{"id":2027,"date":"2025-07-23T11:54:21","date_gmt":"2025-07-23T10:54:21","guid":{"rendered":"https:\/\/wpgeodirectory.com\/documentation\/?post_type=gd_place&p=2027"},"modified":"2025-07-25T18:03:39","modified_gmt":"2025-07-25T17:03:39","slug":"booking-appointments-setup-guide","status":"publish","type":"gd_place","link":"https:\/\/wpgeodirectory.com\/documentation\/article\/booking-appointments\/booking-appointments-setup-guide\/","title":{"rendered":"Booking Appointments – Setup Guide"},"content":{"rendered":"

Overview<\/h2>\n

This setup guide will run through a typical setup of the Booking Appointments<\/a> plugin from start to finish. The Booking Appointments<\/a> plugin extends your directory by allowing listing owners to sell slot-based bookable services such as dentist appointments, classes, consultations and more.\u00a0You can choose to take a commission percentage and\/or add a service charge (like Airbnb).<\/p>\n

For a\u00a0full list of features, see\u00a0the Booking Appointments<\/a> product page.<\/p>\n

Installation<\/h2>\n

The first step if you haven’t already, is to install the Booking Appointments plugin. This can be done by following our guide on installing addons<\/a><\/p>\n

1. Install Required Plugins<\/h2>\n

The Booking Appointments plugin uses GetPaid<\/a> to take payments. If not already installed, you will be prompted to install or activate the required plugins, GetPaid<\/a> and GetPaid Wallet<\/a>. These plugins enable you to accept payments and allow listing owners to request withdrawals from their wallets.
\n\"\"<\/p>\n

2. Plugin Settings<\/h2>\n

Configure the plugin settings under WordPress Admin > Appointments > Settings<\/strong>
\n\"\"<\/p>\n

Here you can set how your appointment booking system should function. Set your commission rates and add a few cancellation policies listing owners can choose from.\u00a0 See the settings documentation for a more detailed overview.<\/p>\n

NOTE<\/strong>: If you have the Pricing Manager<\/a> plugin installed, then you can set commission rates per price package.<\/strong>
\n\"\"<\/p>\n

3. Setup Appointments Custom Fields<\/h2>\n

Navigate to your Custom Post Type (CPT) custom field settings. Places > Settings > Custom Fields.<\/strong><\/p>\n

Here you will see some new custom fields added by the addon.<\/p>\n

\"\"<\/p>\n

<\/i>Has Appointments:<\/strong> This allows the listing owner to enable appointment booking functionality on their listing. This field is required for appointment booking to work.<\/strong>
\n<\/i>Appointment Cancellation Policy:<\/strong> Here the owner can select one of the predefined cancellation policies you added in the main settings.\u00a0(optional)<\/p>\n

<\/i>Make a Listing Bookable<\/strong>
\nGo to edit listing > Tick “Has Appointments” > Update. This will make a listing as bookable product.
\n\"\"<\/p>\n

4. Setup Blocks for Listing Owners<\/h2>\n

There are two blocks for the listing owners.\u00a0GD > Listing Appointments Management<\/strong>\u00a0that allows the listing owner to manage appointments and\u00a0<\/span>GD > Owner Appointments<\/strong> that displays all appointments booked under the owner’s listing.<\/span><\/p>\n

<\/i>GD > Listing Appointments Management<\/h3>\n

Add this block\u00a0to the listing details page template. It will display three buttons to the owner.
\n\"\"<\/p>\n

    \n
  • Manage Settings > Manage Settings
    \n<\/strong>The Listing Owner manages the settings for the appointments.\"\"<\/li>\n
  • Manage Settings > Add\/Edit Services<\/strong>
    \nLists the services to the listing owner.\"\"<\/li>\n
  • Manage Settings > Add\/Edit Services > Add\/Edit Service<\/strong>
    \nListing Owner add\/edit the service.\"\"<\/li>\n
  • View Calendar<\/strong>
    \nCalendar displays available appointment slots, booked slots in different views like month, week, daily.\"\"<\/li>\n
  • View Appointments<\/strong>
    \nDisplays all the appointments to the listing owner that received under the current listing.\"\"<\/li>\n
  • View Appointments > View Details<\/strong>
    \nDisplays the appointment details like customer details, booking details, price breakdown etc. Owner can contact the customer via email, instance message or phone call.
    \n\"\"<\/li>\n<\/ul>\n

