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Shopify Booking System 2024_ How To Create Appointment System
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Jun 16, 2024
Learn how to create a robust appointment system using Shopify in 2024 with this detailed tutorial. This video walks you through the steps to set up a booking system, integrate scheduling apps, and customize your appointments to suit your business needs. Perfect for service-based businesses, you'll gain insights into managing bookings, handling customer notifications, and optimizing your Shopify store for seamless appointment scheduling.
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Shopify booking system, how to create an appointment system. Hey guys, welcome back to the YouTube
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channel. Today we will be taking a look at how you can get started with building your own booking
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system using Shopify, so let's get into it. Now Shopify is a very easy to use platform when it
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comes to e-commerce, but if you're someone that also takes bookings, let's say you're a luxury
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boutique and you take bookings for your clients, then maybe using a e-commerce platform might seem
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difficult to you because you have a bunch of different things you want to schedule, you want
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bookings, you want scheduling, and Shopify does not seem, you know, at first when you're starting
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to use it, you might feel like, hey, can I really build an appointment booking using a platform that
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is mainly used for e-commerce? Well, don't worry, you can actually do that and it's rather simple
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as well. So all you have to do is, you can see this is my pre-existing Shopify store, and all I'm
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going to do is I'm going to log on to my store over here, and after that we're going to go into settings
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Once you go into settings, or you can just go into your apps and sales channels, and now you can click
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on Shopify app store or just directly go to the Shopify app store, totally up to you, but once you
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are in the Shopify app store, you're going to search for bookings. Now once you search for bookings
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you can see there are a bunch of different applications available to set up bookings. Now the
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one that I recommend and use is appointment booking by Oppointo, whatever you might want to call it
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but I like to call it Oppointo, but you can see over here this is a very sleek and easy to use
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platform, and it is available for free. So you're going to click on add app, and this application
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will ask you for permissions obviously, so we're just going to click on add app, click on install
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application over here. Now once this has been added, you will be able to see this on the left
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side of your screen. I'm just going to pin this to my navigation because I want to easily be able
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to find this. Now after that, depending on what you want to set up, so we want to set up a appointment
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and booking schedule. Now we can click on appointments over here to set up what kind of
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appointments there might be, or what kind of sessions people can select. So first off, you're
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going to set up your timing, then you can add the product by which people can use to book you. So
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for this, you can choose to create a specific product, but I'm just going to add product to
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Appointo. I'm just using a sample product. The one that I actually recommend is to go on ahead
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and create a simple product that is blank, a sample product, and then people can book you
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there. Then the variance, so how long would a booking for this kind of meeting be? Let's say it
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would be one hour and 20 minutes, then invitees can schedule within three days, zero hours, then
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show available start times in the increments of zero hour and 30 minutes, so zero hour and 10 minutes
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Then you also have your meeting details, where your meetings will be taking place, if it's a physical
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location, your boutique, your store address, whatever it might be, then you can enter a note as well
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Then you also have your weekly timings. Now after that, you're just going to click on next over here
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and then we're just going to click on done. Now after that, you can choose the different plans
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that are available for Appointo. So starting at their pro plan, starting at $10 per month, you have
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unlimited products, email notifications, and so on and so forth, and you can also try their free plan
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with one notification and admin rescheduling, cancellation, book set times, and much more
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So we're just going to continue on with their free plan and now you can see I have added the
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application. So now I can click on manage to manage how this is going to look like
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Now if I click on manage, so we're just going to close this over here like so, so I'm just going to
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take a look at our Shopify store. Going back to our store now and taking a look at our appointments
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So you can see this is to our Fashion Diamond Crossbody bag that I've linked my appointment
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scheduling to, but you can see over here we're just going to click on manage and you can choose if
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it's going to be a single day booking or a monthly day booking, then you can click on skip payment for
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this product because as I said, if you guys are going to set this up as your actual booking, you're
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going to just add this to a sample one and we can click on show and then people can get all of these
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hours. You can also customize these hours as you might wish, you can also add date overrides where
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let's say you have a working holiday or you're just taking a day off, then for that you have
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overrides as well. You can allow customers to reschedule if you want, you can allow customers to
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cancel bookings, these are premium features but you still can do them. Then you have the current
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month or manual date, how you want your customers to see this in their calendar. Now we can just
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save and for every variation of the product there are going to be different options. So people can
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select any one, then you can see instead of getting a buy now button because I removed the payment
