Smart Appointment & Booking Pro

How To Use & Features

Clicking on the menu item labeled “WP Smart A & B” should display it as a separate menu item in the admin panel.

For Dashboard

• Total Submissions Track the total number of form submissions received through the plugin.
• Total Payments Monitor the total amount of payments processed.
• Successful Transactions View the number of transactions that were successfully completed.
• Refunds Keep track of any refunds processed through the system.
• Total Monthly Transactions - Displays transactions chart-wise on a monthly basis
• Total Yearly Transactions - Displays transactions in a pie chart format on a yearly basis.

Recent Users Registered on Site:

• User Name Display the names of newly registered users.
• Registration Date Show the date when each user registered on the site.

• View Your Recent Transactions - Displays the 5 most recent transactions.
• Filter - Displays transactions based on selected date, form, and status (Approved, Canceled, Refunded).

For WP Smart Form Builder A & B

• Form Name - The name of the appointment form.
• Shortcode - The shortcode used to embed or display the form.
• Date - The date when the form was created or last modified.

For Smart Appointment & Booking Add-on Subscription

If you activate the subscription purchase plugin, you'll receive an email with your subscription key.

For Manage Entries

Title -  entry_#number (e.g., entry_#001)

Form - Displays the form name.

Status - Current status of the booking, which can be one of the following:

• Booked
• Pending
• Canceled
• Approved
• Waiting
• Submitted

Booked Date - The date on which the booking was made.

Timeslot - The selected timeslot for the booking.

Date - The specific date of the appointment or event.

For Manage Entries Details

Booking Entry Details

• Entry ID - entry_#131
• Published On - Form submission date (e.g., May 10, 2024 @ 07:46 AM)
• Form - Displays the name of the associated form.
• User - Displays the name of the user who made the booking.
• Status
• Booked
• Pending
• Canceled
• Approved
• Waiting
• Submitted

Form Details

• Display the detailed information entered in the form.

For Add New Form Basic

The form configuration includes four main types of fields:

• Text Field - Create a text input field.
• Text Area - For longer text input.
• Number - Input for numerical values.
• Password - Field for password entry.
• Checkbox - For multiple selections.
• Select Boxes - Dropdown menus for multiple selections.
• Select - Single dropdown menu for selection.
• Radio - For single-choice options.
• Button - Action buttons.

Advanced

• Email - Input for email addresses.
• URL - For web URLs.
• Phone Number - Input for phone numbers.
• Tags - For tagging or categorizing.
• Address - Input for addresses.
• Date / Time - Fields for date and time input.
• Day - Input for selecting a day.
• Time: Input for selecting a time.
• Currency - Field for currency values.
• Survey - For survey-related inputs.
• Signature - For capturing signatures.

Layout

• HTML Element - Custom HTML elements.
• Content - For adding content blocks.
• Columns - Layout with multiple columns.
• Field Set - Grouping of related fields.
• Panel - For organizing fields in panels.
• Table - For tabular data.
• Tabs - For tabbed content sections.
• Well - Styled container for content.

Data

• Hidden - Hidden fields for storing data not visible to users.
• Container - Grouping of fields into containers.
• Data Map - Mapping of data fields.
• Data Grid - Grid layout for data display.
• Edit Grid - Editable grid layout.
• Tree - Hierarchical data display.

Premium

• reCAPTCHA Add Google reCAPTCHA to your forms for enhanced security and to prevent spam submissions.
• Resource Manage and allocate resources (like rooms or staff) directly through the booking system.
• File Allow users to upload files as part of their booking or form submission process.
• Nested Form Create and manage forms within other forms for complex data collection needs.
• CustomCustomize forms, fields, and settings to meet specific requirements for your business

General

• Enable or Disable Booking Form - Option to enable or disable the booking form.
• Enter Calendar Title - Input field for the calendar title.
• Description - Field to enter a description for the booking form.
• Prefix Symbol - Input field to enter a prefix symbol.
• Cost - Input field to specify the cost.
• Select Weekdays - Multiple selection options for weekdays.
• Monday - Option to select or not select.
• Tuesday - Option to select or not select.
• Wednesday - Option to select or not select.
• Thursday - Option to select or not select.
• Friday - Option to select or not select.
• Saturday - Option to select or not select.
• Sunday - Option to select or not select.
• Appointment Type - Option to enable one type of appointment.
• Virtual - Enable virtual appointments.
• Physical - Enable physical appointments.
• Timezone - Dropdown to select the timezone.
• Map Booking Email - Option to select the email form.

