Appointments
The Appointments page is your calendar. View appointments by day, create new bookings, and manage existing ones. Reschedule, cancel, or mark appointments as completed. Staff can manage their own appointments; owners can manage all.
Calendar view
The main view shows a day schedule with staff members listed vertically and time slots horizontally. Each appointment appears as a block with the customer name, service, and time. Use the date picker to jump to a specific day. Use the period toggle (Day, Week, Month) to change the view range.
Navigating your calendar
Use the arrows to move forward or backward by day, week, or month. Click today to return to the current date. The sidebar shows staff members — you can filter or focus on specific staff if needed.
Appointment details
Click an appointment to open the appointment panel. You'll see:
- Customer name, email, phone
- Service and duration
- Staff member
- Date, time, and status
- Notes (customer notes and internal notes)
- Payment status
Staff can edit their own appointments; owners can edit any. Changes save automatically.
Appointment statuses
| Status | Description |
|---|---|
| Confirmed | Appointment is active and confirmed. |
| Completed | Appointment has been completed. |
| Cancelled | Appointment was cancelled. |
| No show | Customer did not attend. |
Booking sources
Appointments can come from different sources:
| Source | Description |
|---|---|
| Online booking | Customer booked via your public booking page. |
| Internal | Staff created the booking in the app. |
| Phone | Booked via phone call. |
| Walk-in | Customer walked in without appointment. |
Managing appointments
Create a new appointment by clicking an empty slot or using the add button. Select the customer (or enter guest details), service, and time. The system checks availability against staff schedules, breaks, and closures.
Rescheduling
Open the appointment panel and change the date or time. Pick a new slot that is available for the assigned staff. For online bookings, the customer receives a reschedule confirmation email.
Cancelling
Cancel an appointment from the panel. Optionally add a cancellation reason. Staff can cancel their own appointments; owners can cancel any. Cancellation emails are sent when applicable.
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