Appointment integration in Dash SaaS

Introduction

The Appointment Management Add-On helps users efficiently manage and monitor appointment schedules within an organization. It includes tools to create appointments, customize appointment types, configure related questions, and oversee schedules and callbacks. This Add-on provides a complete overview through dashboards, list views, and actions, allowing businesses to handle free or paid bookings, approve or reject schedules, and maintain organized appointment records. It also connects to other Add-ons like Questions and Feedback to enhance the appointment process with user-defined fields and post-appointment feedback.

How to Install the Appointment Add-On?

To Set Up the Appointment Add-On you can follow this link: Setup Add-On

Appointment Dashboard

• The Appointment Dashboard provides an overview of your appointment system with key metrics displayed in cards showing Total Appointments, Total Approved, Total Rejected, and Total Pending appointments.
• All appointments are visible through a slider interface that includes a calendar view button for switching to calendar display, detailed appointment information, and a copy link button that opens the appointment form with the help of which you can book appointments from the frontend.
• The dashboard features an appointments calendar that displays all scheduled appointment data in a visual calendar format. A donut chart shows appointment schedule status data with different segments representing various appointment statuses.
• The recently added appointment section displays the 5 most recent appointment schedules, giving you quick access to the latest bookings and their current status.

Manage Appointment

• To add a new appointment, click the “Create” button on the Manage Appointment page. Fill in the form with, Appointment name, appointment type (Free or Paid), and weekday.
• Enable or disable form fields such as phone, date, start time, and end time.
• Add related questions and custom fields (checkbox type) from the Question section.
• Choose a meeting type from Google Meet and Zoom meeting (only if the Add-Ons are enabled) and toggle the appointment enable/disable checkbox.
• On the list page, view all appointments in a table with the following columns: No, Appointment Name, Owner, Appointment Type, and Enabled. Use the Search, Export, or Calendar View buttons to filter or download data.
• If you click on the calendar view button, you will see the appointments highlighted in the calendar, beside which you will see the list of appointments, and you can also create the appointments with the help of the “create” button given at the top.
• Besides all these details, you will see an action column where you can see 5 buttons. The first button is for view schedule, if you click on that button you will see the list schedules, the second button is for copy link where you can see the frontend details easily, if you click on the view button you can easily view the appointment details, after which comes the edit button, where you can easily edit the appointment details.

Appointment Form (Frontend)

• This section allows users to view and submit appointment forms on the frontend (user-facing side).
• You can use the “Search Appointment” button to find your appointment details.
• By clicking “Copy link,” you can see the appointment form details. This “Copy Link” button is what you will need to copy from the Manage Appointment section.
• While creating an appointment in the Manage Appointment section, you can select the desired Meeting Type (Zoom meeting or Google Meet), enable or disable specific fields (like Phone, Date, Start Time, End Time), and include any custom questions configured from the Manage Question section. These selected options will be visible on the frontend when the appointment form is opened by the user.

Manage Question

• To create a new question, click the “Create” button.
• Enter the question name and choose the question type (radio, dropdown, text, or checkbox).
• For non-text types, provide the available answer options.
• Use toggle checkboxes to mark the question as required and to enable or disable it.
• The list page displays all questions in a table with the following columns: No, Question, Question Type, Required Answer, and Enabled.
• Use the Search or Export buttons as needed.
• You can also Edit or Delete any existing question from this page.

Manage Schedule

• On the Manage Schedule page, view all scheduled appointments and related details.
• The table includes these columns: No, Name, Date, Start Time, End Time, Appointments (linked from the Appointment section), Owner, and Status (Pending, Approved, Complete, Reject).
• Use the Search or Export options to find or download records.
• You can assign the users while the status is pending.
• Under the Actions column, click “View” to see appointment details. You can also update the status to “Complete” and choose to send a feedback form (if the Feedback Add-on is enabled)You may also Delete any schedule from the list.

Manage Appointment Callback

• This section helps track callbacks related to existing appointments.
• The list shows all callback schedules in a table with columns: No, Name, Date, Start Time, End Time, Appointments (from the Appointment section), Owner, and Status (Pending, Approved, Complete, Reject).
• Use Search or Export for easy data access.
• Under the Action column, click “View” to open appointment details or choose Delete to remove a callback entry.
• You can request the appointment callback from the frontend side after the appointment is completed.