Managing Appointments

Handle your day-to-day scheduling from the dashboard — confirm, complete, cancel, and track all your appointments.

Viewing Appointments

Go to Dashboard > Calendar to see all appointments across your businesses.

Each appointment card shows:

• Customer name and phone number
• Service — What was booked
• Date and time — When the appointment is scheduled
• Duration — How long it will take
• Status — Scheduled, Confirmed, Completed, etc.

Click on any appointment to open the detail drawer with full information and actions.

Appointment Actions

The actions available depend on the appointment’s current status:

Confirming an Appointment

1. Click on a Scheduled appointment
2. Click Confirm

This marks the appointment as confirmed.

Cancelling an Appointment

1. Click on an appointment
2. Click Cancel
3. Confirm the cancellation

The appointment is marked as cancelled and preserved in your records.

Completing an Appointment

After an appointment takes place:

1. Click on the appointment
2. Click Complete

This marks the appointment as completed.

Marking No Show

If a customer doesn’t show up:

1. Click on a Confirmed appointment
2. Click No Show

This helps you track no-show patterns and follow up with customers who missed their appointments.

Editing an Appointment

1. Click on an appointment
2. Click Edit
3. Update any of the following fields:
   • Customer name, phone number, email
   • Scheduled date and time
   • Duration
   • Service name
   • Notes
4. Click Save

Creating Appointments Manually

1. Click New Appointment
2. Fill in the details:
   • Business — Which business
   • Service — Select a service or enter a custom name
   • Date and time — When to schedule
   • Duration — How long
   • Customer name and phone number (required)
   • Customer email — Optional
   • Notes — Any additional information
3. Click Create

Appointment History

Every appointment maintains a complete audit trail. Click on an appointment to open the detail drawer and view:

• When it was created and by whom (or which AI call)
• Every status change with timestamps
• Who made each change (user, AI agent, or system)

Tips

1. Use service types — Pre-configured services make booking faster and prevent scheduling errors
2. Review no-shows — Follow up with no-show customers to reschedule and reduce lost revenue
3. Connect your calendar — Sync with Google Calendar or Outlook to keep everything in one place