- Once the plugin is installed, Navigate to WordPress Admin Dashboard →Gravity booking → Settings.
- You are on the Settings page click on Google Calendar.
- Once the Admin clicks on the Google Calendar,a sidebar will appear.
- Once clicked, Enable both radio buttons under Enable Google Calendar and Enable Two-way Sync label.
- Once the Admin enables the Google Calendar and Two-way Sync, insert the Client ID and Secret Key.
- Admin can view the documentation to setup the Client ID and Secret Key under the Configuration heading.
- Click the Save button, and a popup will appear.
- Staff Connectivity Google Calendar.
- The Staff will log in to the website.
- The Staff will land on the Dashboard page once logged in.
- In the Google Calendar Integration tab, the Staff can Connect and Disconnect their Google Calendar.
- Click on the Connect with Google Calendar button.
- The Staff will enter the email and click on the Next button.
- The Staff will enter the Password and click on the Next button.
- Click on the Continue button.
- We can see that the Google Calendar is now connected to the staff’s Dashboard.
- Once the Google Calendar is connected successfully, navigate to the Calendar which was connected.
- Once the Staff is on the Calendar Page, he can book an appointment on behalf of the Customer.
- Click on the Specific Date.
- After clicking the date, a popup will appear where the staff need to add the specific details under the description tab:
- Location_id
- Service_id
- Customer_name
- Customer_email
- The system will fetch the details according to the provided details.
- Insert the following Details as mentioned here;
NOTE:
- Location_id is optional. If provided wrong or not provided, the location will be considered as ALL.
- service_id is required. If provided wrong or not provided, the appointments will not be created.
- customer_name is optional. If not provided, the customer_email will be used as the name.
- customer_email is required. If not provided an appointment won’t be created.
- Location_id and Service_id will be available under the Gravity Bookings header on the service and location page.
- Location:
- Service :
- Paste all the above describe details in the description tab.
- Once done, click on the Save button. The appointments will appear on the calendar accordingly.
- The Staff can also view the appointment at the backend.
Frontend Impact
- Click on the appointments to view their details.
Multiple Day/ Slots Booking
- Navigate to WordPress Admin Dashboard →Gravity booking → Staffs.
- Click on the Edit button against the Staff.
- A popup will appear.
- Navigate to the Timings tab.
- Under the label Booking Type, select the Full day option from the Booking Type option dropdown menu.
- Once admin selects the Booking Type as Full day, a label will appear named Multiple Booking.
- Select Enable radio button under the Multiple Booking label.
- Once enabled,click on the Save button.
Frontend Impact
- Navigate to the form and enter the Form detail.
- Select the Location , Service and Staff.
- User can now select Multiple Dates to book multiple appointments.
Dynamic Fields option for Google Sync
- Navigate to WordPress Admin Dashboard →Gravity booking → Settings.
- You are on the Settings page click on Google Calendar.
- Once the Admin clicks on the Google Calendar a side bar will appear.
NOTE : Admin must enable and Sync Google Calendar to view the dynamic field.
- After syncing Google Calendar the admin can select the desired checkboxes of the Fields to be synced with Google Calendar.
- Click on the Save button.
Frontend Impact
Staff Calendar
- Log in with the staff and create an Appointment for the Customer from the Staff’s end.
- Create an Appointment for the customer from the Staff’s end and click submit.
- Once submitted, the user can view the appointment and its synced details of the Customer on the Staff’s Calendar.
Customer Calendar
- Log in with the Customer and create an Appointment.
- Click Submit button
- Once Submitted a new page will appear , click the Add To Google Calendar link.
- After clicking a new page will appear where the user needs to select his Google Account or Login with Google Account.
- Once clicked a new page will appear select Advanced.
- Click Go to your website.
- A new page will appear by clicking the Continue button.
- Now the user can view the appointment and its synced details of the Staff on the Customer’s Calendar.
Export/Import Data in CSV/PDF
Appointment
- Navigate to WordPress Admin Dashboard →Gravity booking →Appointments.
- Now you are on the Appointment page.
- Select the Export Format from the dropdown i.e. CSV or PDF.
- Once selected click the Export button the file will be downloaded.
- After downloading the file, the admin can view the exported file.
Location
- Navigate to WordPress Admin Dashboard →Gravity booking →Appointments.
- Now you are on the Location page.
- Select the Export Format from the dropdown, i.e. CSV or PDF.
- Once selected click the Export button the file will be downloaded.
- After downloading the file, the admin can view the exported file.
Services
- Navigate to WordPress Admin Dashboard →Gravity booking →Services.
- Now you are on the Services page.
- Select the Export Format from the dropdown, i.e. CSV or PDF.
- Once selected, click the Exportbutton, and the file will be downloaded.
- After downloading the file, the admin can view the exported file.
Customer
- Navigate to WordPress Admin Dashboard →Gravity booking →Customers.
- Now you are on the Customers page.
- Now you are on the Customers page.
Import
- Select the Import button to import the file
- Once clicked, a popup will appear.
- Click the Choose File button and select the CSV file.
NOTE: The file must be in CSV format. The Admin can find the sample document by clicking the Click here link.
- Once the file is imported, after clicking the Save button, the admin will be notified that the customer has imported successfully.
- Now, the Admin can view the Imported Customer.
Export
- Select the Export Format from the dropdown, i.e. CSV or PDF.
- Once selected, click the Export button to download the file.
- After downloading the file, the admin can view the exported file.
