Via the Appointment Calendar, view and book your appointments, switch between daily and weekly views, and manage your day to day 📆
🌟 Using the Schedulicity Business App? To see more information on your Calendar -> rotate your phone (sideways aka landscape) to see more days or Providers.
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Create an appointment
Create an appointment in Schedulicity through the following steps:
From the Appointment Calendar, click on the date and time
Choose your client from your current list or create a new client
Next, choose a service or multiple services
Add notes or special offers- you can also create recurring appointments
Manage the toggles if you'd like the client and/or provider to receive a confirmation
Select book it to create the appointment!
💡 Pro Tip: To check out more on client reminders, head to this article and to dig into provider notifications, take a peek here.
For the more visually inclined, we have a great video walking through this here!
Edit an appointment
You can edit an appointment through these steps:
From the Appointment Calendar click on the appointment you want to edit
Select Edit Appointment
Make your edits/changes and click Update!
🎨 You can update an appointment's color at any time! Some businesses use this to indicate a client has Checked In for their appointment. To change the color, walk through steps to edit, click the color and choose a new color! Save when you're done.
Cancel an appointment
You can cancel an appointment through these steps:
From the Appointment Calendar, click on the appointment
Select cancel from the drop down menu
Specify if you want cancellation notifications to go out.
If a package session was used, choose if you'd like to return it
Click Cancel Appointment
Book Again
You can easily rebook the same appointment again by following these steps:
From the Appointment Calendar, select the appointment you'd like to book again.
Select the Book Again option
Confirm your appointment details and select Choose Date & Time
You will be taken back to the Calendar with your new appointment on the clipboard
Drag and drop the appointment to the new date and time
Add another service to an Appointment
Open the appointment and select Edit
Under the service, select edit selection
Click on the service you'd like to add and hit done
Add another service via Checkout
Need to add a service to a client's appointment at the last minute as you check them out? Here are the steps:
Open the appointment you'd like to add the service to, and select Checkout
On the checkout screen, press the + Add Item button
From the dropdown list, select Add Service
Choose the service from the list, or use the search bar to find the service
Once you've selected a service, continue on through checkout. 👍
Calendar Views
There are two views on the appointment calendar: the Daily View and the Weekly View.
You can toggle back and forth between both. 🙌
Daily View
The daily view shows Provider schedules for one day, side-by-side.
You can view up to 7 providers' schedules at one time.
Access the daily view by clicking on the day/date in blue on the top of the calendar.
Weekly View
Get to the weekly view by clicking on a Provider's name along the top of the calendar.
The weekly view shows the full week's schedule for one provider at a time.
You can switch to a different Provider's schedule by clicking the drop down menu.
How do I use the Appointment Clipboard?
The Appointment Clipboard is a tool for rescheduling appointments and personal time ✨
How to move appointments using the Appointment Clipboard:
From the Appointment Calendar, click on an appointment or block of personal time you wish to reschedule. Drag it over to the Clipboard and drop it there.
Navigate to the new date and time and/or new provider's calendar that you wish to move the appointment to.
Grab the booking from the Clipboard and drag and drop it to it's new date and time.
❗Note: A notification of the change is not sent out automatically when you use the clipboard.
How to resend Confirmation Emails to your client:
Click on the appointment via the Calendar -> choose to Edit
Click Update -> an email notification with new details will send
👉 If you drag and drop an appointment to a provider who offers a different duration or price of the service, the system will automatically update these changes to the appointment. The system will also flag if that provider does not offer the service so that it can’t be rescheduled with that provider.