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Book an appointment
Add a booking to the channel calendar and set up the kinds of appointment you offer.
Where:
ChannelCalendarSteps
- Open Calendar
In the channel, open Calendar. Switch between Month, Week and Day, or choose Today.
- Add a booking
Choose New booking. Pick the Client and Type, set the Date and Time, choose the Staff member and add Notes. Choose Book.
- Add a type of appointment
Choose + next to Types. Enter the Name, pick a Colour and Duration, add a Price, and choose Add type.
- Hide what you do not need
Untick a type under Types to hide it from the calendar.
Tips
The client gets an email confirmation and a reminder 24 hours before.
Related guides
Add and follow up a leadRecord someone who enquired, then keep notes, reminders and a status against them.Track attendanceSee who is in today, correct a missed clock-in, and approve regularisation requests.Change an app’s settingsDecide who can use an app, what it shows on your website, and export its data.
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