Opening an appointment

Where to find it

How it works

1. Tap an appointment in the calendar.
2. A panel opens with the client, the treatment with chosen extras and surcharges, the team member, the status and notes, with buttons to check out, move, cancel, record a no-show or open the client card.
3. A link to an appointment (for example from a notification or email) opens the calendar on that day with the appointment open.

Good to know

• Team members need the permission “Calendar”. The owner sets this under Settings → Team → Roles and permissions.

Related guides

• CalendarYour appointments per day, per 3 days, per week or as a list; your choice is remembered. The day view has a column per team member, the week and 3-day views a column per day. Filter by team member at the top.
• Booking an appointment for a clientScheduling an appointment from the calendar: choose client, treatment, team member, time, and optionally repeat.
• Blocked time and time offRecord a break, training, meeting or time off so nothing can be booked in it. A whole day off (type Time off, six hours or more) shows as a bar at the top of the day in the team member's colour.
• Calendar coloursEach appointment is a solid block in one colour, with white or dark text, whichever reads best. The colour comes from the treatment, otherwise its category, otherwise the team member. Completed appointments are faded; a request has a dashed border.