User Manual

Application Settings

Easy!Appointments provides a range of configurable settings that let you tailor the system to your business needs. These settings are accessible through the Administrator Panel and control general behavior, calendar behavior, customer options, and email notifications.

Accessing the Settings Panel

  1. Log in as an Administrator.
  2. Go to the Admin Panel.
  3. Click on the Settings tab.

General Setting

SettingDescription
Company NameThe name displayed in email notifications and the booking page.
Company EmailThe default “From” address for outgoing system emails.
Company LinkURL displayed on customer-facing communications.
Company LogoImage shown on the booking page, in the notification emails and elsewhere in the app (max 2MB).
Company ColorBrand color applied across the app. Reset returns to the default.
ThemeThe visual theme of the app, picked from the bundled themes.
Date FormatHow dates are displayed: DMY, MDY or YMD.
Time FormatHow times are displayed: 12-hour (H:MM AM/PM) or 24-hour (HH:MM).
First day of weekAny of the seven days can be set as the first day in the calendar UI.
Default LanguageSets the default language for users and the booking page.
Default TimezoneControls appointment time calculations and syncing.

Email settings are configured in application/config/email.php and not in the Admin Panel.

Business Logic

SettingDescription
Working PlanSelect which days of the week appointments can be booked.
Blocked PeriodsBlock entire periods defined as closed dates for all providers
Allow Rescheduling/Cancellation BeforeDefine the timeout (in minutes) before the customers can book or re-arrange appointments with the company.
Future Booking LimitSet the future limit in days customers can make appointments via the public booking page.
Appointment Status OptionsDefine a list of available appointment status options that can be used in the calendar page (the first one will automatically become the default value).

Booking Settings

SettingDescription
Toggle FieldsSelect which fields are displayed and if they are optional or required
Custom FieldsYou can add up to 5 custom fields for customers
Customer NotificationsDefines whether the customer will receive email notifications whenever there is a schedule change on one of his appointments.
Limit Customer AccessIf enabled, providers and secretaries will only be able to access customers they have an appointment with.
CAPTCHAWhen enabled, a CAPTCHA step guards the public forms - booking and updating an appointment, login and password recovery. Since v1.6 the built-in random string is not the only option: ALTCHA is available as a privacy-friendly alternative that needs no third-party service.
Any ProviderThe booking page will get an additional option that allows customers to book without specifying a provider.
Login ButtonDefines whether the login button is being displayed in the booking page.
Delete Personal InfoDefines whether customers are offered the option to remove all their appointments and personal information from the system.
Disable BookingThe booking page will be disabled for as long as this setting is active and customers will not be able to register new appointments.
SettingDescription
Cookie NoticeShow a cookie notice on the booking page, with your own content.
Terms & ConditionsShow terms and conditions that customers accept when booking, with your own content.
Privacy PolicyShow a privacy policy that customers accept when booking, with your own content.
Legal NoticeURL of your legal notice page.
ImprintURL of your imprint page.
Data RetentionNumber of days after which customer data is deleted. Set to 0 to disable deletion. The deletion only happens when php index.php console cleanup runs, so schedule it with a cron job.

Integration Settings (Advanced)

SettingDescription
WebhooksNotify external URLs when records are saved or deleted
Google AnalyticsGoogle based analytics tracking
Matomo AnalyticsMatomo based analytics tracking
APIConfigure the Easy!Appointments REST API
LDAPSSO and user import via LDAP
Google CalendarCredentials for the Google Calendar sync
CalDAVCalendar sync with CalDAV servers
JitsiJitsi Meet video meetings for appointments
ALTCHAPrivacy-friendly CAPTCHA alternative for the public forms

Settings, Integrations: cards for Webhooks, Google Analytics, Matomo Analytics, API, LDAP and Google Calendar, each with a Configure button

Saving & Testing Settings

  • After making changes in the Admin Panel, click Save.
  • Admin panel configuration is stored in the database.
  • Email, language, and advanced settings are stored in:
    • application/config/email.php
    • application/language/your_language/

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