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How Scheduley works
Choose Appointments or Jobs & Field Service, see which businesses each is for, and learn the four steps to getting started.
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.
Moving to Scheduley from another booking platform
Moving from Booksy, Fresha, Square, GlossGenius, Boulevard, Vagaro, Jobber, or another platform? Which menus import automatically, what carries over, and how to plan the switch.
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 30+ premium templates, customize the design, and publish. Or keep your existing site and link booking to it.
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.
Franchises & multiple locations
Turn on Locations with Premium ($25/month per additional location), set up separate business workspaces, and invite location managers. Create a shared Franchise page and keep each business separate.
How to offer mobile services (you travel to clients)
Take bookings at your clients’ locations, with a travel range, zip codes, a travel fee and arrival windows you control.
How to offer video and phone appointments
Offer consultations by video or phone: Use Google Meet links for video visits and client phone numbers for phone appointments.
Booking rules: notice, booking window and same-day bookings
How far ahead clients can book, how much notice you need, same-day bookings, cancellations, and team-member choice.
Online booking & pricing options
How clients book on your page, for appointments and for trades: exact times or arrival windows, how prices show, trip charges, photos, service area, add-ons and more. Scheduley picks defaults for the work you do, and you can adjust any of them.
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 quotes.
Intake, consent & agreement forms
Build intake and consent forms clients fill out and sign on their phone before a visit, or a service agreement they sign when approving a quote. Signed copies stay on the client record.
Quotes and invoices, by text
Generate an itemized quote on any job, text it for one-tap online approval, convert it to an invoice, and settle in person with Mark paid. 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.
What your AI does by default
How your AI receptionist handles every kind of call out of the box: booking, changes, emergencies, people who ask for a person, after-hours calls, and what you get afterward. Plus how call rules change it.
Forward your existing business calls to Scheduley
Keep your current number and send all calls, or unanswered calls, to your AI Receptionist. Set up forwarding with your phone carrier and test it.
Which number should clients call?
Your Scheduley number can be your main business line, or work quietly behind the number you already advertise. Here’s how to pick, and how the two setups compare.
Languages your AI speaks
All 16 languages your AI Receptionist supports, how the default language works, and how to enable multi-language auto-detection.
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 Inbox, and how call transfer gets a human on the line.
Teaching your AI about your business
FAQs, policies, and documents give your AI Receptionist the answers, and it re-learns automatically when anything changes.
How to get reviews from your clients
Enable automatic review invites after eligible appointments, request a review from a client record, and choose where reviews appear.
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.
Notifications: how Scheduley keeps you in the loop
Morning briefings, call summary texts, urgent alerts, the inbox badge, and the notification bell: every way Scheduley tells you what happened, and the switch for each.
Marketing: text your clients, run automations, post online
Send a text to a group of clients, keep win-back, review and waitlist texts running on their own, and post ready-made ads with a tracked booking link.
Win back lapsed clients automatically
One friendly text to clients who quietly stopped coming, or a service reminder for trades customers, sent from your business number when they pass your window with nothing booked.
Business settings walkthrough
A tour of Settings: booking rules, online booking and pricing, 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.
Client history: notes, photos, and every visit
Tap any client to open their full record: notes, photos, and a visit-by-visit history you can annotate. The client memory that used to live in your Notes app.
Reading your Reports
Understand the current Revenue or Sales dashboard, chart periods, AI activity, invoices, and CSV exports, including differences in how totals are dated.
Canceling your subscription or deleting your account
Stop subscription renewal or permanently delete your account: understand the difference and the steps for each.
Your free essentials and AI usage
What is free, the call minutes included with Premium, and how usage billing works.
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 Receptionist 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 and Apple calendars
Connect Google or Apple for appointment and busy-time sync. Understand the sync timing, direction, and limits.
Let’s figure it out together.
Need a hand with setup or a question about your account? Talk to our team.
Support hours: Daily · 7 AM–8 PM Pacific