Appointments
The visit calendar: create, move, mark as paid, remind the client.
Create an appointment
- Open “Appointments” and press New appointment (or create it from the client card).
- Pick the service (several are fine), the master and the date.
- The time is picked on a wheel: scroll hours and minutes. The 12- or 24-hour format follows the country in “Business Details”.
- Save. The client gets a confirmation by template (see “Email and SMS”).
Busy time
The program counts the service duration: a four-hour visit that starts at 10:00 also makes the hours up to 14:00 unavailable for online booking.
Statuses
An appointment has a status (pending, confirmed, done, cancelled, no-show) and a payment mark. Coloured labels in the list show them at once; on a phone the labels stack in a column.
Waitlist
- When there is no convenient time, the client presses Waitlist on the booking page. The request appears on Home in the Waitlist block.
- Every row has an SMS button: it opens messages on your phone or computer with the text and the client's number ready — just press Send.
- When a slot frees up (a booking was cancelled), the row is marked “⚠ Spot open” — press SMS and the client gets a text about the free time. Whoever books first gets it — there is no time limit.
- The texts of these SMS are edited in Settings → Templates → SMS → Campaign: “Waitlist — a spot opened” and “Waitlist — you're on the list”.
- ✕ removes the client from the waitlist.
Appointments without a card
An online booking without a form goes to the table on Home. Link it to a card by phone — or wait for the client to fill in the form.
Reminders
Confirmation, reminder, cancellation and deposit messages go out by themselves from the templates in “Settings → Templates”. What exactly went out is in the “Email” and “SMS” sections.
An appointment without Google Calendar
If a master connected Google Calendar, every appointment goes there by itself. To keep one out, tick Don't add to Google Calendar in the new-appointment window or in the edit window. On an appointment already in the calendar the box removes the event. Details in the article «New appointment: step by step».
The visit opens the wrong client?
Under the name in the booking window there are two buttons: Another card — find the right client by name or phone and move the visit to them; Unlink the card — leave the booking without a card. When the phone on the booking is not the phone on the card, the program warns you itself.
Calendar view: month, week, day
The view changes only with the button at the top (“Month ▾”). Tapping a date in the month selects that day — its appointments show below, the view stays. A double tap on an empty cell opens a new appointment for that day.
Inside the program the same article is under Help.