Finding appointments
Every appointment is under Appointments in the menu. You can filter by date, status or customer.
The Schedule shows the same appointments in a calendar.
Editing an appointment
Click an appointment to open its detail page, then click Edit.
You can change:
- The date and time
- The service
- The staff member, if you have any. Use Change staff member to reassign it
- The notes
Click Save when you are done. The customer gets no automatic notification of the change unless you send one yourself.
Cancelling an appointment
Open the appointment and click Cancel. You can give a reason, and choose whether to send the customer a cancellation email.
Cancelled appointments stay visible in the overview with status Cancelled.
Rescheduling an appointment
Rescheduling is editing: open the appointment, change the date or the time, and save. There is no separate "reschedule" button.
Marking an appointment as a no-show
If a customer does not turn up, you can set the status to No-show yourself. It changes nothing about that customer's other appointments, past or future, but it is counted in your analytics.
Managing appointments in bulk
For now appointments are handled one at a time. There is no bulk action.