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GettingStartedWhatdoesitmeantobeaAppointmentProserviceend-user?

HowdoIregisterforAppointmentPro?

Ihavelostmypassword.HowdoIgetanewpassword?

ManageMyAccountIwanttoaddaprofilepicture

HowdoIverifymyemailaddressandphonenumberforAppointmentPro?

HowdoIdeletemyAppointmentProaccount?

HowdoImakemyexistingAppointmentProaccountastaffaccount?

Ihaveacustomeraccountandwouldliketoaddmybusinesstothesystem.HowdoIdothis?

Iwanttoadd/changeaphonenumber

Iwanttoadd/changemyemailaddress

Iwanttochangemyname

ManageAppointmentsHowdoIchangethedetailsofanexistingappointment?

ManageMyAppointmentsHowdoIviewallmyappointments?

HowdoIsyncappointmentswithmyOutlookCalendar?

HowdoIaddareviewtoabusinessI'vevisited?

HowdoIsyncappointmentswithmycalendar?

HowdoIbookanappointment?

HowdoIcancelanappointment?

HowdoIcontactastaffmemberofmyupcomingappointment?

HowdoIfindabusinessinmyarea?

HowdoIreschedulemyappointment?

HowdoIsyncappointmentswithmyiCal?

HowdoIsyncappointmentswithmyGoogleCalendar?

GettingStartedWhatdoesitmeantobeaAppointmentProserviceend-user?

Aserviceend-userisanindividualwhousesservicesofferedbybusinessesfeaturedonAppointmentPro.Asaserviceend-user,youwillbeabletoviewbusinessesinyourarea(oranyareayouchoose),makeappointmentsonline,communicatewiththebusinessandsubmitreviewsofthebusinessesyoupatronize.

HowdoIregisterforAppointmentPro?

TousetheAppointmentProserviceyouneedtoberegisteredfirst.1. GotoAppointmentPro.comandclickonthedownarrownexttotheLoginatthetoprightcorner.

2. SelecttheNewCustomerlink,whichwouldtakeyoutotheCreateNewAccountpage.

3. YoucanthenfillinyourdetailsandselecttheCreateaCustomerAccountbutton.4. YoucanalsoopttosignintoAppointmentProwithyourFacebook,Google,TwitterorYahooID.SimplygotoAppointmentPro.comandclickonthedown

arrownexttotheLoginatthetoprightcorner,thenclicktherelevantsocialnetworkicon.

Ihavelostmypassword.HowdoIgetanewpassword?

1. Gotohttp://AppointmentPro.com/andclickonthedownarrownexttotheLoginatthetoprightcorner.2. Selecttheforgot?link,whichwilltakeyoutoourResetyourpasswordpage.

3. EntertheemailaddressassociatedwiththeAppointmentProsite,andpressResetyourpassword.

4. Apasswordresetemailwillbesenttoyou.Clickonthelinkincludedintheemail,andresetyourpassword.

PleasenotethattheAppointmentProsystemdoesnotsupport“PasswordRecovery”foraccountscreatedusingSocialNetworks.IfyouhavemisplacedyourpasswordtoaSocialMedianetwork,pleaserefertotheHelpsectionofthatSocialMedia.

ManageMyAccountIwanttoaddaprofilepicture

YoucanaddaprofilepicturebydragginganddroppingapicturetotheprofilepicturesectionintheContacttab.

HowdoIverifymyemailaddressandphonenumberforAppointmentPro?

YoucanverifyyourcontactdetailsviatheProfilepage–simplylogintoAppointmentProandclickontheProfilemenu,thenselectContactontheleft-handmenu.

ToVerifyEmailAddress

1. ClickontheUnverifiedbuttonnexttotheemailaddressyouwanttoverify.2. ThiswillopentheEmailVerificationpopup.

3. PresstheGetverificationcodebyemailbutton.4. Youwillreceiveanemailgivingyouaverificationcode.5. CopyandpastethisverificationcodeintotheStep2box,thenpressVerifyCode.6. YouwillseeagreenalertstatingthatEmailwassuccessfullyverified.