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option, now people are just going to get a schedule your time button and then this will load up the
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calendar. Once the calendar is loaded you can see all of the available times that are available
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then people can confirm the time, enter their email name and phone number and get a appointment
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with you. So that is how simple and easy it is to set up your appointments and bookings
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Then once you have your appointments set up you will be able to see all of them in your booking
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section over here. If you have pre-existing bookings you can export them via csv or import
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them via csv and you also have manual bookings if a person has booked you via a phone call you can
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enter their manual booking over here. Next up you have your calendar so you can manage all of your
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bookings and find them in a orderly fashion. You also have your dashboard to manage everything and
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take a look at all the time, the total generated revenue, the total bookings and the upcoming
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bookings and past bookings and you also have some graphs to represent the amount of money you might
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have generated. Then it just goes to your plans and settings, your teams, if you have you know
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multiple different people working you can also set up teams and your subscriptions so you can
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click on activate subscription to get started with your premium version and you know build upon that
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as well. But you can see over here it's a very simple and easy to use platform. Now continuing
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on over here we can see that below that we have settings and in your settings you can actually go
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on ahead and manage your shipping for that sample product because you don't want to be able to you
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know ship your sample product or your sample booking so for that I would recommend you remove
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shipping options and payment options for that product but other than that you can also go back
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into appointments and remove any of the widgets and you can click on add product and then go on
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ahead and begin with a new product if you want. So let's say we want to do it with the hard crossbody
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bag then you can also disable the widget temporarily while you are setting it up so it's
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not going to show up on your website it's not going to show up on your actual Shopify store
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and until then you can click on manage and set it up so if you have a recurring booking so a multi-day
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booking let's say you have like a resort that you're selling a beach resort trip so you can
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do that and then you can have a payment plan for that as well so this could be like a beach resort
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booking and then I would remove all the variants for it but I'll show you guys exactly how so I'm
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just going to remove all this go into my products and then I'm going to just create the new product
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so like this I've just added that and then you can choose a product category I'm going to remove
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this and I'm just going to add any category such as arts and entertainment then you can upload
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the images for your trip how it's going to look like then you can enter the price and I'm not
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going to charge taxes you can also you know manage your own profits and then you have inventory so
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I'm not going to track quantity and you can also choose to enter your barcodes or SKUs then the
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shipping so this is not a digital product or a physical product so this is a digital product or
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service after that you can add variants obviously this is a basic trip if you have variants within
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this trip so if you're offering a VIP package or a couple's package you can enter those as variants
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now after that you can click on save over here now after I've added this product now I'm going
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to go into my appointment booking and then I'm going to link this to my appointment booking so
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add products to appointo beach resort trip we're going to add that we can click on save
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and then I'm going to click on manage this will be a multi-day booking and we can remove
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availability for common bookings then I can click on show and then I can add minimum selection days
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so the minimum amount of days people must select this purchase this will be a three-day trip and
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the maximum is also three or you can just click on fixed quantity so if the customer wants to pay for
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only one quantity they can you know book this kind of schedule so after that invitees can schedule
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10 days within the future or no not 10 days that would be very very short so they can schedule
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200 days into the future then we also have tags if you want to add that to your product then you
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have a location this could be the location that you guys are meeting up at so the pickup point
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or any other general location then you have notes and you have a group appointment so if you want to
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add group appointment features you can upgrade to the premium version but for that if you're doing
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like multiple people in one singular tour you can add those as well then you have the weekly
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availability so this is available every week and then invitees can't schedule within 10 days so
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we don't do very spontaneous trips and then after that we're just going to click on save now once
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this has been saved I can go into my Shopify store go into my catalog I have my beach resort trip
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over here and if we just take a look at this you can see schedule your time so this is a schedule
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time button we can do that and we can start booking so maximum three days minimum three days
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and let's say I want to book like so so these three days add to cart and then that is it so
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I hope you guys found this video helpful make sure to leave a like and subscribe
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to the YouTube channel and I will catch you guys in the next video
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