Daily Operations
Manage your calendar, appointments, clients, and notifications.
24 articles
- Calendar OverviewMaster the calendar: eight views including the Team day view, filters, hour range, closures and the settings behind it.
- Creating AppointmentsCreate appointments from the calendar with the appointment form.
- Managing AppointmentsOpen, edit, reschedule and change the status of existing appointments.
- Recurring AppointmentsSet up and manage recurring appointment series for regular clients.
- Time Blocks & ClosuresHold time on the calendar with time blocks, personal events and venue closures, including recurrence, colours, video links, attendees and reminders.
- Classes & EventsSet up classes, courses and events in the catalog, build their schedules, run the roster and enrol students from the desk or the calendar.
- Class PassesSell prepaid class packs and unlimited passes, apply them at the roster and keep an eye on what is running out.
- Party BookingsBook two or more people into one appointment, seat by seat, with the right professional serving each of them.
- Appointment ConfirmationsHow bookings get confirmed — instantly, after a delay, or by you — and what clients are told.
- Requests DeskFind and answer every pass request, membership request, class reservation and booking approval waiting on you.
- Google Calendar SyncConnect Google Calendar to send appointments to Google, read your other calendars as busy time, add Google Meet links and invite guests.
- Client DatabaseOverview of the Clients page: the list, its filters, the stats and each client's record.
- Adding ClientsAdd clients by hand, on the spot while booking, or let them appear through bookings.
- Importing ClientsBring your existing clients into EasyBook from a file, your device contacts, or Google Contacts.
- Client HistoryWhat a client's record shows about their past and upcoming appointments.
- Client Desk CardPull up a client's day at the desk — today's sessions, passes and memberships — and check them in from a scanned card.
- Client Notes & TagsKeep internal notes on a client's record.
- Client CommunicationsHow EasyBook contacts your clients on your behalf, and what you can set per client.
- Blocking ClientsHow to block problematic clients from making bookings.
- Exporting ClientsDownload your client list as a CSV file.
- Notification CenterWhere every in-app notice lands, what kinds arrive, and how to act on them.
- Email NotificationsWhich emails EasyBook sends to your clients and to your team, and how to control your own inbox.
- Notification SettingsChoose how each kind of notice reaches you — email, push or in-app — turn on push notifications on the partner app and understand which booking notices are sent.
- Weekly RecapAutomated weekly business performance emails delivered every Tuesday.