently privates our booking

If you focus here in two appointments, you should see that we have the calendar section

and here you can set up your Google account if you wanted to. You can create one if you haven't at this automatically

So we have the event type, for example, the name, the email, the phone number, the date and

time, the appointment notes, and you can save the amount that's going to be charging, for example

the price of the product. of the product, you've now into save, and the name should be added automatically, really, really easy

So managing appointments here is going to be helping you to check out how it's going to be looking

your square. You can view reschedule force or cancel appointments directly from the dashboard

The customers can also book and modify their appointments through the booking site

So this system also, guys, sends automated reminders to reduce the non-shows

You can even add this into Instagram or resell this with Google

But before we can do that, you're going to go here and to get started and follow along the actual instructions, guys

Now let's integrate a few payment processes in order to have my actual site already been set up

Let's go back here into my appointments and go here into home. So you can see where to have the let get set up and activate your account So I wanted to go here to link my bank account It going to be asking you to connect your bank account in order to make the verification process and then you can get started to receive the money here

into your appointment. So go here to link to my account and get squel the checking

So really, really easy to add all of this element. Add an external bank account

and you want to go, for example, the add external bank account

have your checking account, business checking savings, add all of your information

Hit now into Verify. The verification process is not actually that hot

Now, customizing your booking site. Customizing your booking site, guys, is going to be helping you to bench match, of course, your branding

You can add your logo, you can add your business stuff, you can edit your side

Here's how it's going to be looking as a website and the phone. I have the services here

Here's the booking section. And hit now into Publis if you're okay with that. This personalization, of course, add a personal touch

and an A's branding. consistency. You can create a custom domain or just focus into the one that was generated for you

And this should be added into your square dashboard inside your appointments. You can add more

teams, you can add your shift, you can see the reports and you can see your new customers

and the balance of how much money you have earned inside the actual square. So there you have it, guys

It's how you can set up and use square appointments. With this user-friendly interface and

concept of features, it's an excellent tool for managing your appointment base into the business

here. So if this tutorial was helpful, guys, please give us a like and subscribe to the Tech Express

for more practical tech guys. Have any questions or tips about using true appointments? You can

drop them into the comments below. Thank you guys for tuning in and we'll see you out into the

next video with more tech insight to help you run your business smoothly. See you soon