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🚀 Getting Started

How Scheduley works

Choose Appointments or Jobs & Field Service, see which businesses each is for, and learn the four steps to getting started.

How Scheduley works

Scheduley is your business’s front desk: a booking website, a smart calendar, and an AI that answers your calls and texts, all working off the same schedule. First, choose how you manage your work. Then follow the four setup steps below. You don’t have to turn everything on at once. See ways to use Scheduley for the common setups, from add-on front desk to run-it-all.

Appointments or trades: which should I choose?

Choose the option that matches how you manage your work. Both use Scheduley’s booking tools, calendar, clients, and AI Front Desk. Trades adds job management and dispatch.

Appointments: for businesses that book services into time slots

For: salons, barbershops, nail salons, spas, fitness studios, pet groomers, clinics, and consultants. View all appointment businesses.

A customer chooses a service and a time, and you manage their appointment on your calendar. For example, a salon books a haircut with a stylist at 9 AM.

app.scheduley.com
scheduley✦DashboardCalendarInboxClientsTeamReportsMarketingOnline BookingAgentBusinessIntegrationsSettings
Appointments

Each team member’s services, clients, and times in one schedule.

Today‹  Tue, Sep 22  ›SoloTeam+ Add
AlexOwner
JordanStylist
SamColorist
9 AM
9:00–9:30HaircutJamie
9:00–10:00ColorTaylor
10 AM
10:00–10:30ConsultationMorgan
11 AM
11:00–11:45Wash & styleCasey
11:00–11:30HaircutRiley
Calendar · team view Illustration · sample data

Swipe or scroll sideways to see the full screen.

Trades & field service: for businesses that manage jobs

For: plumbers, electricians, HVAC companies, cleaners, landscapers, roofers, and contractors. View all trade businesses.

You still book visits into your schedule. You also keep the work details and service address with a job, assign the work, and track its progress. For example, a plumbing business schedules a leak repair, assigns a technician, and marks the visit dispatched when they head out.

This option is called Jobs & Field Service in your dashboard. See the jobs and dispatch guide for the full workflow.

app.scheduley.com
scheduley✦DashboardScheduleJobsInboxClientsTechsReportsMarketingOnline BookingAgentBusinessIntegrationsSettings
TodayTue, May 17Board
Booked
2:00 PM
Dana W.
Slow drain (kitchen)
Dispatch →
Dispatched
12–2 PMEST ✓
Mike T.
Water heater replacement
Start job →
In progress
9–11 AM
Lena R.
Furnace tune-up
Mark done →
Done
8 AMPAID
Sam O.
Leak repair
Calendar → Board · dispatch board Illustration · sample data

Swipe or scroll sideways to see the full screen.

Do both? Choose Jobs & Field Service if you need job tracking or dispatch as well as appointments. Working at a client’s location alone does not mean you need trades mode: appointment businesses can offer mobile services too. Both options work for solo businesses and teams.

Can I change my choice?

Yes. Go to Settings → How your business works, choose your workflow, and save. Your records are preserved. Before switching from Jobs & Field Service back to Appointments, finish any dispatched or in-progress jobs. See the settings guide.

Get started in four steps

01

Tell Scheduley about your business

Add your services, prices, durations, and hours under Business, and, if you have a team, add bookable staff under Team. Working solo? You can start without setting up a team. Everything else is built from this: your booking page, your website, and what your AI says on the phone.

02

Publish your booking page

Set up and publish in Online Booking. Share your booking link, add booking to your existing website, or build a site with a Scheduley template. Customers can choose from the availability you offer.

03

Turn on your AI Front Desk

Get a phone number and the AI answers calls and texts in your business’s name, using your configured services and prices to answer questions and book available times. In Jobs & Field Service mode, it also captures the work details and service address.

04

Scheduley handles the follow-through

Use confirmations and reminders to keep customers informed. After a visit, you can request a review. For trades, manage the job through completion and dispatch the visit when you’re ready to head out.

One calendar behind everything

Bookings made through your website or AI Front Desk use the same calendar and availability. Set your services, hours, and booking rules once, then review your schedule in the dashboard.

Where to go next

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