3. Manage appointments

The **Appointments** tab is the heart of the daily routine: it shows the **active store's** agenda and is where you create, move, confirm and cancel bookings.

Introduction
3.1 The agenda views
3.2 Create an appointment
3.3 Appointment details and history
3.4 Statuses and actions
3.5 Move, resize and reschedule
3.6 Tips & troubleshooting

Introduction

The Appointments tab is the heart of the daily routine: it shows the active store's agenda and is where you create, move, confirm and cancel bookings.

3.1 The agenda views

Day — the main working view.
- For Per professional / service / space: a grid with one column per professional/service/space and the hours running down. Bookings are colored bars (service color).
- For Per table: a horizontal Gantt, one row per table, bars positioned in time.
Week — overview of the 7 days; each day shows up to 50 appointments (with a "+N more" hint when there are more). Clicking one opens its Details.
Month — monthly calendar with per-day counts.
List — a chronological list, with pagination and the same filters as the other views.

On mobile: a day strip at the top + a filters button.

📸 03-agenda-day.png — Day view (per-professional grid), full, with the filter sidebar. (Real captures in design/screenshots/cal*.png.)

📸 03-agenda-week.png — Week view with the filters and the "+N more" on a busy day.

📸 03-agenda-gantt.png — Day view as a Gantt (Per table), one row per table.

3.2 Create an appointment

Click + New booking (or click an empty slot in the agenda — it opens prefilled with the date/time/column).
Date and time: the offered times respect the store hours, the staff schedule (2.8), the minimum lead time and conflicts. Unavailable ones appear struck through.
Customer: name + phone and/or email (at least one if you want the customer to get notifications). The customer is created/linked automatically on save.
Booking details (per agenda type):
- Per professional: service + professional.
- Per service: service (professional optional).
- Per space / table: space/table + party size.
Notes (optional).
Save.

Multi-service (Per professional): add several services for the same customer; each can have a different professional (or "no preference"), chained back-to-back. It creates one booking per service, linked as a group.

Recurring: tick the repeat option (e.g. weekly) and the end date. (Multi-service bookings can't be recurring.)

📸 03-create-appointment.png — Create form: customer, service, professional and the list of available times.

📸 03-multi-service.png — Multi-service booking with several services and professionals.

⚠️ If you try to book outside the staff member's hours, or clashing with another booking, the form shows the error and won't save — fix the time/professional.

3.3 Appointment details and history

Click an appointment (the agenda bar, or the name in List view) to open Details — a read-only screen with:

When, service/professional (or table/space + party size), status, price/payment, the customer contact, notes and the group siblings (if multi-service).
Activity timeline — created, confirmed, cancelled, reopened, rescheduled, payment received — with who did it ("· Customer" or "· Name (Staff)").
Notification history — what was sent, when and on which channel.

From here: Confirm / Cancel / Reopen, Resend confirmation, or Edit.

📸 03-details.png — Details screen with the activity timeline and the notification history.

3.4 Statuses and actions

Pending — received, awaiting confirmation (unless the store has auto-confirm).
Confirmed — by you or the customer.
Cancelled — can be reopened.
Awaiting payment — when an online payment is pending (chapter 7).

For group (multi-service) bookings, when confirming/cancelling you can choose to apply it just to that one or to the whole group.

3.5 Move, resize and reschedule

Drag a booking on the grid to change the time; drag to another column to change the professional / service / space.
Resize from the edge (bottom on the grid, right on the Gantt) to change the duration.
Each change asks for confirmation and is validated (hours, conflicts, staff schedule, capacity/exclusivity of spaces). If invalid, it's rejected with a message.
On rescheduling, the customer is notified ("Changed") and the reminder is re-armed.

On mobile: press and hold ~0.3 s on the booking until it "lifts" (vibrates) before dragging/resizing — so you don't move it by accident while scrolling. A quick tap opens Details.

📸 03-drag.png — A booking being dragged to another column/time, with the confirm modal.

3.6 Tips & troubleshooting

"No times appear": the day may be closed (hours or special hours), the staff member may not work that day, or the minimum lead/daily cap were reached.
"This professional can't do this service": the member's service scope at that store doesn't include the service (2.7).
Sync to your phone: export the agenda to your phone calendar (chapter 11).

Next: Public booking page.