Create Appointment Product
Create appointment product
This section guides you through the process of creating a new appointment inventory after you have set up appointment slots, resources, locations, and other attributes.
Add a new appointment inventory
-
Title: Enter a name for your inventory in the
Title
field. -
Inventory Management:
- Navigate to the
Inventory Management
metabox. - Select the appointment pricing type from the
Set Price Type
dropdown. - Ignore the remaining fields in this metabox.
- Navigate to the
-
Appointment Slots:
- Located in the right sidebar.
- You will see a list of previously created slots.
- Check all slots you wish to link to this inventory.
- Note: This information is essential for booking appointments.
-
Resources:
- Also found in the right sidebar.
- Displays a list of available resources/services.
- Check all resources/services to associate with this inventory.
- These details will appear as a dropdown in the appointment product and are crucial for the booking process.
-
Person:
- In the right sidebar.
- Lists previously created personnel/employees.
- Check all personnel/employees to include in this inventory.
- These details will appear as a dropdown in the appointment product and are important, but not mandatory, for booking.
-
RnB Category:
- Locate this in the right sidebar.
- Shows a list of existing categories.
- Check all categories to associate with this inventory.
- These details will be presented as checkboxes in the appointment product and are optional.
-
Pickup Location:
- Found in the right sidebar.
- Lists all created locations.
- Check all locations to attach to this inventory.
- These details will appear as a dropdown in the appointment product and are optional.
-
Deposit:
- Access this from the right sidebar.
- Shows a list of deposits.
- Check all deposits to link to this inventory.
- These details will show as checkboxes in the appointment product and are optional.
-
Drop-off Locations:
- This information is not required for appointment bookings and can be ignored.
-
Feature Image:
- This information is not necessary for appointment bookings and can be disregarded.
By following the steps above, you can effectively create and manage your appointment inventories to facilitate a seamless booking experience for your services.
Add a new appointment product
To introduce a new rental product to your catalog, please follow the straightforward steps detailed below.
-
Create a New Product
- Navigate to the
Products
menu. - Click the
Add New
button to start the creation process.
- Navigate to the
-
Enter Product Details
- Product Name: Input the desired name for your product. This is a mandatory field as the name will be displayed across all instances where the product appears.
-
Configure Product Data
- Go to the Product Data metabox.
- Select Rental Product from the product type dropdown.
- Access the Inventory tab and link the inventory previously set up in the RnB section by selecting it from the available options.
- Important: Attaching an inventory is critical. Without an assigned inventory, the product will not be bookable.
-
Define Settings
- Switch to the Settings tab.
- Here, you can establish local settings or opt to apply global settings to the product. Refer to our dedicated settings section for comprehensive guidance.
-
Add Images
- Product Image: Add a feature image for the product. This image will represent your product on the front end.
- Product Gallery: Utilize this WooCommerce default feature to upload multiple images. These images will be displayed on the product's page.
-
Organize Categories and Tags
- Product Categories: Categorize your rental product using the default WooCommerce categories. These categories aid in the search and filtering of products but do not appear in the booking form.
- Product Tags: Tag your rental product with WooCommerce default tags for better classification. Similar to categories, tags are helpful in searching and filtering but are not displayed in the booking form.
-
Describe Your Product**
- Product Description: Use the provided field to describe your product in detail.
- Product Short Description: A brief description of the product can be added here. This summary is also a standard WooCommerce feature.
After completing these steps, your appointment product will be configured and ready for customers to book.