Installing the Opencals App on Shopify

To install the Opencals app on your Shopify store, you have two options: download it from the Shopify App Store or follow this link. Once you approve the required permissions, the app will be installed, and you will be redirected to the app's homepage.

Upon accessing the homepage, you'll encounter an onboarding banner that guides you through the installation process. Here are the essential steps to complete your installation:

Step 1: Install the Booking Button Widget

• Click the installation link, which will direct you to the theme customization page.
• Choose a product page template where you wish to install the widget.
• Place the booking button immediately after the "Buy buttons" and hide the "Buy buttons."

Step 2: Install the Customer Calendar Widget (Optional)

• If you want customers to view and manage their bookings, install this widget.
• Navigate to the theme customization screen, click on the header, and select Templates → Create new template.
• Name the template (e.g., "Opencals Customer Calendar") and install the widget in the main section.
• Create a new empty page in your admin under Sales Channels → Online Store → Pages and choose the newly created template.
• Save the link to the customer calendar page in Opencals settings. This link will be included in all customer emails.

Step 3: Choose a Subscription

• Select a subscription plan to activate Opencals. You won’t be charged during the trial period, and you can even opt for a usage-based subscription.
• For testing purposes, create a development store on partners.shopify.com and install Opencals on your dev store for free.

Step 4: Activate Opencals

• After completing the necessary setup steps, activate Opencals by turning on the integration in the app settings.

Next Steps:

5. Create Your First Product

• In the Opencals app, navigate to Products → Add product.
• Enter the details of your first product, such as duration, time gaps. Assign it a schedule and staff members if applicable.
• Specify the availability and other relevant settings for booking appointments.

6. Onboard Your Staff Members

• Go to Staff Members → Add staff member in the Opencals app.
• Enter the details of each staff member who will be providing services.
• Assign appropriate schedules and calendars to ensure they are available for bookings.

7. Customize the Design of Your Widgets

• Navigate to Design in the Opencals app.
• Modify the appearance of the booking button and customer calendar widgets to align with your store's branding and user experience.

8. Customize the Emails

• In the Opencals app, navigate to Emails.
• Customize the automated emails sent to customers, including booking confirmations, reminders, and cancellations.

9. Set Up Checkout and Customer Reviews Forms

• Ensure a seamless checkout process by configuring the forms in Forms section in the Opencals app.
• Integrate customer reviews forms to gather feedback and improve your service offerings.

Following these steps will help you fully integrate Opencals into your Shopify store, providing efficient appointment booking functionalities for your customers and streamlined management for your staff.