Before you begin
In order to follow the steps in this tutorial, you need to set up your free SuperSaaS account.
You only need a valid email address to claim your free account.
Log in to your account to reach your Dashboard.
Once you have logged in to your SuperSaaS account, you need to create a separate resource schedule
containing the availability of all your staff members (if they all are available at similar times)
or several similar resource schedules for each staff member (if each of them has a different availability schedule).
A resource schedule (which allows people to book one-to-one time with a particular resource i.e. the staff member)
is the ideal schedule for scheduling each staff member’s time so that they do not have two appointments that overlap.
In this tutorial, we will create individual resource schedule for each staff member and later connect them
into one service schedule for your customers to book multiple services offered by your salon.
Select the Type of Schedule
Click New Schedule in the menu on the right of your
Dashboard to start configuring your online booking system.
You will be directed to the New Schedule Wizard
where you can determine the default settings for your online booking schedule.
You will first need to choose whether you want to create a Resource, Capacity or Service schedule.
Select the Resource schedule type which allows people to book one-on-one with a person, thing or specific space.
It is ideal for a staff member who cannot have two appointments that overlap with each other.
How can users access the schedule?
Select the option Log in to make changes: Anyone can see the schedule, but they must log in to make an appointment
Select one or more resources
A staff member is the only resource that can be booked, so the first option, One: A single resource, person, object
or location is best for this type of schedule.
This option is ideal when you want to create separate schedules for each staff member and set individual availability.
If you have more than one person or item that can be booked, and they all have the same availability
you can list them under the second option for multiple resources.
In this tutorial, we will create separate schedules for each staff member to allow them the flexibility to choose
their own availability and set their own holidays in their schedule.
Provide a name for your schedule
The title you give to your appointment schedule in combination with your account name is both used in the URL that
your clients will see when they use your schedule. Provide a short but descriptive name for the schedule.
You can always change it (as well as your account name) later but note that if you do so, the schedule’s web address
will change accordingly. Type in the schedule’s title, the name of your staff member, for example,
“Schedule Kayla” and click Next.
Set your availability
The settings here provide basic constraints for your time. You can change the opening hours for individual days
(or resources). When appointments are crafted to begin and end at predetermined times, the system can create a clear
user interface by generating predetermined time slots (or chips) that clients can click on to make an appointment.
The salon appointment schedule demo shows this type of setup.
You can set appointments with a default length of 30 minutes and constraint the start times
to every half hour by entering *:00, *:30 in the specific time option.
This would make the system create a slot every half hour. If you offer treatments with differing lengths, it would be better to allow the
user to click any spot on the calendar to select the required time.
Clicking Finish creates the schedule and makes it accessible online.
You now have a functional appointment schedule for your staff member “Kayla”.
You can create similar resource schedules for each of your staff members, say “Mary” and “John”.
Click on New Schedule wizard icon and then you can create
identical schedule settings with “Duplicate Schedule: Make a copy of Schedule Kayla” option.
Once your individual resource schedules for your staff members “Kayla”, “John” and “Mary” are set up,
move on to the next step.
Create the online booking schedule for your customers with all services
Next, we create a Service schedule for your salon which can be easily used by end customers to book a
service with your salon. A service schedule can use resource schedules to align and organize different people or
parts into one schedule to avoid conflicts. All resources can be in a single resource schedule, or you can put
them in separate schedules. If you have interchangeable resources, for example you could have multiple rooms and
the service can be provided in any of them, then those resources can be conveniently placed in the same resource schedule
without compromising any functionality.
Click New Schedule in the menu on the right side of your dashboard.
Select the Service schedule, which allows you to list your salon services and apply default duration values
if needed. We choose to name this salon as “Your Beauty Salon”.
Define services
Since we have already created the individual resource schedules for each of our staff members,
we use the drop-down selector next to each service to define which resource(s) are required for the
service to become available.
Enter “Men’s Haircut” as the first service and connect it to the resource schedule “Schedule John”.
Enter other services like “Women Haircut” and “Facial” and because only “Kayla” is capable of providing the service
“Women Haircut” and “Mary” of providing “Facial”, you can select resource “Schedule Kayla” and “Schedule Mary”
for corresponding services. Add the default duration of each of these services as 30 minutes for men and women haircut
and 60 minutes for the facial.
If you assign two people to a service, that means both will be needed at the same time to perform the service.
If you want to indicate that one or the other person can perform the service, then that’s possible too.
The option to configure is found on the configuration screen after the setup wizard completes.
As an aside, if you define only a single service the user interface will adapt to hide the service selector widget.
Set your salon’s availability
The settings here provide basic constraints. You can change the opening hours for individual days (or resources).
When appointments are configured to begin and end at predetermined times, the system can create a clear user interface
by generating predetermined time slots (or chips) that clients can click on to make an appointment.
The beauty salon appointment schedule demo shows this type of setup.
Click Finish to activate this schedule online. Step 2 will help you test your schedule to ensure
that it works as expected.