How to set up online scheduling
Mariz Torres
89 steps
20 minutes
17Hats
Thinkific
Stripe
1
Navigate to [https://admin.17hats.com/app/dashboard](https://admin.17hats.com/app/dashboard)
2
Click here.
3
Click "Online Scheduling"
4
Click "Turn On Online Scheduling"
5
Click "Create Service"
6
Click this text field.
7
Type "Decor Consult Phone Call"
8
Click the "Add Description" field.
9
Type "Let's talk more about what you're look in your decor!"
10
Click "Add Location"
11
Click this text field.
12
Click "In Person"
13
Click "Phone Call"
14
Click this text field.
15
Type your phone number.
16
Click "Save"
17
Click here.
18
Click the "0" field.
19
Click the "0" field.
20
Click this number field.
21
Click this dropdown and select every 15 minutes.
22
Click "Create Terms of Service"
23
Click this text field.
24
Type "Phone Consult Terms"
25
Click here.
26
Click here.
27
Click here.
28
Click "Save"
29
Click this dropdown.
30
Click this dropdown.
31
Click "Create Confirmation Message"
32
Click this text field.
33
Click here.
34
Click "Save"
35
Click the "(enter your contact tags)" field.
36
Type "phone consult [[enter]]"
37
Click here.
38
Click the "(enter your project tags)" field.
39
Type "phone consult [[enter]]"
40
Click this dropdown.
41
Click this dropdown.
42
Click "Create Confirmation Email"
43
Click this text field.
44
Click this text field.
45
Click here.
46
Type "Hi"
47
Click this link.
48
Click "[contact] First name"
49
Type " [[enter]] [[enter]]"
50
Click here.
51
Click this link.
52
Click "[account] Phone number"
53
Click here.
54
Click this link.
55
Click "[scheduling] Booking start time"
56
Click this link.
57
Click "[scheduling] Booking date"
58
Click here.
59
Click "Save"
60
Click "Create Cancellation Email"
61
Click this text field.
62
Click this text field.
63
Click this text field.
64
Click here.
65
Type "Hi"
66
Click this link.
67
Click "[contact] First name"
68
Click here.
69
Type "that this phone consult conversa has been cancelled."
70
Click here.
71
Click here.
72
Type " time to chat about your event."
73
Click "Save"
74
Click "Create Reminder Email"
75
Click this text field.
76
Click this text field.
77
Click here.
78
Type "Hi"
79
Click this link.
80
Click "[contact] First name"
81
Click here.
82
Type "Here's a friendly reminder of our decor consultation phone call today at"
83
Click here.
84
Click this link.
85
Click "[scheduling] Booking start time"
86
Click here.
87
Type ". I'll call you then!"
88
Click "Save"
89
Click "Save"
How to set up online scheduling
Mariz Torres
89 steps
20 minutes
17Hats
Thinkific
Stripe
1
Navigate to [https://admin.17hats.com/app/dashboard](https://admin.17hats.com/app/dashboard)
2
Click here.
3
Click "Online Scheduling"
4
Click "Turn On Online Scheduling"
5
Click "Create Service"
6
Click this text field.
7
Type "Decor Consult Phone Call"
8
Click the "Add Description" field.
9
Type "Let's talk more about what you're look in your decor!"
10
Click "Add Location"
11
Click this text field.
12
Click "In Person"
13
Click "Phone Call"
14
Click this text field.
15
Type your phone number.
16
Click "Save"
17
Click here.
18
Click the "0" field.
19
Click the "0" field.
20
Click this number field.
21
Click this dropdown and select every 15 minutes.
22
Click "Create Terms of Service"
23
Click this text field.
24
Type "Phone Consult Terms"
25
Click here.
26
Click here.
27
Click here.
28
Click "Save"
29
Click this dropdown.
30
Click this dropdown.
31
Click "Create Confirmation Message"
32
Click this text field.
33
Click here.
34
Click "Save"
35
Click the "(enter your contact tags)" field.
36
Type "phone consult [[enter]]"
37
Click here.
38
Click the "(enter your project tags)" field.
39
Type "phone consult [[enter]]"
40
Click this dropdown.
41
Click this dropdown.
42
Click "Create Confirmation Email"
43
Click this text field.
44
Click this text field.
45
Click here.
46
Type "Hi"
47
Click this link.
48
Click "[contact] First name"
49
Type " [[enter]] [[enter]]"
50
Click here.
51
Click this link.
52
Click "[account] Phone number"
53
Click here.
54
Click this link.
55
Click "[scheduling] Booking start time"
56
Click this link.
57
Click "[scheduling] Booking date"
58
Click here.
59
Click "Save"
60
Click "Create Cancellation Email"
61
Click this text field.
62
Click this text field.
63
Click this text field.
64
Click here.
65
Type "Hi"
66
Click this link.
67
Click "[contact] First name"
68
Click here.
69
Type "that this phone consult conversa has been cancelled."
70
Click here.
71
Click here.
72
Type " time to chat about your event."
73
Click "Save"
74
Click "Create Reminder Email"
75
Click this text field.
76
Click this text field.
77
Click here.
78
Type "Hi"
79
Click this link.
80
Click "[contact] First name"
81
Click here.
82
Type "Here's a friendly reminder of our decor consultation phone call today at"
83
Click here.
84
Click this link.
85
Click "[scheduling] Booking start time"
86
Click here.
87
Type ". I'll call you then!"
88
Click "Save"
89
Click "Save"
