Help center
Guides walk through common setup tasks. Concepts explain the terms you'll see across the dashboard.
Guides
Getting started in 10 minutes
The five-step path from blank account to a booking page your clients can actually use.
Connecting Stripe
The actual click path, what gets created on Stripe's side, and the four most common stalls.
Importing your clients from CSV
Get your existing client list out of your old tool and into ApptOnly without losing data or duplicating records.
Setting your availability
Weekly hours, time off, lead time, buffers, and how to think about lookahead windows.
Creating a service
How to set up a service that books cleanly, including duration, price, add-ons, and intake form binding.
Sharing or embedding your booking page
Three ways to get clients to your booking page: a direct link, a button on your own site, or an inline embed.
Setting up reminders
Email and SMS reminders, the timing windows that work, and how clients opt out.
Cancellations and refunds
Setting your cancellation policy, processing refunds when they happen, and the partial-versus-full decision.
Your first marketing campaign
Pull a list, write a message, send it without running afoul of compliance rules. The full path through ApptOnly's marketing tools.
Building and using intake forms
Designing a form clients will actually finish, attaching it to services, and finding the responses later.
Exporting your data
What's included in an export, what file you get back, and how to use it.
Changing or canceling your plan
Upgrading, downgrading, pausing, and full cancellation. What happens to your data, your bookings, and your money.
Concepts
Card on file and no-show protection
How the saved card works, when it gets charged, and what happens if a client disputes.
Gift certificates
How gift certificates are bought, redeemed, and tracked, plus how they flow through your books.
How ApptOnly handles time zones
Why your booking page always shows the time in the right zone, what changes when you travel, and how daylight saving is handled.
Intake forms
Questions you ask clients before their first appointment, and how ApptOnly sends, stores, and surfaces the answers.
Languages on your booking page
How ApptOnly picks between English and Spanish across the booking page, emails, and your dashboard.
Recurring bookings
How a regular client gets booked into a repeating series, what changes if a single visit moves, and how to end a series.
Required deposits explained
How deposits work at checkout, what your client sees, and what happens to the money if they cancel or no-show.
Tipping at checkout
When the tip prompt shows up, how Stripe processes it, and how tips show up in your reports and 1099.
What is a CSV?
The plain-spreadsheet format used to move client lists between apps, and what ApptOnly expects when you import one.
What is Stripe?
Why ApptOnly uses Stripe for payments, what gets created when you connect, and what your clients see.
Your booking page URL
The slug is the short word that lives in your public booking URL. Pick it carefully; it shows up everywhere clients see your business.
Get in touch
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