Schedzy Booking Software Documentation

Complete walkthrough from account creation to managing your booking operations. Learn how to set up appointments, manage customers, and optimize your scheduling workflow.

Getting Started with Schedzy

Create Your Account

Start by creating your Schedzy account:

Sign Up for Schedzy
Sign-Up Options:

Google Sign-In

Quick one-click registration

Manual Registration

Fill form with name, email & password
Choose Your Plan:

Basic

Perfect for getting started• 2 services • Basic booking page • Email support

Premium

For growing businesses• Unlimited services • Analytics • Calendar view • Google Calendar sync

Pro

Full-featured solution• Everything in Premium • Team members • Customer CRM • Priority support

Onboarding Wizard - Quick Setup

Company Name

Set your business name

Impact:

Your company name appears on your booking page and in all customer communications

Business Hours

Set when customers can book

Impact:

Determines when customers can see available time slots for bookings

First Service

Create your first service offering

Impact:

This service will be available for customers to book immediately

Customer Booking Experience

Booking Steps
1. Select Service

Customer chooses from your available services. Each service displays name, duration, price, and description.

2. Choose Date & Time

Customer selects an available date and time slot based on your business hours and existing bookings.

3. Enter Contact Info

Customer provides name, email, and phone number. They can optionally create an account or book as a guest.

4. Confirm Booking

Customer reviews booking details and confirms. Both you and the customer receive email confirmations immediately.

Managing Your Business Operations

Viewing Appointments
  • Dashboard Overview: Today's metrics and upcoming appointments
  • Bookings List: Complete appointment list with filtering
  • Calendar View: Visual timeline (Premium/Pro plans)
Booking Status Types
  • Pending
    New bookings awaiting confirmation
  • Confirmed
    Verified appointments
  • Completed
    Finished services
  • Cancelled
    Customer or provider cancellations
  • No Show
    Customers who didn't attend

Notifications & Communication

Pending Bookings

New bookings require your confirmation

  • Confirm or modify booking required
  • Customer booking stays unconfirmed until action
  • Auto-clears when status updated
Review Management

Customer feedback and review system

  • Post-service review requests
  • Approve/reject review submissions
  • Google Reviews integration

Embed Schedzy Booking Widgets on Your Website

Why Embed Schedzy Widgets Instead of Calendly?
✅ Schedzy Widget Benefits
  • Seamless website integration with custom branding
  • No redirection - customers stay on your site
  • Mobile-responsive design for all devices
  • Customizable colors and themes
  • Simple copy-paste HTML integration
⚠️ Calendly Plugin Limitations

  • •

    Clunky WordPress plugins with frequent conflicts

  • •

    Limited customization options

  • •

    Higher monthly costs for advanced features

  • •

    Redirects customers away from your website

  • •

    Complex setup process for non-technical users
How to Add Online Booking to Your Business Website

Adding online booking to your website has never been easier. With Schedzy's embed widgets, you can integrate appointment scheduling directly into your website without any technical expertise or expensive plugins.

Simple Booking Widget
All Plans

Perfect for website sidebars, contact pages, and service pages

  • Company branding and contact info
  • Service previews and pricing
  • 'Book Now' button opens full booking page
  • Compact mode for smaller spaces
Full Booking Widget
Premium/Pro Only

Complete booking experience embedded on your website

  • Service selection interface
  • Interactive calendar with availability
  • Customer information form
  • Complete booking without leaving your site
WordPress Integration

Ditch clunky Calendly plugins for seamless Schedzy integration:

  1. Go to your Schedzy dashboard → Widget Generator
  2. Customize colors and settings to match your brand
  3. Copy the generated HTML embed code
  4. In WordPress: Add a "Custom HTML" block
  5. Paste the code and publish your page
HTML/Static Websites

Simple copy-paste integration for any website:

  1. Generate your widget code in Schedzy dashboard
  2. Open your website's HTML file in any editor
  3. Paste the iframe code where you want the widget
  4. Save and upload your file to your web server
Squarespace Integration

Add professional booking to your Squarespace site:

  1. Copy your Schedzy widget embed code
  2. In Squarespace: Add a "Code Block" element
  3. Paste the iframe code into the HTML section
  4. Preview and publish your changes
Wix Website Integration

Enhance your Wix site with online booking:

  1. Get your widget HTML code from Schedzy
  2. In Wix Editor: Click "Add" → "Embed" → "HTML iframe"
  3. Paste your Schedzy embed code
  4. Adjust size and position, then publish
Website Performance Benefits
  • Reduced bounce rate - customers stay on your site
  • Improved user experience and engagement
  • Faster loading than external booking platforms
  • Mobile-optimized for better mobile rankings
Conversion Optimization
  • Higher booking conversion rates
  • Seamless customer journey
  • Trust signals with your branding
  • Increased time on site
🚀 Ready to Add Online Booking to Your Website?

