How to set up your scheduling

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  3. How to set up your scheduling

How to Set Up Your Schedule in ShowUP Mate

ShowUP Mate is a robust online appointment scheduling software designed to help businesses and freelancers manage their appointments effectively. Setting up your schedule in ShowUP Mate can streamline your workflow and optimize your available time. Here’s a step-by-step guide to help you get started:

Step 1: Sign Up and Log In

  1. Create an Account: Visit the ShowUP Mate website and sign up for an account. They offer a free trial, allowing you to explore the features before making a commitment.

  2. Log In: Once your account is created, log in to access the dashboard.

Step 2: Set Up Your Availability

  1. Navigate to Availability: From your dashboard, go to the "Availability" section. This is where you define when you're available for appointments.

  2. Define Regular Hours: Set your regular working hours by selecting the days of the week and times you are available. You can create multiple availability schedules if your hours vary by day.

  3. Block Off Unavailable Times: Use the "Block Off Time" feature to specify any periods when you're not available for bookings (e.g., lunch breaks, meetings).

Step 3: Create Appointment Types

  1. Go to Appointment Types: In the dashboard, select "Appointment Types." Here, you can define the different types of appointments you offer.

  2. Add New Appointment Type: Click "Add New Type" and fill in the details such as name, duration, price (if applicable), and a brief description.

  3. Customize Appearance and Settings: Adjust the color coding for easy identification and configure other settings like buffer time between appointments.

Step 4: Integrate with Calendar and Payment Systems

  1. Calendar Integration: Link ShowUP Mate with your existing calendar (Google Calendar, Outlook, etc.) to sync appointments and avoid double-booking.

  2. Payment Integration: If you charge for appointments, connect ShowUP Mate with payment processors like PayPal or Stripe to handle transactions seamlessly.

Step 5: Customize Client Booking Page

  1. Personalize Your Page: Go to the "Client's Scheduling Page" settings and customize it with your branding, colors, and logo.

  2. Set Up Notifications: Configure email reminders and confirmations for clients to reduce no-shows and keep them informed.

Step 6: Test Your Setup

  1. Run a Test Booking: Use the client view to book a test appointment and ensure everything works smoothly from their perspective.

  2. Adjust as Needed: Make any necessary adjustments based on your test run, whether it’s tweaking appointment types, availability, or integration settings.

Conclusion

Setting up your schedule in ShowUP Mate can significantly enhance your appointment management process. By defining your availability, creating appointment types, integrating calendars, and customizing your booking page, you can provide a seamless experience for both you and your clients. Regularly review and update your settings to ensure they align with your evolving business needs.

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