Appointments

Appointments let clients book one-to-one time with your team: a massage, a consultation, a home visit or an online session. Your team books from the Appointments calendar, and clients book themselves on your online booking page, in a WhatsApp chatbot or by chatting with an AI chatbot. Every booking lands in the same calendar and can send confirmations and reminders automatically.

Available withBookingsIncluded in the Complete plan.Plans and modules

Set up in this order

1. Set up team member profiles: who offers which services, and their weekly working hours.
2. Set up services: name, duration, price and online booking options for each service, plus add-ons.
3. Appointment settings: booking window, cancellation deadline, booking flow and timezone.
4. Booking fields: the details clients fill in when they book.
5. Set up the booking portal and notifications.

Setup Team Member ProfileProfiles, services offered, weekly hours, date overrides and calendar integrations.→Setup ServicesCreate appointment services and add-ons in the Catalogue.→Bulk Import ServicesCreate or update many services at once from a CSV file.→Appointment SettingsBooking rules, class rules, timezone, staff order and calendar feed.→Booking FieldsChoose and rename the fields clients fill in when booking.→Manage the Appointments CalendarCalendar and list views, statuses, actions and block time.→Book Appointments - AdminBook, edit and repeat appointments for a client as a team member.→Bulk Import AppointmentsBring existing appointments in from a CSV file.→Appointment Double ConfirmationAsk clients to confirm they are still coming.→Setup the Booking PortalBranding, login, Google Tag Manager, portal URL and embed options.→Customer Booking PortalWhat clients see when they book, reschedule and cancel online.→Online Payment at BookingCollect payment when clients book online or on WhatsApp.→Setup Appointment NotificationsConfirmations, reminders and updates for clients.→Appointment Notifications for StaffTell your team about new and changed bookings.→Bulk Appointment NotificationsOne summary message for appointments booked together.→WhatsApp Flow Appointment ChatbotLet clients book inside WhatsApp with a form-style flow.→Setup Appointment ChatbotInstall, replace and remove booking chatbot templates.→AI Booking ChatbotLet an AI chatbot book, reschedule and cancel in conversation.→Virtual/Online Session ServicesServices held over Zoom or Google Meet.→Virtual/Online Session NotificationsSend meeting links to clients automatically.→Sync with External CalendarsSee appointments in Google Calendar, Outlook or iPhone.→

Running group sessions instead? See Class Bookings.