Version 7.5.8

Welcome to the October 19, 2020 release of features. We hope you like the latest updates in this version, the highlights are as follows:

New release – Appointments / Booking System

  • Automatic time reservation upon booking.
  • Works with variable services with different durations.
  • Allocating jobs to staff automatically or by customer’s choice.
  • Confirm bookings manually or use automatic confirmation.
  • Support for unlimited number of email or text (SMS) notifications when:
    – New customers created
    – New customers placed a booking
    – When a new booking created (by new or existing customers)
    – Before or after the booking (reminder or follow up)
    – To customers, to staff or a fixed email address or fixed phone numbers
  • Support for separate layout for booking services. You can have multiple layouts to sort your services to book.
  • Works on your website, Geelus website (in case you don’t have a website), through the Geelus app (for customers) and Facebook
  • Works on all devices and platforms (Mac, Windows, Linux, iPad, iPhone, Android…)
  • Custom theme color to match your website
  • Custom size and automatically adjust to customer’s browser size (responsive design)
  • Show/hide prices or job durations
  • Charge in advance or in the store
  • Fully integrated with existing store app, customer app and calendar, navigation and routing system.
  • Fully integrated with the existing staff rostering system.
  • Ability to start the booking instantly and then signing up for an account or login for better customer experience.
  • Settings menu for appointments (Online access – > Appointments)
  • Unconfirmed transactions (i.e. bookings) on transaction history and functionality to “Confirm”
  • Unconfirmed transactions on the calendar and the functionality to “Confirm”.

New release – Customer App

  • New and improved layout
  • Manage your account
  • New booking
  • New pickup/delivery (under construction)
  • Notifications when the customer has upcoming booking, pickup, or delivery scheduled.
  • View upcoming bookings, pick up, or delivery.
  • Support for custom URL for terms and conditions (when the customer signs up).
  • Support for White Label on sign up and login pages
  • Support for width/height parameters for better compatibility on your website.
  • Improved settings to be easier and more functional.
  • New installation guide under “Settings -> Customer app”
  • New automated actions settings to allow creating unlimited follow-ups, notifications,…
  • Customize the signup page to make phone or address mandatory or optional

New release

  • “Online access” menu heading under settings including “Customer app”, “Appointments” and “Pickup / Delivery”

New improvements

  • Updated all templates (prints, emails, SMS, pages) not to include caret (^) when only one sub-item is used to avoid confusion.
  • Layout for “Stripe” payment processor has improved for better readability.
  • Sort customer groups by name when selecting in “Edit customer” page.

New fixes

  • Updating “duration”, “booking date/time” and “booking with” on transaction history does not work – fixed

Please check our blog post here.

Appointment Booking System

Geelus lets your customers book appointments with you in advance through the customer app. In this article, you will learn:


How to Setup your Appointments Booking App

Please follow the guide below to set up your Appointments Booking app :

  1. Navigate to “Settings > Appointments”
  2. Click the Configure tab
  3. Click Step 1: General Settings
    • Enable/disable requiring an appointment to be confirmed. If enabled, you need to manually confirm the appointment with the customer before the schedule is reserved. If disabled, the schedule for the appointment is automatically reserved.
    • Enable/disable requiring payment of the appointment when booking through the app. This means you can charge in advance or in the store, on the appointment date.
    • Show/Hide the prices of the items/services being booked
    • Show/Hide the duration of the items/services being offered
  4. Click Step 2: Select Services (items)
    • Add, select, or remove layouts that will be available to your customers. Layouts show the items/services you offer to your customers
    • You can create separate layouts for your booking service separate from the layout you are using in your store. For more information about how to setup Layouts, please see this documentation.
  5. Click Step 3: Select staff to include
    • Add, select, or remove the staff who can be booked by the customers
    • The appointment system is integrated with your staff’s booking calendar. This means a staff’s calendar will update whenever an appointment is created/updated
    • If you want to automatically assign staff to an appointment, please follow this guide:
      • Click the “+ Add staff” button
      • A dropdown menu will appear
      • Click the dropdown menu
      • Choose “Not selected”
  6. Click Step 4: Scheduling
    • Select whether the customer can choose their appointment date and time, or if the appointment will be automatically set
    • Set the time interval between appointments
  7. Click Step 5: Automated actions
    • Add, select, or remove automated actions when the booking app is used. This means Geelus can do an action, like sending an email or SMS whenever:
      • A new customer signs up
      • A new appointment is booked either by a new customer or a current customer
      • Send an appointment reminder via email/SMS to the customer and even the staff
      • Send a follow-up email/SMS to a customer after the appointment (marketing tactic)
  8. Click the Check button on the top right corner to save the changes you made
  9. Navigate to the “Setup on website, app, and Facebook” tab
  10. This tab contains information about making your appointments booking app accessible to your customers via:
    • Your website
    • Direct link
    • Your Facebook Page

