Consignor Scheduling
Last updated
Last updated
Dropoff Scheduling Setup Guide
The new Dropoff Scheduling integration with Calendar.com allows you to schedule, reschedule, and organize drop-off, delivery, or pick-up appointments. This setup guide will help you connect to the calendar system, schedule your first event, and share your scheduling link with whomever you choose, including your consignors via the Consignor Access portal.
Connecting the Calendar System
To connect SimpleConsign to your new appointment calendar, visit the Settings tab at the top-right within SimpleConsign, and then click the Options tab. Expand the “Scheduling Dropoff” menu option as seen below.
Check the “Enable/Disable” box to turn on Dropoff Scheduling. If you wish to allow consignors to schedule their own appointments via Consignor Access, check the 2nd check box as well.
Enter in your store email address and click “Verify”.
This will send a 6-digit code to you via e-mail that we will need for the next step. Copy that code into the box shown below and click “Submit”.
Now that the calendar system is connected, the next step is to setup your first calendar “event” and begin scheduling appointments.
Setting up your new Calendar
To setup or access the calendar, select the “Dropoff Scheduling” tool from the SimpleConsign Dashboard.
Creating your first Workspace
Enter your first and last name on the Welcome screen and click “Next”.
The next screen allows you to connect any existing calendars you may already be using for scheduling consignor appointments. Unless you have one that you’d like to connect, select “Create My Own”.
Using the Label box, give your Calendar a name (ex. Dropoff Appointment) and select a color. Click Create Calendar.
If you use another calendar for your business, you can add it on the next screen. Otherwise, just click Next.
On the Create Workspace screen, name the workspace your store name without spaces (ex. BellaBoutique) and click Next and finally Save.
Enjoy the brief tutorial by clicking Next and finally Save.
Creating your first Event
Within Team Scheduling, you’ll start by customizing your first “event”. Think of the event as the meeting that consignors will be joining to drop-off their items (Dropoff Appointment). If you sell furniture and schedule pickups or deliveries, for example, you could also have a 2nd event for that (Schedule Pickup). Most customers will probably have a single event for consignor appointments.
Select the top-right menu button and “Edit” your default event.
Event Name & Details
Give your event a meaningful name (ex. DropOff Appointment) and enter any instructions for the consignor. Above is an event example of a typical drop-off appointment.
When you’ve entered the details for your first event, click “Continue” at the bottom. This will take you to the Availability tab where you will select the days and times when you accept appointments.
Setting Event Availability
Using the options available on this screen, we’ve modified our availability to a 30-minute event duration (top), set our time zone from the drop list, and used the “handles” on the top and bottom of each blue bar to set our available hours. We removed hours from Tuesday by clicking the “X” on the bar.
This indicates we are accepting 30-minute appointments on Monday, Wednesday, Thursday, and Friday, from 11am to 4pm EST.
When you are done setting up availability, click Continue.
Assigning People & Places
Use this tab to identify with who and where the meeting will take place.
We modified this screen and removed “Zoom Call” with the “X” and added an “In-Person” appointment from the Location(s) drop-down list. We entered our physical store location and included some instructions. Host and Calendar were kept default. Click Save.
When done setting People & Places, click “Continue” to see Additional Event Options.
Additional Options for your Event
On this tab, you can setup reminders (e-mail and SMS text) to remind your consignors that their appointment is approaching. You can even setup a text reminder to yourself. To setup either, click the “Add Reminder +” link.
If you’d like your consignor to answer a question(s) during the scheduling process, use the “Custom Questions” link to add your question(s).
“Payments” can be used to charge a fee for the appointment via Stripe (unlikely).
“Confirmation Page Link” can be used to redirect your guest to a web page when the appointment is booked.
When completed, click “Save & Close”.
Congrats! You’ve just created your first Event!
Sharing your Scheduling Link
On this page you’ll see the link that you’ll use to allow consignors to book new appointments with you. You can click the “copy” button (see arrow) to copy that link to your Clipboard so that you can share (paste) it elsewhere (website, social media, etc.). This link will allow your consignors to schedule their own drop-off appointments.
Adding your Scheduling Link to Consignor Access
If you’re using Consignor Access, copy this link and head back to the SimpleConsign Settings, Options, Scheduling Dropoff and paste the link into the “Scheduling Link” box and set a name for the button that your consignors will see in Consignor Access (ex. Schedule Dropoff).
This important step connects your new calendar to your consignors via a link they see when they log into Consignor Access, as shown below.
Additional Help
Click “Learning Center” link in the top ribbon of the Calendar to open up a library of helpful videos that can help you become familiar with features of our new scheduling/calendar tool.
Using Your Calendar
Now that your event has been created and your scheduling link shared, it’s time to show you the calendar that will display booked appointments. Your calendar appears when you select the Calendar icon at the top of SimpleConsign.
Here is our calendar, showing the current day, with a single appointment that’s been booked via the scheduling link. Next, we’ll cover how to Edit or Delete existing appointments.
*To access your Events view from the Calendar view, click the round icon below the “C” in the top left corner. There you can modify existing or add new events to your calendar.
Additional Help
Click “Learning Center” link in the top ribbon of the Calendar to open up a library of helpful videos that can help you become familiar with features of our new scheduling/calendar tool.
Changing or Deleting Appointments
To modify or remove an appointment, just click on the light-green appointment you’d like to work with and the following screen will appear.
To edit the date or the time of the appointment, click “Edit Event”.
To delete the appointment, click “Delete Event”.
*The consignor will be automatically notified, via email, of any changes that you make to an appointment.
To modify your event in the future, or to add a new event, click the second icon on the left (in our case, a yellow circle that says “JD”). Then click the (…) and “Edit”.
