Business & User Settings
The basics of your business account, users, and subscription billing
By Dustin and 1 other2 authors44 articles
- 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 scheduleBooking Rules: 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 Schedulista 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