To start using Qontak Appointment, you need to perform some initial setup first. The configuration is done step-by-step, starting from determining the operational location, adding services, to setting up the staff who will handle the reservations. Follow the guide below to complete the Qontak Appointment setup process.

All guides in the Set up section can only be accessed and performed by users with the roles of Admin and Supervisor. Meanwhile, guides related to managing booking can be used by users with the roles of Admin, Supervisor, or Agent.

A. How to Create a Location

The first step in managing Qontak Appointment is to create a Location. This menu is used to manage operational locations, including setting the time zone and operating hours for each location.

1. Log in to your Qontak account. Then select the “Home” menu.
   
2. On the next page, click on the Qontak Labs section.
   
3. You will be directed to the following page. Click “Explore Features” under the Qontak Appointment section.
   

4. Next, you will be directed to the main page of Qontak Appointment. Then select the “Locations” menu.
   

5. On the Locations page, click “Add location” to add a new location.
   

6. The following screen will appear. In the Add location form, enter the location name in the Name field, for example, Dental Bekasi, and the location address in the Address field, for example, Bekasi, West Java.
   

7. Then, select the Timezone that corresponds to the location, for example, Asia/Jakarta.
   

8. In the operational schedule section, check the boxes for the days that will be operational days. Then, set the opening and closing times by selecting the time in the From and To fields. For example, the location can be set to operate every Monday from 6:00 AM to 6:00 PM.
   

   If there is more than one operational schedule in a single day, for example for break times, you can click "Add another window" to add an additional time range.
   

9. After setting the operational schedule, click "Save" to save the changes.
   

10. If the location addition process is successful, the system will display a notification "Location created". Then, the location will appear in the location list according to the information you have input.
    

    If you change the operating hours so that there are bookings outside the new operating hours, the system will help move those bookings to available slots. If no slots are available, the changes cannot be saved. Bookings will not be deleted automatically.

B. How to Set Up Services

After creating Locations, the next step is to configure Services, which function to manage the services or types of appointments that customers can book. Here are the steps.

1. Go to the "Services" menu in Qontak Appointment.
   

2. Then click “Add service”.
   

3. A service data entry form will appear. To add a new service, complete the following fields. Explanations for each field can be seen in the table below.
   

4. After all data is filled in, click “Save service”.
   

5. If the Services addition process is successful, the system will display a notification "Service created". Then, the service will appear in the location list according to the information you have input.
   

C. How to Add Staff List

To complete the Qontak Appointment setup, the next step is to add Staff. Through this menu, you can manage staff profiles, working hours, and the services that each staff member can handle. Here are the steps.

1. Go to the "Staff" menu in Qontak Appointment.
   

2. Then click “Add staff”.
   

3. A staff data entry form will appear. To add new staff data, complete the following fields. Explanations for each field can be seen in the table below.
   

No.	Field Name	Description
1	Name	Enter the name of the staff member to be added.
2	Email	Enter the staff member's email address.
3	Phone (optional)	Enter the staff member's phone number. This field is optional and can be left blank if not needed.
4	Location(s)	Select one or more locations where the staff member works. The list of locations displayed comes from the locations added in the Locations menu.

4. After all data is filled in, click “Save”.
   

5. If the Staff addition process is successful, the system will display a notification "Staff member created". Then, the staff will appear in the location list according to the information you have input.
   

6. Because the Services status still shows "No service", you need to add services first. Click “Open profile” to continue.
   

7. On the Staff Profile page, there are several features you can use to manage the staff profile and availability. Details of each feature can be seen in the table below.
   

No.	Feature Name	Description
1	Location	Select a location to see the availability and services assigned to the staff at that location. The list of locations displayed comes from the locations added in the Locations menu. - After selecting a Location, the Weekly Availability section will appear to set the availability schedule for the selected location.   The staff's working hours must be within the operational hours of the selected location. Also, time ranges on the same day must not overlap. The system will display a notification if either of these conditions is not met. - Then click "Save availability" to save the staff availability settings. Next, check the services to be assigned to the staff.
2	Time Off	Manage the staff's unavailability schedule. Click "Add time off" to add a period when the staff is unavailable to serve customers. The following screen will appear. Fill in the start and end dates of the time off along with the reason. Then, click “Save”.
3	Google Calendar sync	Synchronize staff schedules with Google Calendar to manage schedule availability automatically. This feature is still under development (coming soon).

8. After the availability schedule and services are successfully configured, the information in the Working days and Services columns will be updated according to the settings you have made.
   

That concludes the explanation on how to configure Location, Service, and Staff in Qontak Appointment. Next, learn here how to create a manual booking in Qontak Appointment.