How-To Videos

5-min how-to videos on all the topics you need.


We don’t want to waste your time with signing up, waiting for a webinar date/time, and then waiting through all content to hear what you need. So we made all of our webinars accessible in 5-min chunks for you to watch ONLY WHAT YOU NEED, when you need. And, if you have questions, just click on the purple button in the bottom right-hand corner and ask!

1. Business Listing

The Business listing is where you can customize your business information- such as your business address, contact info, hours, accepted payment types, website & social media links etc. You’ll want to make sure this is all up to date so clients have all the information they need to know about your business!

2. Appointment Calendar

View everything from appointments and personal time on the easy to read calendar on your computer, tablet or smartphone. Access appointment details like specific notes, additional appointments for the day and client details. Watch the video to learn more!

3. Classes & Workshops

Whether you call them workshops, sessions, bootcamps, or events, we’ve got you covered. You can add a number of classes into a workshop and require attendance for all, or have clients pay for the whole series and show up when they want. You can set automatic notifications to send your clients an update for any changes made in your workshop schedule. With a separate page for workshops, you can manage them easily and like classes, track the attendance.

4. Importing Clients

We have multiple quick and easy options for you to get your clients added to Schedulicity. Get your clients imported today!

5. Enrolling Clients in Classes & Workshops

Once you have set up your classes and workshops get your clients enrolled and your sessions filled up!

6. Client Communications

Our client communications feature will allow you to create professional looking emails in seconds and send them to specific clients based on the parameters you select. Every email sent will include a link to your online scheduling page so your clients can book their services while your business is top-of-mind. Extremely easy. Unbelievably effective…

7. Text Reminders

Learn about adding text reminders so your clients are up to date at all times of their appointments!

8. Policies

Update your business policies to control when and how clients schedule online.

9. What your client sees

Take a look at what your clients will see when they schedule online with your business. We make it quick & easy and no more phone tag for you!

10. Auto-Billing

Learn how to charge your clients on a monthly recurrence for unlimited services, classes, and/or workshops. Just another feature to make managing your business, THAT MUCH EASIER!

11. Multiple Location Management

Manage all your locations under one account and your clients will be able to toggle between locations when booking. Keep in mind you can link as many locations as you need!

12. Automated Email Marketing

If time has become precious, the Automated Marketing Option is for you! Have emails automatically sent for thank you’s, birthdays and reminders to book. Also suggest services when someone is booking. And track it all through our analytics!

13. Square + Schedulicity Benefits

As the leader in point of sale transactions, Schedulicity has teamed up with Square to allow you to collect payments right in your Schedulicity account! Collect payment at the end of a service, class or workshop, and soon be able to require full pre-payment or partial deposit on any service.

14. Square Integration

Learn how to get your Schedulicity account integrated with Square, the leading point of sale processor. Enable the payment add-on and get swiping!

15. Package Management

With the Package Management add-on you have the ability to sell and track session-based packages for your clients. As your clients use those sessions, you can track how many they have remaining with that package.

16. Business App

Manage your Schedulicity business account on the go with the iOS app!

17. Personal Time

Got a meeting coming up that you don’t want clients to schedule during? What about a regular lunch break that you want to make sure you keep free? Do you work split shifts with a few hours available in the morning and a few more in the afternoon or evening? Then it sounds like personal time is just what you’re looking for!

18. Pricing

Start for FREE! That’s right. Sign up for Schedulicity for free. We won’t pressure you to buy the add-ons — in fact you can use Schedulicity without ever having to pay a dime — but we can pretty much guarantee you’re going to want the extra cool features.

19. Add a ‘Book Now’ button to Instagram and Facebook

Add Instagram and Facebook CTA (Book Now) buttons to book more clients and appointments directly!

20. Enable Instagram

Enable Instagram to show off your work via your photos on your Schedulicity Business Listing for your clients to view while they make appointments with you online.

21. Deal Manager

The deal manager is an awesome way to offer deals to specific clients or all of your clients to offer them something special!

22. Provider Profile

Set up your provider profiles. Add an image and bio in addition to offering services that your clients can schedule.

23. Client Booking

Wondering how to book appointments online? This video will go over the basics of booking as a client online with all your favorite Schedulicity businesses!

24. Time to Book

Automatically remind your clients it is time to book their next visit with you based on the timeframe you set!

25. Birthday Emails

Automatically send your clients ‘Birthday’ emails with our Automated Marketing feature.

26. Thank You Emails

Automatically send your clients ‘Thank You’ email messages with our Automated Marketing feature.

27. Reset Password

Are you having trouble logging into your scheduling profile? Watch this video to reset your password to get signed in!

28. Alerts

 Alerts allow you to provide better service to your customers. You can be made aware of auto billing issues, unsigned waivers, or whatever custom information about the client when it is most useful.

29. Waivers

Our waivers feature allows you to manage your waivers through your Schedulicity account, greatly reducing the amount of time you spend requesting people to sign their waiver and ensuring folks are up-to-date with their waivers.

30. Group Booking

New Class Booking Improvements at Schedulicity include the ability for your students to book online for themselves and up to five other friends. Grow your clientele effortlessly and empower your shy students by allowing them to bring their squad along.

30. Waitlists

Never field another phone call about your full classes! Now with Schedulicity’s online waitlists, it’s simple for you and your clients to build and manage a waitlist.