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Creating, editing, and managing bookings.
Admin Portal · 8 articles
How to create a booking for a client, including overrides, squeeze-ins, and handling warning flags.
How to create and manage recurring appointment series, edit individual occurrences, and cancel a series.
Managing the waitlist queue, converting walk-ins to bookings, and estimating wait times.
Choosing a waitlist mode, configuring automatic fill, priority rules, and time preferences.
Configuring proactive SMS and email reminders, timing, templates, and post-visit review requests.
Configuring rush service fees, access modes, and how expedited bookings are handled.
Tracking no-shows, configuring automatic fees, flagging repeat offenders, and deposit requirements.
Requiring booking deposits, storing cards on file, auto-charging no-shows, and configuring deposit rules.
Full help center access with contextual in-app guidance, search, and video tutorials.