If you already have an account, you can quickly log in using the credentials you set up during the registration process.

• Visit the website at www.appointusonline.com and navigate to the Login section OR go directly to www.appointusonline.com/login.
• You will see the login section as shown below –

• Enter your login details – Your registered email address and password.
• If you have forgotten your password, click “Forgot Password” and follow the steps to reset it.
• If you don’t have an account, click “You don’t have an account yet” and follow the instructions.
• Once you have entered your login credentials, click “Login”.

After logging in, you will have immediate access to our platform’s features.

If It’s Your First Time Logging in:

If this is your first time login after creating a new account, you will need to share some additional business details. This helps our intelligent system tailor the platform to your specific needs and ensures you get the most relevant features for your business.

During your first login, you will see a window like the one shown below and you need to enter your details accordingly:

What best describes your business?

If you need appointment or scheduling features for just one user or a single entity, select the first option, “An Individual”. 

Example: If you have a single person business and only you can handle the appointment, without needing scheduling for any other team members, select the “An Individual” option.

If you have a business or organization with more than one staff member, multiple locations, or need scheduling and appointment features for several team members, select “Multi Staff Business” to efficiently manage scheduling across your entire organization.

Example: If you run a haircut franchise with multiple staff members and locations, such as 4 staff at one site and 3 at another and need to manage appointments for all 7 staff across any location, choose the “Multi Staff Business” option.

Click “Save & Go Next” for next section.

Create your own service menu?

Here, you need to select the category that best fits your business or service for which customers, or your audience want to schedule appointments. 

For example, if you run a yoga centre, choose the category “Health & Fitness” and then select the subcategory “Yoga Classes”. 

Similarly, choose the appropriate category and sub-category for any other service you provide.

If you need to change any information you have already provided, click “Previous Step” to return to the last section. Otherwise, click “Save & Go Next” to proceed to the next section.

What type of Services do you provide?

In this section, you need to provide details about the services you or your team offer. These services will be presented to your customers during the scheduling process, allowing them to choose the service they want to book an appointment for. 

For example, if you run a yoga class, you might offer services like Child Yoga Class, Personalized Yoga Sessions, Group Yoga Classes, and Corporate Yoga Programs, each with its own duration and pricing as displaying above.

Similarly, you can add multiple services by clicking on “Add Service.”

The service colour will help you easily differentiate between services, which is especially useful for those who frequently book appointments on a daily or regular basis.

Click “Save & Go Next” for next section.

Who works at your business?

You may be a single entity for your business or part of a team, with different members handling various responsibilities. Here, you can define roles according to the designations of yourself and your team members, including their names, email addresses, and phone numbers. The assigned roles determine the level of authority each person has on the portal, such as the ability to make changes to bookings, scheduling, or events. Only the owner, followed by the admin, manager, and then team members, have the necessary permissions for certain actions. You can also change this team structure at any time in your profile settings.

Here, you can add team members based on your plan on the portal, with the number of members limited according to the plan’s provisions. However, you can upgrade the plan whenever necessary to accommodate your team’s growth and business needs.

Click “Save & Go Next” for next section.

Business Address Location?

This section allows you to enter your business name, location with address and map, time zone, and booking page URL.

This will pertain to your business’s recognized name and the main or head office location. If you have multiple locations, you will have the option to enter them all in the profile settings according to the provisions of your plan.

You can use your business or domain name as the booking page URL, making it appear like your company’s landing page. However, the name depends on availability and cannot be used if someone else has already claimed it. Once you have set your booking page URL, it cannot be changed, so choose and enter the name carefully.

Click “Save & Go Next” for next section.

Set Business Hours

Here, you can define your business’s active hours, which will be visible to customers when they try to schedule an appointment. Customers will only be able to book appointments within your specified working hours, so it’s important to accurately enter the start and end times, along with any break periods. This ensures that customers receive the correct information about when they can meet with you or your team for services.

You can set your availability by turning days on or off and add multiple break times for lunch, dinner, tea, or any other reason for each day.

To save the information, click “Save & Go Next” for next section.

You have filled in all the information; the portal will be ready for use.