Manage appointments in the calendar

Appointments is your daily workspace: who’s coming, who’s working, and what still needs attention.

Step by step

1. 1Step 10:03

   Open Appointments

   From the menu, open Appointments.

2. 2Step 20:06

   Check the summary

   At the top: today’s bookings, this week’s total, visits still waiting for attendance to be confirmed, and who’s next.

3. 3Step 30:14

   Use the calendar

   The calendar shows the whole team by day, week or month. To see one stylist, click Deselect all, then tick that stylist.

4. 4Step 40:23

   Switch to the Stylists view

   Every stylist gets their own column for the day. Striped hours mean they’re not working. Use the arrows to move between days.

5. 5Step 50:31

   Filter the team

   Scheduled team shows only who’s working that day. All team shows everyone.

6. 6Step 60:36

   Open a booking

   Click any booking to see the client, the service and stylist, and what’s been paid. From here, reschedule it, complete it, mark a no-show, or cancel it.

7. 7Step 70:47

   Use the list view

   The List view shows every appointment, with tabs for upcoming, past and cancelled ones.

8. 8Step 80:54

   Book from an empty slot

   Click an empty time in a stylist’s column. The booking opens with that stylist and time set. Click Add services and pick the service.

9. 9Step 91:07

   Add more services or repeat

   Add a second service and choose its time, and add extras to any service. For regular visits, turn on Repeat.

10. 10Step 101:43

    Find the client

    Search by name or phone. If they have a staff alert, like sensitive skin, you’ll see it before you book.

11. 11Step 111:51

    Add a note and choose messages

    Add a note if you need to, choose whether to send the WhatsApp confirmation and reminders, and how to verify the booking.

12. 12Step 121:58

    Book the visit

    Click Book visit, and it appears in the stylist’s column straight away.