How do appointments and customers work?

Creating an appointment

Go to Bookings → Appointments → New appointment. Choose the service, the date and one of the start times offered, and who it is with. The times shown are the ones the service's rules, hours, team, rooms and connected calendars allow. Add the customer's name, email and phone, and any notes.

Moving and cancelling

Open an appointment to move it to a new date and time, or to cancel it with a reason. Every appointment keeps a history: created, confirmed, moved, cancelled, notes updated and payment recorded, along with whether it has reached a connected calendar.

Customers

Bookings → Customers lists everyone you have booked. Each customer is matched to your Contacts by email and shown as either in your Contacts or not. The match is read-only: Bookings never adds or changes Contacts.

Payment

The price on a service is recorded on each booking and is not collected at booking. Take payment through an offer in Sell → Offers.