ToVerifyPhoneNumber1. ClickontheUnverifiedbuttonnexttothephonenumberyouwanttoverify.2. ThiswillopenthePhoneVerificationpopup.

3. PresstheGetcodebytextingmeorGetcodebycallingmebutton.4. Ifyourequestedthecodebytext,youwillreceiveatextmessagegivingyouaverificationcode.Ifyourequestedthecodeviaacall,youwillreceiveaphone

callgivingyoutheverificationcode.5. CopyandpastethisverificationcodeintotheStep2box,thenpressVerifyCode.6. YouwillseeagreenalertstatingthatPhonenumberwassuccessfullyverified.

HowdoIdeletemyAppointmentProaccount?

Pleasesendaremovalrequesttosupport@AppointmentPro.com.

HowdoImakemyexistingAppointmentProaccountastaffaccount?

Asastaffaccount,youwillbeabletoperformvarioustasksforyourbusiness,suchasviewyourappointmentsandunattachedappointments,rescheduleappointments,andworkwiththeBusinessDashboard.

1. LogintoAppointmentProandclickontheProfilemenu.2. ThiswillopentheProfileSettingsontheGeneraltab.

3. SelecttheOpt-inforaServiceProvideraccountcheckbox.4. Youwillnotbeaddedintoanybusinessesuntilthebusinessowneraddsyouasstaff,atwhichpointyouwillreceiveanemailfromAppointmentProwith

furtherinstructions.

Ihaveacustomeraccountandwouldliketoaddmybusinesstothesystem.HowdoIdothis?

PleaseseetheHowdoIregistermybusinesswithAppointmentPro?IntheBusinesssection,andscrolldowntotheAsanexistingcustomersection.

Iwanttoadd/changeaphonenumber

YoucanaddanewphonenumberbypressingtheAddanewPhoneNumberbutton.IntheAddaphonenumbertoyourprofilepopup,enteryournewphonenumber,thenpressAddthisphonenumber,andyouwillfindyournewphonenumberaddedtothelistofphonenumbers.

Pleasenotethatifyouwanttoremoveyourprimaryphonenumber,youneedtofirstaddanewphonenumber,makeityourprimaryphonenumber,thendeletetheoriginalphonenumber.

Iwanttoadd/changemyemailaddress

YoucanaddanewemailaddressbypressingtheAddanewEmailAddressbutton.IntheAddanemailaddresstoyourprofilepopup,enteryournewemailaddress,thenpressAddthisemail,andyouwillfindyournewemailaddressaddedtothelistofemailaddresses.

Pleasenotethatifyouwanttoremoveyourprimaryemailaddress,youneedtofirstaddanewemailaddress,makeityourprimaryemail,thendeletetheoriginalemailaddress.

Iwanttochangemyname

YournamecanbechangedbyeditingtheFirstNameandLastNameintheContacttab.

ManageAppointmentsHowdoIchangethedetailsofanexistingappointment?

1. GotoHowdoIviewtheBusinessCalendar?toreachtheBusinessCalendar.2. OnceontheCalendarpage,clickontherelevantappointment.ThiswillopentheappointmentintheChangeAppointmentDetailspopup.

3. EditnecessarydetailsandpressUpdateAppointmenttosavechanges.

ManageMyAppointmentsHowdoIviewallmyappointments?

Toviewyourappointments,youneedtobeloggedintoyourAppointmentProaccount.

1. Inyourprofile,clickontheAppointmentsmenu,andclickViewallappointmentsinthesubmenu.

2. YouwillbetakentoyourpersonalCalendarpage,whichwouldshowyoualltheappointmentsyouhavemade.

HowdoIsyncappointmentswithmyOutlookCalendar?

