How AppointMe works
From first login to your first booking — here's exactly how to set up AppointMe for a service-based business or a class-based fitness business, add your customers, and start getting booked.
Three steps to your first booking
Set up your business
Add your profile, locations, and hours, then choose services or classes to offer.
Add your customers
Bring your existing customer list in with one CSV import, or add people as they book.
Share your booking link
Send it to customers, add it to your website, or link it from Instagram and Google.
Your first login, step by step
Every AppointMe account walks through the same setup, whether you run a one-person clinic or a multi-location gym.
- 01
Create your account and pick your business type
Sign up and tell us what kind of business you run — a service-based business like a salon, clinic, or personal trainer, or a class-based business like a gym or yoga studio. This tailors your dashboard, navigation, and booking flow to how you actually work, and you can adjust it later in Settings.
- 02
Set up your business profile
Add your business name, logo, hours, and locations. If you operate from more than one location, add each one — pricing, staff, and availability can all be configured per location.
- 03
Add your services or classes
Service-based businesses add individual services with a price and duration (e.g. "Haircut — 45 minutes — €45"). Class-based businesses set up classes with a schedule, instructor, and a maximum number of spots, plus optional waitlists once a class fills up.
- 04
Add your staff or instructors
Invite your team, set their individual availability, and assign them to the services or classes they run. Customers booking a service can pick a specific staff member if you allow it.
- 05
Connect a payment provider
Go to Settings → Payments and connect Stripe, Square, SumUp, PayPal, or Elavon — whichever you already use. Once connected, customers can pay online at the time of booking, and payouts go straight to your own account.
- 06
Add your customers
Already have a customer list? Import it in one go with a CSV file — no need to re-type anyone. Starting from scratch is just as easy: add customers manually, or let their details save automatically the first time they book.
- 07
Share your booking link
Every AppointMe business gets a public booking page you can share directly, embed on your own website, or link from your social profiles. Customers pick a service or class, choose a time, and pay — no phone calls, no back-and-forth.
- 08
Manage bookings as they come in
New bookings appear instantly on your calendar and dashboard. Both you and the customer get automatic confirmations, and you can track everything — revenue, no-shows, repeat customers — from Analytics.
Built for how your business actually books
AppointMe adapts the booking flow to your business type — you don't have to bend a generic calendar to fit your business.
Service-based businesses
Salons, clinics, personal trainers, consultants
- Customers pick a service, then a staff member (or "any available"), then a time slot.
- Each service has its own price and duration, so your calendar fills accurately.
- Optional add-ons let customers extend a booking — a treatment upgrade, extra time, and so on.
- One customer, one appointment, one time slot — no double-booking.
Class & fitness businesses
Gyms, yoga & pilates studios, sports coaching
- Set up a class with a recurring schedule, an instructor, and a maximum number of spots.
- Multiple customers book into the same class — capacity is tracked automatically.
- A class fills up? Customers can join a waitlist and get notified the moment a spot opens.
- Sell packages — like a 10-class pass — that customers buy once and redeem credits from.
Bring your customers with you
Switching from another system, a spreadsheet, or a paper diary? You don't have to start from zero, and you're never locked in once you're set up.
Bulk import via CSV
Upload your existing customer list in one go from Customers → Import — no manual re-entry.
Add customers manually
Starting fresh is just as simple — add a customer directly, or let their details save automatically the first time they book online.
Export anytime, any format
Your customer data belongs to you. Export it back out to CSV whenever you need it — no restrictions.
Every customer profile keeps
- Full booking and payment history
- Contact details and notes for staff
- Loyalty points and any active package credits
- Preferred staff member or class, if they have one
Get paid the moment you get booked
Connect Stripe, Square, SumUp, PayPal, or Elavon from Settings → Payments, and customers can pay online as part of the booking flow. Prefer to take payment in person? You can record cash or card payments manually too.
Full pricing details on our pricing page.
Confirmations that send themselves
Every booking triggers an automatic confirmation — to you and to the customer — the moment it's made.
Email confirmations
Sent automatically the moment a booking is made or paid for.
WhatsApp confirmations
Instant booking details sent straight to the customer’s WhatsApp.
SMS reminders
Cut down no-shows with automated reminders before appointments.
Once you're up and running
Day-to-day, your dashboard is where everything happens.
Calendar
See every booking across staff, locations, and classes at a glance.
Waitlists
Full classes automatically offer spots to waitlisted customers as they open up.
Packages
Sell class passes and credit bundles customers redeem over time.
Analytics
Track revenue, repeat customers, and no-shows without spreadsheets.
Frequently asked questions
Do I need a card reader or can everything be paid online?
Both work. Customers can pay online at the time of booking through your connected payment provider, and if you also take payments in person, you can record cash or card payments manually from the dashboard.
Can I import my existing customer list?
Yes. From Customers, use Import to upload a CSV file of your existing customers in one go. You can export your customer list back out to CSV at any time — your data is always yours.
What’s the difference between setting up a service-based business and a class-based business?
Service-based businesses (salons, clinics, personal trainers) book one customer into one time slot with a specific service and, optionally, a specific staff member. Class-based businesses (gyms, studios) set a class schedule with a maximum number of spots that multiple customers book into, with waitlists once a class is full.
Can I sell class packages or credit bundles?
Yes. Class-based businesses can set up packages — for example, a 10-class pass — that customers buy once and redeem credits from over time, instead of paying per class.
How do customers get notified about their booking?
Automatically, as soon as a booking is confirmed — by email, and by WhatsApp or SMS if enabled. You get a notification too, so you never miss a new booking.
Can I change payment providers later?
Yes, at any time from Settings → Payments. You can switch between Stripe, Square, SumUp, PayPal, and Elavon without losing your booking history.
Ready to set up your business?
It takes minutes to go from signup to a shareable booking link.