Schedzo User Manual

Select whether you are setting up products or services to view the instructions that apply to you.

Need help? WhatsApp or text us on 085 809 3346 , or email info@schedzo.com .

Products

How do I create an account?

Go to www.schedzo.com .
Click the Menu icon at the top left of the page.
Select Sign up.
Alternatively, you can go directly to the registration page: www.schedzo.com/register.php .
Enter your personal and account details.
Create your username and password.
Accept the Terms & Conditions and complete the security check.
Click Create Account.
Check your email for your 6-digit verification code.
Enter the verification code to verify your account.
Once verified, log in to your Schedzo account.

How do I create a Trade Profile and add my first product?

Go to Create Trade Profile.
Enter your trading details and save your Trade Profile.
Once your Trade Profile is created, click the Menu icon.
Select Add/Manage Items.
Click Add New to add your first product.
Enter the product details and upload your image(s).
Save/submit your product.
Your product will be reviewed by Schedzo and will go live once approved.

How do I manage my product?

Once your product has been added, you will see management buttons at the bottom of the product.

Edit — Update your product information.
Sale — Place your product on sale.
Hide — Hide your product so it is not visible to customers.
Options — Manage options, variants, stock and extras for your product.

Within Options, each option or variant can have its own price and stock quantity. You can also add extras or add-ons with an additional price.

How do I connect Stripe for online payments?

To accept online payments through Schedzo, you will need to connect a Stripe account.

Click the Menu icon.
Select Payments.
Click Connect Stripe.
Follow the Stripe instructions to connect your account.
Once connected, return to Schedzo to manage your payment settings.

You can also disconnect your Stripe account from the Payments section if required.

How do I set up payments and delivery for my products?

Go to Menu → Payments and select the Products tab.

Enable Schedzo Online Checkout — Turn this on if you want customers to purchase your products and pay online through Schedzo.
Offer Delivery — Turn this on if you offer delivery within your home country. Enter your Domestic Delivery Charge, or enter 0.00 for free delivery.
Offer International Delivery — Turn this on if you deliver products outside your home country. Enter your International Delivery Charge, or enter 0.00 for free international delivery.
Offer Click & Collect — Turn this on if customers can collect their order directly from you.

Click Save Product Settings when finished.

How do I manage and dispatch my orders?

Click Orders in the top banner.
Select Pending to view orders waiting to be dispatched.
When an order is ready to send, click Dispatch order.
Enter the delivery or tracking details for the order.
Enter the maximum number of working days expected for delivery.
Once dispatched, the order will move to the In delivery tab.
When the order has arrived with the customer, open In delivery and click Mark as delivered.
You can use Order history to view previous orders.

How do I view and manage my product profile page?

Click the Menu icon.
Select Add/Manage Items.
At the top of the page, click My Products.

On your product profile page you can:

Select Reviews to view ratings and feedback.
Select Share Link to copy or open links you can share with customers.
Select Flag item to report an individual product if required.
Select Report account to report the business account behind the product.
Complete your Meet the Creator section so customers can learn more about you and your business.
Customers can use the product page to add products to their cart and purchase them.

How do I rate an item?

Click Rate Items in the top banner.
Select the recent item you would like to rate.
Choose a rating from 1 to 5 stars.
Add a comment about your experience.
Click Submit rating.

How do I view my analytics?

Click the Menu icon.
Select Dashboard.
Your Dashboard gives you an overview of your items, bookings/orders, customers and followers.
You can also view your ratings and booking/order charts to see how your products are performing.

How do I manage my account?

Click Account in the top banner to view and manage your account information.

Edit your profile

Click Account in the top banner.
Click Edit profile.
Update your name, username or address details as required.
Click Save changes when finished.

Change your email or mobile number

Click Edit profile.
Scroll to Edit email & mobile.
Enter your new email address or mobile number.
Enter your Current Password when required for security.
Click Update email & mobile.

Change your password

Click Edit profile.
Scroll to Change password.
Enter your Current Password.
Enter your New Password.
Enter the new password again under Confirm New Password.
Click Update password.

Delete your account

Click Account in the top banner.
Select Delete account.
Follow the instructions to confirm that you want to permanently delete your account.

Services

How do I create an account?

