Use the appointment calendar
See your day, week or month of appointments, switch location, choose which staff to show and find a booking.
The appointment calendar is where you see all your bookings. It is for companies that sell services, like salons and clinics.
Change the view
At the top of the calendar:
- Use the arrows on each side of the date to go back or forward. Each click moves one day, one week or one month, depending on the view.
- Choose Day, Week or Month to change how much you see.
- Click Today to jump back to today.
- Click the date to open the Calendar panel.
Switch location
If you have more than one location, choose the location you want to see in the location menu at the top.
Choose which staff to show
Use the Resources menu at the top to pick which staff members (and rooms) are shown. When nothing is hidden it says "Showing all resources". Hiding a person only changes what you see. It does not change their bookings.
Find a booking
Click Search
Click Search at the top of the calendar.
Type what you know
Type a phone number, name or email in the search box. You can also set a From and To date.
Open the booking
Click a result to open it.
The panels on the side
The buttons on the side open lists next to the calendar:
| Button | What it shows |
|---|---|
| Calendar | A small calendar and a summary of the day |
| Confirmed | Confirmed appointments |
| Requests | Bookings waiting for you to accept. See Accept or decline booking requests. |
| Cancelled | Cancelled appointments. A number shows how many are new since you last looked. |
| Waiting | The waiting list. See The waiting list. |
| Deals | Only for some companies. See Fill empty slots with Deals. |
| Settings | Calendar settings. See Calendar display settings. |
Open an appointment
Click an appointment in the calendar to open it. A panel opens with the tabs Details, Edit, Payment, Customer, SMS and Recent Orders.