Schedulista

Set when is the latest a client can cancel or reschedule their appointment

How do I set my cancellation and rescheduling policy?

Setting how soon or how far in advance clients can schedule

Be notified when clients book or cancel online and reminded of upcoming appointments

About Provider Notifications

Turn off provider email notifications for your business account

Disabling provider email notifications

An introduction to the dashboard on the Home page of the Schedulista web app

About the Dashboard

Dustin Condley

Account Setup & Basics

Return to Schedulista.com

Support: +1-800-419-1672

support@schedulista.com

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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