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JetAppointment: Wizard Setup

 

This detailed tutorial shows the step by step JetAppointment installation with the help of the specialized wizard.

JetAppointment plugin is a tool that will help you to build a website for the services providers. It provides you all the functionalities to allow users to book the services and select a date and a time slot available in the provider’s schedule. To make the settings up process easier for you, this plugin has a convenient wizard.

However, before you can start to set up the JetAppointments plugin you have to create a Custom Post Type. In our case, we create a spa salon website, so the post type will be “Services”. Create a CPT and add a few posts there (like “Make-up”, “SPA”, “Nail design”, etc.). If you need some help – go through our CPT creation tutorial. Besides that, if you want to add service providers, you will need a separate CPT for them. In our case that is a “Masters” post type.

Now, let’s take a look at how to set up JetAppointments with the help of the wizard.

JetAppointment Installation Wizard Steps

After the plugin installation in your WordPress Dashboard, proceed to a new Appointments menu tab that appears in your navbar. Click “Go to setup” to start the basic plugin customization.

NOTE. Be aware, that you will also need to install and activate the JetEngine plugin and enable the Forms module to use JetAppointment to the fullest.

1 Step — Connect Post Types

In the first step, you should select the post type with which the JetAppointments plugins will work. Choose the one you created in the Service post type drop-down menu.

If you have some service providers, turn on the Add providers toggle and select the corresponding post type in Provider post type drop-down list.

2 Step — Setup Database Tables

After the appointment submission, the required columns would be created in the database to save the bookings by default. This allows you to manage your appointments forms from the back-end ‒ check the status, change any info about the booking.

If you need to add more fields to the booking form ‒ for example, the first and last name of the customer, phone number, comments, etc. ‒ click the “New DB Column” button and create as many new columns as you need.

3 Step — Set up Working Hours

At this stage, you can set your availability during the week and specify the days off.

Firstly, set the Default time slot length. You can select any time here as this is just a pre-set option for creating a meta field in your services posts.
Later, you can change this time slot to more flexible or prolong it.

Now you can set working hours for each day. The great thing is that you can add multiple working hours for the same day. So if you have a lunch break, you can specify it here, so the customers can’t book the service on this time slot. Click the “Add” button and choose time in the drop-down list.

set working hours

If you need to add some days off ‒ simply don’t add any working hours and it won’t be available in your calendar.

You can also set specific dates for the day off here. Click the “Add Days” button in the Days Off block, specify the Days Label (it can be a holiday name), and pick the date or period in the drop-down calendar. You can add as many days off as you need.

4 Step — Additional Settings

If you want to allow the customer to pay for the service right after the appointment submission – enable WooCommerce integration. However, this time we won’t enable this option. The customization of WooCommerce integration is covered in this tutorial.

Below you can see two options for creating booking forms, just leave them toggled on. In this case, two types of forms will be created – one that could be added to any static page and another for a single service page.

The difference between these two forms is that on the single service page there is no Select Service field.

additional settings

Finally, click”Finish” and you will see the success screen.

Finish screen
NOTE. Be aware, that the fields in the form are connected with the database and you shouldn’t delete any of them. If you have created additional database columns in Step 2, you have to create the corresponding fields in the forms.

Post relations

The relations between services and providers post types are created automatically. You don’t need to create a separate Relation in JetEngine > Relations. When you finish setting up the JetAppointments, the necessary options will appear in the posts. You can simply select the needed provider for each service.

Open the post and take a look at the right-side menu. As you can see, you can select a master for every service.

relations menu

Great! Hope this tutorial will help you to get started with the JetAppointment plugin and create a cool booking website.