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Schedule an appointment

How do I schedule an appointment?

Updated over a week ago

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.


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.


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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