Appointments and services

123

1. 1Appointment views
2. 2Schedule and capacity
3. 3Booking actions and status

• Publish bookable services with the correct staff and location.
• Prevent conflicts across individual and group capacity.
• Track attendance, changes and follow-up from one workspace.

Workflow

1. 1

   Define the service, duration, location and eligible staff.

2. 2

   Publish recurring availability or a capacity-controlled group session.

3. 3

   Let the customer choose an eligible time and provide required details.

4. 4

   Review confirmations, conflicts, waitlist and rescheduling requests.

5. 5

   Record attendance, outcome and any required follow-up.

Set up a bookable service

A service becomes bookable only when duration, location, staff and availability agree.

• Use buffers when rooms or equipment need reset time.
• Collect only information needed for the appointment.
• Use group capacity for classes, sport sessions and training.

Operate the calendar

The schedule shows owned capacity, conflicts and customer status rather than a simple date list.

• Review timezone and local opening rules.
• Use waitlists when a session reaches capacity.
• Reschedule through the controlled action so notifications stay connected.

Protect practice and care workflows

Professional practices can separate booking information from restricted care or consent records.

• Assign the least-privilege role for reception and practitioners.
• Keep private notes outside public messages.
• Use audit history for status and attendance changes.

Permissions and boundaries

• Availability management, booking operations and restricted records use separate permissions.
• Customers see only public service details and their own appointments.
• Timezone conversion preserves the store's local appointment time.

When it goes wrong