Daily operations
Work with appointments
Create, update, reschedule, and finish appointments from the calendar.
4 min readUpdated August 2026
Create and edit an appointment
Use the calendar to choose a time and create an appointment. Select the customer, service, employee, and any relevant price details before saving.
- 1.Choose the correct date and time.
- 2.Select or create the customer.
- 3.Confirm service, employee, and appointment duration.
- 4.Save the appointment and update its status as work is completed.
Resolve changes promptly
When a customer changes plans, reschedule instead of creating a duplicate. Mark cancelled and no-show appointments accurately so reports and follow-up work remain trustworthy.