Appointment book: services, team and appointments

Setting up

Open Reminders and the Settings gear.

1. 011. Business tab: What do reminders refer to? shows whether reminders hang on appointments or on tables. For the appointment book, choose the appointment book option with service and person. Opening hours for appointments, the Calendar step and the Buffer after each appointment (minutes) are here too.
2. 022. Services tab: Add service with label, duration and price, or Use industry suggestions. The duration decides how long an appointment blocks the calendar.
3. 033. Team tab: Add person. Each person is a column in the day calendar. Add absence blocks holidays, sickness or school.

Adding an appointment

1. 011. Choose Appointment book at the top, the Appointments tab and Add appointment.
2. 022. Enter Customer, Mobile number and, if needed, an email. Tick Agreed to SMS reminders if the customer said so.
3. 033. Choose Staff, Service, Date, Start and Duration, plus a note.
4. 044. For recurring appointments: Repeat (weekly up to every 8 weeks) and the number of appointments.
5. 055. Save with Add appointment.

If the appointment overlaps another one or lies outside opening hours, the Hub warns you; Book anyway overrides it. If the person is absent, it does not work.

Status, cancelling, deleting

• In the appointment you change the Status: Planned, Arrived, Done, No-show. Done counts as a visit in Guest records.
• Cancel appointment keeps it in the history, removes its reminders and offers the slot to the waitlist if that is switched on.
• Deleting removes it completely; for a series, the Hub asks whether only this one or all following ones too.

More: Confirmation link, Waitlist in the appointment book, Recall.