Creating and editing appointments
Create visits, adjust times, and keep the appointment record up to date.
Quick answer
- Open Calendar, choose a date and time, then add the client and service.
- Use the appointment details screen to update status, notes, timing, payment, and documents where available.
- If an appointment has already been used for records, invoices, mileage, or reports, some details may need to be changed carefully.
Related articles
- How suggested slots work
Suggested slots help you find practical appointment times without manually checking every gap.
- Choosing today or lower travel time
Ranking modes change whether suggestions favour earlier availability or tighter travel.
- Appointment statuses explained
Use statuses to keep your day, reminders, payments, and records clear.
Still stuck? Contact support and we’ll help you sort it out.