Appointments: Getting Started

Overview

Appointments lets you add a booking calendar to your website so customers can schedule consultations directly with your shop. You can also use it to book and track appointments internally from your POS. Need access? Contact getmore@bloomnation.com.

Accessing Appointments

In your POS, go to Appointments in the left navigation. You'll see two sections:

Calendar — view and manage booked appointments
Settings — set up and configure your appointment services

Your default appointment services

When you first get access to Appointments, two services are set up for you automatically:

Simple Booking — a general-purpose appointment, 30 minutes, in store
Full Wedding Consultation — a wedding appointment, 1 hour, video call

Both are set to Internal only by default, meaning they can be booked from your POS but are not visible to customers on your website. You can edit, publish, or customize either one at any time.

Creating a new appointment service

Go to Appointments > Settings > Services
Click + New Type
Fill in the service details (see below)
Click Save

Service name and type

Give your service a name (e.g., “Sympathy Consultation”). The type categorizes it in your calendar.

Description

Add a description that will appear on the published booking page. Use this to set expectations for the customer — for example, what the appointment covers, how long it will take, or anything you’d like them to prepare or bring. If there’s information you’d like them to provide ahead of time (such as a color palette, event date, or inspiration photos), this is a good place to ask for it.

Duration

Select from the following options: 15, 30, 60, or 90 minutes.

Availability

Choose whether this service follows your default appointment hours or set custom hours for this service only. To set your default hours, go to Appointments > Settings > Availability.

Location

Choose from:

In store
Phone call
Video call
Custom — enter an address or any other location details

If you select Video call, note that BloomNation does not provide or generate the video link. You are responsible for sending the customer a link separately after the appointment is booked. Use the Customer instructions field to let them know what to expect.

Customer instructions

This text is included in the confirmation email sent to the customer when they book. Use it to share anything they need to know before the appointment — for example, “We’ll send you a Zoom link one hour before your appointment,” “Please bring inspiration photos to your in-store visit,” or “Come in and ask for [your name] at the front desk.”

Visibility

Internal only — can only be booked from the POS
Website enabled — can be added to your website for customer self-booking

Publishing an appointment service to your website

To make an appointment service available for customers to book online:

Go to Appointments > Settings > Services
Click the three-dot menu next to the service
Select Add to website
Choose one of the following:
- Publish page only — creates a booking page with a shareable link
- Publish and add to menu — creates the page and adds it to your website navigation

Once the page is created, the three-dot menu will update to show:

View on website
Copy appointment link
Add to website menu (if not already added)
Switch to internal only

Adding appointment services to your website

Create a dedicated appointment page

Go to Website Manager
Click the + next to Navigation Menu
Select Custom Page, then select Appointments
Enter a name for your page
Under Appointment Services, select the appointment service to display
Click Create Appointment Page

The page is added to your navigation and is ready to customize. You can add sections, images, or text around the appointment service in Website Manager.

Add an appointment service to an existing page

Open the page in Website Manager
Click Add section > Add element > Appointments
Select the appointment service to display

Only appointment services set to Website enabled will appear as options in either flow.

Tips

Fill in the Customer instructions field for every service, especially video call appointments — customers need to know how they’ll receive a link
Use the Description field to set expectations before a customer books (what to prepare, what to bring, what information to have ready)
Duplicate an existing service to create a variation without starting from scratch
All appointment services share a single calendar. If a time slot is booked on one service, it won't be available on any other service. If you need to book two appointments at the same time, you can do that manually from your POS calendar.

Need help?

If you have questions, our Partner Support team is here to help.

Phone: (210) 405-5050
Email: support@bloomnation.com