Help center
How Schedulign works, in the product's own words. For anything else, email support.
Get started
- Your first booking pageFrom sign-up to a live booking link in five steps.
- Your account and signing inSigning in with Google or a password, resetting a password, confirming your email, and how one account holds your business and your teams.
- Free, Pro and TeamsWhat each plan includes, how the Free plan's weekly limit works, and how to switch.
Events
- Creating and managing eventsHow events work, the editor's sections, switching on and off, ordering, duplicating and deleting.
- Durations, group sizes and pricesLengths, group sizes, the pricing grid, free sessions, peak and discount pricing windows, and add-ons.
- Hours, days off and how far ahead clients bookAn event's weekly hours or a saved schedule (and saving an event's hours as one), date-specific hours, booking windows, minimum notice, by-request times and the by-request window, buffers and limits, and hours on an event several hosts share.
- Where a session happensIn-person modes, video calls with Google Meet or your own link, phone calls, and sharing the exact place only after booking.
- The booking form, questions and waiversWhat the booking form asks, adding your own questions, and attaching an e-signed waiver or an agreement checkbox.
- Intake formsA longer form clients fill in from a link after they book — starter forms, follow-up questions, the signature, your privacy policy, where each event sends the link or links a form of your own, where the answers go (a document on the booking you can save as a PDF), and what to use instead when your practice is covered by HIPAA.
- Links, access codes, increments and time zonesThe event's link, private events by access code, start time increments and whether clients see their own time zone.
Money
- Getting paidCard payments online through your own Stripe account, offline payment by the methods you already take, payment modes per event, tips and sales tax.
- Cancellations, no-shows and refundsWhat clients may change online and until when, your written cancellation, no-show and refund policy, manual or automatic refunds, the fee schedule for automatic refunds, whether a cancellation with no fee is refunded automatically, and refunding a booking yourself in full or in part.
Bookings and clients
- The Bookings tabFinding a booking as a list or a week, what its row shows, every action you can take, manual bookings, notes and history.
- Requests, approvals and card holdsHow a booking becomes a request, answer deadlines, approving and declining, requests for any available host, holding the client's card, and move requests.
- Openings notificationsHow clients ask to hear about new times, what happens when a time frees, how you tell the list about new openings, and what became of the day hold.
- The waitlist for a timeHow to turn an event's waitlist on or off, how a client waits for one exact time that can't be booked now, confirms their place from the email, gets the time when it opens (on an event with several hosts, from the host they picked or any available one), and when a place ends.
- Contacts, client groups, perks and blockingYour contact book (filters, labels, your own columns, notes, Referred by, importing a CSV), your mailing list, the Notifications and Waitlist tabs, client groups with early access and other perks, who can book an event, and blocking a client.
- Health information and your privacy policyWhat some state laws ask of a business whose clients share health information with it, how Schedulign handles that information for you, your privacy policy (link yours or write one from the template while you build an intake form), consent and withdrawal on intake forms, and answering a client's request.
- What your clients seeThe booking page, the details step, the confirmation, and everything a client can do from their booking link without an account.
Reach and sync
- Every email Schedulign sendsWhich emails go to clients and which to you, when reminders and follow-ups are sent, calendar invites, and what a team owner receives.
- Google Calendar and Google MeetConnecting your calendar, which calendars block your times, where bookings land, what moving or deleting an entry in Google does, Meet links, buffers on the calendar, the team owner's copy, and what a change of host does to the entries.
- Your brand, your link, QR codes and the widgetLogo, accent color and welcome message, your page's link, QR codes, adding the booking widget to a website, and preview mode.
- The bulletin boardHow to post updates about your business and your events for everyone on your booking page, who can post on a team, how clients open Updates from the tab at the side of the page or from an event, how reactions work without replies, pinning, and why it needs Pro or Teams.
Teams
- Running a teamInviting hosts, what a member gets, the permissions that say what each member manages, events with several hosts, admins, seats, owner notices, the emails clients receive about a member's session, their calendar and hours, and removing a member.
- For team membersYour own dashboard versus the team page, accepting an invitation, what you can change, your hours and calendar with the team, being made an admin, and leaving.
Account
- TroubleshootingNo times showing, an event that will not go live, missing emails, Stripe and Google Calendar not ready, and the widget.
- Your data, deleting your workspace or leaving a teamDownloading everything your business holds, what deleting your business does, the 30-day window, and how leaving or declining a team works.
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