Skip to main content

Calendar & appointments

The Calendar is where your day happens — every booked appointment, by staff member and time. Go to Calendar in the sidebar.

Find your way around

  • The day view shows a time column on the left and a column per staff member across the top. Open/close hours come from your active location's business hours.
  • Switch between Day, Week, and Month views, and use the back/forward arrows or Today to move between dates.
  • Appointment blocks are color-coded by status (confirmed, completed, cancelled, no-show); the legend appears below the grid. Walk-ins show a dashed border.

Book an appointment

  1. Click New appointment (or click an empty slot in a staff column to pre-fill that time).
  2. Choose Client or Walk-in:
    • Client — search an existing client, or Add new client inline (first name, last name, phone, email).
    • Walk-in — just type a name. (Walk-in mode only appears if you've enabled walk-ins under Booking settings.)
  3. Pick the service, then the staff member. The staff list shows only people assigned to that service — use Show all staff if you need someone else.
  4. Set the date and time and save.

If the time doesn't work — staff isn't scheduled then, or it overlaps another appointment — you'll get a conflict message explaining why, and the appointment won't be booked. Adjust and try again.

Reschedule an appointment

Two ways:

  • Drag a confirmed appointment block to a new time or staff column, or drag its bottom edge to change its length. (Mouse only.)
  • Open the appointment and click Change time to use a form — pick a new date, start time, and staff member. This is the keyboard-friendly path.

Either way, the same conflict checks apply. After a successful change you'll see a reminder: "Remember to let the client know about the new time — automatic reschedule notifications are coming soon." For now, tell the client yourself.

Complete, no-show, or cancel

Open an appointment to reach its Quick Actions (shown while it's confirmed):

  • Mark Complete — the appointment happened.
  • Mark No-Show — the client didn't show.
  • Cancel appointment — with an optional reason.

You can also add or edit notes on the appointment from its detail page.

What's next