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 Appointments.
Before you start
Here are some things to know before you begin this process.
This is a new feature. We’ll continue to develop it as we collect feedback from users like you. Please explore, experiment, and tell us what you think.
At this time, you can only create one service. The ability to create multiple services is coming soon.
How it works
Mailchimp Appointments makes it possible for customers to book appointments on your website. After you create a service and provide some important details about the consultation type, pricing, and available times, we’ll automatically generate a listing page as well as an appointment confirmation page.
The service listing page displays your service details. It has a customizable web address that you can share through an email campaign or on social media so people know that you are open for business. You can manually add the page to your site’s navigation bar from the Page Settings menu of the website editor.
When shoppers visit your service listing page, they'll be able to select your service, choose an appointment time, enter their contact information, and leave some additional notes if necessary. They’ll also have the option to subscribe to your marketing.
Once a customer books an appointment with you, they’ll see the appointment confirmation page and receive an email with appointment details and the option to book another appointment or cancel. You’ll also receive a confirmation email, and can view and manage your appointments on your website dashboard.
Create a service
To create a service in Mailchimp, follow these steps.
Click the Websites icon.
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.
On the Service Information step, enter your service details, including Service Name, Description, Duration, and Price.
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.
On the Location step, select your Consultation Type and enter any additional information that’s needed.
Requires a business address.
Requires a link for a meeting service like Zoom or Skype.
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.
On the Availability step, toggle the sliders on or off to choose the days you plan to accept bookings from clients.
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 you’re ready, click Continue.
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.
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.
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.
Scroll to Appointments and click View All Appointments.
Click the Details drop-down menu next to the appointment you want to work with.
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.