Appointments
Your appointments hub is the command center for every job on your schedule. Whether a customer books online or you create an appointment manually, everything flows through here -- from the initial request to a completed service call.
In this section
Article | What you'll learn |
|---|---|
A bird's-eye look at the appointments page, the two view modes, and how appointments move through your pipeline. | |
How to use the five-lane kanban board to visualize your pipeline and move appointments with drag-and-drop. | |
Switch to a sortable table view for quick scanning, inline actions, and bulk management. | |
Everything you see when you click into an appointment -- customer info, schedule, activity feed, and more. | |
Create appointments on the fly with the quick-book modal -- perfect for phone calls and walk-ins. | |
Find available time slots, assign team members, and confirm the booking. | |
Move an appointment to a new date and time without losing any details. | |
Cancel an appointment, add a reason, and understand what notifications are sent. | |
Mark jobs as complete -- manually or automatically -- and close out your workflow. | |
A deep dive into every status, what triggers each transition, and a visual flow diagram. | |
Narrow down your appointment list by type, status, team member, date range, and more. | |
Add internal notes, track every change in the activity feed, and keep your team in sync. | |
Solutions to common issues like stuck statuses, missing appointments, and scheduling conflicts. |
Where to go next
Calendar — See your team's schedule across day, week, and month views.
Appointment Types — Define the services you offer, set durations, and configure booking questions.
Booking Pages — Customize how customers find and book your services online.