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, delete, 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, delete, 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 > Add Event > Appointments.
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
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 are not assigned 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.
