Welcome to AppointmentGuru

AppointmentGuru keeps your appointments, clients and invoices in one place, so you can spend less time on admin and more time with your clients. This section takes you from your first sign-in to your first booking.

Your first steps

When you sign in for the first time, your Home page shows a checklist called Get ready for your first booking. It has five steps, and each one links straight to the place where you do it:

1. Add your practice name
2. Add a location
3. Set your working hours
4. Add an appointment type
5. Add your invoice details

Finished steps stay on the list, crossed out, so you can see how far you’ve come. Once all five are done, the checklist disappears. Set up your practice walks through each step.

Note

The checklist shows for practice owners. If a colleague added you to their practice, they’ve most likely set these up already, and you can go straight to adding a client or booking an appointment.

Finding your way around

On a computer, the menu on the left takes you to each part of AppointmentGuru:

Section	What it’s for
Home	Today’s appointments, anything that needs your attention, and how the month is going
Calendar	Your diary by day, week or month
Appointments	A searchable list of every appointment
Clients	Your client list, with each client’s history, notes and invoices
Invoices	Create invoices, send them and record payments
Messages	The emails and SMS messages sent to your clients
Reports	Reports on your appointments, invoices and payments

Settings sits below these, along with your name. Click your name to open your profile or to sign out.

On a phone, the bar along the bottom has Calendar, Appointments, Clients and Invoices, with a + button in the middle for creating something new. The rest is under the Menu button at the top left.

Along the top of every page you’ll find Search, the Help and Support button (the question mark) and a switch for dark mode.

Next steps

Add your location, working hours and appointment types.

Set up your practice →