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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

  1. Title: Enter a name for your inventory in the Title field.

  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. Drop-off Locations:

    • This information is not required for appointment bookings and can be ignored.
  10. 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.

  1. Create a New Product

    • Navigate to the Products menu.
    • Click the Add New button to start the creation process.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.