thread Re: Ask our Appointments Product Managers and Designers Anything in Archived Discussions (Read Only)

Ask Our Appointments Product Managers and Designers Anything

Tom — Mon, 15 Jul 2024 19:42:54 GMT

Hello Sellers! On July 13th at 1pm PT / 4pm ET, we hosted a virtual office hours session within this thread where sellers had the opportunity to post questions and hear back from our Appointments team members!

@rvoluck, @LoganSq, @winniecheng, and @pbarfield are product managers and designers on the Square Appointments team and, together, they took the lead in today's session. Having worked on a variety of features within Square Appointments and more than 6 years combined experience at Square, they addressed questions and make sure feedback went to the right decision makers. Learn more about Square Appointments.

A few example questions:

How can I make sure I'm getting the most out of Square Appointments?
What are the best strategies for using Square Appointments within my business type?
There are so many different features available within Square Appointments, what are the top three things to keep in mind for someone who is getting started?

Note regarding account-specific questions: For your privacy and security, we are not able to address issues related to specific account status details in our public forums. If you need account assistance, please contact our Customer Success team and they'll be able to take a deeper dive.

Re: Ask our Appointments Product Managers and Designers Anything

mapromonyc — Fri, 09 Jul 2021 19:30:03 GMT

Can you bring back the feature where we can edit the employee assigned to an appointment?

Re: Ask our Appointments Product Managers and Designers Anything

Helloduff — Fri, 09 Jul 2021 19:30:43 GMT

Yooooo - how can i have multiple people from my company see a calendar for appointments? I do not want the customer to select someone, but i would like to assign things to my team members.

Re: Ask our Appointments Product Managers and Designers Anything

richrep — Fri, 09 Jul 2021 22:13:25 GMT

Hi,

Are you able to accomplish the following with Square Appointments for a recording studio?

2 Studio Rooms
Multiple audio engineers
have each room only bookable with there is an available engineer, and prevent double booking of the studio rooms, or engineers?

Thanks!

Re: Ask our Appointments Product Managers and Designers Anything

StellarStudio — Fri, 09 Jul 2021 23:46:15 GMT

"On July 13th at 1pm PT / 3pm ET"

1pm PT and 3pm ET are not the same time. Is it 1pm PT / 4pm ET, or 12pm PT / 3pm ET?

Re: Ask our Appointments Product Managers and Designers Anything

Tom — Fri, 09 Jul 2021 23:50:05 GMT

Oh good catch, @StellarStudio! It's happening July 13th at 1pm PT / 4pm ET. I've made the correction in the original post. Thank you and sorry for the confusion!

Re: Ask our Appointments Product Managers and Designers Anything

plynchbsdh — Sat, 10 Jul 2021 00:18:36 GMT

Hello,

Is it possible to add a required field(s) for self-scheduling clients such as birthdate?
I sell skincare products and I also use these products in skin care services. I would like an additional category in inventory to indicate product "in use" or "other" or a blank where we can fill in the category. But ideally, I would like to show it transferred to my other inventory for Spa Disposables.

Thank you.

Re: Ask our Appointments Product Managers and Designers Anything

Yami — Sat, 10 Jul 2021 00:38:07 GMT

Will there be a way to edit an appointment series without it deleting previous appointments? I always have to cancel one appointment at a time in a series to avoid the system deleting previous sessions that already occurred.

Re: Ask our Appointments Product Managers and Designers Anything

megs83 — Sat, 10 Jul 2021 10:58:54 GMT

When will square start allowing a deposit before booking? Without a required deposit (not a card on file as that’s useless) I am not able to use Swuare Appointments.

Re: Ask our Appointments Product Managers and Designers Anything

megs83 — Sat, 10 Jul 2021 11:00:13 GMT

When will Square Appointments allow “add-on” items to a booking? I want to sell a pizza and other items during a booking but there is t an easy way to do this.

