Booking Appointments via the Guest App

In this article, we'll outline the steps your clients need to follow to book an appointment using your guest app.

Things to Know:

• Online booking must be enabled
• A staff member must be assigned to a service and work hours must be set
• A client must either sign in with their current MyTime account, Facebook, or Apple login, or create a new one.
• The same service cannot be selected multiple times within a single booking. If a client wants to book the same service multiple times, they must complete the first booking and then go through the booking process again to add the service.
• No Preference option on guest app:
  • When a client books an appointment online and selects the "No Preference" option, the system uses a round-robin mechanism to assign a staff member to the service. Learn more here.
  • If the "Can customers book a specific staff member?" setting is disabled, the "Book With" section will be hidden. In this case, appointments will be booked as if "No Preference" was selected, meaning the round-robin assignment will apply.
  • If a client selects a specific staff member, only the services that can be performed by that staff member will be visible. 
• Booking Appointments with Add-On Services
  • Accounts with Multi-Staff Appointments Feature Enabled:
    • If a staff member is selected for the core service and "No Preference" is chosen for the add-on, the same staff member will be assigned to both.
    • If "No Preference" is selected for both the core service and add-on, the system will assign the same staff member to both service. However, if the assigned staff member is not eligible to perform the add-on service, a different staff member will be assigned to the add-on.
  • Accounts with Multi-Staff Appointments Feature Disabled:
    • If "No Preference" is selected, the system will automatically assign the same staff member to both the core service and the add-on.
    • If the selected staff member cannot perform both the core service and the add-on, the option to select an add-on will not be visible. 
• By default, when clients use the "Book Again" button, appointments are prefilled with information from previous bookings. However, the option to disable this automatic prefilling is controlled by the "Don't prefill appointment details based on previously booked appointments" hidden setting that can only be configured by the MyTime team. To enable this setting, please contact support at support@mytime.com.
• If the setting "Accept online payments through MyTime?" is configured to either "Yes, require online payment to book online" or "Let clients choose whether to pay online or in person," and the client opts to pay online, the following will occur:
  • When an appointment requiring a deposit is booked online, the client's card on file will be charged for the deposit, and a hold will be placed on the card for the remaining balance.
  • If the hold amount cannot be charged successfully, the location manager will be notified that the pre-authorization attempt failed and will need to collect the remaining balance from the client at the time of the appointment.
• When the "If a client fails to cancel an appointment in advance, should MyTime charge them?" setting is enabled:
  • The checkout page will display two fields:
    • "Charged Today" – The amount due at the time of booking.
    • "Charged After the Appointment" – The remaining balance to be charged after the appointment.
  • No Deposit Required: Example:For a $180 service with no deposit:
    • Charged Today: $0.00
    • Charged After the Appointment: $180.00
    • The checkout footer will clearly indicate that no payment is due at the time of booking.
  • Deposit Required: Example:For a $180 service with a $50 deposit:
    • Charged Today: $50 (Deposit)
    • Charged After the Appointment: $130 (Remaining balance)
    • The checkout footer will display the "Charged Today" amount ($50).
• If the Setting is Disabled:
  • Only the "Total" field will be displayed on the checkout page.
  • The checkout footer will not be shown.
    

To book an appointment via the guest app:

1. Clients must download the guest app from either the Google Play Store (for Android users) or the Apple Store (for iOS users)
2. Upon downloading, navigate to the home screen and tap on the account icon located in the top right corner                                                                                                                                                                                                                                                                             
3. On the sign-in page, clients can either log in using their MyTime consumer credentials or sign in using Facebook                                                                                                                                                                                                                                    
4. Upon signing in, clients will be directed to the My Account page, providing them access to view and manage their account details                                                                                                                                                                                                
5. To initiate the appointment booking process, clients need to tap on the "Booking" icon located at the bottom of the screen. This action will direct them to the booking page
6. Click "Book Now"                                                                                                                                                                                                                                    
7. Select the desired location (if the account has multiple locations)                                                                                                                                                                                                                                                                             
8. Click "Book Appointment"
9. Clients have the flexibility to scroll through the available services or streamline their search by using the filter option, allowing them to narrow down their selection based on a specific staff member or service category
10. Clients should choose the "Book" option next to the desired service to proceed with the appointment booking
11. For additional services, clients can click on the "Add another service" link. To move forward and choose a date and time, they should then select "Time."
12. Choose a date and time                                                                                                                                                                                                                          
13. Proceed to the checkout page, complete the intake form, enter your credit card information (if necessary), and complete the booking                              

14. The booking confirmation page will appear                                                                                                                                                                                    

Once the appointment is booked, the client can:

• To book another appointment for the same service, use the Book Again button to navigate to the Time Picker 
• Add the booked appointment to your personal Google, Outlook, or Apple calendar.                                                                                                                                           
• To obtain directions to the business, clients can utilize the "Get Directions" link                                                                                                        

For more information, contact us at support@mytime.com.