18 articles

Bookings and calendar

Services, schedules, staff, holidays and day-to-day appointment management.

What is configured on the Bookings screen? It is the control panel for how your client books: times, form fields, cancellation, prices and legal texts. How do I enable or disable online bookings? Online bookings are optional: you can use your website as a showcase and enable bookings when you are ready. How do I change how often times are offered or the notice needed to book? In Bookings: slot interval, minimum notice, maximum days ahead and the status new appointments get. Why are no available slots showing on the booking page? Usually a service, staff member, schedule or advance booking rule is missing. How do I change my opening hours? Weekly hours are in Schedules; each staff member and each service can have their own, and exceptions go in Holidays. How do I manage holidays, closures or special hours? Use Holidays to close specific days or define special shifts without changing the whole week. How do I change the price, duration or photo of a service? In Services, editing the service. Changes apply to new appointments; they do not rewrite booked ones. How do I add a staff member to my team? In Staff: which services they perform, in which locations, their hours and their days off. How do I create an appointment by hand or handle a walk-in? From the calendar, with "New appointment": the client is created on the spot if they do not exist. What do appointment statuses mean and what do I do with a no-show? Pending, confirmed, completed, cancelled and no-show. Finished ones are marked automatically after a while. How do I view the calendar by day, week or month and filter by staff? With the calendar view buttons, plus filters by team, location and an appointment search. How do I move an appointment to another time, day or staff member? By opening the appointment in the calendar and editing it. The client notice goes out based on what you enabled. An appointment was cancelled, how do I fill the gap? Gap filling suggests who to bring forward and who is waiting, but it never moves an appointment on its own. How does the waitlist work? The waitlist stores interested clients and can notify them when a compatible slot becomes available. How do I sell passes or memberships to my clients? Create the pass in My company › Passes, give it to the client and the balance is deducted automatically when booking. Can one appointment need more than one staff member? Yes: a service can be split into stages, and each stage only occupies its staff member during its own window. How do I work with several locations? Each location has its own address, hours and team, and the client chooses where to be served. What do the Statistics tell me and what are they for? Appointments, revenue, where bookings come from and when people look for you, for the period you choose.