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Schedule an appointment

How do I schedule an appointment?

Updated this week

Here are the steps to schedule an appointment:

  1. Navigate to the Calendar page.

  2. Click time on the calendar or + New on the upper right.

  3. Select Appointment.

  4. Insert date and time.

  5. Select the 3 dots at the bottom.

  6. Select client (or clients) from the drop-down

  7. Select service

  8. Add location and/or video call

  9. Click Create

  10. You can opt to send the notification or not.

You can easily add team members assisting with a session as a quick snapshot reference. This allows you to indicate who else is involved without changing the session owner. See belo:


Here are the steps to rebook an appointment from your calendar view:

  1. Navigate to the Calendar page

  2. Go to the Appointment for which you would like to create an appointment from

  3. Select the 3 dots at the bottom.

  4. Select Book Again.

  5. Confirm the information (Date, Client, Service and Location)

  6. Select Create.

  7. You can opt to send the notification or not.


Viewing Unassigned Appointments in the Calendar

If a team member who was previously assigned to a client or owned a section is removed from the workspace, their associated appointments or tasks may no longer appear under a specific team member.

To locate and view these items:

  1. Navigate to the Calendar.

  2. In the team member filter, check the box labeled "Unassigned".

  3. This will display all appointments and tasks that are no longer assigned to an active team member.


Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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