Re: Ask our Appointments Product Managers and Designers Anything

dergoldberg — Sun, 11 Jul 2021 02:12:32 GMT

I have a lot of clients that would love to have this feature also! Thanks for mentioning this. 🙂

Re: Ask our Appointments Product Managers and Designers Anything

dergoldberg — Sun, 11 Jul 2021 02:16:04 GMT

I would love to see if the Square team could integrate this: There are days that I travel for service appointments and there are days that I have to stay at home and work remotely. I'd love to see an option where services performed at the client's locations was unavailable for a day and only remote services were available. Maybe this could be a toggle feature for the Personal Event option?

Re: Ask our Appointments Product Managers and Designers Anything

lambertt — Mon, 12 Jul 2021 00:37:20 GMT

I have seen on the threads for more than two years your customers asking for the ability to schedule classes so a set number of customers could sign up/buy a ticket for the class. I see post that says that this is a popular request, but 2 years seems like Square is not interested in adding that function. Can you elaborate on the current plans.

Re: Ask our Appointments Product Managers and Designers Anything

TCSlaguna — Mon, 12 Jul 2021 03:22:03 GMT

We would like an easy way to see appointments made and which ones were paid/unpaid. We would like an easy way to calculate how much to pay our Service Providers.

To do this, we need a report that provides:
1. Created Date
2. Appointment Length
3. Client Name
4. Staff
5. Paid/Unpaid
6. Amount Paid for Service
7. Tip Amount Given

Currently Items 1-4 are available under Appointments-> Settings -> History, Items 5-7 are not.

Transactions-> filter by Service Provider shows when a payment was made. Does not show appointment date/time and unpaid appointments.

Using the Appointments mobile app. Calendar View: List, Employees: select Service Provider. Shows a nice list of appointments, date/time, appointment length. Does not show paid/unpaid, amount paid for service, tip amount given. Have to click on each individual appointment to get that information.

Re: Ask our Appointments Product Managers and Designers Anything

All4Kids — Mon, 12 Jul 2021 15:23:26 GMT

I would like to add 1 or 2 employees to the appointments portion but only to view the schedule. They don't need to be able to change it or do anything with the customer info. Can this be done without paying the $50 per month?

Re: Ask our Appointments Product Managers and Designers Anything

JessPoynter — Mon, 12 Jul 2021 18:08:42 GMT

Is there a way that we could add a secondary appointment booking option without having to pay an additional "employee" charge? For example, I'd like to have new clients only book on a certain day. As of right now, I don't see a way to do that without adding an additional employee. I'm in a studio, so it's just me.
Also, what's the status on a waitlist/cancellation list feature?

Lastly, is there a way clients can purchase packages and then the software automatically updates how many they have left? For example, if I have a client that would like to purchase a package of 5 blowdrys, is there a way for them to pre-pay and then see how many they have remaining after each one they've used?

Thanks!

Re: Ask our Appointments Product Managers and Designers Anything

healingreigns — Mon, 12 Jul 2021 19:26:21 GMT

I totally agree with the multiple appointments issue. We allow customers a discount if they book multiple massages over a period of time. I was considering stopping this because the additional tracking of what appointments were used and how many is left makes it "just not worth it". J Poynter's idea would be fantastic.

Re: Ask our Appointments Product Managers and Designers Anything

Richlow — Mon, 12 Jul 2021 22:08:27 GMT

Allow my customer to pay for multiple appointments in one transaction (one credit card transaction).

Re: Ask our Appointments Product Managers and Designers Anything

Barbershop — Mon, 12 Jul 2021 22:37:45 GMT

-Am I able to block customers from booking with us? I believe that this was an option when I first signed up, but I cannot find that option anywhere now. I have one relentless and inappropriate customer that makes my team uncomfortable. There are also customers who will use fake credit cards to book, then repeat no show causing us to lost money and new potential customers. I believe that we should have the power to protect ourselves and my business from harassment and theft.

- Can I center the text on the covid-19 message at the top of our booking site?

Thank you.

Re: Ask our Appointments Product Managers and Designers Anything

Volition — Mon, 12 Jul 2021 22:21:51 GMT

I would love the following changes:

1) When checking out group appointments

2) Better separation of service sales and retail sales with reports

3) Tip option on service sales only

4) Turn off online booking for certain clients

5) Create an email that sends to new clients when they book an appointment under marketing

6) Make an option to require card on file for new clients only