Accessing Administrative Options

Point your browser to the web page where you have installed hitAppoint. Please click the Login link at the top of the page. You will be transferred to the login form, please enter the admin username and the password you chose in the setup procedure to access the administration panel.

Configure Some Basic Settings

hitAppoint provides a number of configuration options to help you tune the software exactly to your specific needs.

Go To: Settings >> Email
hitAppoint sends out automatic notification emails on various actions. In this part you can set the return email address and the sender name of these automatic emails. Setting the Email Test Mode will allow you to view emails printed on screen rather than sent, this option is for testing purposes. Also you can specify the common header and footer parts of your emails, it is convenient to add your signature in the footer for example.

Go To: Settings >> Notifications
This part allows you to update the text of notification emails that are sent to you and your customers.

Go To: Settings >> Date and Time
In this part you can set your local specific date and time settings, like your company timezone, date and time format, and the day week starts on in your part of the globe.

Go To: Settings >> Currency
Choose your local currency and define how it is displayed.

Go To: Settings >> Payment Gateways
hitAppoint allows your customers to pay for their appointments online. Online payments are handled by 3rd party payment gateways like Paypal. The default “offline” payment gateway gives your customers an option to pay at your office, for example by cash.

Set Your Services

hitAppoint comes with one default service already configured for you during the setup process. You can start by updating the default values of this service, then add as many new services as you need.

Go To: Company >> Services >> Edit (click the name of the service)
For your service you can update these settings:

  • Title
  • Description
  • Typeappointment is one on one type of booking, while class allows several customers join at the same starting time
  • Duration
  • Lead In – time required for you to get ready for an appointment. For example, if it is set to 10 minutes, and you are having an appointment at 10:00, time from 09:50 will be marked as booked.
  • Lead Out – time required for you to complete things after an appointment. For example, if it is set to 10 minutes, and you your appointment ends at 11:00, time till 11:10 will be marked as booked.
  • Price – the price for the service in your currency (see Payment Settings part). If set to 0, the word “Free” will be displayed, if set to empty value, no price indication will be given.

Set Your Locations

hitAppoint comes with one default location already configured for you during the setup process. For many people it is enough, anyway you can add as many locations as you need and name them accordingly to you business structure, like “Room A”, “Room B” etc.

Go To: Company >> Locations >> Edit (click the name of the location)

or to create new locations

Go To: Locations >> Add
The location form is quite simple, you can supply the title and the description of your location.

Set Your Bookable Resources

Bookable resource is something or someone that can be booked to provide a service, for example these may be massage therapists, tennis courts, etc. In default configuration, there is one bookable resource created during setup process, you can add as many as you need.

To view current providers:
Go To: Company >> Bookable Resources

or to create new bookable resource
Go To: Company >> Bookable Resources >> Add

Please note that during setup process hitAppoint allows you to define your own terms for locations, bookable resources and services, so these menu links may be showing your custom titles, for example Company >> Massage Therapists. You can adjust your custom terminology in Settings >> Terminology

Set Your Schedules

Here comes the most important part of your initial configuration. A schedule is tied to a bookable resource and defines what, when, and where this resource does, which services at which locations at what time.

A default schedule is already created for you during the setup process. You can start by updating this schedule timeslots, then add as many new availability timeslots for your bookable resources as you need.

Go To: Appointments >> Schedules
For every workday you can define a time slot, for example from 09:00 to 11:00 and set the locations and services which this bookable resource can do in these locations. Slot Type option allows you to set if it is a time frame where times can be selected in certain interval, or a fixed time. You can define the Capacity which is the number of customers that can be served at a time.

Category: Help Guides