Appointments

Appointments lets your customers book your services online. You publish the services they can book, with their length, working hours and price, and they pick a free time from a calendar: in the client portal, through a link you share, or you book it for them. Free appointments are booked at once; paid ones get an invoice and are approved when it’s paid.

Where to Find Appointments

Once the app is installed:

• Appointments: go to Appointments on the navigation menu and select Appointments. These are the services your customers can book.
• Questions: go to Appointments and select Questions. These are asked when someone books.
• Bookings: go to Appointments and select Bookings. Every booking, with its status.
• Settings: go to Settings and select Appointments. The defaults a new appointment starts with.
• Client portal: your customers find Appointments and Bookings in the portal’s menu.
• Employees: an employee who signs in finds My appointments in their menu.
• Dashboard and reports: the Appointments dashboard, and the Booking Summary and Appointment Income reports under Reports.

Note: Appointments works with the Employees app. It’s free and installed together with Appointments. You don’t have to add employees: an appointment can run on your company’s own hours.

How a Booking Works

1. You create an appointment with its working days and hours. Its calendar shows the free times.
2. A customer picks a free time in the client portal or through a shared link, or you book one for them.
3. The booking gets its status:

• a free appointment is Approved at once,
• a paid appointment gets an invoice and waits as Waiting for payment until the invoice is paid,
• with Approval Control on, the booking waits as Waiting for approval until you approve it.

4. Everyone involved gets an email: the customer, your team and the employee the booking is with. A reminder follows before the appointment.
5. Once the time has come, you mark the booking Completed or No-show.

A time that is booked is no longer free, so it can’t be booked twice.

Learn More

• Creating an Appointment
• Employee Appointments
• Questions
• Taking Bookings
• Managing Bookings
• Paid Appointments and Invoices
• The Employee Panel
• Settings, Emails and Reports