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Application Settings

Easy!Appointments provides a range of configurable settings that let you tailor the system to your business needs.

Written by Alex Tselegidis
Last updated 5 days ago

Easy!Appointments provides a range of configurable settings that let you tailor the system to your business needs. These settings are accessible through the Administrator Panel and control general behavior, calendar behavior, customer options, and email notifications.

Accessing the Settings Panel

  1. Log in as an Administrator.
  2. Go to the Admin Panel.
  3. Click on the Settings tab.

General Setting

SettingDescription
Company NameThe name displayed in email notifications and the booking page.
Company EmailThe default “From” address for outgoing system emails.
Company LinkURL displayed on customer-facing communications.
Default LanguageSets the default language for users and the booking page.
Default TimezoneControls appointment time calculations and syncing.
First Day of WeekChoose between Monday or Sunday as the first day in the calendar UI.

Email settings are configured in application/config/email.php and not in the Admin Panel.

Business Logic

SettingDescription
Working PlanSelect which days of the week appointments can be booked.
Blocked PeriodsBlock entire periods defined as closed dates for all providers
Allow rescheduling/cancellatations beforeDefine the timeout (in minutes) before the customers can book or re-arrange appointments with the company.
Future Booking Limit
Set the future limit in days customers can make appointments via the public booking page.
Appointment StatusesDefine a list of available appointment status options that can be used in the the calendar page (the first one will automatically become the default value).

Booking Settings

SettingDescription
Toggle FieldsSelect which fields are displayed and if they are optional or required
Custom FieldsYou can add up to 5 custom fields for customers
Customer NotificationsDefines whether the customer will receive email notifications whenever there is a schedule change on one of his appointments.
Limit Customer AccessIf enabled, providers and secretaries will only be able to access customers they have an appointment with.
CAPTCHAWhen enabled, the customers will have to type a random generated CAPTCHA string before booking/updating an appointment.
Any ProviderThe booking page will get an additional option that allows customers to book without specifying a provider.
Login ButtonDefines whether the login button is being displayed in the booking page.
Delete Personal InfoRemove all your appointments and personal information from the system.
Disable BookingThe booking page will be disabled for as long as this setting is active and customers will not be able to register new appointments.

Integration Settings (Advanced)

SettingDescription
Google Calendar SyncEnable integration with Google Calendar.
Google AnalyticsGoogle b ased analytics tracking
Matomo AnalyticsMatomo based analytics tracking
APIConfigure the Easy!Appointments REST API
LDAPSSO and user import via LDAP

Saving & Testing Settings

  • After making changes in the Admin Panel, click Save Changes.

Related Files

  • Admin panel configuration is stored in the database.
  • Email, language, and advanced settings are stored in:
    • application/config/email.php
    • application/language/your_language/
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Introduction

This user introduction will get you started with the configuration and management of Easy!Appointments, but from the user perspective.

Initial Configuration

After successfully installing Easy!Appointments, the next step is to configure the system to fit your business needs.

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