How to Create and Manage Discount Coupons in Picktime
Discount Coupons in Picktime help you attract new customers, promote specific services, and increase bookings through special offers. Follow the steps below to create and manage discount coupons for your business. Step 1: Navigate to Discount Coupons Log in to your Picktime account. From the left-side menu, go to Promotions. Click on Discount Coupons. Click the New Coupon button at the top right corner. (https://sPopularHow to Delete Your Picktime Business Account?
If you no longer need your Picktime business account, you can permanently delete it by following below steps. Please note that this action will remove all your business data from Picktime and cannot be undone. Important Notes Before Deleting Ensure your account is on the Free plan before attempting to delete your business account. If you are on a paid plan, please downgrade to the free plan first. Deleting your business account is permanent. Once deleted, all associated data wPopularOther CMS
How to integrate with B2evolution? How to integrate with Concrete5? How to integrate with October CMS? How to integrate with Magento? HoPopularHow to Reset My Picktime Login Password?
If you have forgotten your Picktime login password, you can easily reset it using the Forgot Password option on the login page. Follow the steps below to recover access to your account. Steps to Reset Your Picktime Password 1. Go to the Picktime Login Page Visit the Picktime website. Click Login at the top-right corner of the page. 2.PopularHow to Cancel Your Subscription on Picktime?
If you want to stop using Picktime’s paid plan, you can cancel your subscription by downgrading your account to the Free plan from the billing settings. Important Notes Before Cancelling Downgrading your plan takes effect immediately. Once downgraded, you will lose access to all premium features included in your paid plan. To avoid losing premium access earlier than expected, we recommend cancelling your subscription one day before the auto-renewal date. Steps to CancePopularHow to add a booking button to your HTML website?
To add a HTML booking button to your website, please follow the steps below: Go to Apps & Integrations. Choose booking button. In step 1 choose whatever suits your requirement In step 2 choose 'oveFew readersHow to integrate with Joomla?
To add a HTML booking button to your website, please follow the steps below: Go to Apps & Integrations. Choose Joomla In step 1 choose whatever suits your requirements In step 2 choose 'overlay a booking button on top of my website' (https://d29l98y0pmei9d.cloudfront.net/article/2371/5612966Few readersHow to integrate with B2evolution?
Here is how you can integrate with B2evolution: Go to Apps and Integrations Other CMS Choose whatever suits your requirement in step 1 In step 2 choose 'overlay booking button' Copy the code youFew readersHow to sync with Google calendar?
To sync with your google calendar, follow the steps below: Go to team Select a team member Turn on the toggle for the calendar you want to sync with. You will get a pop-up that asks you to login to your google account Sign in and allow permissions Select the calendars you want to sync with Picktime. Hit Save.Few readersHow to Integrate with Zoom?
To integrate with Zoom, Please follow the steps below: Go to Apps and Integrations Zoom or you can just click this link. Click on the activate button on the right side. Login to your Zoom account. Click on Authorize button Only the Admin will be able to connect with Zoom. If you Zoom has multiple users, You will see all your team members with your Zoom user set by default. Choose their respective Zoom user against each team member and onFew readersHow to integrate with Drupal?
Here is how you can Picktime booking button to Drupal. Go to Apps and Integrations Drupal Go to method 2 and choose whatever suits your requirement in step 1 In step 2 choose 'Booking page overlaysFew readersHow to sync with MS Exchange calendar?
Syncing your Picktime Calendar with your MS Exchange calendar is easy. Just follow these steps: Go to the 'Team' section. Choose the team member whose calendar you want to sync. Turn on the toggle button next to the Exchange Calendar Sync. (https://d29l98y0pmei9d.cloudfront.net/article/2371/bbFew readersHow to integrate with Weebly?
Here is how you add picktime booking button to Weebly. Go to apps and integrations Weebly Go to method 2 and Choose whatever suits your requirement in step 1 In step 2 choose 'overlay booking buttoFew readersHow to integrate with Wix?
Here is how you add picktime booking button to wix. Go to apps and integrations wix Go to method 2 and Choose whatever suits your requirement in step 1 In step 2 choose 'overlay booking button'Few readersHow to integrate with Wordpress?
To add a booking button to your Wordpress website, please follow the steps below: Go to Apps & Integrations. Choose Wordpress. In step1 choose whatever suits your requirements. In step 2 choose 'overlay a booking button on top of my website' (https://d29l98y0pmei9d.cloudfront.net/article/237Few readersHow to integrate with Squarespace?
