Business & User Settings
The basics of your business account, users, and subscription billing
How do I set my cancellation and rescheduling policy?Set when is the latest a client can cancel or reschedule their appointment
Setting how soon or how far in advance clients can scheduleNew Appointment Policies: lead time and the future
About Provider NotificationsBe notified when clients book or cancel online and reminded of upcoming appointments
Disabling provider email notificationsTurn off provider email notifications for your business account
About the DashboardAn introduction to the dashboard on the Home page of the Schedulista web app
How to add a user with a calendarCreating an additional service provider
How to add a user without a calendarAdding a user to your account who is not offering services
How to add another calendar to your Schedulista business accountFor multiple locations, spaces, or resources
How do I add a provider pic to my account?Uploading an image to your user account
About User Access LevelsSet the amount of settings and features access for each user
Provider access level permissionsSetting permissions for user accounts with Provider level access
Turning off the calendar for user with Administrator or Scheduler accessWhen a user doesn't need to provide services
How do I delete a user?Removing a provider from your business account
How do clients choose a service provider in the scheduler?Have clients choose a service provider or the system select one
Resetting or changing your Schedulista passwordIf you forget or need to update your account access password
About Schedulista SubscriptionsAll the basics about subscribing to Schedulista's services
How do I subscribe to Schedulista?Starting your monthly subscription
How do I update my billing credit card on file?Making changes to your Schedulista subscription information
How do I switch my Schedulista user subscription plan?Moving from single user to multi-user or back
How do I suspend or cancel my Schedulista subscription?For temporary or permanent subscription cancellation
How to refer other businesses to SchedulistaEnjoy some free credit for referring other businesses
How do I subscribe to Schedulista through my Wix site editor?Upgrading your Schedulista app to subscribe in Wix
How do I subscribe to Schedulista through my Wix dashboard?Upgrading your Schedulista app to subscribe in Wix
How do I update billing information for my Schedulista subscription through Wix?To make subscription payment changes in Wix
How do I cancel my Schedulista subscription through Wix?To stop subscription payments through Wix billing
Switching from Wix billing to Schedulista billingTo switch billing systems
How do I see my Schedulista subscription billing history?Viewing your subscription payments and downloading invoices and receipts
What does the number in the yellow circle above Home mean?Getting familiar with Schedulista by setting test appointments
How to change your Schedulista login email addressUpdate your account login email address
How do I reset a pending email change?Starting fresh on a user account login change
Why can't I change my login email address?User account change email option not available
How do I set up a login for a new user?How a newly-added employee can sign into their account
What does "pending invitation" mean?When a user account needs to be confirmed
Why is a new user not receiving an invitation email?When users with previous accounts are added to a business
How do I change or delete a user account with the same email address as another?Separating user accounts on Schedulista sharing the same login email address
Why am I unable to delete a user from my account?When you need to switch users to remove users from your business account
Can I have all notifications sent to a single email address?Adding a business email address as primary or secondary contact
How do I turn off email appointment notifications but receive phone notifications?When you prefer to be notified on your phone of scheduled appointments or cancellations
Why did I not receive an email for an appointment I set or changed on my calendar?When provider email notifications are sent or not sent
Restricting revenue access for non-admins