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TRANSCRIPT
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?
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.