Manage bookings

All bookings, online or made by your team, are in Appointments: today's on the Overview, the week on the Calendar, and every one in the list. Open a booking to see the customer's answers, add notes, or move it.

Steps

1. Start on the Overview. It lists Today and Coming up, with counts for the week, done, no-shows and cancellations this month.

   

2. See the week on the Calendar. Each booking is a block in its time slot, coloured by team member. Click a name to see one person's week; use the arrows for other weeks.

   

3. Find any booking in the list. The Appointments tab lists upcoming, past or all bookings, with filters by status and person, and a search box.

   

4. Open a booking. You see when, with whom, where, the customer's details and their answers. Add Internal notes for your team.

   

5. Move it. Click Move, pick the new date and time (and person) and click Move booking. It must fit their hours; the customer gets an email with the new time.

   

Tip After the appointment, mark it Done or No-show: the Overview counts them, so you see how many people don't turn up.

Good to know

• Cancel asks for an optional reason and emails the customer.
• Done and No-show show once the appointment has started.
• Customers can move or cancel too, from the link in their emails, until the type's minimum notice.