Use Mailchimp Appointment Scheduling

If your business offers professional services, you can use Mailchimp Appointments to add scheduling tools to your website. Your visitors can choose to book a meeting in person, online, or over the phone, depending on the type of service you offer.

In this article, you'll learn how to use Mailchimp Appointment Scheduling.

Before you start

Here are some things to know before you begin this process.

• Before you use Appointment Scheduling, make sure you're familiar with how Appointment Scheduling works in Mailchimp. To learn more, check out About Mailchimp Appointment Scheduling.
• When you create your first service, we'll make a homepage for your website if you don't already have one in Mailchimp.
• Creating multiple services, or group services requires that you purchase Mailchimp’s Advanced Scheduling Add-On.

Create a one-on-one service

With a One-on-One service, one person per time slot can book an appointment with you.

To create a One-on-One service in Mailchimp, follow these steps.

1. Click the Websites icon.
   
2. Click Appointments.
   
3. Click Add A Service.
   
   If you don’t have a website, we’ll ask you to enter a website name and select an audience so that we can create one for you.
4. On the Service Information step, select One-on-One as the Service Type.
   
   Once you save your service type, it cannot be changed.
5. Enter your service details, including Service Name, Description, Duration, and Price.
   
6. Enter the path name for your service listing URL.
   
   This will create your unique service URL to share with customers to let them know your service is online.
7. Click Continue.
   
8. On the Location step, select your Consultation Type and enter any additional information that’s needed.
   
   • In Person
     Requires a business address.
   • Virtual
     Requires a link for a meeting service like Zoom or Skype.
   • Phone Call
     You can call your customer or your customer can call you. To call your customer, we’ll require them to enter their phone number on the listing page. For your customer to call you, enter your phone number when setting up your service.
9. Click Continue.
   
10. On the Availability step, toggle the sliders on or off to choose the days you plan to accept bookings from clients.
    
11. Click the Edit icon then use the Appointment Hours drop-downs to set your availability.
    
    Click + Add Timeslot to add additional availability, or click the Trash icon to delete a time slot.
12. When you’re ready, click Continue.
    
13. On the Review step, make sure all of your information is correct, then click Publish Service On Website.
    

That's it! When you’re ready, share your service listing page with customers and start accepting appointments.

Create a group service

When you create a group service, multiple people can attend your service or event. To create a group service, you will need to purchase Mailchimp’s Advanced Scheduling Add-On.

To create a group service, follow these steps.

1. Click the Websites icon.
   
2. Click Appointments.
   
3. Click Add A Service.
   
4. On the Service Information step, select Group as the Service Type.
   
   Once you save your service type, it cannot be changed.
5. Enter your service details, including Service Name, Description, Duration, Maximum Participants, and Price.
   
6. Enter the path name for your service listing URL.
   
   This will create your unique service URL to share with customers to let them know your service is online.
7. Click Continue.
   
8. On the Location step, select your Consultation Type and enter any additional information that’s needed.
   
   • In Person
     Requires a business address.
   • Virtual
     Requires a link for a meeting service like Zoom or Skype.
9. On the Availability step, toggle the sliders on or off to choose the days you plan to accept bookings from clients.
   
10. Click the Edit icon then use the Appointment Hours drop-downs to set your availability.
    
    Click + Add Timeslot to add additional availability, or click the Trash icon to delete a time slot.
    When editing group appointments, new and existing services may be affected.
11. When you’re ready, click Continue.
    
12. On the Review step, you can save your edits or click Purchase Add-On.
    
    You will need to purchase the Advanced Scheduling Add-On before publishing your group service to your site. If you've already purchased the add-on, skip to step 15.
13. On the Plan Details page, click Upgrade.
    
14. On the Payment page, add your payment details and click Pay Now.
    When you click Pay Now, you are agreeing to Mailchimp’s Additional Terms for Websites. Your Advanced Scheduling subscription is immediately available and will renew automatically each month unless you cancel your subscription in your account.
15. After you complete your payment flow, you will return to the Review page where you can publish your service. Click Publish Service On Website.
    

That's it! When you’re ready, share your service listing page with customers and start accepting appointments.

Create additional services

To create more than one service at a time, you will need to purchase Mailchimp’s Advanced Scheduling Add-On.

1. Click the Websites icon.
   
2. Click Appointments.
   
3. Click Add A Service.
   
4. On the Service Information step, select your Service Type, then continue with the steps to create a One-on-One or Group service as needed.

That's it! When you’re ready, share your service listing page with customers and start accepting appointments.

Customize your service pages

When you publish your service, your listing and confirmation pages are immediately available for customers to book appointments with you. We’ll apply any default styles you’ve set for your website but you can customize them as needed.

To make changes, navigate to your website dashboard and click Edit Site. Then, choose your Service Listing Page or Appointment Confirmation Page. From here, click the sections or page elements you want to change, or add new sections. If you’re working with your service listing page, you can hover over the Services section and choose Manage Services to edit the service itself.

To learn more about how to design pages on your website, check out Design Your Website in Mailchimp.

Manage your service

Sometimes, you may need to make changes to your service, or delete it entirely. To manage your service, navigate to the Appointments page and find your service. Then, click the more options icon and choose Edit or Delete. You can also copy your service listing page’s unique URL link to share with customers.

If you choose Edit, click through the steps to make any necessary updates. If you choose Delete, we’ll ask you to confirm. The service will be deleted from your site and new appointments cannot be scheduled.

View or cancel appointments

To view or cancel appointments, follow these steps.

1. Navigate to the Appointments page of your account.
2. Scroll to Appointments and click View All Appointments.
3. Click the Details drop-down menu next to the appointment you want to work with.
   
4. Choose View Details to see all the information about an appointment, including the customer’s contact information. Choose Cancel Appointment to cancel. We'll ask you to confirm, and if you wish to proceed, a cancellation email will be sent to your customer.

Next steps

To learn about other ways you can grow your business online with Mailchimp, checkout Create Your Mailchimp Store, and Sell More Stuff with Mailchimp.