Manage appointments

Create an appointment

This feature allows you to manually make an appointment with your customers in the app back end. Your customers should have registered an account in your Shopify store already.

Steps to manage

1. Open the app > click Appointment > click Create appointment button

2. Select service and employee

3. Select date and hour for the appointment, set up status

4. Select Customers who will attend the appointment.

Note: the customer needs to exist in your Shopify customer list. If the customer account does not exist, please create a new one.

5. Tick to the checkbox Send email notification to the customers if you want to inform your customer about the new appointment you have created

6. Click Save to finish

Note: Email notifications are sent based on both the appointment status and the order status. Here's how it works for employees and customers:

For Employees (Staff)

• If the appointment status is Approved → The employee will receive an "Approved Appointment" email.

• If the appointment status is Pending → The employee will receive a "Pending Appointment" email.

For Customers

• If the order status is Pending:

  • The customer will receive a Shopify invoice email prompting them to complete the payment.

  • Once the order is paid, they will receive:

    • A Shopify order confirmation email, and

    • A booking email notification from our app, either Pending or Approved, depending on the appointment status.

  • The order status will change from Pending to Paid.

• If the order status is Paid:

  • The customer will receive a Pending or Approved appointment email, based on the current appointment status.

Approve an appointment

1. Open the app > click Appointments > click on the appointment you want

1. Select Approved in status dropdown

1. Tick to the checkbox Send email notification to the customers if you want to inform your customer about the new appointment you have created

2. Click Save again to update the changes

Reschedule an appointment for a customer

1. Open the app > click Appointments > click on the appointment you want

2. In the appointment details, click edit icon

3. Edit the Date and hour of the appointment > click Save to close the popup

4. Put a tick on Send email notification to the customers (optional)

5. Click Save

After the appointment is edited, it is moved to the correct datetime on the Tipo calendar in the app.

Reject an appointment

1. Open the app > click Appointments > click on the appointment you want

2. Select Reject& Not refund on Status dropdown

1. Put a tick on Send email notification to the customers (optional)

2. Click Save again to update the changes

Delete a appointment

1. Open the app > click Appointments > click on the appointment you want

2. In appointment detail > click Delete icon at top right

3. Confirm to delete it

In case there are multiple customers in the appointment, you can delete one of the customer her

Export Appointments to CSV

1. From the app admin page > click Appointment > click Export Appointment to CSV

2. A dialog will show up, here you can:

• Filter appointments to export by employee

• Select the date range of the appointments you want to export

• Select the appointment status you want to export

3. Choose Save as CSV or Excel

4. Click Export