Managing Scheduling in MySchedulr

This article provides a guide on how to manage My Schedule in eCommerce. It covers aspects like viewing appointments, managing team members, and scheduling new appointments.

Learn how to manage scheduling within your eCommerce dashboard. 

In this article, we'll discuss: 

• How to Manage Bookings
• How to Schedule an Appointment
• Review

How to Manage Bookings

1. Log in to your account via https://www.web.com/my-account/login
2. In your Account Manager,  select Websites on the left side of the page:
   • If you have a Website plan, click Launch Website Builder for the plan you need to manage. ​
   • If you have an eCommerce plan, click Launch for the plan you need to manage.

3. On the left navigation menu, click on the Appointments button.

   

4. Once the drop-down appears, select My Schedule.

5. On the Dashboard, you can manage your bookings using the following features:

Date – shows what day is displayed. You can use the browse icons <  > to view past and future days, including appointments.  

Team – use this drop-down to change the team members you would like to display or hide on the board below. 

Date/Time Intervals – use these buttons to change the time intervals and the view (daily or weekly) displayed on the board below. 

Hours board – displays the time intervals and appointments per team member. Unbookable hours will display as gray, while bookable hours will display as white. You can drag appointments within the board.

Standard appointment – you can manage a standard appointment by clicking on it. Once you click it, you can edit its status and set it to: 

• Booked 
• Waiting 
• In Progress 
• Finished 
• Paid 
• Canceled 
• No-show 

Once you have confirmed the change, you will have the option to email the client about the status update.  

Note – you can add a note to a specific appointment by clicking on it. The note could be a reminder about a task or a visitor that will be part of the appointment.  

Blocked time – a blocked time segment allows you to block a specific time range for a team member so that no one can book them through your eCommerce website. 

How to Schedule an Appointment

1. Click the Book a Client button at the right-hand corner of the page:

2. Select a service.

3. Select a team member.

4. Select a time and day. If you do not see the time, click on the Next Available Date button. 

5. Select a time and fill out the contact information required for the person you are booking an appointment for.

6. To create a Zoom meeting for the appointment, switch the Add Zoom video link toggle button to the right.
7. Then, click on the Make appointment button to confirm. 

Your appointment has been confirmed!

Review

By following the steps outlined in this guide, eCommerce Essential and eCommerce Premium users can effectively manage their appointments and scheduling within MySchedulr. This will streamline their workflow and enhance their client interaction experience.