> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paymentoptions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduler

> The Scheduler feature within the DAS Gateway allows merchants to manage appointments, onboard team members, and set up recurring services for customers. Whether you’re managing a small business or multiple service locations, Scheduler provides a centralized way to handle your booking needs

## **Getting Started**

<img src="https://mintcdn.com/dasdoc/NIfdTDr2rgRx_fiM/images/flows-scheduler.svg?fit=max&auto=format&n=NIfdTDr2rgRx_fiM&q=85&s=c71bda3074fb3be1618b1b4a4601e13b" alt="Scheduler" width="1997" height="705" data-path="images/flows-scheduler.svg" />

### **Access Requirements**

* **Login Access**: Existing PO merchants can use their Gateway credentials to access Scheduler, while new Scheduler users can set up credentials during account creation. Visit [DAS Scheduler Login](https://scheduler.paymentoptions.com/login).

## **Setting Up Scheduler**

When logging in for the first time, new users will encounter a setup wizard to guide them through initial configurations:

<Steps>
  <Step title="Business Timings">
    Configure your business hours to define when appointments can be booked.
  </Step>

  <Step title="Service Catalogue">
    Create categories for services and add specific service details, such as name, duration, and pricing.
  </Step>

  <Step title="Team Onboarding">
    Add team members to the Scheduler and assign specific services to each member.
  </Step>

  <Step title="Appointment Availability">
    Once team members and services are configured, Scheduler will display available appointment times based on business hours.
  </Step>
</Steps>

<Note>**Minimum Requirements**: Ensure at least one service and one team member are onboarded to begin using Scheduler for bookings.</Note>

## **Using Scheduler for Appointments**

### **Booking an Appointment**

To create an appointment:

1. **Customer Details**: Enter customer information, including name, email, and phone number.

2. **Service Selection**: Choose from available services based on customer needs.

3. **Schedule Time**: Check team availability and select a suitable time.

4. **Assign Team Member**: Choose the team member responsible for the service.

5. **Finalize Booking**: Save the appointment to confirm.

<Tip> You can add specific notes or instructions for each booking under "Booking Comment" if customers have special requests.</Tip>

### **Managing Appointments**

* **Modify**: Edit appointment details, including service, time, and assigned team member.

* **Cancel**: Remove an appointment if the customer requests cancellation or rescheduling.

* **View Details**: Access a full summary of each booking, including customer info and service specifics.

## **Payment Options for Scheduler**

**For Existing PO Merchants**:
Scheduler allows you to collect payments directly from customers by redirecting them to the payment page post-booking.

* **Send Payment Link**: Share a unique payment link with customers via email, allowing them to complete the payment online through a secure Hosted Payment Page (HPP).

* **QR Code Payment**: Display a QR code for customers preferring to pay in person. When scanned, the QR code opens the payment page on the customer’s device.

## **Best Practices for Using Scheduler**

* **Regularly Update Service Catalog**: Keep your service list updated to reflect any changes in offerings.

* **Review Availability**: Confirm that team members and services are assigned correctly to ensure accurate appointment scheduling.

* **Encourage Payment Completion**: Use payment links or QR codes to streamline the payment process, especially for upfront payments.

<Card title="Need Assistance?" icon="life-ring" href="/support/contact">
  If you need further assistance, please [reach out to our support team](./support/contact). Our team is here to help you troubleshoot and resolve any issues you may be experiencing.
</Card>
