Setting up an account. Step-by-step instruction. Settings Add business name, address, phone, logo and all other essential business info here. We will use this info when sending reminders and confirmations to your clients. Add your regular business hours. If you provide different services on different days of the week, or your providers work only certain days/hours you’ll set it up later, But if you always closed Mondays “settings” it’s a good place to cross Mondays out from your schedule. If you provide payable services and like to get paid at the time of booking click “Booking payments” tab and add your merchant account. Uppointment has pre built integration for following merchant accounts: Authorize.new, Braintree, Stripe, Square and Paypal. Also you can accept paypal as separate payment option for your customers convenience. No merchant account with any of these providers? Don’t worry we’ll help you to start accepting credit cards within a day or two. Last tab here is “Disclaimer or cancelation policy” Copy/paste your cancellation policy or consent form or any other part of your Terms of Use here and we will show link at the checkout point. If you mark “Signature required” checkbox we will add signature pad to your booking/checkout form. First screen you see, “Service providers” here you need to add your first, maybe the only one service providers. In this section you can add new members of your team, set individual schedule and link them to services. Now set up first (or maybe the only one) service(s) that you provide. You can rename “Services” into Tours, Packages, Classes, Consultations - it’s up to you. Name your services, set up length of this service (time slot), select number of services you can provide within time slot (if you have more than one provider for the same service in your team), price, add disclaimer/cancellation etc. Add buffer time to service. Buffer time is a time that allows your team members to prepare for the next appointment, take a break, clean the place, return to start point etc. Important: once time slot filled with paid or confirmed by you bookings, this time becomes unavailable in your calendar. If canceled, time turn back to bookable mode again.

If you forgot to export some data from your account or they wasn’t saved properly at their new folder, you have full 30 days of access to your Uppointment account. After 30 days of account closure all your files will be permanently deleted from our servers. As per our Terms of Use we are not responsible for filles lost.

No, Uppointmet’s scheduling or booking forms will work for your new customers as regular form. After checkout your customers will be prompted to set up a password, so it will be easier for them to existing customers.

No, website is not required. You can use booking checkout page hosted on our account. The link to your booking page will look like yourbusinessname.uppointment.com Besides the booking form you’ll have your address,phone and logo on this page. Don’t forget we offer free website with every subscription plan We offer free website with every plan, so if you have a portfolio or samples of your job to display, the story and philosophy of your business, introduce team to your prospect clients etc, we recommend to have.

Technically there are 2 ways to implement uppointment scheduling/booking form into your website. Widget, simplest way to add form on your website. just copy short line of code and add it to your booking page. API, more advanced method. By using this one you can make changes on your website using uppointment not only on your booking page but on other pages as well. Services, prices, packages all can be managed from your uppointment panel. If you need help implementing our form into your site our technical team will do it for you.

Yes, regardless of programming language or template your website built on, Udispatch appointment scheduling and check out form will be installed in a matter of minutes. If your site working, uppointment will work there too. In terms of design our booking form will suit well most modern websites. We can help you adjust colors to match your design if needed.

We offer free templates for all our customers. Most of our templates are ready to use. Just upload content and off you go. If you need some adjustments to template, please contact us and we will help you. Small adjustments are free, more intense changes to be discussed.

The list of our very own and proven to work templates can be found here. However, if you don’t find template for your industry or prefer to use design from different than udispatch template source - there is no problem at all. We constantly adding new templates and updating existing ones for a better UX (user experience). You can find templates for beauty salons, medical practices, gym and fitness classes, law firms, limousine com

A user is anyone within your team who provides services. Once you add a user in admin panel they count as a user for your billing plan..

Credit card (including MasterCard, Visa or American Express) via our secure online order form at the end of your signup or when you first time login into your account. We don’t store your credit card details on our secure servers. As per our Terms of Use, we use a 3rd party billing service. Your credit card is stored with our merchant account provider Stripe, you may find out their security credentials on their website. Paypal is also accepted as a payment, when you accept agreement for recurring payments.

Login into your account. From the menu select “billing”, scroll the page all the way down, click “cancel account” and off you go. Your recurring billing is stopped right away and you won’t be charged for current billing period.

Login into your Uppointment account → Click Settings at the lower corner of the sidebar → On the page that opens, you'll find “Upgrade” button, click it. Select from the list of available plans to upgrade → Confirm your selection in opened window. That’s it, your new plan is activated and you’ll next invoice will be adjusted accordingly. Important: if you add new user and that brings number of users outside of your current plan we will automatically move your account to next plan. You’ll see the message (orange), confirming these changes. If you just want to change users, remove retired user from your account first, then add the new one.

If you lower gear works well for your company, here is how to downgrade your plan: Login into your Uppointment account → Click Settings at the lower corner of the sidebar → On the page that opens, you'll find “Upgrade” button, click it. Select from the list of available plans to downgrade → Confirm your selection in opened window. That’s it, your new plan is activated and you’ll next invoice will be adjusted accordingly. We don’t offer prorated refund, please see our Terms of Use for details. Important: if you delete user from your account, and number of users now fits lower billing plan, your plan won’t change automatically. You’ll see the message (orange), confirming these changes. If you just want to change users, remove retired user from your account first, then add the new one.