Manage appointments

Use the Appointments page to view, approve, reschedule, cancel, and export bookings.

✅ What you can do here

• View appointments in a Calendar (Month) or List view

• Filter by status (All / Approved / Pending)

• Open an appointment to see details (customer, order, time, service)

• Reschedule or take actions (approve / cancel / delete)

• Export appointments to a file (CSV)

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📂 Open the Appointments page

Open the app > go to Appointments.

What you’ll see:

• Tabs: All / Approved / Pending

• A calendar header (Month + navigation)

• Top-right buttons: Settings, Add appointment, Export

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⚙️ Choose how you want to view appointments

Month view (Calendar)

Best for seeing your schedule at a glance and spotting busy days.

• Click Month (top right)

• Click an appointment block on the calendar to preview details (service, status, date/time, participants).

List view

Best for scanning lots of appointments quickly.

• Click List (top right)

• Use filters/search to narrow down results.

Tip: Use Approved when you want only confirmed bookings, and Pending when you want to review requests.

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🔍 Filter appointments by status

At the top of the page, choose one:

• All – everything

• Approved – confirmed bookings

• Pending – waiting for your approval (if your store uses approval)

This helps you focus on the right workload (review vs. manage).

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📋 View appointment details

Click an appointment on the calendar (or list) to open it.

Inside the appointment detail page, you’ll typically see:

Participant(s)

• Customer name + contact info

• Linked order number (if paid)

• Payment label (example: Paid) and amount

Service information

• Service name + variant (if any)

• Team member (if assigned)

• Location (if used)

Appointment information

• Start time / End time

• Capacity

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🔁 Reschedule an appointment

On the appointment detail page, click Reschedule (top right).

A reschedule form will open where you can:

• Select Team member

• Pick a Date

• Choose a new Time (time range)

Rescheduling must follow availability rules (team member schedule + blocked times + booking date range).

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✏️ Take actions: approve, cancel, delete appointments

On the appointment detail page, click More actions.

Common actions you may see:

• Approve appointment (for pending bookings)

• Cancel appointment (keep record but mark it canceled)

• Delete appointment (remove it entirely)

Suggested guidance text

• Use Cancel when you want to keep history/reporting.

• Use Delete only when you truly want it removed (ex: test bookings).

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⚙️ Appointment settings (display style)

From the main Appointments page, click Settings (top right).

You can choose how appointments appear on the calendar, for example:

• Default view (shows more details like service + time + customer)

• Simple view (more compact display)

Click Apply to save.

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📤 Export appointments

From the main Appointments page, click Export (top right).

In the export popup:

1. Select a date range (calendar picker)

2. Choose Export as → usually CSV

3. Click Export

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🙋 Still need support?

If you still need help, please feel free to contact us at [email protected]. We’ll be happy to assist you further.