Onboarding guide: How to set up Scheduling+

This step-by-step article covers how to get started with Scheduling+. By the end of this article, you will have an active Scheduling+ subscription and a Scheduling+ module set up on a Mono Website.

 

1: Review and sign the Scheduling+ addendum

  1. Please reach out to your Account Manager to receive an addendum for Scheduling+ with pricing information.
  2. Review and sign the addendum.
  3. We will then activate Scheduling+ on your account.
  4. Please note that signing the addendum does not result in an active Scheduling+ subscription. It simply enables you to add this subscription yourself via RAI as described below.

If you are not sure who your Account Manager is, send us an email at info@monosolutions.com and we will forward you to the right person.

 

2: Important! Please align with your end customer about account ownership

Before continuing, you will need to align with your end customer about account ownership.

Scheduling+ is an integration between Timify and Mono. Through the setup process, you will open an account with Timify. It is convenient if this account belongs to your customer, so they can directly manage their bookings themselves.

When you create a Scheduling+ subscription, we will automatically use the email listed under Customer Account > Sites in RAI to start the setup process for the Timify account. Timify will send a verification email to that email address, and the verification must be completed by your end customer within 24 hours.

Therefore, please make sure you do the following before moving on to the next step:

  • Confirm with your client on which email address to use and update the Site Email field in RAI if it is different
  • Check that your client is ready to complete the verification process within 24 hours

Scheduling Step 1 - check customer email is correct.png

 

3: Create a Scheduling+ subscription in RAI

You can add a Scheduling+ subscription from the subscription page under the customer's account in RAI.

  1. From RAI, click 'Overview' or 'Dashboard' to find the website you want to start the subscription for.
  2. Click the Account or Site ID on the website you wish to add Scheduling+ to.
  3. Ensure the Site Email field is populated and up-to-date before proceeding with the next step as it will send a verification email to that email address. The next part of the guide includes a verification process that must be completed by your client within 24 hours, so make sure your end client is ready.
  4. Click on the ‘SUBSCRIPTIONS' tab and scroll down until you see the Scheduling+ subscriptions.
  5. Click the green 'ADD SCHEDULING+ SUBSCRIPTION' button.
    Scheduling Step 4.png
  6. Choose which site you want to apply Scheduling+ to, and which Scheduling+ plan.
    Scheduling Step 5 - 2.png
  7. Click the green 'START SCHEDULING+ SUBSCRIPTION' button.

The subscription is now active. You can view and change the subscription in the Scheduling+ section in RAI. If you wish to upgrade your Scheduling+ plan to one of the other plans, simply click the 'UPGRADE' button and choose the plan from the dropdown in the pop-up.

Scheduling Step 6 - 2.png

 

Choose between three Scheduling+ plans:

  • Classic: 3 resources
  • Premium: 5 resources
  • Premium: 10 resources

 

What is a resource?

Resource refers to the number of 'resources' you want the visitor to be able to book. A resource could be a staff member, a room, or a piece of equipment. For example, a hair salon with 3 hairdressers would need 3 resources in their Scheduling+ plan.

 

What is the difference between the Classic vs. Premium plan?

  • The Classic plan gives you all the basic features that your client might need to accept appointments, including online calendar, booking confirmations, customer management and unlimited number of bookings.
  • Choose Premium for all Classic features, as well as many advanced features, such as booking reminders, recurring bookings, Google & Outlook Calendar Sync, shift planner, and access via apps.
  • For a full overview of the plans, please view this description of the Timify Integration.

 

Language and country settings

The currency and country of the Timify App and booking widget will be based on the customer’s language settings in RAI when the account was initially set up.

For example, if 'Spanish' was selected as the customer's language in RAI, the Timify App will default to Spain as the location and Euro as the currency. The Timify App will be in English still.

If the language selected in RAI is not available in Timify, the currency will default to Euro.

The language in the Timify App will be English by default.

The language in the booking widget will be based on what the end user selects from the language dropdown list via clicking the flag icon in the top right corner of the widget.

booking widget languages.png

Please note, we may make changes to how this works in the near future.

Should you wish to modify these settings later, please contact Support for assistance.

 

Timify is available in the following languages:

 

Timify App:

Booking widget:

  • Bulgarian
  • Albanian
  • Chinese (traditional)
  • Bulgarian
  • Czech
  • Catalan
  • Dutch
  • Czech
  • English
  • Chinese (traditional)
  • French
  • Danish
  • German
  • Dutch
  • Italian
  • English
  • Japanese
  • Finnish
  • Korean
  • French
  • Polish
  • Galician
  • Portuguese
  • German
  • Romanian
  • Hungarian
  • Spanish
  • Irish Gaelic
  • Swedish
  • Italian
 
  • Japanese
 
  • Korean
 
  • Polish
 
  • Portuguese
 
  • Romanian
 
  • Serbian
 
  • Spanish
 
  • Swedish
 
  • Welsh

 

