Search help articles

Calendar

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. 2. In the appointment or class window click the ‘Cancel Appointment’ or ‘Cancel Class’ button. If you created a recurring appointmen...


How do I create a personal time block?

Navigate to the Calendar tab. Once you see your business calendar, locate the desired date and click on the time of the day you'd like to block for personal time. Three options will become available...


How do I create an appointment?

There are two ways to create an appointment: 1. Navigate to the Calendar tab. Click 'New' button in the upper-left corner and select 'Appointment'.2. Navigate to the Calendar tab. Once you see your ...


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 modify a shift for a specific day?

1. Navigate to the Calendar tab. 2. Select a specific day and click the down arrow to modify your hours for the day (see picture below). This modification will only apply to this specific day and will...


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 principal under the ‘Repeat’ tab. Once you create or edit an event, click on ‘Repeat&rsq...


How do I switch between a Daily and Weekly view?

1. Navigate to the Calendar tab. 2. On the upper-right corner you can switch between Daily or Weekly view by clicking the ‘Daily’ or ‘Weekly’ button.Related: What is a Daily an...


How to add multiple services to an appointment

To add multiple services to a single appointment:1. Navigate to the Calendar tab and add new appointment.2. Set service, staff, time, duration and price.3. To add another service click {+} button.4. A...


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 and locations on the lower-left corner.


Browse by Topic