Search help articles

Calendar

Booking History

View complete booking history in the History tab.


Clients' recent activity

When making a booking, you can view clients' recent activity via Activity tab.


How do I add notes to an appointment or class?

Select an appointment or class, and in the Notes field enter your note. This note is specific to current appointment or class only and will not be visible to the client.


How do I cancel an existing appointment or class?

1. Select an existing appointment or class time. 2. In the appointment or class window click the ‘Cancel Appointment’ or ‘Cancel Class’ button.3. Select pre-set reason for canc...


How do I create a personal time block?

To create a personal time block:1. Navigate to the Calendar tab. 2. Click on the time slot you'd like to block and select 'Block Time'.


How do I create an appointment?

There are two ways to create an appointment: 1. Navigate to the Calendar tab. Click '+' button in the upper-left corner and select 'Appointment'.2. Navigate to the Calendar tab. Locate desired date ...


How do I mark appointment as No-Show?

Select an existing appointment. In the appointment window click on the ‘Mark as No-Show’ button. A thumbs down will then appear in the appointment calendar slot.Note: If you want to unmark...


How do I mark appointment or class as complete?

Select an existing appointment or class. In the appointment or class window click on the ‘Mark as Complete’ button. A check mark will then appear in the appointment or class calendar slot....


How do I setup recurring events (Appointments,Classes and Personal time blocks)?

All events (Appointments, Classes and Personal time blocks) have the same repeating/recurring mechanism. 1. Open an event and select ‘Repeat’ tab. 2. Choose desired repeat options and clic...


How do I switch between Daily, Weekly and Monthly view?

1. Navigate to the Calendar tab. 2. In the upper-right corner you can switch between Daily, Weekly or Monthly view by clicking the ‘Daily’, ‘Weekly’ or ‘Monthly’ bu...


How to change calendar week start day

To change calendar week start day, navigate to Settings > Preferences > Scheduling Rules tab and enable option under Calendar Settings section. Now your calendar week will start with whatever d...


How to see all staff or all resources in a weekly view

To see All Staff or All Resources at the same time in a weekly view navigate to the Calendar tab. Select 'All Staff' or 'All Resources' from the Staff selection field.


Print all Staff in a Monthly View

To print report with All Staff in a monthly view:1. Navigate to the Calendar tab.2. On the top right select Monthly view and click Print.3. Select option 'Include all other staff in the same location'...


What is a Daily and Weekly view?

With a weekly view, you can see all your events for the entire week. If you have multiple staff members, you can select which staff member’s calendar you want to view.With a daily view, you can ...


Where do I see my staff members and/or location(s)?

1. Navigate to the Calendar tab. 2. You can see all your staff members, locations and resources in the lower-left corner.


Browse by Topic