To access the schedule, do one of the following:
Click the App Drawer
, then click ScheduleIn the Top Nav Bar, click Schedule
Understanding the schedule
The schedule displays your business’s planned services. It allows you to quickly visualize what will be happening at one or more locations, providing a high-level view of client attendance.
Understanding the schedule
You and your staff members can use the schedule to view upcoming or past services or to help book clients into services. Here are some ways you can use the schedule:
Book services an schedule classes – Use the schedule to quickly schedule appointments and assets for clients, or book them into classes and events.
Alternate the schedule display – Change the schedule to list view or calendar view to display a layout that is more convenient for you.
Filter the schedule – Filter the schedule to quickly access the information you need or set a specific view as your default filter to always display the information relevant to you.
Manage working hours – Schedule staff members’ available and unavailable time and schedule when your business is closed for holidays, special events, renovations or other special circumstances.
Getting started with the schedule
Before scheduling your services, follow these steps:
Set your business’s working hours – Schedule your regular operating hours.
Set your staff members’ working hours – Schedule your staff members’ available and unavailable working hours.
Customize the schedule design and display – Change the appearance and the display of the schedule.
Create your services – Create or modify your appointments, assets, classes, and events.
Start scheduling and booking services – Once everything is set up, you can schedule classes and events, and book clients into appointments and assets.
Key tips
Schedule design
Staff members must be assigned a staff role with the Manage Look and Feel permission to customize the appearance of the schedule. For more information, see Staff role permissions.
Appointments
Appointments can be easily rescheduled in calendar view.
If you filter the Appointment Analysis Report by a specified date range, the number of Appointments on the report will likely be different than the number of appointments on your schedule for the same date range. This occurs because the schedule only lists appointments led by active staff members, while the Appointment Analysis Report also includes appointments led by inactive staff members. Additionally, late canceled appointments are only included in the Appointment Analysis Report, while early canceled appointments are only included in the schedule results.