How Current Customers Can Book an Appointment

  1. Access the Booking App via:
    • Your website
    • Facebook page
    • Direct link
  2. Login to their customer account
  3. Choose the items/services to be booked
  4. Choose the staff they will book the services with
  5. Schedule the appointment
  6. Confirm the booking

How New Customers Can Book an Appointment

  1. Access the Booking App via:
    • Your website
    • Facebook page
    • Direct link
  2. Choose the items/services to be booked
  3. Choose the staff they will book the services with
  4. Schedule the appointment
  5. Create an account
  6. Confirm the booking

How to Process Unconfirmed Appointments

If “Bookings, require confirmation by store” is checked under Step 1: General settings of Settings > Appointment, An appointment needs to be confirmed before it gets allocated to a staff’s calendar. There are 3 ways to process an unconfirmed appointment:

  1. Confirmation Through the Transaction History
  2. Confirmation Through the Booking Calendar
  3. Voiding/Deleting the Unconfirmed Appointment

Confirmation Through the Transaction History

Please see the guide below on how to confirm an unconfirmed appointment from the Transaction History:

  1. Open the unconfirmed appointment to open its details window
  2. Click the 3-dot button on the top right of the window
  3. Choose Confirm
  4. The unconfirmed appointment’s background will change from striped grey to white. Indicating that it is already a confirmed transaction.
  5. Also, the booking calendar entry for the unconfirmed appointment will be updated to a colored background from a striped grey background.

Confirmation Through the Booking Calendar

Please see the guide below on how to confirm an unconfirmed appointment from the Booking Calendar:

  1. Open the Booking Calendar
  2. Open the unconfirmed appointment to open its details window
  3. Click the Thumbs-up button on the top right of the window to Confirm
  4. The booking calendar entry for the unconfirmed appointment will be updated to a colored background from a striped grey background. This indicates that the appointment is confirmed.

Voiding/Deleting the Unconfirmed Appointment

Please see the guide below on how to cancel an unconfirmed appointment:

  1. Navigate to Transaction History
  2. Open the unconfirmed appointment to open its details window
  3. Click the 3-dot button on the top right of the window
  4. Choose Void or Delete.
    • Void will cancel the unconfirmed appointment but will keep a record of it
    • Delete will cancel the unconfirmed appointment and will remove it from your Geelus Database
  5. The booking calendar entry for the canceled appointment will be removed

Automated Actions For The Appointments Booking App

You can use Geelus’ powerful automated actions with your booking app. For example:

  • Get notified via email/SMS when a new appointment is booked
  • Get notified when a new customer creates an account through your customer app
  • Send a booking confirmation email to the customer who booked an appointment with you through the app
  • Notify your staff that a customer has booked an appointment with them
  • Send email/SMS reminders to customers and staff about an appointment
  • Send a payment confirmation email to the customer who paid, in advance, his/her appointment online
  • Send a Welcome email to a customer who creates an account through your customer app
  • Send a follow-up email to customers whose transactions have been finished, (marketing purposes)

All the mentioned actions can be done automatically by setting them up in Settings > Actions. Please see this article for more information.

