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How do I manage my Appointment Calendar?
How do I manage my Appointment Calendar?

create, edit, cancel and delete appointments, add service, change calendar view, daily/weekly view, appointment clipboard, book for a client

Malori avatar
Written by Malori
Updated over a week ago

On the appointment calendar, you can view and book your appointments, toggle between daily and weekly views, and manage your day to day ๐Ÿ“†

Jump to a section in this article:

Create an appointment

You can create an appointment in Schedulicity through the following steps:

  1. From the Appointment Calendar, click on the date and time

  2. Choose your client from your current list or create a new client

  3. Next, choose a service or multiple services

  4. Add notes or special offers- you can also create recurring appointments

  5. Manage the toggles if you'd like the client and/or provider to receive a confirmation

  6. Select book it to create the appointment!

๐Ÿ’ก 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:

  1. From the Appointment Calendar click on the appointment you want to edit

  2. Select Edit Appointment

  3. Make your edits/changes and click Update!

๐ŸŽจ 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:

  1. From the Appointment Calendar, click on the appointment

  2. Select cancel from the drop down menu

  3. Specify if you want cancellation notifications to go out.

  4. If a package session was used, choose if you'd like to return it

  5. Click Cancel Appointment

Book Again

You can easily rebook the same appointment again by following these steps:

  1. From the Appointment Calendar, select the appointment you'd like to book again.

  2. Select the Book Again option

  3. Confirm your appointment details and select Choose Date & Time

  4. You will be taken back to the Calendar with your new appointment on the clipboard

  5. Drag and drop the appointment to the new date and time

Add another service to an appointment

  1. Open the appointment and select Edit

  2. Under the service, select edit selection

  3. 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:

  1. Open the appointment you'd like to add the service to, and select Checkout

  2. On the checkout screen, press the + Add Item button

  3. From the dropdown list, select Add Service

  4. 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. ๐Ÿ‘

How do I navigate between the daily view and weekly view on the appointment calendar?

There are two views on the appointment calendar: the daily view and the weekly view. You can easily toggle back and forth between both. ๐Ÿ™Œ

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:

Get to 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 will show the full week's schedule for just 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 โœจ

Here's how to move appointments using the Appointment Clipboard:

  1. 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.

  2. Navigate to the new date and time and/or new provider's calendar that you wish to move the appointment to.

  3. Grab the booking from the Clipboard and drag and drop it to it's new date and time.

โ—Note: A notification of the change is not sent out automatically when you use the clipboard. Here's how you can send out an updated confirmation:

  1. Click on the appointment and choose to Edit

  2. Click Update and that will send out an email notification with the new details

๐Ÿ‘‰ If youโ€™re trying to 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 canโ€™t be rescheduled with that provider.

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