Setting Up Appointment Booking
Appointment booking lets visitors book a time inside the ChatDek chat. It is available on Pro, Agency and Ultimate. You add your services, staff and locations, set your availability and approval rules, and choose which emails go out. Then you manage every booking from the Appointments calendar in the portal.
In short
Set up ChatDek appointment booking on Pro and above: add services, staff and locations, set availability and approval, and send confirmation emails.
This guide covers
Part 1
Add services, staff and locations
Part 2
Set your availability
Part 3
Choose how bookings are confirmed
Part 4
Confirmation and reminder emails
Part 5
Manage bookings day to day
Full guide
Step by step
Add services, staff and locations
Open Appointments in the portal and add the services people can book, with how long each one takes.
Add staff if visitors should be able to choose who they see, and add your locations. Pro includes 2 staff, 5 services and 1 location; Agency includes 5 staff, 25 services and 3 locations; Ultimate is unlimited.
Set your availability
Set business hours for each of the 7 days, buffer time between appointments, a daily maximum, how far ahead people can book and your timezone.
Add staff time off and location closures so those times are never offered.
Choose how bookings are confirmed
Pick manual approval to review each request first, or auto-approve to confirm bookings straight away.
Bookings move through these statuses: awaiting approval, confirmed, rescheduled, completed, no-show and cancelled.
Confirmation and reminder emails
Turn emails on or off for each event, for you and for the customer, including reminders such as 24 hours and 1 hour before.
In Email Settings you can send these emails from your own email address.
Manage bookings day to day
Use the calendar's month, week, day and agenda views, and drag a booking to move or resize it. ChatDek re-checks availability when you do.
Requests and Today views, customer history, internal notes, .ics downloads, CSV export and manual bookings are all in the same place. Agency and Ultimate add recurring bookings, a waitlist, automations, tags and a public booking page.
Start here
Getting Started with ChatDek
Go from a new account to a live chat widget in four steps: sign up, choose a plan, add your business information, then customise and install the widget.
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Chat History and Human Handoff
Read and search every ChatDek conversation in Chat History, and take over live chats from the Human Handoff inbox when a visitor asks to talk to a person.
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Billing, Renewals and Support
How ChatDek billing works: 1, 3, 6 or 12 month plans paid up front by card, renewing or cancelling from the portal, refunds, and how to get help from our team.
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