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Getting Started What does it mean to be a AppointmentPro service end-user? How do I register for AppointmentPro? I have lost my password. How do I get a new password? Manage My Account I want to add a profile picture How do I verify my email address and phone number for AppointmentPro? How do I delete my AppointmentPro account? How do I make my existing AppointmentPro account a staff account? I have a customer account and would like to add my business to the system. How do I do this? I want to add/change a phone number I want to add/change my email address I want to change my name Manage Appointments How do I change the details of an existing appointment? Manage My Appointments How do I view all my appointments? How do I sync appointments with my Outlook Calendar? How do I add a review to a business I've visited? How do I sync appointments with my calendar? How do I book an appointment? How do I cancel an appointment? How do I contact a staff member of my upcoming appointment? How do I find a business in my area? How do I reschedule my appointment? How do I sync appointments with my iCal? How do I sync appointments with my Google Calendar? Getting Started What does it mean to be a AppointmentPro service end-user? A service end-user is an individual who uses services offered by businesses featured on AppointmentPro. As a service end-user, you will be able to view businesses in your area (or any area you choose), make appointments online, communicate with the business and submit reviews of the businesses you patronize. How do I register for AppointmentPro? To use the AppointmentPro service you need to be registered first. 1. Go to AppointmentPro.com and click on the down arrow next to the Login at the top right corner.

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Page 1: Getting Started - storage.googleapis.com · You can add a new phone number by pressing the Add a new Phone Number button. In the Add a phone number to your profile popup, enter your

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.

Page 2: Getting Started - storage.googleapis.com · You can add a new phone number by pressing the Add a new Phone Number button. In the Add a phone number to your profile popup, enter your

2. SelecttheNewCustomerlink,whichwouldtakeyoutotheCreateNewAccountpage.

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

arrownexttotheLoginatthetoprightcorner,thenclicktherelevantsocialnetworkicon.

Ihavelostmypassword.HowdoIgetanewpassword?

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

Page 3: Getting Started - storage.googleapis.com · You can add a new phone number by pressing the Add a new Phone Number button. In the Add a phone number to your profile popup, enter your

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.

Page 4: Getting Started - storage.googleapis.com · You can add a new phone number by pressing the Add a new Phone Number button. In the Add a phone number to your profile popup, enter your

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

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

HowdoIdeletemyAppointmentProaccount?

[email protected].

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

Page 5: Getting Started - storage.googleapis.com · You can add a new phone number by pressing the Add a new Phone Number button. In the Add a phone number to your profile popup, enter your

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.

Page 6: Getting Started - storage.googleapis.com · You can add a new phone number by pressing the Add a new Phone Number button. In the Add a phone number to your profile popup, enter your

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.

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Thestepsforsyncingwithyourcalendarsaregivenbelow.

HowdoIbookanappointment?

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

2. Selecttheserviceyourequirefromthe1.Service–selectsection.

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

4. Selectadateandtimefortheappointmentfromthe3.Date&Timesection

Page 8: Getting Started - storage.googleapis.com · You can add a new phone number by pressing the Add a new Phone Number button. In the Add a phone number to your profile popup, enter your

5. Ifadditionaldetailsarerequired,entertherelevantdetailsandpressSubmitReservation.

Ifsuccessful,thisappointmentcannowbeviewedintheAppointmentsmenuofyourprofile.

HowdoIcancelanappointment?

Toviewyourappointments,youneedtobeloggedintoyourAppointmentProaccount.Onceloggedintoyourprofile,therearetwowaysinwhichyoucancancelyourappointment

A.Viathemenu

1. ClickontheAppointmentsmenu,andclickonthecircularReschedulebuttonoftherelevantappointmentinthesubmenu.ThiswillopentheChange

appointmentdetailswindow.

Page 9: Getting Started - storage.googleapis.com · You can add a new phone number by pressing the Add a new Phone Number button. In the Add a phone number to your profile popup, enter your

2. ClickontheCancelThisAppointmentbuttontocanceltheappointment.

ViatheCalendarpage1. Iftheappointmentisnotvisibleinthesubmenu,clickonViewallappointmentsinthesubmenutoviewallyourappointments.

2. ClickontherelevantappointmentintheCalendar.ThiswillopentheChangeappointmentdetailswindow.

3. ClickontheCancelThisAppointmentbuttontocanceltheappointment.

HowdoIcontactastaffmemberofmyupcomingappointment?

Toviewyourappointments,youneedtobeloggedintoyourAppointmentProaccount.

1. ClickontheAppointmentsmenu,andclickonthearrowSendamessagetobusinessownerbuttonoftherelevantappointmentinthesubmenu.

Page 10: Getting Started - storage.googleapis.com · You can add a new phone number by pressing the Add a new Phone Number button. In the Add a phone number to your profile popup, enter your

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.

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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.

Page 12: Getting Started - storage.googleapis.com · You can add a new phone number by pressing the Add a new Phone Number button. In the Add a phone number to your profile popup, enter your

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.