Step-by-step guides to get the most out of Opencals

A step-by-step guide to connecting a payment provider, configuring your invoice details, and sending professional invoices to customers directly from Opencals.

A step-by-step guide to matching your Opencals storefront to your brand — theme colors, logo and banner, and date and time formatting, all with a live preview.

A step-by-step guide to connecting Google Calendar to Opencals so bookings sync to staff calendars and availability reflects the events already on them.

Connect Google Meet as a location integration so every online booking gets its own Google Meet link generated automatically.

A step-by-step guide to collecting the details you need at booking — allergies, preferences, consent, and file uploads — with custom checkout questions in Opencals.

A step-by-step guide to inviting dashboard users, assigning roles, and fine-tuning what each team member can see and do in Opencals.

A step-by-step guide to connecting your Opencals booking system to Zapier so appointment events can trigger automations across 6,000+ apps — Google Sheets, Slack, email, CRMs and more.

A step-by-step guide to building post-appointment feedback questions — ratings, dropdowns, and open text — that Opencals sends to customers automatically after their appointment.

A step-by-step guide to running several stores from a single Opencals login — creating stores, switching between them, and giving one person different roles across each one.

A practical guide to the Opencals orders list — reading payment and fulfillment statuses, marking orders as paid, issuing refunds, sending invoices, and using the order log.

A step-by-step guide to creating paid add-ons — equipment rental, extra guests, premium upgrades — that customers can attach to a booking at checkout.

A step-by-step guide to creating percentage or fixed-amount discounts and promo codes for bookings — automatic or code-based, with schedules, requirements, and usage limits.

A step-by-step guide to turning on automated booking emails — confirmation, reminder, feedback, reschedule and cancel — and customizing each template.

A tour of the Opencals analytics dashboards — appointments, orders and revenue, staff, locations, services, feedback, abandoned carts, and CSV reports.

A step-by-step guide to creating physical and online locations, assigning schedules, and connecting staff and services so every booking happens in the right place.

A step-by-step guide to creating schedules in Opencals so customers can only book when you're actually open — set weekly hours, block days off, and assign availability to products, staff, and locations.

A step-by-step guide to adding staff members in Opencals, assigning them a schedule, locations and services, and linking a dashboard login so bookings land with the right person.

A step-by-step guide to creating a bookable service in Opencals — set its title, duration and price, assign a location and staff, then tune schedules, gaps, group sizes and self-service options.

A step-by-step guide to installing Opencals on your Shopify store — from the App Store install bar through OAuth approval to the embedded admin, plus what syncs.

Connect Zoom as a location integration so every online appointment gets its own unique meeting link, generated automatically at the moment of booking.