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Home Card
Home Card
The Home card is your starting point for all things SimpleSchedule. Inside of Grand Central Station, there are icons which will take you to pages for the following actions:
+ New Event
This is where you will spend most of your time. When a customer calls in to schedule an appointment, this is where your workflow begins.
If you have used all of your bookings for the month, clicking on this link will take you to the Upgrade page.
Booked Events
This is your history of scheduled events, broken down into Upcoming and Past events.
Details for these events are saved at the time that you schedule the event and will not change even if you make changes to the calendar event after.
Manage Agents
This will take you to a familiar page where you can add / remove / update your agents.
If you try to add an agent past what is allowed with your subscription, you will be taken to the Upgrade page.
Settings
Here you can update all of the settings that you created during the setup process as well as a few more.
If you try to add more custom questions or event types past what is allowed with your subscription, you will be taken to the Upgrade page.
Account
Here you can update your profile information, manage / upgrade your subscription, or completely delete your account and all of your user data with one click.
Journey Again
Just in case you want to take the fairytale journey again, or show a friend how SimpleSchedule works, you can with this link.
Events scheduled through the Journey Again button do not count toward your monthly schedules
Account Details
At the bottom of the page is a quick view of your account metrics
+ New Event Workflow
+ New Event Workflow
Choose A Customer
Choose A Customer
This is the first page that you will see during the scheduling process. In a typical workflow, the customer calls in on the phone and you will first look them up.
You can choose if this page defaults to Returning or New in Settings.
Returning.
If they are returning, you will search for their name, email, phone, or email address. This information is pulled from the Google Contacts associated with this account. Keep in mind:
You must type in at least 2 characters before the dropdown is populated
There is a 1-2 second delay in the building of that dropdown.
For a contact to show up here they must be saved in the Contacts section of your Google Contacts. For example, if you click on their contact, and it is in the section named Other Contacts, then that contact will not show up here until you click on to the button to Save Contact.
The dropdown shows all of the entries that contact has for that category. For example, they might have two different phone numbers, and you can choose which one you want to associate with this event. If any of the details need to be edited, you will need to edit them in the contact itself and then force the card to load again to see the change. Some details (like service address) are editable in future cards.
New.
If this is a new customer, you can add their details manually. If you leave the box checked, it will add them to your Google Contacts so that you can pull them up the next time they call in.
New Appointment Details
New Appointment Details
Here you will choose the event type, verify the service address, and set the starting and ending time of the event.
If you update the service address, it will not update the Google Contact, but will display on the calendar event that you are creating.
If you click the checkbox for All day, then it will change it to an all day event.
When you click Choose Ending Time, it will populate an ending time that adds the specified amount of time that you set in the default. You can still adjust both times before moving on to the next step.
Agent Assignment
Agent Assignment
Every event needs to be assigned to at least one agent.
If any agents are considered unavailable, that will be indicated on this card as well. Agents might not be available because:
They don't have the capability needed for this event
They are already booked on an event at this time
The methodology behind an agent already being booked is that their email address is already invited to an event on your default calendar that overlaps with this event.
Assign at least one agent and then click Next.
Custom Questions
Custom Questions
If this event type has custom questions associated with it, then this card will be appear next.
If you did not assign any custom questions to this event type, then you will not see this card show up at this point in the workflow.
Required questions will show up first and must be answered to continue. Optional questions do not need to be answered.
All answered questions will appear on the calendar event. Required questions will show first, and the answers will be in bold for emphasis.
Review & Submit
Review & Submit
It's time to review & submit!
Submitting creates a calendar event using these details.
That calendar event will include all answered questions.
All assigned agents are invited to that event.
You have the option to invite the customer as well.
If you need to make edits, click back to the page that you need to edit.
Booked Events
Booked Events
This is your history of scheduled events, broken down into Upcoming and Past events.
Details for these events are saved at the time that you schedule the event and will not change even if you make changes to the calendar event after.
Click on one of the events to open it up in a new window. Even if you change details about that event (such as the dates, times, who is invited, etc.), the link will still open the event.
Use the dropdown to toggle between Upcoming Events and Past Events.
All events are sorted in the following time order:
Upcoming events- increasing, most imminent events will show first
Past events- decreasing, most recent events will show first
If you schedule a lot of events, you will see pagination buttons to cycle between all of the events. If you click to the Next page and it is blank, just click Previous as that will happen when you are at the end of the list.
Manage Agents
Manage Agents
From this page you can:
Add an agent
Remove an agent
Navigate to the page where agent capabilities are managed
Assign Agent Capabilities
Assign Agent Capabilities
Every agent needs to have at least one capability, and a capability is a the SimpleSchedule term for the event type(s) that the agent can be assigned to.
Please keep in mind:
Every agent needs to have at least one capability
Every capability / event type needs to be assigned to at least one agent
By default, all agents will start by having every capability. Click the Show more dropdown by each agent to update their capabilities as you see fit.
Settings
Settings
The Settings card has a lot packed into a little space.
Default Event Duration
Each event will have a duration, and for convenience, SimpleSchedule allows you to set default initial durations for both regular events and all day events.
For example, if your Default Event Duration was 4 hours and 20 minutes and you chose a starting time of 12:00pm, then SimpleSchedule will populate the ending time as 4:20pm on that same day. Please keep in mind that this is just for convenience as a starting point, and you can still adjust both times as much as you want.
Default All Day Duration
Let's look at an All Day example. If you set your default to 4 days, when you input 4/23/XX, then the ending time will populate as 4/27/XX. Again, this is just a starting point for convenience and you can still adjust both times before moving to the next step.
Event Types
Add or delete your event types
You must keep at least one event type
If you add an event type after setup, it will not automatically add that capability to existing agents. You will need to assign it to at least one agent in the Capabilities section.
If you delete an event type it will delete all custom questions that have only that event type. If a custom question has other event types, it will remain, but the deleted type will be removed from it.
Custom Questions
Add, manage, or delete custom questions here.
Choose Customer Default View
When you click + Add Event, the first card will either show Returning or New, and you can set that default here.
Save New Customer To Contacts Default
When you manually build a new customer, there is a checkbox to save them to contacts, and you can set that defaulted to checked or unchecked here.
Invite Customers To Events Default
When you submit a new event, you have the option to invite the customer to that event or not, and you can set that defaulted to checked or unchecked here.
Account
Account
This is a straightforward profile page where you can update your information.
If you add your company name, then that company name will show in the title of each calendar event.
You can also manage your subscription by clicking on the section below the profile fields.
If you want to delete your account, and all associated data, then you can do so in the Danger Zone at the bottom. To do so, you will click Show more, then click the red Delete button. That will take you to another page where you need to enter in your email address to finalize the deletion request.
Upgrade
Upgrade
SimpleSchedule has a generous free tier, but if your usage exceeds that, then there are paid options to choose from. Check out the Plan Comparison in the app or the Pricing page on this website to see the different features of each plan.
Choose the upgrade package that you want, then click Next to be taken to a checkout portal where you can finalize the transaction.
If successful, when you return to the app, your new subscription will immediately be live.
You can always just stay under the free tier limits if you don't want to pay. Calendar submission quotas renew monthly.
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