Calendar & appointments

Calendar (/calendar)

The week view supports drag & drop rescheduling: the new time is saved immediately, not just moved visually, and the customer is notified automatically about the change (see "Who gets notified about what" below).

Booking an appointment outside a staff member's set schedule, or at a time that overlaps another appointment for the same staff member, shows a warning but doesn't block the action. This is deliberate: you can proceed if it's a genuine out-of-schedule booking (an emergency slot, say) or a knowing double-booking.

Creating a new appointment

From "New Appointment," search for an existing client or add a new one directly inside the modal. Picking a client is required; without one, submission is blocked with a clear "Client required" message.

Blocking time

The "Block time" toggle in the same modal turns the entry into a blocked time slot with no client attached; useful for a break, a personal appointment, equipment maintenance, or any reason you want a staff member to show as unavailable on the calendar. When it's on, the client field is hidden and no client can be added to that slot. A blocked slot:

• Never sends a notification (there's no client to notify).
• Doesn't count toward your plan's monthly appointment limit.
• Renders differently from a regular appointment on the calendar so it stands out at a glance.

Appointments (/appointments)

A list with bulk-select, CSV export, and a sortable status column. From an appointment's detail page you can move it to:

• Completed
• Cancel (with a confirmation dialog; the appointment stays visible in history, it isn't deleted)
• No-show (no notification is sent to the customer, which makes sense since telling someone "you didn't show up" before you've actually talked to them wouldn't be appropriate)

All three statuses are terminal in the interface (the action buttons disappear afterward), but the rest of the appointment's details (client, time, service) stay editable from the pencil icon if you need to correct something after the fact.

Recurring appointments

In the same creation modal, turn on "Repeat" to book a whole series of appointments at once instead of repeating the process every time; useful for physiotherapy, nutrition programs, or any regular follow-up. Choose:

• Frequency: every X days, or every X weeks on specific weekdays (e.g. every Monday and Thursday).
• End condition: after N sessions, or until a specific date.

Before final confirmation you'll see a preview with every proposed date. Any occurrence with a conflict (e.g. the staff member is already booked at that time) is flagged separately; you can skip it from the series or keep it anyway. If the series would push a future month over your plan's monthly appointment limit, you'll see a warning that doesn't block creation; you can still proceed.

A series occurrence stands out on the calendar with a small repeat icon. Editing or cancelling one asks whether the change applies to "just this one" appointment or "this and future" ones; the second option applies to every remaining occurrence in the series from that point on.

Rebook

From any appointment with a client, the "Rebook" button opens a new appointment pre-filled with the same client, service, staff member, and duration; only the date changes, defaulting to the same weekday and time one week later. If that slot is already taken, the next available slot is suggested automatically. If the client already has a recurring series appointment that same day, a warning appears before you confirm (it doesn't block anything, it just lets you know).

Who gets notified about what

FAQ