First steps with online appointment booking

Created by Julien Pauthier, Modified on Wed, 22 Feb 2023 at 08:25 AM by Julien Pauthier

First steps with online appointment booking

Login

Before you can use appointment scheduling, you must log in to your account (https://app.agendize.com/) with your credentials. Alternatively, you can log in with your Gmail credentials through the Google sign-in button or via the Microsoft sign-in.

You can click on I forgot my password if you want to reset your password.


Access the Installation section of your account

Your dashboard will appear, it is empty for moment. Click on Installation in order to begin configuration.




In the following step, clic on "Online scheduling" in the left collumn



Create your scheduling button

Choose a name for the button, then click on Create a company to start the configuration:



A wizard will help you to create your company in three steps. Follow them to finish the configuration of your company.





Then clic on "Add" to finish the process.



Setup your scheduling button

Your scheduling button is now ready to use. You can use itwith default settings or customize its picture with a link to another image. To get the source code to insert in your website or in email, Facebook, Google MyBusiness... clic on Publish button.




Choose the code to insert in this list :

  • standard HTML code copy-paste in your website code to use the scheduling button
  • Facebook : Warning, it works only if youhave more than 2000 contacts - clic on the link and follow the instructions
  • iframe : use the scheduling widget in iframe mode
  • direct URL : this will open a onepage site with the scheduling widget, company name, working hours, address, google map and contacts
  • email : add a link in your email signature to let your contacts book an appointment with you from a message
  • QR code  : to print on flyers, posters, window...

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