Booking calendar & appointments
The Booking calendar is your day-to-day scheduling view — add client bookings, block private time for practitioners, send SMS reminders and review full appointment details.
✅ What you can do
- View bookings in calendar or list view
- Filter by practitioner or service
- Add client bookings and practitioner private time
- Repeat private time daily, weekly or on a custom pattern
- Send SMS directly from the booking calendar
- View booking details and add notes
📅 Booking calendar
- Click Booking System → Booking — opens the Booking Calendar.
- (optional) Filter by practitioner using the practitioner dropdown.
- (optional) Switch between Daily / Weekly / Monthly view.
- Global Religion Holidays and Country Holidays are visible in the calendar.

- (optional) Click the Three Dash icon to switch to List View.
- Edit or Cancel bookings using the Edit and Delete icons from the list.

- (optional) Click the Filter (funnel) icon to filter bookings by service.

- (optional) Click the interval selector (defaults to 1 hour) to change the time slot view.
- Choose from the list or enter a custom number of minutes and click Add.

- (optional) Click Open Hours to set your clinic's open hours.

➕ Add a booking
- Click Booking System → Booking.
- Click the +Add button in the top-right corner — opens the Add New Booking pop-up.
- Click the Book Client tab.
- Select the Service (single or group service).
- Select the Practitioner.
- Select the Date, Start Time and End Time.
- Select the Client from the dropdown.
- (optional) Enter a Special Request.
- (optional) Tick checkboxes to send reminders:
- Send SMS to Client, Send SMS to Practitioner, Send Email to Client
- Click Submit. Click Cancel to discard.


⏸️ Add private time
- Click +Add → click the Private time tab.
- Select the Practitioner.
- Choose the Date and the Color to show on the calendar.
- Select the Type:
- Non-blocking, visible but does not block bookings
- Blocks Bookings, blocks the time from being booked
- (optional) Turn on All Day to take the whole day.
- Set Start Time and End Time.
- (optional) Choose how it repeats under Repeat. See the next section.
- (optional) Add a Title and a Description.
- Click Submit.

🔁 Repeat private time
- Open the Repeat field in the private time form. It starts on Does not repeat.
- Pick Daily, Weekly on the weekday of your chosen date, or Every weekday (Mon–Fri).
- (optional) Choose Custom… to repeat every few days, weeks or months, select the weekdays, and set when it Ends: Never, On a date, or After a number of occurrences.
- Click Submit. Every occurrence in the series is created at once.

❌ Cancel or update private time
- Click on any private time block in the booking calendar.
- Update date, time, colour, title or description as needed.
- Click Cancel Private Time to remove it.
- Click Submit to save changes.
- If the block repeats, a banner at the top of the form says so, and saving or removing it asks which occurrences to apply the change to: This event, This and following events, or All events.

💬 Send SMS from the booking calendar
- Click the SMS icon on any booked booking in the calendar.
- Select Date and Practitioner.
- (optional) Remove clients you don't want to message.
- (optional) Select a Template and enter SMS Text.
- Click Submit.

🔍 View booking details
- Click on any booking in the calendar or list view — opens the Booking Details page.
- The page has three sections: Booking Details, Client Details and Notes.
Booking Details — you can:
- Edit the booking, Cancel it, mark as No Show
- Send Booking email to client
- Pay for the booking service
- Join or Cancel a Video Call
Client Details — shows client email, address, phone, booking date, special requests and questionnaire/LOC status.

📝 Add a note to a booking
From the Booking Details page
- Open a booking → go to the Notes section.
- Click +Add — opens the Add Note pop-up.
- Enter the note in the Details field.
- Click Add. Edit or delete notes using the Edit and Delete icons.

Directly from the booking calendar
- Click the Note icon on any booking in the calendar.
- Enter the note in the Details field and click Add.
- An N icon appears on the booking after adding a note.

Updated on: 25/08/2026
Thank you!