Module guide
Appointments
Every booking somebody made with you, and everything you can do about it.
Overview
Appointments is the host side of your booking pages. Where a booking page is what somebody outside sees, this is where the bookings they made arrive and are managed. Three views cover the whole life of a booking: what is coming up, what has already happened, and the same set laid out on a month or week grid. Selecting one opens a drawer holding every action a host actually needs, so rescheduling, cancelling, sending a reminder or writing a private note never means leaving the list and finding the booking again.
Highlights
The capabilities worth knowing before you dive in.
- Upcoming, past and calendar views over the same set of bookings
- Filter by booking page, by attendee, or by date range, so a busy week can be narrowed to one question
- A drawer with every host action: reschedule, cancel, send a reminder, copy the link, edit private notes
- A no-show marker on past bookings, so the record of who turned up is kept rather than remembered
- Private notes on a booking, visible to you and never to the person who booked
Important to know
Limits, permissions, and sharp edges to keep in mind.
- Private notes are private to the host. The attendee never sees them, on the booking page or in any email.
- Cancelling and rescheduling notify the attendee. Both are visible actions, not silent edits to your own copy.
- A no-show is a record you keep after the fact and does not notify anybody.
- The list reflects the new state as soon as an action completes, so what you see after acting is what actually happened rather than an optimistic guess.
- Bookings arrive from your booking pages. To change what can be booked, change the booking page rather than the appointment.
How to use it
The primary workflow, start to finish.
- Open Appointments. Upcoming is the default, showing confirmed bookings from now onward.
- Narrow the list with the filters above it: a specific booking page, an attendee name, or a date range.
- Select a booking to open its drawer.
- Act from the drawer: reschedule or cancel it, send the attendee a reminder, copy the link, or write a private note.
- After a meeting, use Past to mark a no-show if somebody did not turn up.
FAQ
- Does the attendee know when I cancel or reschedule?
- Yes. Both notify them, because both change an arrangement they are part of. Marking a no-show does not, because it is a record you keep afterwards.
- Can the attendee see my private note?
- No. Private notes are visible to the host only, and appear nowhere on the booking page or in any message the attendee receives.
- How do I change what people can book?
- On the booking page, not here. Appointments manages the bookings that were made; the booking page decides what can be made.
- Why can I not find a booking?
- Check which view you are on. A booking that has finished or been cancelled moves to Past, and the filters above the list may also be narrowing it.
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