Business & User Settings

The basics of your business account, users, and subscription billing

39 articles in this collection
Written by Felix Livni and Matt Tucker

Account Setup & Basics

How do I set my cancellation policy?

Set when is the latest a client can cancel their appointment

Written by Felix Livni
Updated over a week ago

Setting how soon or how far in advance clients can schedule

New Appointment Policies: lead time and the future

Written by Matt Tucker
Updated over a week ago

Can I have all notifications sent to a single email address?

Adding a business email address as primary or secondary contact

Written by Felix Livni
Updated over a week ago

Business-Specific Setup

Acupuncturist - Getting Setup

Basic service setup specific to your acupuncture business

Written by Felix Livni
Updated over a week ago

Users

How to add a user with a calendar

Creating an additional service provider

Written by Matt Tucker
Updated over a week ago

How to add a user without a calendar

Adding a user to your account who is not offering services

Written by Matt Tucker
Updated over a week ago

How to add another calendar to your account

For multiple locations, spaces, or resources

Written by Matt Tucker
Updated over a week ago

How do I add a provider pic to my account?

Uploading an image to your user account

Written by Matt Tucker
Updated over a week ago

About User Access Levels

Set the amount of settings and features access for each user

Written by Felix Livni
Updated over a week ago

Provider access level permissions

Setting permissions for user accounts with Provider level access

Written by Matt Tucker
Updated over a week ago

Turning off the calendar for user with Administrator or Scheduler access

When a user doesn't need to provide services

Written by Matt Tucker
Updated over a week ago

How do I delete a user?

Removing a provider from your business account

Written by Matt Tucker
Updated over a week ago

How do clients choose a service provider in the scheduler?

Have clients choose a service provider or the system select one

Written by Felix Livni
Updated over a week ago

Resetting or changing your Schedulista password

If you forget or need to update your account access password

Written by Felix Livni
Updated over a week ago

Multiple Locations or Businesses

Multiple locations

Decide which option is best for your business

Written by Matt Tucker
Updated over a week ago

Multiple business accounts

Perfect for multiple locations with multiple employees

Written by Felix Livni
Updated over a week ago

Multiple locations for a single service provider

For a single user working at two or more locations

Written by Felix Livni
Updated over a week ago

Subscriptions / Billing

About Subscriptions

All the basics about subscribing to Schedulista's services

Written by Matt Tucker
Updated over a week ago

How do I subscribe to Schedulista?

Starting your monthly subscription

Written by Matt Tucker
Updated over a week ago

How do I update my billing credit card on file?

Making changes to your Schedulista subscription information

Written by Matt Tucker
Updated over a week ago

How do I switch my user subscription plan?

Moving from single user to multi-user or back

Written by Matt Tucker
Updated over a week ago

How do I suspend or cancel my subscription?

For temporary or permanent subscription cancellation

Written by Matt Tucker
Updated over a week ago

How to refer other businesses to Schedulista

Enjoy some free credit for referring other businesses

Written by Matt Tucker
Updated over a week ago

How do I subscribe to Schedulista through my Wix site editor?

Upgrading your Schedulista app to subscribe in Wix

Written by Matt Tucker
Updated over a week ago

How do I subscribe to Schedulista through my Wix dashboard?

Upgrading your Schedulista app to subscribe in Wix

Written by Matt Tucker
Updated over a week ago

How do I update billing information for my Schedulista subscription through Wix?

To make subscription payment changes in Wix

Written by Matt Tucker
Updated over a week ago

How do I cancel my Schedulista subscription through Wix?

To stop subscription payments through Wix billing

Written by Matt Tucker
Updated over a week ago

Switching from Wix billing to Schedulista billing

To switch billing systems

Written by Matt Tucker
Updated over a week ago

Business & User FAQs

What does the number in the yellow circle above Home mean?

Getting familiar with Schedulista by setting test appointments

Written by Matt Tucker
Updated over a week ago

How to change your login email address

Update your account login email address

Written by Felix Livni
Updated over a week ago

How do I reset a pending email change?

Starting fresh on a user account login change

Written by Matt Tucker
Updated over a week ago

Why can't I change my login email address?

User account change email option not available

Written by Matt Tucker
Updated over a week ago

How do I set up a login for a new user?

How a newly-added employee can sign into their account

Written by Matt Tucker
Updated over a week ago

What does "pending invitation" mean?

When a user account needs to be confirmed

Written by Matt Tucker
Updated over a week ago

Why is a new user not receiving an invitation email?

When users with previous accounts are added to a business

Written by Matt Tucker
Updated over a week ago

How do I change or delete a user account with the same email address as another?

Separating user accounts sharing the same email address

Written by Matt Tucker
Updated over a week ago

Why am I unable to delete a user from my account?

When you need to switch users to remove users from your business account

Written by Matt Tucker
Updated over a week ago

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

Written by Matt Tucker
Updated over a week ago

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

Written by Matt Tucker
Updated over a week ago