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Business & User Settings
Business & User Settings
The basics of your business account, users, and subscription billing
41 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
Matt Tucker
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
About Provider Notifications
Be notified when clients book or cancel online and reminded of upcoming appointments
Written by
Matt Tucker
Updated over a week ago
Disabling provider email notifications
Turn off provider email notifications for your business account
Written by
Matt Tucker
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
Matt Tucker
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
Matt Tucker
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
Matt Tucker
Updated over a week ago
Multiple locations for a single service provider
For a single user working at two or more locations
Written by
Matt Tucker
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 Schedulista 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 Schedulista login email address
Update your account login email address
Written by
Matt Tucker
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
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
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