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Business Owner Portal

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Business Portal

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https://schedi.app/slug/

Client Appointments Roster

Manage client bookings, reschedule, cancel, or manually register walk-in appointments. List is the default. Week and Month show the same appointments.

Ref ID Client Name Service Date & Time Payment Actions
Portal sections

Manage Offered Services

Create, edit, or set durations and optional prices for services shown on your public booking page. Price can be left blank.

Daily Shifts & Operating Hours

Set individual day operating hours or create recurring outage time blocks.

Booking rules

These apply on your public booking page.

How often clients can start an appointment (for example 9:00, 9:30, 10:00). Service length stays the same.

Clients cannot request a start time inside this window. New businesses are saved at 2 hours. A business with no saved setting keeps none.

Booking page

Shown at the top of your public page. Logo and cover are optional.

Linked to a map. Leave blank to hide it.

Use an https link to an image. Leave blank to hide.

Special hours

Open, shorten, or close a specific date without changing your weekly hours. That date uses these hours instead.

Recurring Blocked Times & Outages

Automatically block out repeating windows like lunch breaks or staff syncs. Edit or remove a block from the list.

Vacation & Date Blocks

Block specific dates or ranges (e.g. Mar 10–17) without changing weekly hours. Optional all-day or time window. Edit or remove a block from the list.

Payment Processor Gateways

Enable or disable payment methods made available to clients during checkout.

Credit / Debit Card (Stripe)
Accept card as one option. Clients still choose how to pay. Pro only.
Cash App Direct
Direct clients to your Cash App $Cashtag
Zelle
Clients send via their bank’s Zelle using your email or phone
Venmo
Direct clients to your Venmo username
PayPal
PayPal.me slug, URL, or email for clients to pay
Pay at Appointment
Allow in-person payment on arrival
Appointment deposit
Pro only. Off unless you turn it on. If a client chooses card, they pay this deposit before the appointment is confirmed. Card is not required — Cash App, Zelle, Venmo, PayPal, and pay at the appointment stay available. The rest is due at the appointment. Percent deposits skip services with no price set.
Cancellation fee
Off unless you turn it on. A cancellation fee does not make card the only way to pay. When a client who paid by card cancels inside this window, Pro charges the fee on that card. Other methods stay available. Free and Starter only show the rule and do not charge a card. Cancelling still frees the time if the fee is not collected.

Clients can cancel earlier than this without a fee. The default is 24 hours.

Booking alerts

Off

Get a pop-up on this device when a booking comes in.

Email Booking Confirmations

Choose which emails Schedi sends your clients about their bookings, whether they book online or you add the booking yourself.

Send confirmation emails
Email the client after each successful booking
Allow recurring appointments
Let clients book weekly, biweekly, or monthly series on your public page. Pro only.
Send same-day reminder emails to clients
Sent the morning of the appointment. On by default.

In your business's time zone (Eastern Time unless your account uses another).

Send SMS confirmations and reminders
Texts go to the client phone on the booking. Requires Schedi SMS to be set up.

Emails come from Schedi. Client replies go to your Reply-to email, or to your owner email if that box is empty.

Clients

Your saved clients. Only you can see this list. Schedi never emails or texts clients you import.

More & settings

Help

iPhone: Share, then Add to Home Screen. Android: browser menu, then Add to Home screen.

Schedi subscription

Monthly autopay for this business.

Cancel anytime. Cancellation takes effect at the end of the current paid billing period; you keep access until then and are not charged again. New subscribers may request a full refund of the first payment within 15 days. Renewal payments are not refunded or prorated, except at Schedi's discretion for billing errors or service outages. Complimentary plans are unaffected.

Billing

Appointments Report

Counts, status, and revenue from the prices recorded on appointments. Nothing here is estimated.

Start Schedi

Start on Free ($0). Starter is $29/mo and Pro is $49/mo. Card details stay on Stripe. Nothing is charged until checkout finishes.

Cancel anytime. Cancellation takes effect at the end of the current paid billing period; you keep access until then and are not charged again. New subscribers may request a full refund of the first payment within 15 days. Renewal payments are not refunded or prorated, except at Schedi's discretion for billing errors or service outages. Complimentary plans are unaffected.

Finish setting up your page

Your page is saved. Checkout didn't finish, so nothing was charged. Pick up where you left off, or start free and upgrade whenever you like.

Finish checkout

To switch to Free, sign in with the email and temporary password from your welcome email.

Save this login

Booking page:

Business Portal: https://schedi.app

Email:

Temporary password:

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Subscription billing

Schedi does not take card numbers in this screen. Business owners start Starter ($29/mo) or Pro ($49/mo) from their portal, then update the card in the Stripe billing portal. Cancel anytime. Cancellation takes effect at the end of the current paid billing period; you keep access until then and are not charged again.

Compare Plans

Import clients from CSV

Reschedule Appointment

Rescheduling Ref: #NX-0000

Change password

You stay signed in here. Other devices are signed out, and we email you that the password changed.

Forgot password

Enter your business link (like schedi.app/your-business) or the owner email you sign in with. We will email a link to set a new password.

If that matches a Schedi business, we sent a reset link to the owner email on file. The link works for 60 minutes.

No email after a few minutes? Check spam, or email admin@schedi.app.

Add Recurring Blocked Outage

Add Vacation / Date Block

Add Special Hours

Uses your local calendar date. This replaces weekly hours for that day only.

Add Offered Service

How was it paid?

Choose how this appointment was paid. The client is emailed a payment receipt.

Delete appointment?

Delete this appointment? This removes it permanently and frees the time slot. The client is not notified.

New booking request

Take a look and let them know.

Log Manual Walk-In / Phone Booking

Today, right now. Any time is allowed, even outside open slots. No confirmation email or text is sent.

Deposit