In order to take appointments with Sign In Scheduling, you'll need to add some locations.
Your locations are the places at which your appointments will take place. With Sign In Scheduling you can take appointments in person, online or over the phone - it's entirely up to you.
This guide explains how to add locations to your Sign In Scheduling account.
How to add your business premises
If your business has a physical location for taking appointments, like an office or clinic, you'll want to add this to Sign In Scheduling. To get started, head to 'Setup' > 'Sites' and then click 'Set your address'.
You will then be taken to the premises page, where you can add locations. If you're using a new account and haven't yet added any locations, you'll see a pre-made location with your business name as the title, and an 'Online/phone' location.
To edit one of these pre-made locations, select it from the list and click 'edit'. To create a new location, click '+ Add location'.
You can then enter a name for the location and input the address.
When typing in the address, you'll see a Google drop-down. Select the correct address from the list and the postcode will be automatically applied. You'll then see your location on a map. Click 'save' when you're happy to save the location.
Your location will then be saved to the list. To make changes, click 'edit'. Just remember to click 'save' again when you're done.
You can create as many locations as you like! Follow the same steps again to add more.
How to use the 'online/phone' option
As mentioned above, your account will come with a pre-made 'Online/phone' location option intended for appointments taking place online or over the phone. You're free to change the name of this location to better suit you - if you primarily use a video conferencing software like Zoom, you could change the name to 'Video call', for example. To do this, click 'edit'.
You don't need to add a physical address to this location. The system will recognize this location as your option for online/phone appointments, regardless of what you might name it.
All of the services you've set to take place at 'Online/phone' will use this location.
If you've connected Zoom, Microsoft Teams and/or Google Meet to Sign In Scheduling, the system will automatically generate online meeting links for your online/phone appointments. You'll find these meeting links in the booking details sidebar, which opens when you click on the booking in your calendar.
How to take appointments at customers' addresses
With Sign In Scheduling, you also have the option to take appointments at customers' addresses. This is a great option for those who offer mobile services like hairdressing or electrical servicing, for example.
To get started, head to 'Setup' > 'Sites' and click '+ Add location'. You will need to create a location to use as a central point. The appointments will then be bookable within a certain radius (of your choosing) of that central point. Follow the same steps as above to add and save the location.
Once your location has been saved, you'll need to head to 'Setup' > 'Availability working hours' to add some availability within a certain radius of that location.
You will also need to make sure that the service(s) you'd like to take at customers' addresses have the 'at customer's address' option selected.
You can find a full set of the next steps here.
How to book at a specific location
When your customers book appointments with you via your booking page, they will be notified of where exactly their appointment will be taking place. You can choose where each of your services is held.
To do this, head to 'Setup' > 'Services', click on the desired service, then navigate to the 'Location' section. Select the location option you'd like to use. When you select 'At your business premises', you will be able to add as many of your physical locations as you like, using the provided selection box. This will mean that the service can take place at any one of these locations.
If you're scheduling a booking directly into the calendar yourself, you can select a location from the location selection drop-down in the 'Make a booking' sidebar.
Simply click somewhere on the calendar. Your new appointment slot will appear and the sidebar will open. Fill out the other fields, then scroll to the 'Select a location' drop-down.
Click on the location you want, then click 'Book' at the bottom of the sidebar to complete the booking and place it into the calendar.
Need more help?
We hope this guide has been helpful! If you have any questions or need further help, don't hesitate to reach out to our support team.