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V2 Setting up Appointment Settings

Updated today

Overview

Savvy offers flexible appointment settings to help you manage bookings efficiently. Below is a step-by-step guide to configuring your appointment settings, along with detailed explanations of key features and FAQs.


Step-by-Step Guide: Configuring Appointment Settings

  1. Access Appointment Settings

    • Click the Cog icon in the top-right corner.

    • Select the Appointment icon to open the appointment settings menu.

  2. Enable Quick View of Appointments

    • Quick View: Shows a compact version of appointment details.

    • Full View: Displays all details in a larger window.

    • Toggle the quick view option based on your preference.

  3. Enable Moving Appointments

    • Turn this on to allow dragging and dropping appointments within the calendar.

    • Recommended for use on laptops. Touch devices may require this feature to be disabled.

  4. Enable Pickup Service

    • Use this if you offer pet pickup services.

    • Adds a toggle when creating appointments, showing a car icon for pickups.

  5. Enable Auto-Populate Previous Services

    • This automatically fills in previous service details, such as:

      • Groomer

      • Service type

      • Duration

      • Cost

    • Note: Be cautious, as it may not reflect updated prices.

  6. Enable Conflict Check

    • Alerts you if an appointment conflicts with:

      • Other bookings

      • User or salon hours

      • Scheduled holidays

    • You can still double-book if needed.

  7. Filter Staff on Service/Location Matrix

    • Assign specific services or locations to staff members.

    • Useful for larger salons with specialised roles (e.g., bathers vs. groomers).

  8. Ask for Reviews on Appointment Completion

    • When enabled, it prompts you to send review requests upon completing an appointment.

    • Review links for Google or Facebook can be added in messaging templates.

  9. Set Rebook Appointment After Days

    • Configure default rebooking intervals.

    • The system will prompt you to rebook appointments based on the specified interval.

  10. Default Payment Options

    • Choose default payment settings:

      • In-person

      • Request a deposit

      • Request a payment plan

    • Set payment amounts as a percentage, full amount, or fixed amount.

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