In this article
Objective
Create and use booking shortcuts to minimize the amount of details a client needs to provide during the appointment scheduling process - increasing efficiency and customer satisfaction.
Steps
Create a booking shortcut
From the navigation menu, click Shortcuts
Click +New
NOTE: If this is the first booking shortcut, the page will look a little different; click Create a Booking Shortcut to get started
Select Make all Invite Only and Public resources visible on the client view if you want clients to be able to choose from Invite Only services as well when using the shortcut
If applicable, enter a Staff Category
If applicable, add staff members and decide whether additional staff can be selected as well when using the shortcut
NOTE: To remove a staff member, click the more actions (⋮) icon and click Remove
Make your desired Meeting Method, Service Category (if applicable), Service, Location, Location Category (if applicable), and Language selections
NOTE: If no language selection is made, the booking shortcut will default to the language set for the Client View
Hot Tip! If you would like the shortcut to apply to multiple locations, leave the location field blank
If desired, in the Booking Window section, enter a date range for when appointments can be scheduled using the shortcut
NOTE: If a booking window is included in the shortcut and a client reschedules the appointment, the booking window is respected, and the rescheduled appointment musts also be within the booking window
If desired, in Additional details, include information clients should know in advance of the appointment
Enter a name for the shortcut
If desired, customize the link address for the shortcut
If desired, set an expiration date and time or a usage limit for the shortcut
NOTE: If left blank, the booking shortcut will never expire and/or have unlimited uses
Click Save
The shortcut displays on the Booking Shortcuts screen. From here, you can copy the booking shortcut link or download the QR code for the booking shortcut. To edit the booking shortcut, click the more actions (⋮) icon, click Edit, and make your changes. To delete the booking shortcut, click the more actions (⋮) icon and click Delete.
Hot Tip!
When creating a booking shortcut, the user creating the shortcut (and that user's assignments) is automatically associated with it if their visibility in Coconut is set to Public. As a result, if you are not able to select items such as a specific service category or meeting method when creating a shortcut, remove the staff member associated with the shortcut and try your selections again.
Share booking shortcuts
Booking shortcuts are shareable amongst admin users at your organization. When shared, admin users can edit booking shortcuts created by other admin users at their organization. They can also view who owns the booking shortcut they are editing.
NOTE: Admin sharing of booking shortcuts is an add-on feature. Please connect with your Customer Success Manager to get started.
Edit a booking shortcut
Admin users can edit booking shortcuts created by other admin users at their organization.
To edit a shortcut:
From the navigation menu, click Shortcuts
Navigate to the shortcut that requires editing and click the more actions icon (⋮)
Click Edit
Make the required changes
Click Save
View a shortcut’s owner
Admin users can also view who owns a booking shortcut, if that shortcut is created by another admin user.
To view a shortcut’s owner:
From the navigation menu, click Shortcuts
From the shortcuts table, click the + icon
From the Add column dropdown, select Shortcut Owner
The column is added to the shortcuts table. Admin users can easily verify who owns the shortcut and connect with their colleague should any actions related to the shortcut be required.
A note on access and visibility
Admin users, managers, and staff can create booking shortcuts and view their own booking shortcuts.
Additional functionality is available to enable admin users to view and edit booking shortcuts created by other admin users. Please connect with your Customer Success contact for more info.