{"id":3960,"date":"2026-11-13T14:40:55","date_gmt":"2026-11-13T11:40:55","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/appointments\/"},"modified":"2026-11-13T14:56:36","modified_gmt":"2026-11-13T11:56:36","slug":"appointments","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/appointments\/","title":{"rendered":"Appointments"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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&#8217;s paid.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2026\/11\/13145537\/image-6-1024x576.png\" alt=\"\" class=\"wp-image-3961\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2026\/11\/13145537\/image-6-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13145537\/image-6-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13145537\/image-6-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13145537\/image-6-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13145537\/image-6-640x360.png 640w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13145537\/image-6.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Where to Find Appointments<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once the app is installed:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Appointments:<\/strong> go to <strong>Appointments<\/strong> on the navigation menu and select <strong>Appointments<\/strong>. These are the services your customers can book.<\/li>\n\n\n\n<li><strong>Questions:<\/strong> go to <strong>Appointments<\/strong> and select <strong>Questions<\/strong>. These are asked when someone books.<\/li>\n\n\n\n<li><strong>Bookings:<\/strong> go to <strong>Appointments<\/strong> and select <strong>Bookings<\/strong>. Every booking, with its status.<\/li>\n\n\n\n<li><strong>Settings:<\/strong> go to <strong>Settings<\/strong> and select <strong>Appointments<\/strong>. The defaults a new appointment starts with.<\/li>\n\n\n\n<li><strong>Client portal:<\/strong> your customers find <strong>Appointments<\/strong> and <strong>Bookings<\/strong> in the portal&#8217;s menu.<\/li>\n\n\n\n<li><strong>Employees:<\/strong> an employee who signs in finds <strong>My appointments<\/strong> in their menu.<\/li>\n\n\n\n<li><strong>Dashboard and reports:<\/strong> the <strong>Appointments<\/strong> dashboard, and the <strong>Booking Summary<\/strong> and <strong>Appointment Income<\/strong> reports under <strong>Reports<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> Appointments works with the Employees app. It&#8217;s free and installed together with Appointments. You don&#8217;t have to add employees: an appointment can run on your company&#8217;s own hours.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How a Booking Works<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>You create an appointment with its working days and hours. Its calendar shows the free times.<\/li>\n\n\n\n<li>A customer picks a free time in the client portal or through a shared link, or you book one for them.<\/li>\n\n\n\n<li>The booking gets its status:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>a free appointment is <strong>Approved<\/strong> at once,<\/li>\n\n\n\n<li>a paid appointment gets an invoice and waits as <strong>Waiting for payment<\/strong> until the invoice is paid,<\/li>\n\n\n\n<li>with <strong>Approval Control<\/strong> on, the booking waits as <strong>Waiting for approval<\/strong> until you approve it.<\/li>\n<\/ul>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Everyone involved gets an email: the customer, your team and the employee the booking is with. A reminder follows before the appointment.<\/li>\n\n\n\n<li>Once the time has come, you mark the booking <strong>Completed<\/strong> or <strong>No-show<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">A time that is booked is no longer free, so it can&#8217;t be booked twice.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Learn More<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/akaunting.com\/hc\/docs\/appointments\/creating-an-appointment\/\">Creating an Appointment<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/akaunting.com\/hc\/docs\/appointments\/employee-appointments\/\">Employee Appointments<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/akaunting.com\/hc\/docs\/appointments\/questions\/\">Questions<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/akaunting.com\/hc\/docs\/appointments\/taking-bookings\/\">Taking Bookings<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/akaunting.com\/hc\/docs\/appointments\/managing-bookings\/\">Managing Bookings<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/akaunting.com\/hc\/docs\/appointments\/paid-appointments-and-invoices\/\">Paid Appointments and Invoices<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/akaunting.com\/hc\/docs\/appointments\/the-employee-panel\/\">The Employee Panel<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/akaunting.com\/hc\/docs\/appointments\/settings-emails-and-reports\/\">Settings, Emails and Reports<\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2026\/11\/13145629\/00-appointments.mp4\"><\/video><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":126,"featured_media":0,"parent":0,"menu_order":24,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-3960","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/3960","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/126"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=3960"}],"version-history":[{"count":1,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/3960\/revisions"}],"predecessor-version":[{"id":3964,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/3960\/revisions\/3964"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=3960"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=3960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}