1. Gotohttp://AppointmentPro.com/customer/profile/settingsorinAppointmentPro,gotoProfile,thenSettingsintheleft-handmenu.2. Clickonthelinkprovided3. Attheprompt,AddthisInternetCalendartoOutlookandsubscribetoupdates,clickYes.

TheInternetCalendaropensinside-by-sideviewintheOutlookCalendarandisaddedtotheNavigationPaneinCalendarviewunderOtherCalendars.

YoucanalsoaddacalendarfromwithinOutlookusingthefollowingsteps:

1. SelectAddCalendar,FROMInternet,Addthecalendar’swebaddress

HowdoIaddareviewtoabusinessI'vevisited?

LogintoAppointmentProandclickonAppointments>ViewAllAppointments.

IntheCalendar,clickontheappointmentyouwishtoreview.

ThiswillleadyoutotheLeaveFeedbackform.

Youcanratetheserviceprovidedbasedonafive-starsystem,andalsowriteareview.

IfyoumarkthereviewasPublic,itwillbeassociatedwithyourappointment,andthebusinessownerwillknowthereviewisbyyou.IfyoumarkthereviewasAnonymous,thereviewwillstillbepublished,butwillnotbeattachedtoyourappointment.

PresstheUpdatefeedbackbuttontosaveyourreviewdetails.

HowdoIsyncappointmentswithmycalendar?

ToaddappointmentsfromtheAppointmentProcalendartoyourregularlyusedCalendar(whetherGoogle,Outlook,YahoooriCal),youwillneedthewebaddresstoyourAppointmentProcalendar.Thewebaddresscanbefoundviathefollowingsteps:

1. LogintoAppointmentPro,thengotoProfile2. SelectSettingsintheleft-handmenu.3. ThelinktothecalendarfeedisshownintheClickonthefollowinglinkifyourbrowserhandlescalendarlinksarea.

Thestepsforsyncingwithyourcalendarsaregivenbelow.

HowdoIbookanappointment?

1. Onceyouhavefoundthebusinessyouwerelookingfor(seeHowdoIfindabusinessinmyarea?forinstructionsonhowtouseSearch),youcanselecttheappointmenttimewhichworksforyou.Alternatively,youcanhoveroverbusinessesshownonthemap,andclickonthecorrectbusinessnametobetakentotheBookanappointmentpage.

2. Selecttheserviceyourequirefromthe1.Service–selectsection.

3. Selectthestaffmemberyouwouldwanttoperformtheservicefromthe2.StaffMember–AnyAvailablesection.Iftherearenospecificstaffmembersassociatedwiththisservice,selecttheAnyoption.

4. Selectadateandtimefortheappointmentfromthe3.Date&Timesection

5. Ifadditionaldetailsarerequired,entertherelevantdetailsandpressSubmitReservation.

Ifsuccessful,thisappointmentcannowbeviewedintheAppointmentsmenuofyourprofile.

HowdoIcancelanappointment?

Toviewyourappointments,youneedtobeloggedintoyourAppointmentProaccount.Onceloggedintoyourprofile,therearetwowaysinwhichyoucancancelyourappointment

A.Viathemenu

1. ClickontheAppointmentsmenu,andclickonthecircularReschedulebuttonoftherelevantappointmentinthesubmenu.ThiswillopentheChange

appointmentdetailswindow.

2. ClickontheCancelThisAppointmentbuttontocanceltheappointment.

ViatheCalendarpage1. Iftheappointmentisnotvisibleinthesubmenu,clickonViewallappointmentsinthesubmenutoviewallyourappointments.

2. ClickontherelevantappointmentintheCalendar.ThiswillopentheChangeappointmentdetailswindow.

3. ClickontheCancelThisAppointmentbuttontocanceltheappointment.

HowdoIcontactastaffmemberofmyupcomingappointment?

Toviewyourappointments,youneedtobeloggedintoyourAppointmentProaccount.

