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Documentation / Nelson Scheduler / Getting Started / Nelson Scheduler — Overview & Getting Started

Nelson Scheduler — Overview & Getting Started

Documentation Nelson Scheduler Getting Started Nelson Scheduler — Overview & Getting Started

A complete appointment-booking platform for service businesses.

Nelson Scheduler runs your entire booking operation — multi-staff calendars with real-time availability, online payments, packages and gift certificates, memberships, intake forms, and automated SMS and email reminders, all from one plugin with a self-service client portal.

Booking & Availability

  • Real-time availability engine
  • Multi-staff calendars and assignments
  • Temporary slot holds prevent double-booking
  • Recurring appointments
  • Waitlists for fully booked slots

Services & Intake

  • Full service management with durations, pricing and buffers
  • Per-staff schedules
  • Custom intake forms tied to services
  • File attachments per appointment
  • Tags for organizing appointments

Payments & Packages

  • Online payments via Stripe
  • Sell multi-session packages
  • Issue and redeem gift certificates
  • Membership plans
  • WooCommerce My Account integration

Client Experience

  • Self-service client / member portal
  • My Appointments view and history
  • Reschedule and cancel online
  • Reviews and star ratings

Communications

  • Automated SMS reminders via Twilio
  • Email confirmations and follow-ups
  • Mailchimp and Zapier
  • Webhooks for custom automation

Reporting & Tools

  • Booking analytics and reports
  • Gutenberg blocks and shortcodes
  • Appointment history and audit trail
  • Nelson Dashboard integration

Perfect For

Salons & spas · Clinics & wellness · Consultants & coaches · Home & trade services · Studios & classes

Works With

  • Nelson Dashboard — Members book and manage their appointments from the dashboard. View plugin

Technical Details

  • Shortcodes: [nelson_booking], [nelson_client_portal], [nelson_my_appointments], [nelson_waitlist], [ns_packages], [ns_reviews]
  • Integrations: Stripe, Twilio (SMS), Mailchimp, Zapier, WooCommerce, Toast
  • Requirements: WordPress 6.0+