Generate your custom booking widget in minutes and start accepting more appointments through your website today!

Create Your WidgetStart Free Trial

Advanced Features & Plans

Hate Subscriptions?

So do I! My competitors like Calendly, Acuity, and Bookly charge $200 to $1,200+ per year. That's why I'm offering this lifetime deal instead. It's over 90% cheaper than what you'd pay annually with competitors.

You win either way! No monthly bills, no yearly renewals, no surprise price hikes. Pay once and own Schedzy for life.

Limited-time lifetime deals! Pay once, use forever with generous starter credits included. Need help deciding? .

Choose Your Plan

Lifetime Deal
LTD Basic

$49.99

Pay once, use forever
  • Everything in Basic plan
  • Lifetime access - pay once, use forever
  • Up to 50 appointments/month
  • Up to 2 services listings
  • 1 user per account
  • Free starter credits included
  • No recurring fees ever
  • No Google Calendar sync
  • No advanced analytics
  • Monthly appointment limits
Most Popular
LTD Premium

$149.99

Pay once, use forever
  • Everything in Premium plan
  • Lifetime access - pay once, use forever
  • Unlimited bookings & services
  • 1 user per account
  • Google Calendar integration
  • Advanced analytics & reports
  • Priority support
  • Generous starter credits included
  • No recurring fees ever
  • No team management features
  • User limit: 1 max
  • No two-way Google Calendar sync (basic sync only)
Lifetime Deal
LTD Pro

$249.99

Pay once, use forever
  • Everything in Pro plan
  • Lifetime access - pay once, use forever
  • Unlimited everything
  • Unlimited users
  • Full team management
  • Two-way Google Calendar sync
  • Premium starter credits included
  • Dedicated support
  • No recurring fees ever
💳 Pay-Per-Use Notifications

All plans use a credit system for SMS, email, and API notifications to ensure fair pricing. All plans includes generous starter credits, and you can purchase more anytime.

📧 Email Credits

$0.01 per email

📱 SMS Credits

$0.05 per SMS

⚡ API Credits

$0.001 per call

Maximizing Your Booking Rate

Complete your business profile with professional photos, detailed service descriptions, and competitive pricing. Respond quickly to customer inquiries and maintain high ratings through excellent service.

Building Customer Reviews

Encourage satisfied customers to leave reviews by providing exceptional service and following up after appointments. Display positive reviews prominently to build trust with new customers.

Optimizing Your Schedule

Use your analytics to identify peak booking times and adjust your availability accordingly. Consider offering different time slots for different types of services to maximize efficiency.

Pricing Your Services

Research competitor pricing in your area and consider your costs, time, and expertise. Don't undervalue your services - customers often associate higher prices with better quality.

Managing Customer Expectations

Be clear about your services, pricing, and policies upfront. Communicate any special requirements or preparation needed before the appointment to ensure smooth service delivery.

Handling Cancellations and Reschedules

Establish clear cancellation policies and communicate them during booking. Be flexible when possible, but protect your business with reasonable notice requirements for changes.

How do I set up my custom booking page?

After completing the onboarding wizard, your custom subdomain (yourbusiness.schedzy.app) is automatically created. You can customize your service hub profile, add photos, services, and set your availability. Customers can then book directly through your branded page.

How do I manage team members and service allocation?

In your service hub dashboard, you can add team members as service providers. Once added, you can allocate specific team members to specific services, allowing customers to book with particular staff members. This feature is available on all plans.

How does the booking status system work?

Bookings go through several stages: Pending → Confirmed → Completed/Cancelled/No-show. You can manage these statuses from your dashboard. Customers receive automatic email notifications for status changes, and you can mark bookings as no-show when needed.

How do I connect my Google Calendar?

Google Calendar integration is available on Premium and Pro plans. In your service hub settings, find the integrations section and connect your Google account. This provides two-way sync - bookings appear in your Google Calendar, and calendar events prevent double-booking on Schedzy.

How do I handle customer reviews?

Customers can leave reviews after completing bookings. As a service provider, you receive notifications about new reviews and can approve or reject them from your pending reviews dashboard. Approved reviews appear on your public service hub page.

Can I use my own domain instead of the Schedzy subdomain?

Currently, all service hubs use the format yourbusiness.schedzy.app. Custom domain support may be available in future updates. Your subdomain is set during the onboarding process and creates a professional booking experience for your customers.

Need Help Getting Started?

Our support team is here to help you succeed. Book a Guided Onboarding session to get personalized assistance setting up your account, configuring your services, and growing your business with Schedzy.
Book Guided OnboardingBack to Getting Started