Outfits primary purpose is to connect you with customers and there are two ways that customers can engage with you.
- Book an available appointment that you have specified
- Request an appointment at a specific time that the customer specifies
For this article lets focus on option 1: Booking an available appointment that you have specified.
Step 1: Download the Retailer App and Login
As a sales reps you will either receive an email that notifies you that you have been added as a sales rep by a brand or merchant or if you selected "Sales Rep" on the sign-up then you will also receive an onboarding email. You will be instructed to download the Outfit Retailer App and complete your profile.
When you login on the app for the first time you will be guided through the onboarding and account set-up process.
Step 2: Adding Availability
There are two tabs which will direct you to adding your availability. Whenever you open the app the Home Screen will show any uncompleted onboarding tasks as well as the prompt to "Add Availability". If you click that prompt it will load the tab which is where your adding availability journey begins.
Whenever you load the tab it will load to todays date. At the very top of the page is the option to select the month and year by clicking the down arrow beside the large date
Step 3: Selecting and Confirming Appointment Length
After you click the "Add New Availability" button you will be prompted to select an appointment length. You have options ranging from 10 minutes up to 60 minutes.
Once you select the appointment length a confirmation prompt will appear. Click and move onto selecting the start time.
Step 4: Selecting and Confirming Start Time
Start times are available based on a 30 minute interval starting at 12:00AM. When you land on the "Select a Start Time" page the next upcoming interval based on that 30 minute clock will appear. Ie. If it is 12:45PM the next option to start offering appointments will be at 1:00PM.
Once you select the appointment start time a confirmation prompt will appear. Click and move onto selecting the end time.
Step 5: Selecting and Confirming End Time
Just like start time, end times are based on a 30 minute interval. This means that the minimum amount of sessions you are available to offer is 3 x 10 Minute Sessions. But if you only want to offer one session to someone we would suggest offering a 30 minute session and it starting on that 30 minute interval. Ie... a 30 minute session starting at 1:00PM ending at 1:30PM. You are able to perform any length of session time in the call as it doesn't cut you off should you be going longer and you are also able to end a session at anytime within that period.
Once you select the appointment end time a confirmation prompt will appear. Click and move onto the final summary.
Step 6: Availability Confirmation and Updated Calendar Tab
Now that you have added your appointment duration, start time, and end time you will be presented with a summary. This will show the date, the start and end time, the appointment duration and the quantity of time slots available. Click "Finish" and now your tab will be populated with all of the available appointments you just created.
Your availability is now live on your booking page which is accessible via the share icon in the top right hand corner of the screen or via your merchant page.
Option: Removing Time Slot(s)
Should you want to remove any time slots that you created just click the "X" on the time slot on the calendar tab. This will remove this time slot from any available location.
If you have any questions please don't hesitate to reach out.