To add a booking button to your Squarespace website, Please follow the steps below: Go to Apps and Integrations. Choose Squarespace. In step 2 choose 'overlay a booking button on top of my website'.Few readersHow to Update Business Email Address in Picktime
Navigate to Setup: The first step in updating your business email address is to access the Setup section. Log in to your Picktime account and you can locate the Setup menu in the left side navigation. Access User Profile: Within the Setup menu, you can find the 'User Profile' option. Click on it to access your user details. (https://d29l98y0pmei9d.cloudfront.net/article/2371/81325633Few readersPicktime for Customers
Picktime for Customers is an app based on our patented technology (Patent No(IN) - 386902, US 2023/0281520A1(published)) where your customers can easily make bookings with you by scanning the unique QR code of your online booking page. To facilitate seamless access to your business services, simply download the QR code for your online booking platform and prominently display it on your storefront, marketing collateral, social media profiles, and business cards. This user-friendly approach enFew readersHow to sync with Outlook Calendar
To sync with your Outlook calendar, follow the steps below: Go to team Select a team member Turn on the toggle for the calendar you want to sync with. You will get a pop-up that asks you to login to your outlook account Sign in and allow permissions Select the calendars you want to sync with Picktime. Hit Save.Few readersHow to setup interview scheduling?
After signing up with Picktime, setup your account. Once you have setup your business account: Go to service setup services. You will already see a service category created with an example service. Rename it to suit your requirements. For example, let’s say you wantFew readersHow to change the Logo Image?
To upload the Logo image Go to SetupGeneral Under Business details tab on the right side and Hover over it and you will see ‘upload image’ Select any image you want and upload (please use any image in the ratio of 1:1 and a min of 200x200 pixels). (https://d29l98y0pmei9d.cloudfront.net/artFew readersHow to add multiple Locations to Picktime?
If you are running a business which has more than one branch in a different location, well we have got your back. To add in another location to your Picktime account: Go to locations. Click on ‘new location’ button on the located top right corner of the screen. (https://d29l98y0pmei9d.cloudfront.net/article/Few readersHow to add booking button to Weebly navigation?
Here is how you add picktime to the navigation menu. Go to online booking copy the booking page url Go to you Weebly account and hit 'edit site' button Click on 'pages' in the top navigation ClicFew readersHow to integrate with Concrete5?
Here is how you can integrate with Concrete5: Go to Apps and Integrations Other CMS Choose whatever suits your requirement in step 1 In step 2, Choose 'overlay booking button' (https://d29l98y0pmFew readersHow to integrate with Magento?
Here is how you can integrate with Magento: Go to Apps and Integrations Other CMS Choose whatever suits your requirement in step 1 In step 2, Choose 'overlay booking button' (https://d29l98y0pmeiFew readersHow to setup Picktime for Salons?
Once you have signed-up, follow these steps to setup the Picktime account for your Salon: Go to service-setup services You will see a sample service created by default. Edit it to your requirement, change the duration, etc and save. (https://d29l98y0pmei9d.cloudfront.net/articleFew readersHow to take Payments via Stripe?
To activate Payments via Stripe, follow the steps below: Go to the 'Payment & Sales' section and Under Payment Gateways Select Stripe and select connect button. To insert the Publishable Key and Secret Key, please go to https://dashboard.stripe.com/apikeysFew readersHow to add a status label to your appointment?
To add a status label to your appointment, follow these steps: Click on an appointment scheduled in your dashboard calendar. In the pop-up, you will see a dropdown which a status at the top right. Click on the dropdown. You will see a number of statuses like new, pending, confirmed, no show etc.Few readersHow to add customers to a class session?
To add customers to a class session: Go to calendar and Navigate to the date you have created a class session. Click on the session. You will see a ‘class details’ pop-up. Click on the attendees tab. (https://d29l98y0pmei9d.cloudfront.net/artFew readersHow to update your Picktime password?
If you are already logged into your but want to change your password, follow these steps to reset your password. Go to setup user-profile in the side navigation. You will land on user details tab Go to password settings (https://d29l98y0pmei9d.cloudfront.net/article/2371/69edcf26-3ac7-4f12-Few readersWhat is a time blocker? How to add it to your calendar?
A time blocker is feature that can be used to block off any particular time slot in a day. Adding a time blocker will help you by not allowing of your clients to book that particular time slot. To add a time blocker to the calendar, follow these steps: Click on the ‘new appointment’ button you see on the top right corner or any empty calendar slot. (https://d29l98y0pmei9d.cloudfront.net/artiFew readersHow to change the Slot Duration on the Online Booking Page?
