Appointments plan help
Appointments plan
Everything you need for Appointments Light, Plus, and Pro: calendars, services, availability, the appointment calendar, classes, events, resources, team access, payments, communications, reports, import, and your public booking experience.
Pick a topic below, or use the search bar above to jump straight to calendars, Stripe, SMS, embeds, and more.
Your plan
Tiers, allowances, and how the sidebar adapts.
Getting set up
Calendars, services, hours, team, and payments.
- Creating and assigning bookable calendars
Use the Calendars tab to add columns, assign services and other models, respect plan limits, and understand what staff see first.
Read article - Building your appointment service catalogue
Durations, buffers, variants, deposits, booking windows, custom availability, staff overrides, and Stripe readiness.
Read article - Working hours, breaks, and closures
Use Calendar Availability tabs for weekly templates, breaks, and days off, alongside venue-wide business hours and opening exceptions.
Read article - Team access, roles, and calendar links
Invite admins and staff, assign calendars, respect plan staff caps, reset passwords, and configure session timeout for shared devices.
Read article - Deposits, full payments, and refunds
Stripe Connect, per-service rules, card holds with no-show fees, guest checkout, staff-created bookings, and keeping cancellation policy consistent.
Read article
Day-to-day operations
Grid, list, classes, events, and resources.
- Using the Appointment Calendar
Switch views, filter columns, create staff bookings, drag appointments when allowed, and open rich detail sheets.
Read article - Managing the appointments list
Filters, statuses, confirmations, walk-ins, CSV export, bulk email and SMS, and staying in sync with live updates.
Read article - Classes and timetables
Enable the class model, define class types, generate instances, manage capacity, take payments, and check guests in.
Read article - Selling class packs (credits)
Configure credit packs guests can buy in advance, set expiry, restrict to specific class types, and track usage.
Read article - Building a class course
Bundle a fixed set of class sessions into one course product, set enrolment caps and dates, and manage cancellations.
Read article - Selling memberships
Subscription class plans (unlimited or allowance-based) with rollover, member discounts, and Stripe Connect billing.
Read article - Ticketed events
Experience events, ticket tiers, flexible scheduling modes, attendee management, and CSV exports for the door team.
Read article - Resources and facilities
Define bookable assets, manage the resource timeline, understand the guest journey, and pause resources safely.
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Guests, insight, and integrations
Communications, reports, import, and your booking page.
- Automated messages and template lanes
Appointments vs table lanes, message types, SMS allowances, previews, and when staff can still send manual messages.
Read article - Reports, exports, and the Clients view
Admin-only analytics, date ranges, appointment-focused charts, full booking exports, and how Contacts complements reports.
Read article - Importing clients and bookings
Start from Settings, walk through upload, mapping, validation, review, execute, and know how the 24-hour undo window works.
Read article - Your booking page, embed, and QR code
Find widget settings under Profile, build an iframe snippet, add accent colour and tab deep links, include resize.js, and understand QR behaviour.
Read article