Booking.

A calendar, the services you offer, and a public booking page for your customers.

Open Booking in the sidebar.

The calendar

The calendar opens on the current period and can be viewed by day, week or month. From here you can:

• Create a booking, choosing the contact, the service and the time
• Open a booking to see its detail, reschedule it or cancel it
• Filter what is shown by service, staff member or status

Services

Open Booking → Services. A service is something a customer can book: its name, how long it takes, and which staff can deliver it. Assign staff to a service so the public booking page only offers times when someone who can do the work is free.

Availability

Availability is set under Booking → Settings:

• Availability window — how far ahead customers can book
• Minimum notice — how close to the start time a booking can still be made
• Online booking — the switch that turns the public page on and off

The public booking page

When online booking is on, your customers get a page they can book from without signing in. They pick a service, pick a staff member and time from what is genuinely free, and confirm with a verification step so the contact details are real.

Customers can return to that page to see their bookings and reschedule, verifying themselves by email rather than by holding a password.

Bookings and the CRM

Booking contacts and CRM contacts are the same records. A booking made on the public page appears on that contact in the CRM, and a contact's bookings are listed on their CRM record.

Notifications

New, changed and cancelled bookings raise a notification in the app so the calendar is never the only place a change is visible.