Calendar & appointments
Using your agenda, planning and changing appointments, statuses, breaks, holidays and booking rules.
8 articles
- Use your agenda: day, week, month and listSee your appointments by day, week or month, or as a list. Filter by team member and see at a glance what's planned.
- Create, change or cancel an appointmentBook an appointment yourself for a client who calls or walks in, move an appointment to another time or cancel it, with or without an email to the client.
- Appointment statuses: scheduled, completed, no-show and cancelledWhat the four statuses mean, when to use them, and what happens to your revenue, reviews and online payments when you change one.
- Payment labels in your agenda: paid, deposit and refundedAvailable on Plus & PremiumSee straight from your agenda which client paid online, paid a deposit or got a refund, and how much is still to be paid at the salon.
- Plan breaks and time off for your teamPlan a regular lunch break per day and holidays or days off per team member, so clients can't book with them at those times.
- Services with processing time (such as hair colour)Let a team member help another client while colour or another treatment develops. Here's how to set working time before, processing time and working time after.
- Set your booking rules: cancellation, notice and time slotsDecide until when clients can cancel or move for free, how short notice they can still book online, and how many minutes apart start times are.
- See your revenue and appointments in ReportsSee revenue, completed appointments, cancellations and no-shows by month, quarter or year, per service and per team member. Export as CSV or PDF.
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