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Help Center · 8 articles

Appointments & Scheduling

Booking and managing appointments

Articles in Appointments & Scheduling

  1. Appointment statuses, cancellations and no-shows
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    What each status means, which buttons move an appointment forward, how to undo a mistake, and how no-shows get detected automatically.

  2. Creating a new appointment
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    The four-step booking form, what each field does, how to book a recurring series, and what happens when a slot is already taken.

  3. Online booking — turning it on and controlling what clients can book
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    There is no on/off switch. What clients can book follows directly from your active services and your configured boarding or daycare capacity — plus deposits, vaccination rules and the address to share.

  4. Rescheduling, cancelling and no-shows
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    Moving an appointment, cancelling one, charging a late-cancellation fee, and what marking someone as a no-show actually does to your records.

  5. Getting around the calendar

    Day, week, month and agenda views, filtering by staff and status, dragging appointments to reschedule, and the keyboard shortcuts.

  6. Recurring and standing appointments

    Setting up a client who comes every six weeks, changing one visit without disturbing the rest, and how to change or end a whole series.

  7. Staff hours, availability and time off

    Setting each person's working days and hours so the calendar shows real availability, handling time-off requests, and what appointment capacity adds on top.

  8. Using the waitlist

    Adding a client to the waitlist, notifying them when a slot opens, and converting a waitlist entry into a real booking.

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