When you're ready to begin accepting appointments online, share the address of your profile with your clients or customers. They visit your profile to book appointments with you.
If you're not sure of what the address is for your profile, login and visit your profile. Its address is always displayed at the top of the page (see below):
Then, a customer chooses which service they want to book by clicking the Book now button for that service. They'll be able to schedule additional services in addition to the original service, too.
You can add those to your schedule on Pencil You In, too!
Before you share the address to your profile, use the calendar on your dashboard to fill in all of the appointments you booked before signing up for Pencil You In.
When you do that, Pencil You In will automatically make sure no appointments overlap and affect those existing appointments.
If you were required to pay a deposit in order to schedule an appointment, your appointment is
confirmed as soon as the payment goes through.
On the other hand, if your service provider did not require a
deposit payment, your appointment is confirmed as soon as it's scheduled!
Yes!
Yes!
If you've upgraded to Pencil You In Professional, you can accept an unlimited number of appointments each billing period. On the other hand, if you're using Pencil You In Starter, you'll only be able to accept 25 appointments (customers booking themselves or you adding appointments yourself) during each billing period.
As far in advance as they choose!
All appointments are created in your time zone as the service provider. Even if a customer is in another time zone and schedules with you, appointment times are still displayed and set according to your time zone.
To add an appointment to your calendar on the dashboard:
If you need to make parts of your schedule unavailable for appointments, use the dashboard to block off time.
You can block time in 15 minute increments.
To block off a timeslot, hover over that timeslot and click "Block" from the two options that appear.
The dashboard calendar can display your appointments from three different perspectives: day, week, and month.
To change the perspective, use the perspective widget at the top right of the calendar, shown below:
On the dashboard, you can move an appointment by dragging and dropping in combination with the different calendar perspectives (day, week, month).
If you simply want to move an appointment from one day to another (and keep the same time), choose the month perspective and drag the appointment to the desired day.
If you want to move an appointment to a different time on the same day, choose the day perspective and drag the appointment to the new desired time.
If you want to move an appointment to a different day and/or time, choose the week view, and drag to another day/time slot.
You can add your title and the name of your business to your profile.
You can add links to your Twitter, Facebook, LinkedIn, Flickr, YouTube profiles along with a link to your own website on your Pencil You In profile.
You can also link your Skype username and enjoy click-to-call right from your profile.
If you've never changed your profile picture, you can just click the placeholder image to upload a photo.
If you've changed your profile photo before, click Edit your profile in the top navigation bar. Then, click on Edit your profile photo in the dropdown menu.
You can upload your logo as your profile photo, but there is no way to add your logo to your profile otherwise.
Not at the current moment.
You can add anything! Helpful information might include a brief bio, for example.
If you've upgraded to Pencil You In Professional, you can add as many services to your profile as you offer!
If you're using Pencil You In Starter, you can add up to 3 services to your profile to accept appointments online. Be sure to upgrade!
Your business hours are not currently displayed directly on your profile.
Unfortunately, you can't change your profile's address at this time.
If you've upgraded to Pencil You In Professional, you can add as many services to your profile as you offer!
If you're using Pencil You In Starter, you can add up to 3 services to your profile to accept appointments online. Be sure to upgrade!
If photo uploads are enabled for your business category, take the following steps to upload a photo for a service:
If you don't want to show the price of a service, you don't have to set a price or you can just set it to 0.00.
Yes. If you don't want to list a price for a service, don't enter a price when you add the service.
Yes. You can show a range of prices for a service like so:
If you've upgraded to Pencil You In Professional, you can require a deposit on a service by doing the following:
If you've upgraded to a Pencil You In Professional account, you'll be able to charge no-show fees in Pencil You In.
You require a no-show fee for a service by setting its no-show fee to an amount other than $0.00.
Yes. All services can be as little as 15 minutes long or up to 8 hours in length. The default duration for service is 30 minutes.
Please consult with the individual with whom you've scheduled an appointment for their refund policy.
No! You don't need to a merchant account to accept deposits and other fees on Pencil You In.
Yes! You can set a deposit that is unique to a particular service.
You can accept the following payment options for deposits and other fees in Pencil You In:
Yes!
Please consult with the individual with whom you've scheduled an appointment for their refund policy.
No. Whether or not you are charged a deposit to schedule and confirm an appointment is up to the individual with whom you've scheduled an appointment. Some require deposits while others don't.
Yes! You can set a deposit that is unique to a particular service.
The no-show fee attached to a service is never automatically charged.
If a customer did not follow your no-show policy in effect at the time their appointment was scheduled, you'll be able to charge the no-show fee for the service(s) they scheduled.
You will only be able to charge the no-show fee after the time scheduled for the appointment has passed, however.
Yes. If a customer wants to schedule recurring appointments for a service (or services) that require a deposit, they'll have to pay the deposit for each recurring appointment in the future when they schedule the original appointment.
Yes--you can charge a deposit and then also collect a no-show fee if the customer doesn't follow your no-show policy.
Note: You will not be able to charge the no-show fee for an appointment until after the appointment's time has passed, however.
Deposit & fee payments are only available with Pencil You In Professional for $24.99/month along with unlimited appointment booking and email/text message reminders.
Pencil You In processes payments at a rate of 10% per transaction.
Not at the current moment.
Pencil You In offers a free (forever) plan with Pencil You In Starter.
With Pencil You In Professional, however, you can try it out for 30 days before paying anything! We know you'll love the service, but we also know how important a test drive can be. Pencil You In Professional's free trial includes all the bells & whistles that you would enjoy normally--including unlimited appointments, text messages and deposit payments.
Paid accounts are charged their subscription fee every 30 days, beginning on the day the free trial ends.
To upgrade your subscription, click the Account link located at the top of every page when you're logged in. Choose the account you would like to upgrade to and click the Upgrade button.
To downgrade your subscription, click the Account link located at the top of every page when you're logged in. Choose the account you would like to downgrade to and click the Downgrade button.
Yes! All debit/credit transactions are processed using the same strength of encryption used by banks such as Bank of America, Citibank, and Wells Fargo. Card information is transmitted, stored, and processed securely on a PCI-compliant network.
Yes! Pencil You In does daily backups of your appointment data.
You send clients to your profile to schedule appointments. The address for your profile is your username in the address http://username.pencilyou.in.
If you have trouble remembering the address for your profile, log in to your account and click Edit your profile in the top navigation bar. Your profile page will always remind you of its address! (See the screenshot below.)
Unfortunately, you can't change your profile's address at this time.
Yes! If you have a question, comment, or concern that isn't addressed here, feel free to give us a call. We're available from 9am EST to respond to you!
Pencil You In is web-based software that's designed to be used through a modern (new-ish) web browser. You can't install it on your own computer, but this is a good thing--you'll always be up-to-date, don't need to pay an IT guy to set up anything, and there's nothing to install!
Not at the current moment!
Pencil You In is web-based software that's designed to be used through a modern (new-ish) web browser. You can't install it on your own computer, but this is a good thing--you'll always be up-to-date, don't need to pay an IT guy to set up anything, and there's nothing to install!
No! You don't need your own website to book appointments online with Pencil You In.
Not at the current moment.
Good to hear! Reach out to us during business hours at 404.461.9819 or send an email to info@pencilyou.in.
Here are a few things you can try:
We limit the number of failed login attempts that can be made with your account for your security. Give us a call us at 404.461.9819.
Here are a few things you can try:
Here are a few things you can try:
Don't worry! You can reset your password here.
