Scheduling/Editing an Appointment w/ Video ►

Schedule Overview

If multiple employees are involved, we recommend you use the Appointment Builder feature. This needs to be turned on in your Business Settings.

Scheduling one Service Provider

Select the date

On the Schedule screen, select the date the client has requested in the calendar at the top left.

Select the time and employee

Click on the time the client chooses under the employee they would like to be scheduled with.

Select or create the client

When scheduling an existing client, enter the client’s name or phone number in the client search field and select the name from the drop-down.

When scheduling a New Client, click the New Client button below the search field, enter all required information (First Name, Last Name, Phone Number), then click "Create Client" at the bottom.

Select the client type

Use the Client Type drop-down at the top, right to adjust what type of client is scheduling, such as Request, Walk-In, or New Client.

Add an appointment note

Use the Appointment Note field to enter a note for this appointment, such as a coupon code.

Choose services

Choose the Services to be preformed from the list. (The order in which you select the services is the order those services will be scheduled in.)

* If needed, you can also change the duration of each service using the time drop-down.

Create the appointment

Click Create at the bottom once done.

To return to today’s Schedule, click the "Today" button located under the calendar.

Scheduling multiple Service Providers

Remember to turn on your Appointment Builder feature in your Business Settings.

If you do not want to use the Appointment Builder, you will schedule each service, (that requires a different provider), separately for the same client.

Open Appointment Builder

At the left of the Schedule page, click the Appointment Builder button.

Select or add the client

Search and select the existing client or add a New Client, then click "Continue".

Select services and providers

Select each service in the order they are to be received, and select each Service Provider that will be performing each service.

Search the calendar

Click Search Calendar.

Select an available date

Select an available date. Unavailable dates will be grayed out.

You can select a Time Range using the drop-downs at the top if the client is looking for particular times.

Book the opening

Click Book Now next to the opening the client agrees upon.

Adjust services in preview mode

From the preview mode, make any necessary adjustments by clicking and holding on the services and dragging them into a new position on the Schedule.

Schedule the appointment

Click Schedule at the bottom right.

Schedule Standing Appointments

Start by following instruction steps 1–5 for "Scheduling one Service Provider."

Enable recurring appointments

Check the Recurring Appointment box under the Appointment Note field.

Select the duration

Select the Duration: The time period the recurring appointment will be in effect, up to 24 months.

Select the frequency

Select the Frequency: How often the service will be performed, such as every 4 weeks.

Create the appointment

If you are finished with scheduling the appointment(s), click Create at the bottom.

If there are any conflicting times, a pop-up window will appear with links to the conflicted dates. Select the links and reschedule the time as you would for any other appointment. Only that day will be rescheduled; it will not affect the rest of the standing appointment.