> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.meridiq.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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.

| 📍 **Where to find this:** Booking System → Booking

**Where are my bookings?** Every booking and appointment in your clinic is in **Booking System** → **Booking**. Schedule only holds practitioner working hours.

## ✅ 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
* Search every booking in the clinic by client, service or practitioner

## 📅 Booking calendar

1. Click **Booking System** → **Booking** — opens the Booking Calendar. All its controls sit in one toolbar across the top.
2. Use **Today** and the arrows beside it to move between dates.
3. *(optional)* Click the practitioner avatars to choose whose bookings are shown. Tick practitioners in the list, or use **Select All**.
* If nobody is selected the calendar stays empty. Click **Show all practitioners** to bring everyone back.
4. *(optional)* Open the view dropdown to switch between **Daily**, **Weekly** and **Monthly**.
* Global Religion Holidays and Country Holidays are visible in the calendar.

![Booking calendar](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_wpnn7s.png =650x349)

5. *(optional)* Use the **Calendar** / **List** toggle next to the view dropdown to switch to the list view.
* Edit or Cancel bookings using the Edit and Delete icons from the list.

![Booking List View](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_vbc5la.png =650x350)

6. *(optional)* Click the **Filter** icon to filter bookings by service.

![Filter on Service](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1ly2jku.png =500x490)

7. *(optional)* Click the **Calendar settings** (cog) icon to adjust the view:
* **Interval** sets the length of each time slot (1 hour by default). Choose from the list, or enter a custom number of minutes and click **Add**.
* **Zoom** makes the week view larger or smaller. **Reset** returns it to the default size.
* **Schedule view** sets the start and end time the calendar shows. It applies to both the booking and schedule calendars.

![Time Slot](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_k6p5qa.png)

![Open Hours](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1u8ozx9.png =500x290)

|| ℹ️ On a phone the toolbar is shortened to fit one row. Tap the **Calendar settings** (⋮) icon to reach search, the list view, **Filter**, **SMS**, the **Daily** / **Weekly** / **Monthly** switch, **Interval** and **Schedule view**.

## 🔍 Search bookings

1. Click **Booking System** → **Booking**.
2. Click the **Search** (magnifier) icon in the calendar header — opens the **Search bookings** panel on the right.
* On a phone or a small screen the magnifier sits behind the **Calendar settings** (⋮) icon.
3. Type at least two characters. The bookings already on screen are matched first, then the search widens to every booking in the clinic.
4. Click a result — the panel closes, the calendar jumps to that booking's day and highlights the appointment.
5. *(optional)* Use the page numbers at the bottom of the panel to move through the results.
6. *(optional)* Click the **✕** inside the field to clear the term, or the **✕** in the top corner to close the panel.

![Search bookings panel on the booking calendar](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/calendar-search_su61ll.png =650x302)

|| ℹ️ You can search on client name, e-mail, phone number, personal ID, service or practitioner. Phone numbers and personal IDs ignore spaces and dashes, so *+46 70 123* and *4670123* find the same booking.

|| ℹ️ The search is not limited to the dates or practitioners on screen — it covers every booking, past and future. Your term and page are kept until you close the browser tab, so reopening the panel picks up where you left off.

## ➕ Add a booking

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

![Book Client](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_17xw7r6.png =650x487)

|| ℹ️ You can also add a booking by clicking directly on a time slot in the booking calendar.

![Add a new booking by clicking on the time slot](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_7rar7m.png =650x349)

## ⏸️ Add private time

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

![Private time with repeat](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/private-time-repeat_1tiq40u.png =650x479)

## 🔁 Repeat private time

1. Open the **Repeat** field in the private time form. It starts on **Does not repeat**.
2. Pick **Daily**, **Weekly on** the weekday of your chosen date, or **Every weekday (Mon–Fri)**.
3. *(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**.
4. Click **Submit**. Every occurrence in the series is created at once.

![Repeat options for private time](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/private-time-repeat-options_1dqyyc1.png =650x182)

|| ℹ️ **Repeat** is only offered while adding a new block, or on a block that already belongs to a series. An existing one-off block cannot be turned into a repeating one later.

||| ⚠️ If a repeating block set to **Blocks Bookings** lands on dates that already have bookings, Meridiq lists them before saving. **Save anyway** creates the series without cancelling those bookings, so check the list first.

## ❌ Cancel or update private time

1. Click on any private time block in the booking calendar.
2. Update **date, time, colour, title or description** as needed.
3. Click **Cancel Private Time** to remove it.
4. Click **Submit** to save changes.
5. 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**.

![Update Booking](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_3qcc9n.png =650x524)

|| ℹ️ Dragging a block to a new time on the calendar always moves that one occurrence. The rest of the series stays where it is.

|| ℹ️ You cannot update the type of private time (Non-blocking vs Blocks Bookings) after creation. Private time cannot be edited from the booking list view.

||| ⚠️ Changing **how** a series repeats, including its pattern, its times or the **All Day** switch, and applying that to more than one occurrence, resets any occurrence you had edited on its own.

## 💬 Send SMS from the booking calendar

1. Click the **SMS icon** on any booked booking in the calendar.
2. Select **Date** and **Practitioner**.
3. *(optional)* Remove clients you don't want to message.
4. *(optional)* Select a **Template** and enter **SMS Text**.
5. Click **Submit**.

![Send SMS](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1wqp92t.png =500x704)

## 🔍 View booking details

1. 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.

![Booking Detail](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_t041qn.png =650x354)

## 📝 Add a note to a booking

### From the Booking Details page

1. Open a booking → go to the **Notes** section.
2. Click **+Add** — opens the Add Note pop-up.
3. Enter the note in the **Details** field.
4. Click **Add**. Edit or delete notes using the Edit and Delete icons.

![Add Note](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_go2n1g.png =500x356)

### Directly from the booking calendar

1. Click the **Note icon** on any booking in the calendar.
2. Enter the note in the **Details** field and click **Add**.
* An **N** icon appears on the booking after adding a note.

![Add Notes from Booking Calendar](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1ltdok7.png =650x349)

| 💡 To configure booking reminders and notifications, see [Configure the booking system](https://help.meridiq.com/en/article/configure-the-booking-system-1wwn69k/).