Go to www.schedzo.com .
Click the Menu icon at the top left of the page.
Select Sign up.
Alternatively, you can go directly to the registration page: www.schedzo.com/register.php .
Enter your personal and account details.
Create your username and password.
Accept the Terms & Conditions and complete the security check.
Click Create Account.
Check your email for your 6-digit verification code.
Enter the verification code to verify your account.
Once verified, log in to your Schedzo account.

How do I create a Trade Profile and add my first service?

Go to Create Trade Profile.
Enter your trading details and save your Trade Profile.
Once your Trade Profile is created, click the Menu icon.
Select Add/Manage Items.
Click Add New to add your first service.
Enter the service details and upload your image(s).
Save/submit your service.
Your service will be reviewed by Schedzo and will go live once approved.

How do I manage my service?

Once your service has been added, you will see management buttons at the bottom of the service.

Edit — Update your service information.
Sale — Place your service on sale.
Hide — Hide your service so it is not visible to customers.
Options — Manage service options, prices, extras and booking capacity.

Within Options, each service option can have its own price. You can also add extras or add-ons and set the Maximum Attendees per Booking.

For a one-to-one service, set the maximum attendees to 1. For group services, enter the number of people who can book the same time slot.

How do I set my schedule and time off?

Use the scheduling area to set when you are available for bookings, view your calendar and block off time when you are unavailable.

Set Schedule

Select the Set Schedule tab.
Select the days of the week you are available.
Set your Start Time and End Time.
Set the Slot Length for your bookings.
If required, select Add break to add break times within your working hours.
Click Save Schedule when finished.

Calendar

Select the Calendar tab to view your service availability and bookings.
Select Connect Google Calendar if you would like to sync your Google Calendar with Schedzo.

Time Off

Select the Time Off tab.
Enter the Start Date and Start Time.
Enter the End Date and End Time.
Enter a reason, such as Holiday.
Click Add Block.

How do I connect Stripe for online payments?

To accept online payments through Schedzo, you will need to connect a Stripe account.

Click the Menu icon.
Select Payments.
Click Connect Stripe.
Follow the Stripe instructions to connect your account.
Once connected, return to Schedzo to manage your payment settings.

You can also disconnect your Stripe account from the Payments section if required.

How do I set up payments for my services?

Go to Menu → Payments and select the Services tab.

Choose how you would like customers to pay when booking your services.

Pay in Cash — Customers pay the service amount directly to you. No Schedzo payment fee applies.
Full Payment Online — Customers pay the full service amount online. Schedzo charges a 5% service fee based on the amount paid through Schedzo. Stripe processing fees and any VAT or tax obligations are the responsibility of the service provider.
Require a Deposit — Customers pay your chosen percentage online and settle the remaining amount directly with you. Enter the required Deposit Percentage under this option. Schedzo charges a 5% service fee based on the deposit amount paid through Schedzo. Stripe processing fees and any VAT or tax obligations are the responsibility of the service provider.

Online payments and deposits require a connected Stripe account.

Click Save Service Settings when finished.

How do I provide and manage quotes?

Click Quotes in the top banner.
Select Quote Requests to view requests from customers looking for a quote.
Select Interested to view requests you are interested in providing a quote for.
Enter the amount you would like to quote under Your Quote (€).
Add a short message to the customer if required.
Submit or update your quote using the Update Quote button.
If you no longer wish to provide a quote for a request, select Not interested.

How do I manage my bookings?

Click Bookings in the top banner.
Use the Upcoming, Past and Cancelled tabs to view your bookings.
For an upcoming booking, click Reschedule if you need to change the booking.
Click Cancel if you need to cancel the booking.
In Past bookings, you can mark a booking as Paid.
You can also mark a past booking as No show if the customer did not attend.

How do I view and manage my service profile page?

Click the Menu icon.
Select Add/Manage Items.
At the top of the page, click My Services.

On your service profile page you can:

Select Reviews to view ratings and feedback.
Select Share Link to copy or open your booking, service and availability links.
Use the QR code under Share Link to share your availability.
Select Flag item to report an individual service if required.
Select Report account to report the business account behind the service.
Complete your Meet the Creator section so customers can learn more about you and your business.
Customers can view your available times and click Book Now to book your service.

How do I rate a service?

Click Rate Items in the top banner.
Select the recent service you would like to rate.
Choose a rating from 1 to 5 stars.
Add a comment about your experience.
Click Submit rating.