How To Manage Bookings with Fingertip's Appointment Scheduler
Learn how to easily set up and manage your appointments using Fingertip. Sync with your calendar, customize event types, and streamline your booking process.
In this guide, we'll learn how to set up an appointment scheduler using Fingertip. This tool allows you to sync with your calendar, ensuring availability when sharing booking links or managing bookings within the platform. We'll cover steps such as connecting your email, setting up event types, and configuring availability. Additionally, we'll explore options for charging for appointments and adding custom questions. By the end, you'll be able to efficiently manage your schedule and integrate the booking tool into your website if needed.
Let's get started
Hello, everyone. Ollie here from Fingertip. I will show you how easy it is to set up your appointment scheduler using Fingertip. It syncs with your calendar to ensure you're available when sharing a booking link with your audience or managing bookings within the Fingertip platform. On your homepage, you'll notice that the appointment scheduler hasn't been set up yet.
You can either click "Start Here" or go to the "Appointment Scheduling" tab. Let's get started.
Here are some of the key steps.
Once ready, the first step is to connect our email.
Ollie at Fingertip will continue.
Then, we simply connect using Google.
We grant the necessary permissions.
And that's essentially it. It's that easy to sync your calendar with Fingertip. Here, you can see which calendar you want to connect to.
You can choose the sync period to determine how far in advance you want it to pick up your appointments.
Alternatively, if you use a conferencing tool, you can choose whether to use Google Meet or not.
The first step is to set up an event type. An event type is what your customers can book through your link. You can choose a one-on-one booking, such as a consultation or a meeting.
You can also set up group bookings, either in-person or online.
Let's set up a one-on-one booking for a 30-minute personal training session.
In 30 minutes, we can use our AI to write a description based on the title.
Great, I'm pleased with that.
Now, we can add an image.
We can use Unsplash or upload our own images.
Great, I'm happy with that.
Then we continue.
The next question is: Where will this meeting take place? Will it be a video conference call?
Will it be a phone call? Will it be in person? If it's in person, will it be at my address or yours?
If it's at my address, let's say it's going to be at Bondi Beach.
Great.
Next, we need to set up the availabilities. You can set different availability for each event. Some might do this on the weekend. Some tasks you might only do on weekdays. I'll show you how easy it is to edit these availability schedules.
Go here.
You can rename it. You can change the time zone and customize each day with different time slots. You can also copy these time slots to other days.
Once you're satisfied with your availability, click Next.
The next important question is: Are we going to charge money for this? It will ask us to connect with our Stripe account.
There are three ways to make money.
You can collect payments in advance. You can collect their card details to charge them after the appointment, or you can accept an in-person payment and simply display the price.
In this instance, we won't charge any money.
You can add approvals to each booking.
You might open your calendar to your audience. However, you may want to approve people before it's confirmed.
You can also add additional questions for people when they make bookings.
Do you have any injuries? Cool.
We can make that a required question, then continue.
We can add another event afterward.
That's essentially it. You can view all your different event types here. When you go to your calendar, you can see all your personal synced events.
You can view it in a weekly format.
You can view it in a month view or a list view.
The great thing about our calendar is that you can share it with your audience for bookings, and you can also make bookings yourself.
You can click, drag, and drop to block out time or create a booking. Then, select a contact.
Let's say it will be Ollie over here. You can choose your preferred training type.
You can book multiple sessions.
You can see the address here. You can customize the event's duration and add a $10 fee.
To confirm the booking, the attendee must pay $10 upfront. Then we confirm.
And that's essentially it. You can see the appointments here, which you can click on to edit or cancel.
You can now view all your different event types here.
You can customize availability here.
You can view your booking requests here and update the calendar sync if needed.
If you have your own website and love Fingertip's booking tool, you can use our embedding feature to add it to your site.
That's how you can connect your appointment scheduler to your Fingertip page.
