How to create an appointment scheduler in Glide?

Master simple steps to create an effective appointment scheduler with Glide. Boost your app's productivity and ensure a smooth user experience!

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Overview

Building an appointment scheduler in Glide lets users easily book, manage, and view their appointments. Start by configuring Google Sheets or Excel to handle all the appointment details . Design the app’s UI to capture what users need, and add features like date and time pickers, notifications, and reminders. Setting up user authentication and permissions is crucial for proper appointment management. By leveraging Glide’s components and actions, the experience can be smooth and intuitive for both users and administrators.

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How to create an appointment scheduler in Glide?

Step 1: Sign in to Glide

Head over to the Glide website (https://www.glideapps.com/) and sign in using your favorite method—Google, Microsoft, or email. Whatever works best for you!

Step 2: Start a New Project

On the Glide dashboard, hit that "New Project" button.
Decide if you want an "App" or a "Page". For an appointment scheduler, "App" might be the way to go.
Give your project a name, like "Appointment Scheduler" or something catchy.

Step 3: Connect Your Data Source

Choose between Google Sheets, Excel, or Glide Tables for your data source.
Follow the prompts to connect your chosen data source. If you're using Google Sheets, make sure you've got the right permissions.

Step 4: Prepare Your Spreadsheet

Open up your connected spreadsheet.
Add a new sheet (tab) and call it "Appointments".
Set up columns for all the important stuff like Date, Time, Client Name, Service, Contact Info, etc.

Step 5: Design Your App Layout

Head back to the Glide builder interface.
For the main screen, pick the "List" layout and link it to the "Appointments" sheet.
Customize the list by adding components like images, text, and titles to show appointment details.

Step 6: Add a Form for Booking Appointments

Click the "+" button at the bottom of the app to add a new tab.
Choose "Form Button" and set it up to add new records to the "Appointments" sheet.
Customize the form fields to match the columns in your "Appointments" sheet (e.g., Date, Time, Client Name, Service, Contact Info).
Add extra form components like Date Picker, Time Picker, and Text Entry as needed.

Step 7: Set Up Notification Features

If you want to send notifications, set up the "Zapier" or "Integromat" integration in Glide settings.
Create a zap or scenario that sends an email or SMS when a new appointment is booked.

Step 8: Customize User Experience

Add user-specific features like user profiles by enabling "User Profiles" in settings.
Design a user-friendly navigation interface through the layout settings.
Think about adding a calendar view so users can see all appointments at a glance.

Step 9: Test Your App

Use the Glide preview function to test the app's functionalities.
Make sure the booking form works correctly and data is saved properly.
Check that notifications (if any) are sent promptly.

Step 10: Publish Your App

Once you're happy with the design and functionalities, click "Publish" in the top right corner.
Share the app with your clients by sending them the link or embedding it on your website.

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