Managing Appointments

Managing Appointments

Manage appointments from creation to completion.

Viewing Appointment Details

Click any appointment to view its details:

1. Open Appointment Click the appointment on the calendar to open the details panel
2. Review Information View all appointment details including client, service, and timing
3. Check Status See the current status and any notes or special requests
4. Access Actions Use the action menu to edit, reschedule, or cancel

The appointment details panel displays:

• Client Information Name, contact details, and client history
• Service Details Services booked with pricing and duration

Editing Appointments

Changing Services

Modify the services included in the appointment, add new services, or remove existing ones.

Updating Staff

Reassign the appointment to a different staff member based on availability and expertise.

Rescheduling

Change the appointment date and time using either of these methods:

1. Open the appointment details panel
2. Click the edit icon or "Reschedule" button
3. Select a new date and time slot
4. Save to confirm and notify the client

Alternatively, use drag-and-drop on the calendar to quickly reschedule appointments to new time slots.

Modifying Duration

Adjust the appointment length to accommodate service changes or special requests.

Adding Notes

Include internal notes or client-visible instructions to ensure proper service delivery.

Updating Pricing

Modify service pricing for discounts, package deals, or promotional offers.

Managing Appointment Status

Track appointments through their lifecycle with status updates:

• Requested - Client has requested an appointment, awaiting confirmation
• Confirmed - Appointment is confirmed and scheduled
• Declined - Appointment request was declined
• Cancelled - Appointment was cancelled
• Completed - Service finished successfully
• No Show - Client did not attend

Cancellation and No-Shows

Handle appointment cancellations and client no-shows appropriately:

• Record cancellation reasons for tracking
• Send automatic notifications to clients
• Update staff schedules and availability
• Track no-show patterns for client management