Create an appointment

Easily book in your clients for an appointment.

Updated over a week ago

Create an appointment

First, make sure you have created your services. Then make sure that your location provides those services, and that you also provide those services.

Create an appointment from the calendar

Go to your calendar and create an appointment by clicking on the starting time and selecting 'Appointment'.

Complete the details of the group appointment, including the max number of clients who can attend it and any repeating rules.

After creating an appointment, you will see all of the details from the appointment modal.

From here you can:

  • Invoice for the appointment

  • Add a progress note

  • Change the arrival status

  • Edit the appointment

  • Cancel the appointment

  • Book another appointment

  • View any forms attached

  • Add a note

  • Add a support item

  • Create a Zoom meeting

  • Click on the client's name to view the client's details

If Google is connected then you will be able to open up the group appointment in your Google Calendar.

Where to next?

You may want to read about:

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