Tutorial: Using the Appointment Manager for Your Business

Getting Started

Step 1: Access the Appointment Manager

• Register and/or Login with Octoforms.
• On first Login and Setup of Company you will reach the Default Templates screen or navigate to Default Templates and select the Booking Template.

Step 2 (Optional): Rename Booking Control for Display purposes

• Navigate to Form Templates. Select the 3 dots of your new Booking Control and select Edit
• Enter a new form title. For example: Hair Salon Booking or Photography Session Booking
• Add any additional Controls fields to your form using the add_link icon for example a Note Textbox.

Step 3: Adjust Business Hours & Other Settings

• Click the content_paste icon and select Calendar Control and then Click the assignment icon to view the Controls Properties.
• Set your working days and hours. Example:
  • Monday to Friday: 9:00 AM - 6:00 PM
  • Saturday: 10:00 AM - 4:00 PM
  • Sunday: Closed

Viewing and Managing Appointments

Step 4: Access the Calendar

• Navigate to Forms
• Select the Booking Control Form. Click the Booking Form Tile to Add New Booking to schedule bookings yourself
• Alternatively, Navigate to Forms, select the 3 dots and select link to copy a link to the Form you can provide to your customers directly or on your website so they can make their own bookings.

Step 5: Manage Appointment Requests

• The Default Template comes with a Calendar Report on the Dashboard.
• View all scheduled appointments for the day, week, or month.
• Cancel Appointments delete the appointment from Forms by selecting the 3 dots and selecting Delete. Customers are able to delete their own bookings.

Tips for Maximizing Efficiency

• Tailor forms for your industry: Use industry-specific language and required fields to make forms more relevant.
• Analyze trends: Use analytics tools to identify peak booking times and adjust your availability accordingly.
• Stay organized: Regularly update your calendar and settings to reflect changes in business hours or services.