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Book, move, and change visits on the schedule

Book from an empty time or New appointment, drag a visit to move it, drag its edge to change its length, and find a time across the team.

For: Front deskManagersOwners

The week view of the schedule, one color per service.
The week view of the schedule, one color per service. From the demo clinic; every name is made up.

The Schedule shows each practitioner as a column. Switch between Day, Week, Agenda, and Month at the top.

Book a visit

  1. Click an empty time in a practitioner's column, or choose New appointment.
  2. Find the client, or add a new one.
  3. Pick the service and any add-ons, and check the time and practitioner.
  4. Set the source (Phone call or In the office) so your reports know where bookings come from.
  5. To repeat it, choose every 1 to 4 weeks for up to 12 visits. Times already taken are skipped and listed.
  6. Choose Book. The client gets a confirmation text or email with links to manage the visit.

You can also book from a client's profile with Book a visit. No lead time applies to staff bookings.

Move or resize a visit

  • Drag a visit to a new time or another practitioner's column.
  • Drag the bottom edge to make it longer or shorter.

Overlaps are refused. A time outside the practitioner's hours asks you to confirm once more.

Find a time

Find a time searches the whole team for the next openings that fit a service, then opens the booking form on the one you pick.

What the chips mean

Visit cards show small chips: confirmed, intake done, new client, request (waiting for approval), and Home for a house call.

Day sheet makes a printable PDF of the day's visits.

Still stuck? Contact support, or in the app open your account menu and choose Contact support.