Registration Page

Are any features missing from the 30-day free trial?

The 30-day free trial provides you access to all of Skedge.me’s features.

Will I be able to change the email address associated with my Skedge.me account?

The email address you use when you create your account will remain associated with your Skedge.me account. However, if you want to add additional email addresses or someone else’s email address to your Skedge.me account, you can do that on the “Staff” screen.

What if I forget my password?

If you forget your password after signing up, simple go to www.skedge.me and click on the “Forgot password?” link. You will receive an email with instructions on how to reset your password.

User Information (Manage > Information)

Why do I need to enter my “Business Information”?

The Business Information you enter in Step 1 is the information your customers will see when they make a booking with you through Skedge.me. For instance, this information will appear on your Skedge.me “minisite” – a website Skedge.me will create where your customers will be able to make appointments with you.

Whose Personal Information should I enter, my own or someone else who will be using the Skedge.me calendar?

When creating an account, you should enter your own personal information. You will be able to add other people to the account who will be able to enter personal information of their own.

What do “Account Type: Administrator” and “Account Type: Staff” mean?

A Skedge.me Administrator account is able to view and edit other staff members’ Skedge.me calendars. Receptionists and managers often need to have Administrator accounts so that they can create, remove, or update bookings for other staff members. A Staff account can see other staff members’ calendars but can’t edit them. The “Account Type” can be changed by clicking “Edit” next to a staff member’s name on the “Staff” page.

Staff (Manage > Staff)

Who do I enter on the “Staff” page?

On the Staff page you should enter everyone that customers will be making appointments with and everyone who will need to make or manage appointments for others. For instance, in a doctor’s office, each of the doctors would need to be entered in the “Staff” section. In addition, the receptionists or secretaries would also need staff accounts so that they can access the doctors’ calendars and add or edit appointments.

What information do I need to enter for a staff member?

First name and last name are the only required fields. You should also verify that the correct business or work hours have been entered for the staff member. Adding an email address is recommended if you want the staff member to receive email updates about appointments.

What should I set the calendar color to?

Each staff member’s appointments will appear on the calendar in the color you select on the staff screen. You can come back to the staff screen at any time to select a different color.

What are “Calendar Privileges”?

In the Calendar Privileges section, you can set whether a particular staff member can change his own or other staff members’ Skedge.me calendars. If you click “Set as additional administrator,” the staff member will be given full access to manage and edit the schedules of all other staff members. By default, he will be able to manage and edit his own schedule and view, but not change, the schedules of others.

How can I add different work hours for different days?

If someone on your team works different hours on different days of the week, you can enter that information under “Regular business hours.” Click “Edit” next to the staff member in question and in the “Regular business hours” section, select a day of the week and use the drop-down menus to select the staff member’s work hours for that day. To add another entry for a different day, click “Add more schedule entries” and repeat the process.

What should I enter under “Multiple Bookings”?

Usually this stays at one. If a staff member can always see multiple clients at once, then you may want to increase this number. For instance, a doctor can only see one patient at once (no multiple bookings), but a tutor might be able to assist multiple students in one time slot.

How many staff members can I add?

As many as you want – take a look at our pricing plans for a breakdown of costs associated with larger staff counts.

Resources (Manage > Resources)

What is a “Resource”? Do I need to add a Resource?

A Resource is anything that needs booking that isn’t a staff member, like a room or equipment. For instance, if you run a doctors’ office and there are only a few x-ray machines available and people need to be able to book time on those x-ray machines, you would add them as a resource. If your business doesn’t really have rooms or equipment that people need to book, you probably don’t need to enter any resources.

What are “Regular Business Hours” for a Resource?

When editing a resource, under “Regular Business Hours” you should enter the time blocks that the resource can be used within. If the room, equipment, or other resource can be used whenever the business is open (as long as it’s not already booked), enter your business hours.

Services (Manage > Staff)

What is a “Service”?

A Service is any type of appointment that you or your business offers. For instance, if you run a salon, your appointment types might include men’s and women’s haircuts, hair coloring, perms, and so on. You can enter the length of time and the price for each individual service.

Do I need to approve every appointment request a customer makes?

By default, customers can request appointment times but a staff member must confirm the customer’s requested time before the appointment is booked. If you want customer appointments to be confirmed automatically, meaning that a staff member does not need to confirm an appointment requested during his available business hours do the following: click on the “Edit” button next to the appointment type you don’t want to have to confirm. In the window that appears, look for “Auto-Confirmation” and set it to on. Click “Save.” Now you don’t have to confirm requests for that appointment type.

What if I offer multiple appointment lengths for one service?

Let’s say you offer an hour of tutoring at a certain rate, but a two-hour session at a different rate. To add each duration and rate option to the service, click “Edit” and at the bottom of the window click “Add More Duration Entries.” A new Duration entry will be created where you can offer the same service at a different rate and for a different length of time.

Customer Booking (Manage > Customer Booking)

What do the different privacy settings do?

By default, your Skedge.me calendar is set to “Least Private,” which allows new customers to request appointments with you. At this setting, you still have the opportunity to decide whether to confirm or decline particular appointment requests. Higher privacy settings limit who can request an appointment: Semi Private only allows people who have signed up for Skedge.me accounts, while Most Private requires customers to be authorized by you and added to your contacts before the customer will be able to request an appointment booking.

Can I prevent customers from booking too far in advance or too close to the present time?

Yes. Under “Appointment Booking Rules” you’ll find a section called “Advanced Booking.” In the Advanced Booking section, you can set how far in advance a customer should be allowed to book an appointment by clicking on the dropdown menu that says “No Restrictions” and selecting a time period. Similarly, you can set how close to the present a customer can book using the second drop-down menu.

What is the Mini Web Site? How can I view it?

The mini web site is a site that Skedge.me creates and hosts for you. If you want, you’ll be able to direct your customers to this site so that they can book the appointment types and staff members you’ve created. On the Customer Booking page, click “Preview” in the right-hand pane to see what your mini-site would look like to a customer.

How do I allow customer to make appointment with me through my website?

To integrate Skedge.me with your website, click on the “Tools” menu at the top of the page, and click “Skedge.me Widget Setup.” On the page that appears, enter your website URL (including “http://”) at the bottom of the page and click “Preview” to see what Skedge.me would look like when integrated with your website. You can change the location of the Skedge.me appointment link, the color, and the text in the Widget Setup menu. Click preview again to see the effect of your customizations. Once you’ve got the widget set up the way you want it, click “Re-Generate Widget Code.” Copy the code that appears in the text box and paste it into your website’s html (or get your website provider to do so).