To change the Slot Duration on the Online Booking Page Go to Online BookingSettings In SettingsSlot DurationClick on the drop down to select duration. For example, If you set it to 5 minutes, you should see slots on the booking page like 9:00, 9:05, 9:10, etc. If set to 1 hour, you should see slots like 9:00, 10:00, 11:00, etc (https://d29l98y0pmei9d.cloudfront.net/article/2371/67522e1Few readersHow to add a recurring class session?
A recurring class session is something which repeats over a period of time. To create a recurring class session: Create a class session. Before saving the class session follow the steps below: In the pop-up, add in details like the class, date, staff etc. (https://d29l98y0pmei9d.cloudfront.net/article/2371/db579ab2-aa10-40de-b3Few readersHow do I add an image to my service?
To add an image to your service, Go to service setup and choose services. Choose a service you want to add an image for. On the right side, hover on the empty image space. (https://d29l98y0pmei9d.cFew readersHow to make Resources to display first in Calendar?
To make Resources to display first instead of Team members calendar Go to SetupGeneral. In the Calendar PreferencesEnable the toggle for Show Resources first in the Calendar events and save it. Now Go to Calendar by selecting from left side navigation, you can view Resources calendars first !Few readersHow to add a recurring appointment?
A recurring appointment is something which repeats over a period of time. To create a recurring appointment: Click on any empty calendar slot or on the 'new appointment' button on the top right corner. In the pop-up, add in your customer,Few readersHow to set your default calendar view?
When you create your Picktime account, your business calendar is set to weekly view by default. You can change it to either monthly or daily according to your convenience. To change your default calendar view: Go to setup general. Click on calendar preferences. YouFew readersHow to Integrate with Hubspot?
Streamline your business by linking Picktime with your HubSpot account. Effortlessly export new Picktime customers to your HubSpot CRM, enhancing your email campaigns, contact management, and marketing leads monitoring. To integrate your Picktime and HubSpot accounts, follow these simple steps: Log into your Picktime account and navigate to the integration section via the left side menu. Under CRM Softwares, select the HubSpot card. (https://d29l98y0pmei9d.cloudfront.net/article/2371/dFew readersHow to setup Parent Teacher meetings?
After signing up with Picktime, setup your account. Once you have setup your business account: Go to service setup services. You will already see a service category created with an example service. Rename it to suit your requirements. (https://d29l98y0pmei9d.cloudfrFew readersHow to link services to a resource?
Before you link a service to a resource, make sure you have already created a resource.To link a service to a resource: Go to service setup and choose services. Choose a service you want to allocate to a resource. (https://d29l98y0pmei9d.cloudfront.net/article/2371/b52f0c01-1ba6-4f23-a610-5454c38Few readersHow Do Customers View Time Slots In Their Own Timezone?
We've made it even more convenient for you to schedule appointments by allowing you to view time slots in customers' local timezone. Follow these simple steps to enable this feature: Navigate to Online Booking. Click on the SETTINGS tab to access booking settings. Look for the option labeled SHOW BOOKING TIMEZONE. Enable this option by checking the corresponding checkbox. Enable checkbox labeleFew readersHow to setup a service at client location?
To setup your service at client location, follow the steps below: Go to service setup services Select the service you want to assign to client location or create a new service. Go to locations YoFew readersHow to integrate with CMS Made Simple?
Here is how you can integrate with CMS Made Simple: Go to Apps and Integrations Other CMS Choose whatever suits your requirement in step 1 In step 2 choose 'overlay booking button' (https://d29l9Few readersHow to change your calendar slot duration?
To change your slot duration in your Picktime account: Go to setup general. Click on calendar preferences. In calendar slot duration, click on the drop down to change duration and click save. (https://d29l98y0pmei9d.cloudfront.net/article/2371/50929863-b94b-4ba0-Few readersHow to set permission levels for staff?
To setup permission levels, follow the steps below: Go to team. Select a staff. Click on ‘permissions’ tab. Check the sections you want the staff to have access to and click save. (https://d29l9Few readersHow to Verify Customer Email Address from Admin End?
How to Verify Customer Email Addresses for Viewing Appointments in Picktime Personal Calendar Ensuring a seamless experience for both admins and customers is essential for effective appointment management. This support article guides you through the process of verifying customer email addresses in Picktime, allowing customers to view their appointments in their personal calendar. Verifying Customer Email Address from Admin End: Log in to your admin account on Picktime and navigate to thFew readersHow to add a resource?
