How do I book from this page?

Click Book Appointment at the top of the page, or press ⌘B (Ctrl+B on Windows) anywhere in the salon.

Why do I only see my own appointments?

Members with the User role can only manage their own appointments. Ask an administrator if you need more access.

The Appointments page explained

Name: Softalon
Availability: InStock

The Appointments page lists your appointments in a table. Use it when you need to search, filter, sort or work through a list, for example pending booking requests. Use the calendar when you want to see the day at a glance.

Members with the User role only see their own appointments. Administrators and above see everyone's. Dates and times are shown in your salon's timezone.

Views

Pick a view from the menu above the table.

View	What it shows
All Appointments	Every appointment.
Upcoming Appointments	Appointments that start from now on.
Past Appointments	Appointments that started before now.
Pending Appointments	Appointments with the status Awaiting Confirmation, soonest first. The number in brackets is how many are waiting.

Filters

Click Filters to narrow the list by Location, Service, Member, Client, Group, Status and Booked At (when the appointment was created). Group shows the services a client booked together in one multi-service booking.

Columns

Column	What it shows
Date	Rows are grouped by day.
Time	Start and end time. A warning icon means This appointment conflicts with another appointment.
Service, Client, Member, Location	Who and what is booked, and where.
Notes	Notes the client can see. Click the cell to add or edit them.
Status	The current status. Click it to change it.
Internal Notes	Notes only your team can see. Click the cell to add or edit them.
Booked At	When the appointment was created.

Use the columns button to hide or reorder columns.

Conflicts

An appointment is marked as a conflict when it overlaps another appointment for the same member, counting buffer time. Conflicts normally only happen when someone booked with Manual Override on. See Double-book or book outside working hours.

Changing the status inline

Click the status badge and pick a new status. Only the next allowed statuses are listed, so a final status such as Completed or Canceled can't be opened. When an appointment is Awaiting Confirmation, you also get quick Approve (✓) and Decline (✗) buttons. See Appointment statuses explained.

Row actions

Open the menu at the end of a row for:

Update, to change the status, cancellation reason, custom fields and notes
Reschedule, Reassign and Extend
Invoice, to View, Update, Finalize or Mark as Paid the appointment's invoice
Share, to send the client a link. See Send a client a confirm, reschedule or review link.
Delete

Delete removes the appointment right away, without asking first, and its invoice is not deleted with it. To call off a visit, change the status to Canceled instead so your history and reports stay accurate.

Common questions

That view only lists Awaiting Confirmation. To find appointments waiting for an online payment, use All Appointments with the Status filter set to Awaiting Payment.

Related guides

The calendar explainedLearn the calendar views, filters and settings, and how to book, move and edit appointments right from the calendar.

Approve or decline booking requestsReview appointments that are awaiting confirmation and approve or decline them in one click.

Appointment statuses explainedWhat each appointment status means, which changes are allowed, which statuses are final and how cancellation reasons work.