Install
Open the Google Play Store on your Android device and search for “Appointment Expert”. Look for the app named Appointment Expert – Business with the official Appointment Expert logo, then tap Install. Once the installation is complete, open the app to get started.
Register
Launch the Appointment Expert – Business app and tap Create an Account.
- Enter your administrator (Admin) details.
- Verify your mobile number using the OTP sent to your phone.
- Fill in your business information and complete the registration.
- After your business is registered, you’ll be asked to create your first Specialist (such as a lawyer, consultant, mechanic, or any service provider)
Note: Every business must have at least one Specialist before you can start managing appointments. Once your first Specialist is added, you’ll have full access to all features of the application.
Business Details
Complete your business information to finish the registration process.
- All fields marked with an (*) are mandatory and must be completed.
- Your Primary Phone Number is used for account management and internal communication only. It will not be visible to your customers.
- Your Public Phone Number is the contact number that customers will see and use to reach your business.
Tip: Make sure your business name, address, and public contact details are accurate, as they will be displayed to customers during the appointment booking process.
Specialist Details
Add the details of your specialist to start accepting appointments.
- All fields marked with an (*) are mandatory and must be completed.
- Auto Open Time allows you to automatically enable online booking for a specialist at a specific time each day. If you don’t set this option, you’ll need to enable online booking manually. When Online Booking is disabled, customers cannot create appointments for that specialist.
- Auto Close Threshold automatically disables online booking for a specialist after the specified number of bookings has been reached. This helps prevent overbooking and keeps your schedule under control.
- Specializations lets you add the specialist’s qualifications, expertise, certifications, or areas of specialization (for example, Family Law, Hair Styling, Plumbing, or Computer Repair).
- Specialist Type defines the specialist’s profession or job role, such as Lawyer, Software Engineer, Mechanic, Beautician, Consultant, or any other service provider.
Tip: You can add multiple specialists to your business at any time, each with their own schedule, booking settings, and specialization details.
Book Appointment
After creating a specialist, tap on the Specialist’s Name to open their daily booking list. In the top-right corner, tap the Calendar icon to open the Appointment Booking Form for that specialist. From the booking form, enter the customer’s details, select the appointment information, and save the booking.
Appointments
The Appointments tab is an Admin-only feature that provides a complete overview of your business’s appointments. Using this section, administrators can view appointments within a selected date range, with records available for the last 6 months.
Analytics
The Analytics tab is an Admin-only feature that provides valuable insights into your business performance.
- Date Range Analysis – View appointment and business statistics for any selected date range.
- Specialist Earnings Contribution – Compare the revenue generated by each specialist and understand their contribution to your business.
- Appointment Status Analysis – Analyze appointments based on their status, such as Completed, Pending, Cancelled or other available statuses.
Note: Only users with the Admin role can access the Analytics tab. These insights help business owners monitor performance, identify trends, and make informed business decisions.
Users
The Users tab is an Admin-only feature that allows administrators to manage all user accounts for the business.
- Business Users (Staff) – Users who can access the application based on their assigned permissions.
- Additional Admins – Create other administrators to help manage the business.
- Specialist Login Accounts – Create login accounts for specialists so they can access their own appointments and schedules.
Important: When creating a Specialist Login account, the Phone Number must be the same as the Phone number that was entered when the specialist was registered. This ensures the login account is correctly linked to the corresponding specialist profile.
Others
Here are a few additional features and permissions available in the application:
- Business Details – Only users with the Admin role can view and edit the business information, including business profile, contact details, and other registration information.
- Referral – The Referral section is accessible to all user types, allowing users to invite other businesses and track referral rewards or benefits (if applicable).
