Agenda

The whole business's calendar. It updates live: if a client books from the link or someone on the team moves an appointment, you see it appear without reloading.

Getting around

• Month / Week / Day switches the view. On a phone it starts on Day.
• Today jumps back to today, and the ‹ › arrows go forward or back.
• In month view, tap a day to open it.
• Grey hours are outside business hours and can't be booked.

Each appointment shows client · service and its status color. Walk-in means an appointment with no client attached.

Booking from the agenda

1. Tap an empty slot, or drag across a range of hours.
2. Pick the Service, Staff and Client (search by name or phone, or tap New client).
3. Tap Book slot.

If you'd rather see which times are free first, use New booking.

Messages you may see

• Outside business hours: that time isn't within the business hours. Change them in Hours and closures.
• Slot not available: the person doesn't work then, already has an appointment, or there's a closure.
• Slot just taken: someone booked it a moment ago. The agenda refreshes on its own.

Handling an appointment

Tap an appointment to open it: status, service, start and end, staff member and phone.

The buttons depend on the status (how an appointment works):

If the appointment is…	You can
Held (deposit missing)	Confirm (if you took the deposit another way) or Cancel
Confirmed	Mark completed, Mark no-show or Cancel
Completed, cancelled, expired or no-show	Nothing: it's a final state

Moving an appointment (reschedule)

1. Open the appointment and tap Reschedule.
2. Choose the New time. It's always in the business's time zone.
3. In the staff drop-down, leave Keep current staff to stay with the same person, or pick someone else.
4. Tap Move appointment.

The client gets a notice with the new time and a fresh reminder for the day before.

On a phone

The agenda works the same on a phone. It starts in Day view so it's readable.

If you're a professional and only want your own appointments, the Staff app is simpler.