Installing the Cally App on Shopify

To install the Cally app on your Shopify store, you have two options: download it from the Shopify App Store or follow this link. Once you approve the required permissions, the app will be installed, and you will be redirected to the app's homepage.

Upon accessing the homepage, you'll encounter an onboarding banner that guides you through the installation process. Here are the essential steps to complete your installation:

Step 1: Install the Booking Button Widget

• Click the installation link, which will direct you to the theme customization page.
• Choose a product page template where you wish to install the widget.
• Place the booking button immediately after the "Buy buttons" and hide the "Buy buttons."

Step 2: Install the Customer Calendar Widget (Optional)

• If you want customers to view and manage their bookings, install this widget.
• Navigate to the theme customization screen, click on the header, and select "Templates" > "Create new template."
• Name the template (e.g., "Cally Customer Calendar") and install the widget in the main section.
• Create a new empty page in your admin under "Sales Channels" > "Online Store" > "Pages" and choose the newly created template.
• Save the link to the customer calendar page in Cally settings. This link will be included in all customer emails.

Step 3: Choose a Subscription

• Select a subscription plan to activate Cally. You won’t be charged during the trial period, and you can even opt for a usage-based subscription.
• For testing purposes, create a development store on partners.shopify.com and install Cally on your dev store for free.

Step 4: Activate Cally

• After completing the necessary setup steps, activate Cally by turning on the integration in the app settings.

Next Steps:

5. Create Your First Product

• In the Cally app, navigate to Products > Add product.
• Enter the details of your first product, such as duration, time gaps. Assign it a schedule and staff members if applicable.
• Specify the availability and other relevant settings for booking appointments.

6. Onboard Your Staff Members

• Go to Staff Members > Add staff member in the Cally app.
• Enter the details of each staff member who will be providing services.
• Assign appropriate schedules and calendars to ensure they are available for bookings.

7. Customize the Design of Your Widgets

• Navigate to Design in the Cally app.
• Modify the appearance of the booking button and customer calendar widgets to align with your store's branding and user experience.

8. Customize the Emails

• In the Cally app, navigate to Emails.
• Customize the automated emails sent to customers, including booking confirmations, reminders, and cancellations.

9. Set Up Checkout and Customer Reviews Forms

• Ensure a seamless checkout process by configuring the forms in Forms section in the Cally app.
• Integrate customer reviews forms to gather feedback and improve your service offerings.

Following these steps will help you fully integrate Cally into your Shopify store, providing efficient appointment booking functionalities for your customers and streamlined management for your staff.