Schedule
Book & reschedule appointments
Use the Schedule board for day-to-day booking. Use Appointments when you need a list view, status changes, or online booking follow-up.
Schedule board overview
- Days are shown across your configured rooms, chairs, or resources
- Open slots are available for booking (subject to hours and rules)
- Existing appointments appear as blocks you can open and edit
Book an appointment
-
Open Schedule
From the main navigation, choose Schedule. -
Pick a day and resource
Select the date and the room/staff column where the visit should land. -
Start a new booking
Click an open slot (or the new-appointment action your UI provides). -
Select or create the customer
Search first to avoid duplicates. Create a new customer only when needed. -
Confirm details
Service/type, time, duration, provider/resource, and notes. -
Save
The appointment appears on the board and in Appointments lists.
Reschedule or update
- Open the appointment from the board or from Appointments.
- Change the date, time, resource, or status as needed.
- Save and confirm the block moved to the correct place on the board.
Tip
If Amy booked the visit, treat it like any other appointment — staff can still move or cancel it within your policy.
Online bookings
When online requests appear, review them in Appointments. Accept, decline, or link them to the correct customer record so the schedule stays accurate.
Good habits
- Search customers before creating new ones
- Keep statuses current (confirmed, completed, cancelled, no-show — as available)
- Add short notes staff will need at arrival time
- Align Booking Bot hours with what you actually offer on the board