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How Scheduley works
The big picture in four steps: set up your business, publish your booking page, turn on your AI Front Desk, and let Scheduley handle the follow-through.
Running Scheduley solo (no team setup needed)
One-person salon, one-truck operation — you don’t need to add yourself as a team member or set up shifts. Here’s how solo mode works and when adding yourself is worth it.
How to set up online booking for your business
Set up your business details, services, and hours — then publish a booking page clients can use around the clock.
Publishing your page and sharing the link
Go live and put your booking link everywhere clients already find you.
How to build a website for your business
Build a business website with booking built in — pick from 20 layouts, customize the design, and publish.
Choosing where each service happens
Every service can happen at your business, at the client’s location, over the phone, or on a video call.
Multiple locations
What Scheduley supports today for businesses with more than one address — and how to get help if you need true multi-location.
How to offer mobile services (you travel to clients)
Turn on mobile services to take bookings at your clients’ locations — with a service range and travel fee you control.
How to offer video and phone appointments
Offer consultations by video or phone — Google Meet links are created and texted to clients automatically.
Booking rules: notice, windows, and same-day bookings
Control how far in advance clients can book, how much notice you need, and whether same-day slots are offered.
The manage link: clients handle their own changes
Every confirmation and reminder text includes a personal link where clients can see their appointment, reschedule to a real open slot, cancel within your policy, and approve estimates.
Estimates and invoices, by text
Build itemized estimates on any job, text them for one-tap online approval, then send the invoice — and settle in person with the paid toggle. No processor required.
Recurring appointments and standing jobs
Weekly mowing, biweekly cleaning, a standing salon slot — book it once and Scheduley keeps the next visit on the calendar automatically.
The waitlist: fill cancellations automatically
When a day is full, your AI offers the waitlist. When a spot opens, waitlisted clients get a text with your booking link — first to book wins.
Run a trade business on Scheduley (Jobs & Field Service)
Turn on Jobs & Field Service mode: your AI captures the problem and address on every call, your calendar becomes a job board, and clients get on-my-way texts and arrival windows.
Managing appointments from your Calendar
Add appointments manually, reschedule, track payments, and run your day from the Calendar view.
How to set up an AI receptionist for your business
Set up an AI receptionist in minutes: get a business number, pick a voice, and let it answer calls, book appointments, and answer questions 24/7.
How to set up AI text replies for your business
An AI answering service for texts: booking confirmations, reminders, and full conversations that end in bookings.
Your calls inbox: recordings, transcripts, and outcomes
Every call your AI handles, in one place — play the recording, read the conversation, see the caller’s sentiment, and spot which calls turned into bookings.
Taking over from your AI (inbox handoff)
When to jump into a text or DM yourself, how Take over works in Messages, and how call transfer gets a human on the line.
Teaching your AI about your business
FAQs, policies, and documents give your AI Front Desk the answers — and it re-learns automatically when anything changes.
How to get reviews from your clients
Reviews are collected automatically after every appointment — clients get a personal review link by email or text, and you choose where reviews show.
How to show your Google rating on your website
Connect your Google Business Profile and display your Google star rating and review count on your website.
Managing your team
Add team members, choose which services each one offers, and set their hours.
Team access and permissions
How team members work in Scheduley today — and what to do if you need staff logins or role-based permissions.
How to send appointment reminder texts
Text clients a reminder before their appointment, at the lead time you choose.
Win back lapsed clients automatically
One friendly text to clients who quietly stopped coming — sent from your business number when they pass your lapse window with nothing booked.
Business settings walkthrough
A tour of Settings: booking rules, mobile services, notifications, payments tracking, and account basics.
Your client list (and blocking problem callers)
Every client who books lands in your Clients tab with their history and contact info — plus a block control for the callers you never want your agent to serve.
Reading your Reports
What the Revenue and Appointments charts count, where the numbers come from, and how the Paid toggle feeds your revenue.
How AI minutes, plans, and minute packs work
What counts as an AI minute, what each plan includes, what happens if you run out, and how roll-over minute packs keep your agent answering.
Cancellation policies, no-shows, and deposits
How to publish your cancellation policy, track no-shows, and what Scheduley supports today for deposits and fees.
Troubleshooting common issues
Quick checks when your AI isn’t answering, your booking link looks wrong, or calendars aren’t syncing — plus how to reach support.
Connecting Stripe to accept payments
Link your Stripe account to take card payments when clients book online.
Connecting WhatsApp
Let your AI Front Desk answer WhatsApp messages and book appointments from the chat.
Connecting Facebook Messenger and Instagram DMs
Turn social DMs into booked appointments — your AI replies on Messenger and Instagram.
Syncing with Google, Apple, and Calendly calendars
Keep Scheduley and your other calendars in step so your availability is always right.
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