1. ClickontheAppointmentsmenu,andclickonthearrowSendamessagetobusinessownerbuttonoftherelevantappointmentinthesubmenu.

2. ThiswillopentheAppointmentProMessagespage,withthebusinessowner’snameintheSendamessagetofield.

3. TypeoutyourmessageandselectDelivermessagetooptions.DeliverybyWebChatisalwaysenabled;selectSMSand/oremailifyouwantthemessagedeliveredbymultiplemethods.

4. ClicktheSendMessagebutton.

HowdoIfindabusinessinmyarea?

Thehttp://AppointmentPro.com/frontpageshowsthemainsearchscreen.Here,youwillseeyourcurrentlocationaddedintotheNearfield,andthemapshouldbecenteredatthatlocation.

1. Ifyouknowthenameofthebusinessyouarelookingfor,youcanenterthenameofthebusinessintheMakeanappointmentwithfield.Otherwiseyoucanenterthetypeofbusinessyouarelookingfor,e.g.hairsalon.

2. Ifthecurrentlocationisnotwhereyouwanttofindabusiness,youcanenterthelocationintheNearfield.3. Youcanalsoenterthedateandtimeyouwishtheappointmentfor,ifyoulike.4. YoucanthenclickontheSearchbuttontoviewanybusinesseswhichmatchyoursearchcriteria.5. Ifthereareanybusinesseswhichmatchyourcriteria,theywillbeshownalongtherightedgeofthewindow,alongwithdetailsofhoursavailablefor

appointments.

HowdoIreschedulemyappointment?

Toviewyourappointments,youneedtobeloggedintoyourAppointmentProaccount.Onceloggedintoyourprofile,therearetwowaysinwhichyoucancancelyourappointment

Viathemenu

1. ClickontheAppointmentsmenu,andclickonthecircularReschedulebuttonoftherelevantappointmentinthesubmenu.ThiswillopentheChangeappointmentdetailswindow.

2. Selectthenewdateandtime,andclickontheUpdateAppointmentbuttontorescheduletheappointment.

ViatheCalendarpage1. Iftheappointmentisnotvisibleinthesubmenu,clickonViewallappointmentsinthesubmenutoviewallyourappointments.

2. ClickontherelevantappointmentintheCalendar.ThiswillopentheChangeappointmentdetailswindow.

3. Selectthenewdateandtime,andclickontheUpdateAppointmentbuttontorescheduletheappointment.4. Tochangethedateoftheappointment,youcansimplydraganddroptheappointmenttothecorrectdateintheCalendaritself.

HowdoIsyncappointmentswithmyiCal?

1. InCalendar,chooseFile>NewCalendarSubscription.2. Enterthecalendar’swebaddress,andthenclickSubscribe.3. EnteranameforthecalendarintheNamefieldandchooseacolorfromtheadjacentpop-upmenu.4. IfyouhaveaniCloudaccount,choosewhetheryouwantthecalendaronthataccount.

5. ToviewasubscriptioncalendarinCalendaronyourMacandondeviceswithiOS5orlaterwithoutresubscribingtoit,chooseyouriCloudaccount.6. Togetthecalendar’seventattachmentsoralerts,deselecttheappropriateRemovecheckboxes.7. Toupdateyourcopyofthecalendarwhenchangestoitarepublished,choosetheupdatefrequencyfromthe“Auto-refresh”pop-upmenu.8. ClickOK.

HowdoIsyncappointmentswithmyGoogleCalendar?

Toaddacalendarusingitsaddress,followthesesteps:

1. Clickthedown-arrownexttoOthercalendars.2. SelectAddbyURLfromthemenu.3. Copyandpastethecalendar’swebaddressgivenintheClickonthefollowinglinkifyoubrowserhandlescalendarlinksareaintothefieldprovided.4. ClickAddcalendar.ThecalendarwillappearintheOthercalendarssectionofthecalendarlisttotheleft.

Note:Itmaytakeupto8hoursforchangesinICSfeedstoreflectinyourGoogleCalendar.