Timeslots

• Select Date - Date picker to select a date.
• Add/Update Generated Timeslots:
• Start Time - Time picker to set the start time.
• End Time - Time picker to set the end time.
• Number of Bookings per Timeslot - Input field to specify the number of bookings allowed per timeslot.
• Allow Auto Approve - Toggle on/off for auto-approving bookings.
• Allow Waiting List - Toggle on/off for allowing a waiting list.
• Allow Bookings During Running Timeslot - Toggle on/off for allowing bookings during an ongoing timeslot.
• Bookings Stop After Minutes of Start Time - 
• HH - Input for hours.
• MM - Input for minutes.

Advanced Selection

• Select Date - Date picker to select a date.
• Add/Update Generated Timeslots:
• Start Time - Time picker to set the start time.
• End Time - Time picker to set the end time.
• Number of Bookings per Timeslot - Input field to specify the number of bookings allowed per timeslot.
• Allow Auto Approve - Toggle on/off for auto-approving bookings.
• Allow Waiting List - Toggle on/off for allowing a waiting list.
• Allow Bookings During Running Timeslot - Toggle on/off for allowing bookings during an ongoing timeslot.
• Bookings Stop After Minutes of Start Time - 
• HH - Input for hours.
• MM - Input for minutes.

Recurring Appointment

• Enable Recurring Bookings - Option to enable recurring bookings.
• Repeat Recurring - 
• Daily - Option to repeat daily.
• Every Weekend - Option to repeat every weekend.
• Every Weekday - Option to repeat every weekday.
• Certain Days - Option to repeat on specific days.
• Select Weekdays - Multiple selection options for specific weekdays.
• Monday - Option to select or not select.
• Tuesday - Option to select or not select.
• Wednesday - Option to select or not select.
• Thursday - Option to select or not select.
• Friday - Option to select or not select.
• Saturday - Option to select or not select.
• Sunday - Option to select or not select.
• Add Holidays - Option to select multiple holidays.
• Select Date - Date picker to select holiday dates.
• End Repeats - 
• Never - Option to never end repeating.
• On Date - Date picker to select an end date for repeating.

Field Mapping

• First Name - Select from a list of form fields.
• Last Name - Select from a list of form fields.
• Email - Select from a list of form fields.
• Service - Select from a list of form fields.
• Cancel Booking Page - Select a page for cancellation.

Shortcodes for Notification

• Available Shortcodes for Email Notification -
• Form Shortcodes -

• [textField] [email] [textArea] [To] [FirstName] [LastName] [Service]

• Post Shortcodes -

• [FormId] [FormTitle]

Notification

• Add New Notification
• General Notification Setting -
• Notification Name -Enter the notification name.
• State -
• Disable - Option to select or not select.
• Enable - Option to select or not select.
• Type -Select one option:
• Booked
• Pending
• Canceled
• Approved
• Waiting
• Submitted
• Email Settings -
• To - Enter the recipient's email address.
• From - Enter the sender's email address.
• Reply To - Enter the reply-to email address.
• Bcc - Enter Bcc email addresses.
• Cc - Enter Cc email addresses.
• Subject - Enter the email subject.
• Mail Body - Compose the email body.
• Use HTML Content Type - Option to use HTML for the email content.

Confirmation

• Texts - Enter confirmation text.

• Pages - Select a page for confirmation.

• Redirect to - Add a link for redirection (e.g., google.com).

Integrations

1. Client ID Unique identifier provided by the integrated service for authentication purposes.
2. Secret ID A secret key used alongside the Client ID to securely connect with external services.
3. Redirect URL The URL to which users are redirected after a successful authentication or integration process.