Create, change or cancel an appointment
Book 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.
On this page
When clients call, message you or ask at the desk, you put the appointment in the agenda yourself. Bitbooking only offers times that are really free, so you never double-book by accident.
Create a new appointment
Step 1: In Appointments, click New appointment, or click an empty time in the day view.
If you click an empty time, the team member, date and time are filled in for you.
Step 2: Type the Customer name.
For a returning client a suggestion appears. Pick it and the email and phone number are filled in.
Step 3: Add an Email and Phone if you have them.
Without an email address the client can't get a confirmation or reminder.
Step 4: Under Services, choose one or more services.
Use Search services… if your list is long.
Step 5: Choose the Team member and Date, then click a free Time.
Step 6: Leave Email the customer on if the client should get a confirmation.
They'll receive the booking confirmation with links to change or cancel the appointment themselves.
Step 7: Click Save appointment.
View and change an appointment
Click an appointment in the agenda. A panel opens with the date, time, services, team member and client details. At the top are quick buttons: Call, Email, Edit and More. Customer profile shows all of this client's earlier appointments.
Step 1: In the panel, click Edit.
Step 2: Change what's needed: another time, day, team member or service.
Step 3: Leave Email the customer on to let the client know, and click Save appointment.
The client only gets an email if the date, time, services or team member changed.
Cancel or delete
Client cancelled? Set the appointment to Cancelled with the status at the top of the panel. It stays visible (crossed out), counts in your cancellation figures, and the time becomes free again. More in Appointment statuses.
Want to remove an appointment completely, for example because you created it by mistake? Choose More › Delete. It disappears from the agenda for good.
Can I book an appointment in the past?
No, new appointments start from now. You can still edit an appointment that has passed, for example to add notes.
I can't change an appointment with processing time.
An appointment with processing time that was booked online consists of two parts and can't be moved in the dashboard. You can still change its status. See Services with processing time.
I can't delete an appointment with an online payment.
That's right. Set it to Cancelled instead; the payment is then refunded automatically. See Refunds.
Was this article helpful?