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How does the app work?

Easy Appointment Booking 101, the basics of the app and set up

Ray M avatar
Written by Ray M
Updated today

How the app works

👇 Watch the 2-min setup below 👇

We turn “Add to Cart” to “Select a Time” so your customer can book with you.

For a paid booking, the booking is added to cart and confirmed once the customer checks out and pays. ​Example of a paid booking here

You can also take a free booking where the booking gets confirmed right away without the checkout. Example of a free booking here

Each event must be linked to a Shopify product (or variants of your products). Each booking corresponds to a Shopify order (or draft order if free). Each event must have at least 1 availability. If I set up my team member Joe to run a fitness class, I would set his availability (ie. 9:00-12:00) so customers can book with him. Learn more about availability here

What this can be used for

Many brands use this for showroom visits, tastings, tours, experiences and activities, professional services (installations, hair salon), wellness, site visits, and more. See a list of our event templates here

What can I do when Managing an event?

Go to Dashboard > Show all events > Edit next to the event name. Here's what each tab does:

General: Set event name and assign variants for the event. Add an event description on the calendar, as well as notes, locations, and links for the confirmation email.

Availability: Set your duration, attendees per timeslot, and assigned availabilities

Notifications: Enable emails and configure how Google calendar invites are set up.

Marketing: How to surface your calendar from any page or button

Upsells: Introduce add-ons to add more revenue to each booking
Advanced: Lock timezone, allow customers to cancel and reschedule appointments

I created my event but my times don't appear, what do I do?

Here's our quick troubleshooting guide to get your times to appear

How Payments work

All payments are handled through Shopify checkout. Orders in Shopify are linked to bookings in Easy Appointment booking.

What we connect to

We have limited access to your store. We tell you exactly what we connect with when you install the app

Shopify Account Data: this lets us understand and identify you as our customer.

Edit Customers: so we can identify customers and email them the booking confirmation. For example, Rick books with you -- we identify Rick through the Shopify checkout so we can send him the confirmation booking email and he happens to be on your customer list. We can also update and tag the Shopify Customer with this booking information.

Edit Products: so you can select available products you wish to turn into an event or service.

Edit Orders: so we can take that customer’s information from the order (email, price, date, time) and add them to a booking for you to manage in the app

Edit your Online Store: so we can view the front end design / experience of the app to change the ‘Add to Cart’ button into a ‘Select a Time’ button for your events

FAQ

  1. Can customers request an appointment and wait for approval?

    Currently, all bookings made through Easy Appointment Booking are confirmed instantly. Once a customer selects a date and time and completes the booking, the appointment is automatically confirmed.

    We don’t currently support a “request first → approve later” booking flow.

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