Bookings

Everything you need to know about managing your calendar and bookings online under the "Bookings" tab in Appointedd.

27 articles in this collection
Written by Megan Grant

Viewing your Appointedd calendar

How to view the Appointedd calendar in a weekly or daily format

View your online calendar in a daily and a weekly format, and easily swap between the two.

Written by Megan Grant
Updated over a week ago

How to filter your Appointedd calendar screen

Change your calendar screen by selecting the resources, groups and services you would like to view.

Written by Megan Grant
Updated over a week ago

How to export your bookings from Appointedd

Export your bookings into a CSV spreadsheet format to print or manipulate for your own reporting.

Written by Megan Grant
Updated over a week ago

How to change the time interval increments in your calendar

Amend the interval increments in which you wish to view your calendar to 5, 15, 30 or 60 minutes.

Written by Megan Grant
Updated over a week ago

How to block time in your calendar

Block off time in a resource's schedule to represent breaks or time when they shouldn't be bookable.

Written by Megan Grant
Updated over a week ago

How to view the Appointedd calendar in a different timezone

View your calendar screen in any timezone you need to.

Written by Megan Grant
Updated over a week ago

How to view the Appointedd calendar as an agenda

In agenda view you can observe all the bookings made as a list and filter to find the information you require.

Written by Megan Grant
Updated over a week ago

Adding bookings internally to your calendar

How to add bookings to your Appointedd calendar internally

Add bookings to your Appointedd calendar within your account.

Written by Megan Grant
Updated over a week ago

How to manage events

Schedule events and one-off bookings with the group booking functionality.

Written by Megan Grant
Updated over a week ago

Managing bookings in your calendar

How to edit, reschedule, or cancel bookings

Learn more about the ways in which you can edit, reschedule or cancel a booking from your Appointedd calendar.

Written by Megan Grant
Updated over a week ago

Managing multi-part bookings

This guide outlines how to manage, change and delete multi-part service bookings within your Appointedd account.

Written by Megan Grant
Updated over a week ago

How to manage no shows

Mark customers on bookings as being a "no show" to identify customers who haven't attended a booking in the past.

Written by Megan Grant
Updated over a week ago

How to manage a booking with multiple tiers

View, edit, delete and manage the price(s) on a booking for a multi-tiered services within your Appointedd account.

Written by Megan Grant
Updated over a week ago

How to manage a customer on a booking

Learn how to manage a customer when they make a booking with you through Appointedd.

Written by Megan Grant
Updated over a week ago

How to confirm or decline a booking request

When a customer requests a booking, you have the opportunity to accept or decline it. Learn how to do this.

Written by Megan Grant
Updated over a week ago

How to use booking statuses

Using statuses allows you to monitor the attendance of bookings.

Written by Megan Grant
Updated over a week ago

Adding a note to a booking or a customer record

Add an internal note to remember important information which can be shared across your team.

Written by Megan Grant
Updated over a week ago

How to identify if a customer has paid for a booking

Learn how to identify in your Appointedd account whether the customer has made payment for their booking.

Written by Megan Grant
Updated over a week ago

How to send a payment request for a booking

Take payment in advance by sending an email payment request when making a booking over the phone or in person.

Written by Megan Grant
Updated over a week ago

How to issue a refund for a payment

Refund a customer for a payment they have made on a booking. Choose to send the whole/partial amount back to them.

Written by Megan Grant
Updated over a week ago

Schedule and manage recurring bookings

Learn what recurring bookings are and how to schedule and manage them in your calendar.

Written by Megan Grant
Updated over a week ago

Rescheduling recurring bookings

Learn how to reschedule a recurring booking by changing either one or all the bookings set to recur.

Written by Megan Grant
Updated over a week ago

Managing group bookings in your calendar

How to create and manage a group booking

Allow multiple participants to book onto the same booking either individually or as a group.

Written by Megan Grant
Updated over a week ago

How to schedule a group booking

This guide will take you through the various options you have to scheduling a group booking so that it fits the nature of the service.

Written by Megan Grant
Updated over a week ago

How to add participants to a group booking

Learn how to add participants to a booking with multiple occupancy from your calendar.

Written by Megan Grant
Updated over a week ago

How to change the occupancy of a booking

Learn how to increase or decrease the maximum occupancy of a booking already in the calendar.

Written by Megan Grant
Updated over a week ago

Managing your bookings from a mobile device

Best practice when using Appointedd on a touch screen

If you are using Appointedd on a point of sale till or logged in on your mobile device you may want to follow these tips and tricks.

Written by Megan Grant
Updated over a week ago