Managing Appointments
Tap any appointment on the calendar to open its detail view. From here you can view full details and take action depending on the appointment’s current status.
Appointment details
Section titled “Appointment details”The detail view shows:
- Status — colour-coded badge
- Date and time
- Client — name, phone, and email
- Service — name, duration, and price
- Staff member
- Workstation (if applicable)
- Notes
- Email reminder status — whether a reminder is scheduled, sent, or disabled
Changing an appointment’s status
Section titled “Changing an appointment’s status”Confirm a pending appointment
Section titled “Confirm a pending appointment”Tap Confirm to move the appointment from Pending to Confirmed. Use this once you’ve verified the booking with the client.
Mark as completed
Section titled “Mark as completed”Once the appointment has taken place, tap Mark as Completed. This closes out the appointment and moves it to a completed state.
Mark as no-show
Section titled “Mark as no-show”If the client didn’t attend without cancelling, tap No-Show. This records the outcome without fully cancelling the appointment.
Cancel an appointment
Section titled “Cancel an appointment”Tap Cancel Appointment. You’ll be asked to confirm before the appointment is cancelled. Cancelled appointments are removed from the calendar view but remain in the system for record-keeping.
Editing an appointment
Section titled “Editing an appointment”Tap Edit to modify any of the appointment’s details — client, staff, service, date/time, workstation, notes, duration, or price. The edit flow uses the same steps as booking.
Rescheduling (amend)
Section titled “Rescheduling (amend)”To move an appointment to a different time, tap Amend. This opens the booking form pre-filled with the existing details. Change the date and time, then confirm. The original appointment is marked as Amended and the new time is saved.
See Rescheduling an Appointment for more detail.
Email reminders
Section titled “Email reminders”Each appointment shows the current reminder status:
| Status | Meaning |
|---|---|
| Scheduled | Reminder queued and will be sent before the appointment |
| Sent | Reminder was delivered to the client |
| Failed | Delivery failed — check the client’s email address |
| Disabled | No reminder will be sent |
You can enable or disable the reminder for a specific appointment from the detail view. Reminder settings for the whole salon are configured in Settings → Appointment Reminders.