Account Settings

When you log into your Appointr account as an admin and click on the settings cog in the bottom left, you will see the following options.

• General

• Company

• Office Hours

• Company Days Off

• SMS Notifications

• Email Notifications

• Payments

• Users & Roles

The options available in the screenshot above vary based on the user role of the person logging into Appointr. Similarly, the options that appear when you click on Account Settings may vary:

Personal Info (available to all users)

In this section, you can modify your First Name, Last Name, Email, and Time Zone. Additionally, you can upload your profile picture by clicking on the photo field or dragging and dropping a photo into the designated area. After making any changes in the Personal Info settings, be sure to click “Save Changes” at the bottom of the screen.

Change Password (available to all users)

In this section, you can update the password you initially set during sign-up. To do so, enter your current password, followed by your new password, and then confirm the new password by entering it again.

As an administrator:

You will find this section by selecting the employees tab in the ribbon on the left. Select the employee (or yourself), you will see a panel appear on the right hand side of the screen, then select 'Edit' from that panel.

Options may vary depending on the Employee's level of access.

Integrations (available to all users)

In this section, you can connect your own Zoom, Google Calendar, Apple Calendar, and Outlook Calendar with your Appointr account. Other users will also have this option if the admin has activated these integrations on the Features and Integrations page.

As an administrator: You will find this section by selecting the integrations tab in the ribbon on the left.

Assigned Services (available to admins or users with custom roles)

This section allows admins or users with custom roles to enable the services they are assigned to as employees.

Working Hours (available to admins or users with custom roles)

Here, the working hours for your account can be configured.

Days Off (available to admins or users with custom roles)

Configure non-working days for your account in this section.

Special Days (available to admins or users with custom roles)

If enabled in Appointr’s Features & Integrations section, this option appears in Account Settings. Here, you can configure special working days that do not follow the standard Working Hours.

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