To add a resource: Go to service setup Choose ‘resources’ Click on the ‘new resource’ button you see at the top right corner of the screen. Add in a name, location and a colour. (https://d29l98yFew readersHow to use a Roster?
To use your roster, follow these steps. Go to team Inside the team page, you will see a roster tab. Click on it and you will see your staff working hours for a week location wise. Choose a day fromFew readersHow to change or edit calendar first Hour?
To change calendar first hour in your Picktime account: Go to setup general. Click on calendar preferences. In calendar first hour, you will see that the time is set to 8:00 am by default. (https://d29l98y0pmei9d.cloudfront.net/article/2371/3197dd1a-0497-474f-814Few readersHow to Display Business Timezone on the Booking Page?
We've made it even more convenient for you to schedule appointments by allowing your clients to view time slots in your business time zone. Follow these simple steps to enable this feature: Navigate to Online Booking on your dashboard and select the SETTINGS tab to access booking settings. Look for the option SHOW BOOKING TIMEZONE. Enable the feature and click on Save to apply the settings.Few readersHow to Update Picktime Personal User Email address
Access User Profile: Go to the Picktime website and log in to your personal account using your current email address and password. After logging in, click on the drop-down arrow next to your name, usually located in the top left corner of the page. Navigate to Email ID: From the dropdown menu, select "User Profile" (https://d29l98y0pmei9d.cloudfront.net/article/2371/b1dd4b20-8ba4-4673-ad28Few readersHow to delete a recurring class session?
Each recurring class session can be deleted manually. Note: We have launched an option where all class sessions without attendees can be delete at once.Few readersHow to delete a recurring appointment?
To delete a recurring appointment: Go to calendar and select the recurring appointment you want to delete. Click on it and you will see a delete button at the bottom right. Hit on the delete button. You will get a pop-up with two optionsFew readersWhat is Custom booking window? How do I set it up?
Custom booking window feature allows you to restrict the available dates for booking for particular duration. To set up your custom booking window, follow these steps: Go to Online booking settings. Turn on the toggle you see beside custom booking window. Once you turn it on, you will see two dFew readersHow to take Payments via PayPal?
To activate Payments via PayPal, follow the steps below: Go to the 'Apps and Integrations' section and connect with your PayPal Account Go to the 'Payments and Sales' section and choose how you want to process your payments from the available options. (https://d29l98y0pmei9d.cloudfront.net/articFew readersHow to manage Escape Rooms?
After you finish your initial setup with Picktime, Please follow these steps below to know more about how to manage your Escape Rooms. Create a service with the name of your escape room game. You can also edit the existing one if you want. To add in prices, go to pricing. If you offer the game foFew readersHow to integrate with Modx?
Here is how you can integrate with Modx: Go to Apps and Integrations Other CMS Choose whatever suits your requirement in step 1 In step 2, Choose 'overlay booking button' (https://d29l98y0pmei9d.Few readersHow to change background image?
To change background image in your booking page follow these steps. Go to Online Booking settings Scroll down and you will see Banner image Hover over it and you will see ‘upload image’ Select any image you want and upload. (https://storage.crisp.chat/users/helpdesk/website/-/3/a/c/b/3acb5c6ec6643a00/picktimeFew readersHow to add Meta Title and Meta Description?
How to add Meta Title and Meta Description? Meta title and meta description are HTML elements that provide information about a web page to search engines and users. They play a crucial role in search engine optimization (SEO) and can impact how a page is displayed in search engine results. Meta Title: The meta title is an HTML tag that specifies the title of a web page. It is typically displayed as the clickable headline in search engine results. Meta Description: The metaFew readersHow to take bookings directly from Google/Google Maps?
You can now directly link your Picktime online booking page in your Business Profile on Google. This helps customers and potential customers view more information about the services you provide right from your Business Profile, which has the potential to increase the number of bookings you receive. Activate Bookings from Google/Google Maps To start taking bookings via Picktime right from your Business Profile on Google, follow the steps below: Go to Apps and Integrations. Choose GooglFew readersHow To Update Billing Information Of Your Subscription Plan
If you need to update the billing name, email address, or mobile number associated with the invoices for your subscription plan, follow these simple steps: Log in to your account. Go to the Setup Plans & Billing In Plans & BillingSelect Billing Details Once you are on the Billing Details, youFew readersWhat is Advanced Booking? How do I set it up?
Advanced Booking is a feature that restricts the days that are open for booking in your online booking page. Advance Booking Starts After is the duration up to which the customer can book an open slot with you. For example, let's say you set it up as 2 days. Your client wants to book an appointment with you on 20th December. They will be able to book a slot only up to 2 days before the actual date. i.e they will be able to book an appointment for the 20th only till the 18th. AdvanceFew readersHow to add and edit your business details?