Customer App

A powerful feature of Geelus is that it allows your individual and group customers to access Geelus to:

  • View their transaction history
  • View the details of their transactions
  • For group customers, view the transactions for all the group members as well as the customer details the orders were placed under.
  • Pay for their transactions online

In this article, you will find:


How to setup the Customer App

Setting up the customer app requires 3 main steps:

  1. Setup your Customer Home Page Template
  2. Setup your Sign up Confirmation Email Template
  3. Finalize the settings of your Customer App

Setup your Customer Home Page Template

The Customer Home Page Template will be the first thing your customer will see upon logging in. Here is the guide to set up your customer app home page template:

  1. Navigate to “Settings > Page Templates”
  2. Click the Plus button to add a new Page Template
  3. Enter the appropriate name for your Template (i.e. Home Page Template)
  4. Click on the Pen button for your new Template to edit it
  5. Click “Page Type” and choose “Customer”
  6. Customize the page to your desired details and tags (Please refer to the List of Tags at the bottom of this page)
  7. Click the Check button to confirm the changes

Setup your Sign up Confirmation Email Template

After signing up, Your customer will receive an email confirmation about their new account with your Geelus Store. Here is the guide to set up your customer signup email confirmation template:

  1. Navigate to “Settings > Email Templates”
  2. Click the Plus button to add a new Email Template
  3. Enter the appropriate name for your Template (i.e. Sign Up Confirmation Email)
  4. Click the Check button to save and you will be sent
  5. Click “Email Type” and choose “Customer”
  6. Click “Reply-to Email” and enter the email address you want to receive any email replies to
  7. Click “Sender’s Name” and enter the name you want to appear as the sender of the email
  8. Click “Subject” and enter the email subject you want to appear for the emails
  9. Customize the email template to your desired details and tags (Please refer to the List of Tags at the bottom of this page)
  10. Click the Check button to confirm the changes

Finalize the settings of your Customer App

Here is the guide to finalize your customer app settings:

  1. Navigate to “Settings > Customer App”
  2. Under the Configure tab, Click on Step 1: Home Page and setup the following:
    • Enable/Disable creating bookings via the app
    • Enable/Disable pickup and/or delivery schedules via the app
    • Choose the Home Page Template you setup
    • Select the color/theme of your Customer App
  3. Click Step 2: New customer signup
    • Enable/Disable requiring customers to enter a phone number when signing up
    • Enable/Disable requiring customers to enter an email address when signing up
    • Enter the URL (or site address) of your Terms & Conditions page
    • Enter the URL (or site address) of your Privacy page page
  4. Click Step 3: Automated actions
    • Choose the automated action that will take effect when your customers sign up. e.g., You can set an automated action that will send you an email when a new customer signs up.
  5. Click the Check button to save the changes
  6. Navigate to the “Setup on website and app” tab
  7. This tab contains information about making your customer app accessible to your customers via:
    • Your website
    • Direct link
    • iPhone/iPad
    • Android phones and tablets

How to Signup to the Customer App

After setting up your Customer app, you are now able to let your individual and group customers sign up for an online account. There are 2 ways to implement this:

  1. Have your customers sign up from your website.
  2. Send your customers a signup email.

Have your customers sign up from your website

This option requires HTML knowledge. We recommend coordinating with your website designer/developer if you want to implement this option. Also, please note that this option requires that the customer signs up using the same email address indicated in your Geelus system.

  1. Navigate to “Settings > Customer App > Installation and Setup on Website tab”
  2. Choose the Name of the Store you want your customers to be added to
  3. Copy the HTML code that appears after you select the store
  4. Click the Check button to save the changes
  5. Paste the HTML code to your desired page for your website
  6. Customers will be able to sign up and login from there. To sign up, the customer will click “Create your Account Now!”
  7. They will be asked to enter the following information:
    • Email = Mandatory. This will also be their username
    • Password = Mandatory
    • Full Name = Mandatory
    • Phone = Mandatory
    • Street = Optional
    • City/Suburb = Optional
    • Postal Code = Optional
  8. Check to accept the Terms and Conditions
  9. Click “Create My Account”

Send your customers a signup email

Here are the steps involved to have your customers sign up for an account by sending them a signup email. In this option, the customer can sign up with any email address, and Geelus can still link the customer’s account to the account you have in your Geelus system.