4: (End client step) Guide your client through the sign-up process

  1. To help your customers follow this process, you can share this white label guide with them.
  2. Starting the subscription triggers a verification email to be sent to your customer. This email will come from Timify and will be sent to the customer email specified under ‘SITES’ on the customer account.
    Scheduling Step 1 - check customer email is correct.png
  3. Ask your customer to open the confirmation email and click the 'Verify your email' button. This verification must be completed within 24 hours, so make sure they are prepared to complete this step. If you need to re-trigger the email, please reach out to the Mono Service Desk.
    Scheduling Step 7.png
  4. This will open a new window, where your customer must create a password for their account.
    Scheduling Step 8.png
  5. Once your customer has completed this step, they will be redirected to the Timify App, where they can set up their Services and Resources. Services are events that can be booked by site visitors. Resources are people or equipment related to those services. A resource could, for example, be a hairdresser or a meeting room.
    Scheduling Step 9 - 2.png
  6. Your customer can also log in to Timify by navigating to the Editor of their site > Products > Scheduling+ using the login credentials they set up in this step.
    • If you manage multiple sites with Scheduling+ subscriptions, please make sure you're signed in to the correct account. When accessing the product from the Mono Editor, you'll be directed to the last account you logged into, which may not be the one linked to your current site. This happens because of browser cookies. If you end up in the wrong Timify account (for a different site), just log out and log back in using the credentials for the correct account.
  7. Please note the customer must create their account as described in this article. The integration with Mono will not work properly if they do it any other way, for example by using a sign-up link on Timify’s website.

 

5: (End client step) Set up Services and Resources on the Timify app

This step may need to be handled by your SMB customer, as they will be responsible for managing their own bookings, resources, and clients.

To help them get started, you can share this white label guide with them. You can also refer them to the Timify help centre.

Below is also a short introduction to setting up appointments, so you, as a partner, can best help your customer.

 

Open the Timify app

  1. From the Editor, go to 'Products' > Scheduling+. If you manage multiple sites with Scheduling+ subscriptions, ensure you're signed in to the correct account.
  2. The Scheduling+ account page will open in a new tab.
  3. Log in with the credentials from the previous step.

 

View, manage, or add a service

Services are the types of appointments which site visitors can book. For example, a service could be:

  • a hairdressing appointment,
  • a doctor's appointment
  • a client meeting

Once set up, these services can be booked through the Scheduling+ Module directly on the Mono website.

  1. From the Timify app, click on Management > Services in the left navigation.
    Scheduling Step 10.png
  2. To add a new service, click the plus icon next to My Services.
    Scheduling Step 11.png
  3. This will prompt an overlay, where you can create your service. Here, you can define the title, description, time duration, resource and more.
    Scheduling Step 12.png
  4. The resources refer to the person or equipment needed for the service. For example, if the service is a haircut, the resource could be one of the hairdressers. Please note that you need to define the available times for the resource (explained in the next section) for the service to be bookable.
    Scheduling Step 12 2.png
  5. To edit or delete an existing service, click on the service, then use the Edit icon or Bin icon in the top right corner of that service, to either edit or delete.
    Scheduling Step 13.png

View, manage, or add a resource

A resource is the person or equipment associated with the appointment.

A resource could be a:

  • Hairdresser
  • Doctor
  • Meeting room

For example, a hair salon with 3 hairdressers would need 3 resources in their Scheduling+ plan.

  1. From the Timify app, click on Management > Resources in the left navigation.
    Scheduling Step 14.png
  2. You will see the number of resources that you chose in your subscription. Here, we can see 5 resources because we picked the ‘Premium – 5 resources’ subscription. Please note, you can only add up to the number of resources included in your subscription (e.g., 3 resources for the Classic plan, 5 or 10 for the Premium plans).
  3. The name of the first resource (JaneDoe) is copied from the customer's first and last name under customer account in RAI.
    Scheduling Step 15.png
  4. To edit a resource, click the circular icon of that resource. Let’s edit JaneDoe as an example.
    Scheduling Step 16.png
  5. Clicking the resource opens up a new overlay. Click the red Pen icon in the top right corner to edit the resource.
    Scheduling Step 17.png
  6. Here, you can edit name, image, and more for this resource. If it’s a new resource, you can also invite them via email, so they can have their own account on Timify and manage their own appointments.

  7. It is especially important that you define Working and Online Booking Times, as services can only be booked if the associated resources are available.
    Scheduling Step 18.png

  8. Now that we have set up a service and a resource, we can add Scheduling+ to a Mono website. This will allow site visitors to book the service. Once a service is booked, it appears in the Timify app calendar.

 

Timify's help centre

For more information about how to manage services and resources in your Timify account, please refer to Timify's help centre here.

 

6: Add Scheduling+ to a Mono website

Now we need to add the bookable services to the Mono website. In short, you need to add a Scheduling+ module on the Mono website, and connect it via the Account ID from the Timify app.

Here is how:

 

Find your Account ID

  1. Start from within the Timify App.
  2. Go to Account in the left navigation.
  3. This will open an overlay with Account Details.
  4. Copy the Account ID number.
    Scheduling Step 19.png

Add a Scheduling+ Module and insert Account ID

  1. Go back to the Mono Editor.
  2. Add a Scheduling+ module.
    Scheduling Step 20.png
  3. When you add the Scheduling+ module, a button will appear. An overlay will open, so you can edit this button.
  4. The Scheduling+ module will have an empty field called Timify account ID.
  5. Copy the Account ID from before into this field and click Save. This is what connects the Timify.
    Scheduling Step 21.png
  6. Save the changes to the button and Publish the website. 

 

7: Test the booking flow

When you click the Scheduling+ button from the live website, you will now be presented with an overlay with the services you set up in the Timify App.


Scheduling Step 22.png

Here the site visitor can choose an event, a time, and then they will be prompted for their information to finalise the booking.
Scheduling Step 23.png

Before confirming the booking, they get a booking summary.

Scheduling Step 25.png

Once the booking has been confirmed, the site visitor will receive a confirmation email.

booking confirmation 4.png

The booking will appear in the SMB’s Timify app calendar.

Scheduling Step 26.png

 

Was this article helpful?
0 out of 0 found this helpful