    <\/i>GD > Owner Appointments<\/h3>\n

    Add GD > Owner Appointments block to user account area or user dashboard or listing details page. It displays all the appointments booked under owner’s all the listings.
    \n\"\"<\/p>\n

    5. Setup Blocks for Customers<\/h2>\n

    There are two blocks for the customers. GD > Appointment Booking Form<\/strong> to book an appointment and GD > Customer Appointments<\/strong> that displays all the appointments booked by the customer.<\/p>\n

    <\/i>GD > Appointment Booking Form<\/h3>\n

    This allows the customer to book an appointment. Appointment Booking Form can be configured to display as inline form or as a button to open booking form in popup window.<\/p>\n

      \n
    • Appointment Booking > Available Services<\/strong>
      \nChoose a service to book an appointment.\"\"<\/li>\n
    • Appointment Booking > Date & Time Selection<\/strong>
      \nChoose a date & time for the appointment.
      \n\"\"<\/li>\n
    • Appointment Booking > Account Information<\/strong>
      \nEnter customer information like phone and add comments if any.\"\"<\/li>\n
    • Appointment Booking > Confirm & Pay<\/strong>
      \nDisplay the appointment details and final booking amount before confirm & pay for the appointment.\"\"<\/li>\n<\/ul>\n

      <\/i>GD > Customer Appointments<\/h3>\n

      Add GD > Customer Appointments block to user account area or user dashboard or listing details page. It displays all the appointments booked by the customer.
      \n\"\"<\/p>\n

        \n
      • Customer Appointments > View Details<\/strong>
        \nDisplay customer details and booking details with price breakdown. Customer can add appointment date and time to Google, Apple, Outlook, Office 365 calendars.\"\"<\/li>\n<\/ul>\n

        6. Wallet Setup<\/h2>\n

        When a appointment is confirmed, the owner’s wallet will receive the booking amount minus site commissions (if any). Add GetPaid > Wallet<\/strong> block to user account area or user dashboard or to the listing details page to display wallet amount to the users.<\/p>\n

        \"\"<\/p>\n

        By default withdrawals are disabled. Enable withdrawals from WordPress Admin > GetPaid > Settings > General > Wallet<\/strong> to allow users to withdraw money from their wallet.
        \nAll the wallet transactions are displayed under GetPaid > Wallet Transactions<\/strong> block.<\/p>\n

        7. Site Admin Area<\/h2>\n

        Site admin can see all the booking appointments under WordPress Admin > Appointments > Bookings<\/strong> Admin can manage the booking by updating the booking status, customer details, booking timing etc.
        \n\"\"<\/p>\n

        Site Admin can manage all the appointments related emails notifications under WordPress Admin > Appointments > Emails<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

        Overview This setup guide will run through a typical setup of the Booking Appointments plugin from start to finish. The Booking Appointments plugin extends your directory by allowing listing owners to sell slot-based bookable services such as dentist appointments, classes, consultations and more.\u00a0You can choose to take a commission percentage and\/or add a service charge […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"article\/tags":[],"article\/categories":[884,213],"class_list":["post-2027","gd_place","type-gd_place","status-publish","hentry","gd_placecategory-booking-appointments","gd_placecategory-extensions-features"],"_links":{"self":[{"href":"https:\/\/wpgeodirectory.com\/documentation\/wp-json\/wp\/v2\/article\/2027","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wpgeodirectory.com\/documentation\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/wpgeodirectory.com\/documentation\/wp-json\/wp\/v2\/types\/gd_place"}],"author":[{"embeddable":true,"href":"https:\/\/wpgeodirectory.com\/documentation\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wpgeodirectory.com\/documentation\/wp-json\/wp\/v2\/comments?post=2027"}],"version-history":[{"count":3,"href":"https:\/\/wpgeodirectory.com\/documentation\/wp-json\/wp\/v2\/article\/2027\/revisions"}],"predecessor-version":[{"id":2113,"href":"https:\/\/wpgeodirectory.com\/documentation\/wp-json\/wp\/v2\/article\/2027\/revisions\/2113"}],"wp:attachment":[{"href":"https:\/\/wpgeodirectory.com\/documentation\/wp-json\/wp\/v2\/media?parent=2027"}],"wp:term":[{"taxonomy":"gd_place_tags","embeddable":true,"href":"https:\/\/wpgeodirectory.com\/documentation\/wp-json\/wp\/v2\/article\/tags?post=2027"},{"taxonomy":"gd_placecategory","embeddable":true,"href":"https:\/\/wpgeodirectory.com\/documentation\/wp-json\/wp\/v2\/article\/categories?post=2027"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}