  1. Create Your Sign up Email Template
    1. Navigate to “Settings > Email Templates”
    2. Click the Plus button to add a new Email Template
    3. Enter the appropriate name for your Template (i.e. Sign Up Email)
    4. Click the Check button to save and you will be sent
    5. Click “Email Type” and choose “Customer”
    6. Click “Reply-to Email” and enter the email address you want to receive any email replies to
    7. Click “Sender’s Name” and enter the name you want to appear as the sender of the email
    8. Click “Subject” and enter the email subject you want to appear for the emails
    9. Customize the email template to your desired details and tags. The most important thing in this step is to include the {SignupPageUrl} tag to the template. This is what the customer will click on to be sent to the signup page. (Please refer to the List of Tags at the bottom of this page)
    10. Click the Check button to confirm the changes
  2. Send the Signup Email to the customer
    1. Navigate to “Transaction History”
    2. Click on the Search Box and search for the customer’s name
    3. Click on the 3-dot button on the top right corner
    4. Click “Email using”
    5. Choose the Signup Email template you created
  3. The customer signs up through the link from your email
    1. Once customers receive the signup email,  they can click on the signup link
    2. They will be asked to enter the following information:
      • Email = Mandatory. This will also be their username
      • Password = Mandatory
      • Full Name = Mandatory
      • Phone = Mandatory
      • Street = Optional
      • City/Suburb = Optional
      • Postal Code = Optional
    3. They just need to check to accept the Terms and Conditions
    4. Click “Create My Account”

Logging in

Login through the Geelus App

  1. Download and install the Geelus App from Google Play or Apple Store
  2. Open the App
  3. The customer enters the email and password
  4. The customer will be sent to the Home Page Template identified for the Customer App

Login via store.geelus.com

  1. Go to store.geelus.com
  2. The customer enters the email and password
  3. The customer will be sent to the Home Page Template identified for the Customer App

Log in through your website

  1. Navigate to “Settings > Customer App > Installation and Setup on Website tab”
  2. Choose the Name of the Store you want your customers to be added to
  3. Copy the HTML code that appears after you select the store
  4. Click the Check button to save the changes
  5. Paste the HTML code to your desired page for your website
  6. The customer will be able to log in by entering their email and password
  7. The customer will be sent to the Home Page Template identified for the Customer App

How Can Your Customers Use the Customer App

Here is a guide on how customers can use the Customer App:

  1. Customers can log in to the Customer App via
    • Your website
    • Direct link
    • iPhone/iPad
    • Android phone/tablets
  2. Clicking the Plus button on the bottom right will let the customer
    • Book an appointment. For more information, please see this article.
    • Schedule pickup and/or deliver (coming soon)
  3. Clicking the customer’s name on the top right will let the customer
    • Manage his/her account
      • The customer can update the following information:
        • Email Address
        • Name
        • Phone Number
        • Address
    • Log off
  4. Clicking the “View transactions” button at the bottom will let the customer see all his transactions with you
    • Transactions with a striped grey background are UNCONFIRMED appointments. The customer needs to confirm such appointments with you first
    • Transactions with a white background are CONFIRMED and past appointments. Clicking on them will let the customer
      • See the details of the transaction
      • View the online invoice
      • Pay the transaction online

For Group Customers

Group customers can also login to Geelus and see transactions for all the group members as well as the customer details the orders were placed under.


Automated Actions For The Customer App

You can use Geelus’ powerful automated actions with your customer app. For example:

  • Get notified via email/SMS when a transaction is paid
  • Get notified when a new customer creates an account through your customer app
  • Send a payment confirmation email to the customer who paid his/her transaction online
  • Send a Welcome email to a customer who creates an account through your customer app
  • Send a follow-up email to customers whose transactions have been finished, (marketing purposes)

All the mentioned actions can be done automatically by setting them up in Settings > Actions. Please see this article for more information.


List of Helpful Tags for this Tutorial

  • First Name {FirstName} – The given name of the contact person will appear by using this tag.
  • Last Name {LastName} – The surname of the contact person will appear by using this tag.
  • Sign up Page URL {SignupPageUrl} – This tag gives you the link to access the Customer Sign up Page.