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Templates: Locations, Visits, Consults

Different Event Setups to get your started for experiences, reservations, rentals, and more!

Ray M avatar
Written by Ray M
Updated over 2 weeks ago


The following summarizes different event types to get you started!

Paid Appointments

Example: Experiences, Training, Classes. Demo

Experience: Customer clicks Select a Time to load the calendar, find a date/time, and check out to pay and confirm their booking


Setup: One product, tied to one event.

Note: You can use a variant to control price, but tied to the same calendar. Otherwise, the default variant can be used.

Services at multiple locations

Example: Showroom visits, Training, Classes. Demo

Experience: Customer uses a variant to select the location. Then selects a time to book.


Here, you are using a variant to control the location, and therefore a different schedule and different event.​ See more about multi location setup

Setup:

  1. On one Shopify product create variants for each location

  2. In EAB, create one event for each variant.

  3. In each event, set the location under Edit Event > General > Location.

Free bookings

Example: Pop Up Shops, Studio Visits. Demo

Experience: Free booking. Customer selects a time, confirms the booking without checking out.
Setup: One event, skip checkout. See more here

Private appointments for multiple guests

Examples: Tours, Wineries, Fittings. Demo

Experience: Customer selects number of guests first using a variant
Setup: One product with multiple variants for guests, all tie to one event. The event attendee max is 1 so it remains one timeslot per party. See more here

Deposits

Examples: Salon Visits, Installations, that require some payment up front. Demo

Experience: Like any other booking, but with the expectation of a deposit.
Setup: One product, one event. Go to Edit Event > General > Deposit to set up your deposit.

Note: you must use the product page (ie. using a variant, or a description on the product page) to set the expectation that this is a deposit. Learn more about Deposits

Experiences with Add-Ons (Upsells)

Examples: Pottery Classes with Kit, Tour with Food Demo

Experience: Customer selects date and time, then prompted to add an item

Setup: Edit Event > Upsells and add an item to upsell. Learn more about upsells.

Virtual phone or video consultations

Example: Online therapy sessions, video interviews, coaching. Demo
Experience: Customer selects a time, chooses a date/time, adds to cart.

Setup: One product, use links section of event for meeting link OR use Google Meet. Go to Edit Event > General > Use Google Meet


To offer in-person or virtual

Use variants - one per event!


Restaurants Reservations

Experience: Customer chooses table type, selects a time, and checks out to reserve.

Setup: Make each table / counter the availability, since this is the resource that is limited based on number of guests. The app will automatically find the available table (A, B, C...). See demo

For more details, see here

Rentals

Example: Room Rentals for Parties, Equipment Rentals

Experience: Customer selects a time and checks out. They receive an email containing the appointment and location details

Setup: Make each entity (the room, the equipment) as the availability, since this is the resource that is limited based on number of guests

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