Overview of Storat Appointments
Being a service business is not always about getting orders or leads, it is also about delivering the service and getting paid. Storat Appointments Solution will help you convert leads and orders to appointments.
Three easy steps to start with Appointments
- Each store comes with a default calendar. But you can create
new calendars for each service, employee or group of employees. To create new
calendars, visit Manage Calendars tab.
- Your customers will be able to select preferred appointment
date at the time they are buying your service from your own website or Storat.
Also you can convert leads or orders to appointments from the manage leads or
manage orders dashboards.
- You can use calendar Appointments Dashboard to change
appointment date and time by a simple drag and drop. Also, you can use the
Resources Scheduler Dashboard to view all appointments for all resources next
to each other. you can move appointments between resources with a simple drag
Once an appointment is set you and your customer will
receive automatic notifications for three times:
- At the time of the appointment
- Twenty-Four (24) hours before the appointment date & time.
- Six (6) hours before the appointment date & time.
All appointment in storat will have one of the following statuses:
- Tentative - the buyer requested an appointment, but the seller didn't accept it yet.
- Confirmed - The buyer and seller confirmed and agreed to the appointment date and time.
- Completed - The buyer received the service and the appointment is complete.
- Canceled - The seller or the buyer canceled the appointment.
Setting up Calendars and Resources
Introduction You can set up multiple calendars for each service, employee or a group of employees using Storat Appointments. You can then manage those calendars as resources from the resource scheduler. Tip: Once a calendar is created, orders and ...
Converting Orders to Appointments
Introduction Once you receive orders on Storat, you will be able to convert them to appointments. Converting orders to appointments gives you many benefits. One of them is automatic reminders by email and SMS to your customers. Storat will send your ...
Introduction You can convert your leads & orders directly to appointments from the Appointment Dashboard. You can set up an appointment from the Appointment Dashboard. Also, appointments can be set directly from the Leads & Orders Dashboards. Tip: To ...
Managing Multiple Calendars with Resource Scheduler
Introduction You can manage multiple calendars at once using the Resource Scheduler dashboard on your store manager. You can view, move and manage appointments of different calendars with a simple drag & drop. To make full use of the resource ...
Creating a New Appointment
Introduction You can convert your leads & orders directly to appointments from the dashboard. You can set up an appointment from the Appointment Dashboard. Also, appointments can be set directly from the Leads & Orders Dashboards Tip: To better ...