To create a New Appointment, Create a New Service First

On the Left Side Menu Click on the "FlexBooking" > "Services"

Complete the Service Details and Click on Save

Navigate to the All Appointments Page by Clicking on the "All Appointments" Link on the Left Side Menu

Once you your Service is created, you will be redirected to the Service Details Page to start adding Staff to your Service

Click on the "New Appointment" Button to Create a New Appointment

Complete the Appointment Details and Click on Save

If you enable Notification on the Appointment Form, Staff and Customer will be notified of new appointments

You can see the new appointment on the List of All Appointments and the customer will also see it on their Dashboard

Both Guest and Registered Customers can book an Appointment

Customers can Book right from their Dashboard

When they click on the Book Now Button, they will be redirected to the Booking Page

They can select the Service they want to book, Staff they want to book and Date and Time they want to book

The Customer will then be shown a Time Slot Selection Page, this is automatically generated based on the Staff's Availability

The Customer can select the Time Slot they want to book after which they can add Optional Notes for the Appointment

If it is Guest, the Guest will have additional fields to fill in their details

If the Service is a Paid Service, the Customer will be shown a Payment Page to complete the Payment

If the service is a FREE Service, the Customer will then be shown a Booking Confirmation Page right away

The Customer can then view the Appointment on their Dashboard

Setup Steps

Enable Google Calendar API

• Go to Google Cloud Console (https://console.cloud.google.com)

• Create a new project or select an existing one

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• Enable the Google Calendar API for your project

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• Configure the OAuth consent screen

• Create OAuth 2.0 credentials

Configure FlexBooking Settings

• Navigate to FlexBooking > Settings > Online Meeting

• Enter your Google Client ID and Client Secret

• 

Save Changes First Then,

• Click on Connect to Google Meet Calendar Button to Connect your Google Calendar to FlexBooking

Setup Steps

1. Create a Zoom App

   
   

   • Go to the Zoom App Marketplace (https://marketplace.zoom.us/)

   • Sign in with your Zoom account

   • Click on "Develop" > "Build App"

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   • Choose "General App" app type

   • Fill in the basic information for your app

2. Under Basic Information, select Admin-managed app. Under App Credentials, find the Client ID and Client Secret.

   Enter these credentials in the form in FlexBooking > Settings > Online Meetings.

3. 
   
   
   
   

4. Add a new record to OAuth Allow Lists with the value of Redirect URL for OAuth found in FlexBooking > Settings > Online Meetings.

5. Skip the Features screen and click Continue.

6. Select the scopes required for your app.

   meeting:read:list_meetings:admin
   meeting:update:meeting:admin
   meeting:delete:meeting:admin
   meeting:write:meeting:admin
   user:read:list_users:admin
   

7. 
8. 
   
   Note: In most cases, it is not necessary to publish the application (if you only intend to use it within your organization), so you can disable the option Publish the App on Zoom App Marketplace.

9. Configure FlexBooking Settings

   
   

   • Navigate to FlexBooking > Settings > Online Meeting

   • Enter your Zoom Client ID and Client Secret

   • Click "Save Changes"

   • Click on "Connect to Zoom" button to authorize the integration

   • 

Using Zoom Meetings

Once connected, Zoom meetings will be automatically created when:

• A new appointment is created with Zoom selected the Online Meeting Type
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Meeting links will be automatically sent to participants via email notifications.