How do I book, move or cancel an appointment?
How do I book, move or cancel an appointment?
Click New booking on the Calendar (or click an open time), choose the client, service, team member and time, then click
Book. To change an appointment, click it on the Calendar and use Reschedule or More.
Book an appointment
1. On the Calendar, click New booking at the top right, or click an open time in someone's column.
2. Under Client, search by name or phone and pick the client. New client? Click Add a new client, enter their name and
phone number, and click Create client. For a drop-in, click Add a walk-in.
3. Under Service, click Choose from your menu. Use Add another service for more than one.
4. Under Staff, choose who it's with.
5. Under Date and time, pick an open time.
6. Click Book.
Move an appointment
1. Click the appointment, then Reschedule.
2. Pick a new day and time. You'll see Now and Move to side by side.
3. Click Confirm move. Nothing changes until you do.
You can also drag the appointment to a new time in the same person's column, then click Confirm move. Moving an
appointment to a different team member isn't available yet. Cancel and rebook it instead.
Cancel, no-show or complete
Click the appointment, then More:
- Cancel: confirm "Cancel this appointment?". Changed your mind? Open it and choose More › Un-cancel.
- No-show: confirm "Mark this appointment a no-show?". If you charge a no-show fee, a Collect no-show fee button then
appears.
- Confirm or Complete: marks a booked appointment confirmed, or a confirmed one completed.
When you take payment with Check out, the visit is marked completed for you. See How do I check out a client at the
desk?
Which messages go out
- Booking sends Booking confirmed, if it's on for Staff-booked appointments.
- Moving or canceling sends Moved or canceled right away, even during quiet hours.
- Completing a visit sends Thank you, after the visit two hours later, if it's on.
See Which texts and emails do my clients get, and when?
Tips
- Add notes for your team in the appointment's Notes section. Clients never see them.
- Need to add a service to an existing booking? Open it and use the add-a-service row under Services.
Related articles
- How do I check out a client at the desk?
- Which texts and emails do my clients get, and when?
- How do I find a client or add a new one?
Still stuck? Chat with us using the chat bubble in the corner.