Getting started
Appointments
- How do I view all my appointments?
- How do I filter appointments by status, staff, service, or payment status?
- How do I create an appointment manually (without the customer booking online)?
- How do I reschedule an existing appointment with a customer?
- How do I change an appointment's status (booked, completed, cancelled, awaiting confirmation)?
- How do I assign staff to an appointment?
- How do I edit customer details (name, email, phone) for an appointment?
- How do I edit the service address for an appointment?
- How do I change the service, price, or add-ons for an appointment?
- How do I add or edit staff notes (internal notes) for an appointment?
- How do I add or edit customer notes for an appointment?
- How do I edit a single appointment vs. the whole recurring series?
- How do I see which appointments still need to be paid?
- How do I charge a customer through Stripe after a cleaning appointment?
- How do I record a manual payment (cash, check, etc.)?
- What if a charge fails? How do I email the customer to update their card?
- How do I view payment history for an appointment?