To set up your appointments in EverGenius:
Step 1: From the Dashboard click "Providers" on the left menu.
Step 2: Click "Add new" in the top right, and fill out the Provider's information.
Step 3: Once the Provider is created we need to add that Provider's Calendar.
Step 4: Click "Calendars" on the left menu, this will open up a drop-down menu with your Providers.
Step 5: Select the Provider and set their default schedule in the Calendar.
NOTE: You can now view the schedule by going to "Calendars" and clicking on the Provider you just set up.
Step 6: To add an appointment simply click on an available time and add the appointment.
Note: You will need to have an existing contact in order to add the appointment.
To learn how to add contacts click here.
NOTE: After the appointment is added it will be added to the "Appointments" list. And the Calendar will change to reflect a booked appointment.
Step 7: Select "Appointments" on the left menu to view your appointments.
Step 8: Make sure to select an action to Approve, Cancel, or Reschedule the appointment with your contact, or your contact will not know if the appointment is confirmed.
NOTE: If the contact does not show up you can mark the appointment as Invalid or No Show.
NOTE: Users can also make an appointment from your website.