Appointments and calendar
How to read the calendar: day, week, month, by team memberThe calendar shows the appointments of the whole team. At the top you choose “Day”, “Week” or “Month”, and with “Previous”, “Next” and “Today” you move through time.How do I book an appointment from the calendar?Press “New booking” at the top or click a free time in the calendar. Fill in the service and the client and press “Save”. This is how you enter appointments agreed by phone or in person.How do I block time?Click a free time in the calendar and choose “Block time”, or drag the mouse over the free slots. Nobody can book in blocked time.How do I move an appointment by dragging it?Pick up the appointment in the calendar and drop it in its new place. Before it is moved, the system asks you to confirm.How do I change the length of an appointment?Pick up the lower edge of the appointment in the calendar and drag it up or down. The system asks you to confirm the change.How do I make repeating appointments?When you make a new booking in the calendar, switch on “Repeat” and choose every how many weeks or days and how many times. The system checks all the dates before it books them.How do I cancel only one, or all the following, repeating appointments?Open an appointment of the series. There are two buttons: “Cancel only this one” and one that cancels this appointment and the following ones.How do I call or email the client from the appointment?Open the appointment from “Bookings” or click it in the calendar. The “Call” and “Email” buttons are there.How do I add an online meeting link to an appointment?Open the appointment and paste the link in “Meeting link”. The client gets the link by email as soon as you save it.How do I use a package or a voucher when booking?When you make a new booking from the calendar, enter the code in “Code of a package or voucher”. The visit is then taken off the client's card.What do Upcoming, Awaiting confirmation, Past and Cancellations mean?These are the views at the top of “Bookings”. Each one shows only the appointments in that state, so you quickly find what you are looking for.How do I confirm a new request?Open the request and press “Confirm appointment”. The client gets an email saying the appointment is confirmed.How do I cancel an appointment and what does the client get?Open the appointment and press “Cancel appointment”. The client gets an email, and the time becomes free for others.How do I change a client's appointment time?Open the appointment and use “Change the time”: choose a day, look at the free times and press “Move the appointment”.What is a level of complexity and how do I choose it when confirming?Levels of complexity are for services where the price and the time are clear only after you see the client or their photos. You choose the level in the booking, and the client gets the exact price.The client did not come. How do I mark it?Open the past appointment and press “The client did not come”. The number of missed appointments shows in the client's profile.Where do I see the files the client uploaded?In the booking, in the “Attachments” part. You open each file with one click.How do I send the email for an appointment again?Open the booking and press “Resend email to client”. The client gets the confirmation of the appointment again, or, if the appointment is still waiting for confirmation, the email that the request has been received.How do I do one action for many appointments at once?Tick the appointments in the list, choose an action in “Bulk action…” and press “Apply”.How do I delete an appointment permanently?Open the appointment and press “Delete permanently”. The booking and its files are deleted.How does the waiting list work?When a day is full, the client can leave their email. If a time becomes free, everyone waiting for that day gets an email, and the time goes to whoever books it first.How do I switch the waiting list on or off?In Tickabell › Settings › Booking rules tick or untick the option that offers “Tell me when a time is free”.