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
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
Use the toolbar at the top (prev/today/next + date picker + view picker) to switch:
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.
Sidebar (left): a mini-calendar to jump dates + filters by professional/service/space (click to
hide/show) + a service filter. Filters persist across views and sessions.
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.