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How to set up your first service on the Hoppy Appointments app?

Follow these steps to create and customize your first appointment service:

Rashmi Verma avatar
Written by Rashmi Verma
Updated yesterday

✅ Step 1: Open the Hoppy Appointments app

1️⃣ From your Shopify admin, open the Hoppy Appointments.

2️⃣ Within the Hoppy Appointments dashboard, click on New Service.

✅ Step 2: Configure the General Tab

3️⃣ In the General Tab settings, configure the following:

  • Associate a Product🔗:

    • Select the product from your Shopify store that you want to offer as a bookable service.

      (This will replace the standard "Add to Cart" button with a "Book Now" button on the product page.)

💡 Tip: Please select the product first before proceeding to the other settings.

  • Booking Page Appearance🎨:

    • Customise the aesthetics of your booking page: Background Colour, Text Colour, Icon Colour, Button Colour.

  • Title and Description📝:

    • Title: Provide a clear and concise title for the service.

    • Description: Offer detailed information about the service.

    • You can use placeholders like {{service_name}} and {{product_name}} to dynamically insert relevant details.

  • Meeting Location🌐: Select the mode of the meeting:

    • Google Meet: For virtual meetings.

    • Zoom: For virtual meetings.

    • Phone Call: For telephonic consultations.

    • In Person: For face-to-face meetings at a physical location.

    • Custom: Specify a custom location or method.

✅ Step 3: Set Availability.

4️⃣ Navigate to the Availability Tab to define when customers can book appointments:

  • Weekday Availability📆: Set your regular working days and hours.

  • Specific Dates📅 : Define availability for specific dates.

  • Start and End Time⏰ : Specify the time range for bookings.

  • Add Team Members👥 : Click on Teams to add team members who will be involved in the appointments.

5️⃣ Configure Meeting Duration—Set the duration for each appointment (e.g., 30 minutes, 1 hour) and other options like buffer time, slot intervals, and lead time to suit your and your customers' convenience.

Step 4: Access Customisation Tab

6️⃣ Navigate to the Customisation tab and customise the following:

  • 🌐 Language: Select the language for your booking page.

  • 🕒 Timezone: Choose your preferred timezone.

  • 🕰️ Hour Format: Select between 12-hour or 24-hour time format.

  • Click on Show Advanced Configuration to access additional settings.

7️⃣ Redirect After Booking- Choose what happens after a successful booking:

  • 🚫 Do Not Redirect

  • 🔗 Redirect the Customer

Step 5: Set Booking Limits for Hoppy Appointment

8️⃣ Navigate to the Advanced Tab and configure the following:

  • Set Booking limits-

    • 📅 Booking Limit Per Day: Enter the maximum number of bookings allowed per day.

    • ⏱️ Booking Limit Per Timeslot: Enter the maximum number of bookings allowed per timeslot.

  • Collect Contact Information- Add Custom Questions

    • Click on Add a Question❓ to include custom questions in the booking form.

  • 📇 Under What Contact Information to Ask?, select the required fields:

    • First Name: Mandatory

    • Last Name: Mandatory

    • Email: As per your selection from the dropdown.

Step 6: Save and Publish

9️⃣ Click on Save to apply all changes.

🔟 Your appointment service is now live and will appear on your website associated with the selected product.

Step 7: Additional Features in Hoppy Appointments

🔹 In the left side panel, you'll find additional options under the 'Hoppy Appointments' heading: Services, Bookings, Team, and Settings.

Services 📋

  • View all active and inactive services you've created.

Bookings📆

  • See the list of all customers who have booked appointments.

  • View both active bookings✅ and cancelled events❌.

  • Use the filter 🔍 to search by customer name or email.

  • You can also filter bookings by status using the dropdown📊:

    Booked ✅ No Show ❌ Started 🕒 Pending ⏳ Completed ✔️ Arrived 🚶‍♂️

    Delayed⌛ Paid💳

Team👥

  • Add and manage team members who will handle appointments.

Settings⚙️

🔹 General Settings Tab

Customize your booking system behavior:

  • 📅 Booking Limits:

    • Use Daily Bookings Limit: Set a maximum number of bookings per day.

    • Maximum Booking Per Timeslot: Limit the number of bookings per timeslot.

  • 🔢 Show Free Slots Count: Display the number of available slots to customers.

  • 🌍 Multi-Languages:

    • Default Language: Set the default language.

    • Enable Multiple Languages: Activate the widget in selected languages.

🔹 Translations Tab

Customize the text displayed on your booking calendar:

  • 🛍️ Product Page Option:

    • Product Page Button Label: e.g., "Book Now"

  • 📅 General Calendar Texts: Add translated versions of the text in the given fields--> Customize calendar labels, buttons, and messages:

    • Booking Texts: "How long do you need?", "Confirm Your Booking", "No times available", etc.

    • Form Labels: First Name, Last Name, Email, Required ⚠️, Invalid Email ❌

    • Rescheduling: Heading, Button Label, Success Message

💡 Everything's configured! Your booking system is live and ready to keep your team and customers in perfect sync! 🔄

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