Paysley Appointments

My Calendar – Appointment & Scheduling Guide

My Calendar is Paysley’s built-in appointment and scheduling tool. It allows you to manage bookings, appointments, jobs, or services – all from within your Paysley account. This feature integrates with your customers and payment tools to streamline your business workflow.

Getting Started

Where to Find My Calendar

• Go to your Paysley dashboard.
  
• On the left-hand navigation menu, click on My Calendar.
  
• If My Calendar isn’t visible, your current plan may not include scheduling. You’ll need to upgrade to a plan that includes appointment management.
  

Navigating the Calendar

Top Tabs

1. Calendar – View appointments on your calendar in a weekly or monthly format. Use the arrows to navigate weeks or months, and select the Today button to return to the current date.
   
2. Waiting List – View and manage overflow or standby clients.
   
3. Settings – Sync your My Calendar with your Google Calendar and add Tags to easily reference the details of your appointments.
   
4. Upcoming / Recurrence / History – Access lists of scheduled, recurring, or past events quickly.
   

Calendar Settings

Google Calendar Sync

• Click “Connect Google Calendar.”
• You’ll be redirected to connect and authorize the calendar sync via Google OAuth..
• Only bookings made after connection will sync to your Google Calendar.
  

Tag your Services

• Add tags to identify appointment types (e.g., Consultation, Job Site Visit).
• Tags help with staff prep and customer clarity.
• Create tags ahead of time or add new tags on the fly during booking.
  

Creating an Appointment

Click the green Create Appointment button to launch the booking wizard.

Step-by-Step:

1. Select a Customer
   
   • Search for an existing customer or click Add New Customer to create one.
     
2. Choose Appointment Type
   
   • Individual – One-on-one appointment.
     
   • Group – Multiple attendees (e.g., workshops or classes).
     
3. Set the Location
   
   • My Location – Your business address (as set in your Paysley profile).
     
   • Customer Location – Requires the customer’s physical address.
     
   • Other Location – Manually enter any address.
     
   • Virtual – Paste a Zoom or video call link.
     
4. Add Details
   
   • Description – Optional notes about the appointment.
     
   • Service Tags – Choose from your tags or create a new one.
     
   • Date & Time – Set the start and end time.
     
   • All Day – Select for full-day appointments.
     
   • Assign Staff (mandatory) – Choose the team member handling the appointment.
     
5. Booking Fee (Optional)
   
   • Enable the option to charge an upfront booking fee for no-show protection.
     
6. Save or Save & Send
   
   • Click Save to log the appointment.
     
   • Click Save & Send – to email the appointment confirmation to the customer.
     

Taking Payments for Appointments

Two Payment Scenarios:

1. Upfront Booking Fee

• While creating an appointment, you can enable and set a booking fee.
  
• When saved and sent, the customer receives an appointment confirmation email with a link to pay the booking fee.
  
• This helps reduce no-shows and confirms the booking in advance.
  

2. Take Payment During or After the Appointment

• Click on any scheduled appointment on the calendar to open its details.
  
• In the pop-up window, you’ll see the customer info, date/time, service tags, and buttons for:
  
  • Cancel
    
  • Take Payment
    
  • Edit
    

Click Take Payment to choose from the following options:

A. Invoice

• Generates a standard Paysley invoice linked to the appointment.
  
• Can be emailed or texted to the customer for payment.
  

B. Virtual Terminal

• Opens a keyed-in payment screen directly on your dashboard.
  
• Ideal for customers paying in person without a physical card terminal.
  

C. POS Terminal

• Initiates a card-present transaction using a connected EMV device.
  
• Perfect for in-person, chip card payments at your physical location.
  

You can:

• Enter a simple amount for checkout.
  
• Or use Paysley’s inventory tools to select products/services for a full checkout process.

Additional Tools

Waiting Lists

Use the waiting list feature to manage overflow appointments. You can promote waitlisted clients if a slot becomes available.

Recurring Appointments

Select the desired recurring option from the dropdown: Daily, Weekly, Monthly, or Yearly. Appointments will be scheduled automatically according to your choice and the date and time selected.