With growing business and fame, it is quite a common practice to keep revamping tiny but important details like logos etc etc. Picktime also wants to keep up with every makeover you give your business by letting you add and edit your business details whenever you want. Go to setup general. You will land on the business details page. (https://d29l98y0pmei9d.clouFew readersHow To Enable Captcha Verification
To ensure a secure and hassle-free experience for both you business user and customer user, we have CAPTCHA verification process and the feature is under Pro plan. Go to the "Online Booking" section>>"Settings" option. Scroll down till down and you can find the "CAPTCHA VERIFICATION" option. Toggle to enable this security feature next to the "CAPTCHA VERIFICATION". After enabling CAPTCHA verifiFew readersHow to add booking button to Wix navigation?
Here is how you add picktime to the navigation menu. Go to online booking copy the booking page url Go to dashboard in your wix account and click on site actions Choose edit site. Click on the naFew readersHow to Upgrade to a Subscription Plan on Picktime?
Now you can upgrade your plan for enhanced features and a richer experience. In our pricing plan we do have Starter plan and Pro plan. To upgrade your account to a subscription plan, Go to Setup > Plans & Billing In Plans & Billing sectionYou'll encounter a pricing pop-up that showcases the available plans. which are : Free, Starter, and Pro plans. Starter plan: For small businesses lookiFew readersHow to enable Waitlist for Classes in Picktime
In the realm of class scheduling, the demand for popular sessions can often lead to fully booked slots, leaving eager participants disappointed. The good news is that with Picktime’s Pro plan you can have the Waitlist feature for classes. In this article, we'll explore how the Waitlist feature, included in the Classes, automatically springs into action when class slots reach full capacity. Navigate to Service SetupClasses section (https://d29l98y0pmei9d.cloudfront.net/article/2371/165946Few readersHow to add contacts to your Picktime account?
Adding contacts helps you keep a track of customers that regularly come to you. You can be more in touch with your best customers and offer them special discounts and free services whenever possible. You can also have an insight of number of individual no-shows. Here, we will show you how to add in contacts to your Picktime account. Click on contacts located in the side navigation. (https://d29l98y0pmei9d.clFew readersHow to setup meeting rooms?
To set up your meeting rooms, Please follow these steps: Go to Service setup resources Click on the new resource button you see at the centre. If you already have a resource, you will see it at the top right corner. (https://d29l98y0pmei9d.cloudfront.net/article/2371/1ea0fdb0-36ca-449a-ba14-d68Few readersResend the invite link to team member
In the process of adding a team member, admins are obligated to input the team member's email address. Subsequently, the system will autonomously trigger a registration email to the specified email address. If in case where a team member has not registered after the initial registration email, admins have the option to resend the registration link to the team member. To do this, Go to the Team and select the specific team member. (https://d29l98y0pmei9d.cloudfront.net/article/2371/436984Few readersHow To Take Advance Payments From Customers
Accepting advance payments is a crucial aspect of various businesses, ensuring a smooth and secure transaction process. In this article, we will guide you on setting up advance payment options. Setting Up Advance Payments in Payments and Sales: Go to Payments and Sales Once you are in the Payments and Sales section you click on the Settings tab (https://d29l98y0pmei9d.cloudfront.net/articleFew readersHow to integrate with October CMS?
Here is how you can integrate with October CMS: Go to Apps and Integrations Other CMS Choose whatever suits your requirement in step 1 In step 2, Choose 'overlay booking button' (https://d29l98y0Few readersHow to set up AI Receptionist?
AI receptionist is a virtual front-desk assistant that answers calls, understands customers’ needs, and helps them book, reschedule, or cancel appointments. It can handle multiple calls at once, so callers don’t have to wait, and it guides them through the whole scheduling process in a clear, friendly way. Here’s how you can have your own AI Receptionist AI Receptionist is available as an add-on in our Paid Plans. Please check our Pricing Page.PopularHow to Configure AI Receptionist in Picktime
The AI Receptionist helps you manage calls, bookings, and customer queries automatically. Follow the steps below to configure and customize it based on your business needs. Open AI Receptionist Settings Log in to your Picktime account. From the left-side menu, click AI Receptionist. Navigate to the Settings tab. Agent Profile Setup Under Agent Profile, you can personalize your AI assistant: Agent Name – Enter the name you want your AI receptionist toPopular
