You can quickly manage your Appointments by visiting your Dashboard page to see a quick summary of today’s bookings or by visiting the Bookings page, which shows your schedule. Every booking opens to a detail page where you can reschedule, cancel, record the outcome, and collect payment.
The Dashboard
The Dashboard shows:
- Today's bookings
- Your booking page link, with a Copy link button and a preview
- Recommended next steps, such as adding booking types and setting up reminders
View your schedule
Use the arrows to move between days or weeks, click the date to pick another, and click the Today button under the date to return to the current day.
| View | Shows |
|---|---|
| Day | A list of the day's bookings. Filter by status: All, Confirmed, Awaiting payment, Completed, No-show, or Cancelled. |
| Week | Sunday to Saturday on a time grid. Click a day heading to open that day. |
| Staff | One column per staff member, with a line at the current time |
| Spaces | One column per unit of each space or piece of equipment |
Book a customer
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From the calendar: When viewing the calendar from the Staff, Spaces, or Week view, click an empty time. A New booking sheet opens with the date, time, and staff member filled in. Type the customer's name (returning customers appear as suggestions), choose one or more services, and book.
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From the Day List: click Book a customer in the left menu. Enter the customer's name, phone, and email, choose the booking type, add optional notes, and click Confirm booking.
Manage a booking
Click any booking to see the time, staff member, customer contact details, notes, how it was booked, and the payment summary.
You can also manage the appointment from this page. Below are some of the actions you can take. Need to manage a paid or unpaid deposit? See Managing Deposits and Payments
| Action | Result |
|---|---|
| Reschedule | Pick a staff member, date, and time, then click Move booking. The customer is notified. |
| Mark as completed | Records that the appointment took place |
| Mark as no-show | Records that the customer did not arrive |
| Cancel booking | Opens a confirmation with an optional reason. The customer is notified. |
Booking statuses
When viewing the Bookings page you can use the filter buttons under the date to filter your appointments by status.
| Status | Meaning |
|---|---|
| Confirmed | Booked and upcoming |
| Awaiting payment | The customer booked online and has not yet paid the required deposit or full payment. The time is held for 15 minutes. |
| Completed | The appointment took place |
| No-show | The customer did not arrive |
| Cancelled | Cancelled by your business or by the customer |
