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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 over 3 weeks ago

How the app works

Watch the 2-min setup video here

The app turns your product into a bookable event. We turn your “Add to Cart” button into a “Select a Time” button where the customer selects a date & time before they add to cart.

For a paid booking, the booking is created as soon as the customer checks out and pays for your booking. We also have a free booking where the booking gets confirmed right away without the checkout

Example of a paid booking here
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. 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

This app is general purpose for Shopify, but we have a lot of merchants who use this for experiences (workshops, tastings), 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?

To edit an event, go to Dashboard, click on Edit next to the event name. On the Availability tab at the top, you will see:

General Settings: Set event name and define variants that define the event. Add an event description on the calendar, as well as notes, locations, and links for the appointment email.

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

Google/Outlook Calendar tab: Customize how the calendar invite is sent to customers.
Advanced tab: Lock timezone, allow customers to cancel and reschedule appointments.

How Payments work

All payments are handled through the Shopify platform. The same steps a customer takes to buy a Shopify product (add to cart, checkout, and pay) would apply to bookings with the Easy Appointment Booking App.

Each Easy Appointment Booking creates a Shopify order and a corresponding Easy Appointment Booking.

What we connect to

Our app, like all Shopify apps, has limited access to your store. We tell you exactly what we connect with when you start with the app install

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

Edit Customers: each time a booking is made, we capture the information in the Shopify checkout flow to identify them. For example, Rick is your customer who books a session with you and his email is rick@gmail.com. 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.

Edit Products: we pull up a list of all available products from you to choose from and select the one which you wish to turn into an event or service.

Edit Orders: after your customer checks out and places an order, we 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: this is how we view the front end design / experience of the app to change the ‘Add to Cart’ button into a ‘Select a Time’ button

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