Appointments can be created and managed in Admin or the Biz App.
Permissions
Permissions can be configured on user roles to manage and create appointments.
Permission | Description | User Role |
Can_manage_general_availability | Bookings: Create, edit, and view all appointments Booking Actions: Mark as no show, check-in, cancel customer | Admin, Studio Owner, Studio Manager |
Can_manage_own_availability | Bookings (Schedule): Create, edit, and view own appointments only Booking Actions: Mark as no show, check-in, cancel customer for own appointments only | Instructor (self-service) |
Creating Appointment
Admin
Go to Schedule > Appointments > select your location if needed > click a time slot in the calendar > click + Appointment, or use the Add Event option in the top-right corner.
Biz App
In the biz app, go to Schedule > + icon > Appointment.
In Admin or the Biz App, fill in the following fields and select Add Appointment:
Starts: Date and Time
Auto-populates if an appointment was created by clicking in the calendar in Admin.
An appointment can be created in the past or the future.
The duration of the service will determine the end time.
Days of the week
Reccurrence Ends After: Number of appointments that occur before the series ends.
Example: If the appointment is set to weekly on Monday and Tuesday and the recurrence ends after 4 occurrences, the recurring appointment will last for two weeks.
Instructor: If an instructor isn't showing, it is because they aren't assigned to that service.
Room: The field will be greyed out if it is not required.
Customers: Use + Add Customer to add a customer.
The customer must have an applicable payment option for the service to be added.
Pay With
