Skip to main content

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

Learn how to create and customize your appointment booking calendar.

Rashmi Verma avatar
Written by Rashmi Verma
Updated this week

✅ 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! 🔄


Did this answer your question?