Easy Appointment Booking uses Shopify's normal checkout. A paid booking is a Shopify order, like any other sale. This page explains how the two connect.
Paid bookings
When a customer pays for a booking:
- Shopify creates a normal order.
- The app reads the order and creates the booking.
- The booking and the order are linked.
The order shows the booking details (service, date, time, and intake answers) under the item in the order.
To go from a booking to its order, open the booking in the app and click the order link. To go the other way, open the order in Shopify. The Booking Details box on the order page shows the booking, and More actions > View Booking opens it in the app.
Free bookings and bookings you add
These do not go through checkout, so there is no Shopify order.
If you want one, you can have the app create a draft order for each unpaid booking. This needs the Pro Plus plan or higher. Go to Settings > Shopify automations and, under When a booking isn't paid for, check Create a draft order in Shopify. Draft orders are in Shopify under Orders > Drafts.
Customer tag
When a booking is linked to a Shopify customer, the app tags the customer Easy Appointment Booking. Use the tag to filter your Customers list or build a customer segment for marketing.
Order tags
To tag orders too, go to Settings > Shopify automations:
- Tag the Shopify Order with 'Easy Appointment Booking' — every booking order. All plans.
- Tag the Shopify Order with 'Rescheduled', 'Checked in', or 'Cancelled' — Pro Plus and higher.
Fulfillment
Booking orders stay Unfulfilled in Shopify. The app does not fulfill them when the order is placed.
To fulfill a booking when the customer checks in, check Fulfill the booking on the Shopify Order under When a booking is checked in. It is in beta and needs Pro Plus or higher. Other products on the same order stay unfulfilled until you fulfill them.
Cancellations
When you cancel a booking in the app, the app adds a note to the Shopify order. The order is not cancelled, and the customer is not refunded, unless:
- you check Refund the customer when you cancel, or
- you turned on Automatically refund the Shopify Order (Pro Plus and higher). See Refund customers automatically.
Cancelling or refunding an order in Shopify does not cancel the booking. Always cancel in the app, so the time opens up again for other customers.
Reports
Booking revenue is in your normal Shopify reports under Analytics, because every paid booking is a Shopify order. Payouts are under Finances > Payouts.