1. Go to your Dashboard

2. Click 'Schedule Appointment'

3. Choose a recipient or click the plus sign to add new recipients

4. Fill out Email or Phone and (optional) click 'Message personalization' to fill out detailed info

5. If you click 'Message personalization' you can fill in first and last name of your customer and the product/service/package they purchased

6. If you filled in the info in 'Message personalization' the customer will get a personalized email/message with their name and product details

We highly recommend using this feature as a personal touch in your communication with the customer.

7. Click 'Add Recipient'

8. Click 'Send'

9. Client will receive an email or text message with a link to the appointment scheduler

10. Ask client to click the link

11. Ask client to choose time and date of the appointment