Appointment integration in Dash SaaS

Introduction

Introducing our user-friendly Appointment feature, a versatile and efficient appointment scheduling system designed for both business and personal use. This feature simplifies appointment management, making it easy to organize, track, and optimize appointments. It includes user-friendly elements such as a calendar button, color-coded changes, and a copy link button for straightforward form submission. Users can effortlessly create and update appointments, ensuring a seamless scheduling experience that caters to their specific needs.

Furthermore, the Appointment feature goes beyond basic scheduling by enabling you to gather essential additional details from individuals booking appointments. This information can be instrumental in facilitating smooth and personalized interactions. With options to manage questions and schedule status actions, this feature enhances the appointment process, providing users with a comprehensive solution for their scheduling and interaction needs.

How to Install the Add-On?

• Follow these steps for Installation: Setup Appointment Add-On

Step 3 : How to use the Appointment Add-on?

• Once you enable the add-on, search for the appointment module in the sidebar.
• Over there you will get to see 4 pages, the first page is for appointments. Here you can create new appointments with the help of the “+” button given at the top. Just add the appointment name, select the appointment type, week day, select the enable/disable option, select the questions and custom field, beside that, there is an enable button, if you enable that button the appointment will be visible to your customers, and if you disable it the customers won’t be able to see the appointment.
• The second page is for Questions where you can create some questions. Just click on the create button given at the top, enter the question name, select the question type from the options given in the dropdown, enter the available answer, below which you will see two buttons. The first button is for the required answer, if you enable that button, that question will become compulsory to answer, and the next button is for enable/disable, if you disable the button the question won’t be visible to the person. On the questions page, you can see the list of all the questions, including all the necessary details. You can also edit and delete the questions whenever you want.
• Then comes the third page where you can see the scheduled appointments, along with all the necessary details like, name, starting time, ending time, appointments, owner, status of the appointment, and an action button from where you can view the scheduled appointment’s details. You can also delete the scheduled appointment once it is completed.
• The last page is for appointment callback, where you can see the list of appointment callbacks, including all the necessary details like name, date, starting time, ending time, appointments, owner, status, and an action column from where you can approve, decline, and delete the callbacks whenever you want.

So, this is how you can have access to the appointment module, and use it easily.