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Creating an appointment

  1. Go to Appointments or Calendar.
  2. Click New appointment (or Add appointment).
  3. Select client, service(s), staff, date and time.
  4. Set status (e.g. confirmed) and save.
  5. The client and staff can get a confirmation or reminder if email/SMS is configured.

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Managing appointments

  • View — Switch between day, week, or list. Filter by staff or client.
  • Reschedule — Open the appointment and change the date or time. Optionally send an update to the client.
  • Cancel — Cancel and optionally notify the client.
  • No-show — Mark as no-show so you can track and optionally run a follow-up workflow.
  • Complete — Mark as completed so it appears in the client’s history and in reports.

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Reminders and follow-ups

If your organization uses workflows or notifications:
  • Reminders — e.g. send a reminder the day before or a few hours before.
  • Follow-ups — e.g. after first visit, send a thank-you or request a review.
  • No-show follow-up — Trigger a message or task when an appointment is marked no-show.
Configure these in Workflows or Integrations (or ask your admin).

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Clients booking via agent or channel

If you use an agent or a booking channel (e.g. website widget), clients can request or book appointments. The agent uses your knowledge base and workflows (e.g. check availability, create appointment). You can still see and edit all appointments in Appointments or Calendar.