What is Dashboard? #

Upon logging into Schedwise, you’ll be directed to the dashboard, which serves as a central hub for managing your appointments, tasks, clients and messages.

How to use the Calendar? #

Our calendar feature allows you to handle all your scheduling needs in one place:

• Flexible Views: Choose the calendar view that best suits your workflow. Toggle between Week, Day, or List views to see your appointments in the format that’s most convenient for you.
• Appointment Scheduling: Easily add new appointments directly from the calendar. Whether it’s for a specific service, client, or team member, scheduling is straightforward. You can also adjust existing appointments if needed.
• Appointment Tracking: Stay organized by tracking both confirmed and unconfirmed appointments. Quickly see which appointments have been finalized and which ones are still pending confirmation.
• Time-Off Management: Manage your staff’s availability by tracking time-offs on a per-employee basis. This helps ensure no double-bookings occur, and you can plan around employees’ schedules without any hassle.

How to Manage Tasks? #

Manage all your tasks efficiently, from company-wide goals to individual responsibilities:

• Create and Manage Tasks: Set up tasks for specific projects or daily operations. Whether it’s a one-time task or a recurring responsibility, create tasks that align with your business needs.
• Prioritize Work: Assign priorities to each task, making it easy to distinguish between high-priority and lower-priority tasks. This helps your team stay focused on what matters most.
• Set Due Dates: Keep everyone on track by assigning clear deadlines for tasks. Team members can see which tasks are due soon and manage their time accordingly to ensure timely completion.
• Assign Team Members: Distribute tasks among your team by assigning them to specific employees or groups. This ensures accountability and clarity regarding who is responsible for each task.

What is the Clients Section? #

Maintain an organized and comprehensive database of all your clients, ensuring smooth and secure client management:

• Comprehensive Client Records: Store and manage detailed information about each of your clients in one centralized place. This includes contact information, service history, appointment records, and more, making it easy to access everything you need at a glance.
• Manage Client Access: Maintain control over who can access your services by blocking unwanted clients. Whether it’s due to policy violations or other reasons, you can prevent certain clients from booking appointments.
• Show/Hide Blocked Clients: For ease of management, toggle between showing or hiding blocked clients in your client list. This allows you to declutter your active client view while still maintaining records of previously blocked individuals.

What can you do with Messages? #

Manage all client communications, whether through the web platform or WhatsApp:

• View and Respond to Messages: Stay on top of client inquiries by viewing and responding to messages directly within Schedwise. Whether clients reach out via the web or WhatsApp, all conversations are centralized for easy access.
• Manage Conversations: Keep your inbox organized by managing ongoing conversations. Mark messages as read, prioritize certain chats, and ensure timely responses to maintain strong client relationships.
• Delete Chats: Clear out old or irrelevant conversations by deleting chats when necessary. This helps keep your messaging system clutter-free and ensures you’re only focusing on active discussions.
• Search Messages: Quickly locate specific conversations or messages with the search function. This is especially useful when you need to reference past discussions or find important client information.

What are Applications? #

The Applications section in Schedwise gives you powerful tools to enhance your business operations. This area allows you to manage various integrations and features that streamline your workflow and improve client interactions. With the Website Builder, you can easily create a professional site to showcase your services, team members, and pricing, while enabling clients to book appointments online. The WhatsApp integration makes communication faster and more accessible by allowing clients to schedule appointments and engage with your business directly through the messaging platform. Additionally, you can seamlessly accept online payments, making transactions convenient for both you and your clients.

How to Build a Website? #

Our website builder makes it easy for businesses to create a professional online presence without any coding knowledge. With Schedwise, you can customize and tweak your website to match your brand, all while showcasing your services and making booking effortless for your clients.

Key Features:

• Service Listings & Pricing: Clearly display your services along with prices, making it simple for clients to see what you offer.
• Working Hours: Set and showcase your business hours, so clients always know when you’re available.
• Photo Uploads: Add photos to give your website a personal and inviting feel, whether it’s images of your space, team, or work.
• Online Booking: Let clients book directly through your website with ease, keeping your schedule organized and up-to-date.

Schedwise’s website builder is designed to make sure you’re not just found online, but ready to impress.

How to Connect your WhatsApp Number? #

By integrating our AI Chat Assistant with WhatsApp, you can open up a powerful channel for effortless appointment scheduling and client interaction. This guide will walk you through the essential functionalities of the WhatsApp section, ensuring you harness the full potential of this feature.

How to request WhatsApp Integration?

• Navigate to the WhatsApp Section
• Click on the “WhatsApp” option in the left sidebar.
• Initiate Integration Request: Submit your company information, including name, location, and resource/employee.
• Provide WhatsApp Business Number: Share your WhatsApp Business phone number/account to enable integration.
• Staff Guidance: A member of our staff will contact you to guide you through the integration steps.

AI Chat Assistant on WhatsApp

• Client Interaction: Clients can schedule, reschedule, and cancel appointments through natural conversations.
• Information Gathering: The AI Chat Assistant collects essential information for successful appointments.
• Multilingual Support: The AI supports conversations in multiple languages for a global reach.
• Rescheduling and Cancellation: Clients can easily reschedule or cancel upcoming appointments through WhatsApp.

How to Accept Payments through Schedwise? #

Schedwise lets you easily accept payments from your clients. By connecting your account with Stripe, you can process payments directly through our platform. Setting this up is simple: click on Begin Setup and follow the instructions to connect your existing Stripe account or create a new one. Once you’re set up, your clients can pay online, making transactions convenient for both sides.

What can you do at Profile and Settings? #

Overview
Welcome to the Profile and Settings section in Schedwise! Think of your profile as your digital identity on the platform. Here’s a quick guide on how to manage and customize your information with ease.

Accessing Your Profile #

Navigate to the Profile Section:
Head to the left sidebar and click on Profile.

Overview of Profile Information:
Take a look at your profile details at a glance.

Edit Profile:
Want to make some updates? Click Edit to change your profile info.

Editing Your Profile #

Update Basic Information:
Easily update your name, email, phone number, and address.

Customizing Your Profile Picture:
Add a personal touch by uploading or changing your profile picture.

Banner Modification:
Want to showcase your brand’s style? Update your banner to make it uniquely yours.

Changing your Company Settings #

Navigate to Company Settings:
Click Settings in the left sidebar and select Company.

Edit Company Information:
Update details like your company name, website, description, and preferred currency for receiving payments.

Define Company Services:
Add or adjust the services your company offers, including names, durations, and descriptions. Remember, the services you define here will appear on your website if you choose to make one using our website builder.

Changing your Team Settings #

Navigate to Team Settings:
Under Settings, select Team to manage your team members.

Add Team Members:
Invite new team members by filling out their details and specifying the services they provide.

Manage Team Roles:
Easily adjust roles and permissions to fit each team member’s responsibilities.

Changing your Account Settings #

In the Account submenu, you can add your billing information and unlock extra paid features like AI Chatbot and Appointment Reminders.