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
Add calendars on the Calendars tab, choose what can be booked on each one, give them their own booking link, set the column order, and stay inside your plan limit.
Read article - Building your appointment service catalogue
A field-by-field reference for the service form: options, add-ons, processing time, the four online payment modes, booking windows and start times, per-calendar overrides, and each service’s own schedule.
Read article - Working hours, breaks, and closures
The Availability, Breaks and Closures & amended hours tabs in detail: weekly hours per calendar, recurring breaks, one-off closures, planned hours and rotas, and how they sit inside your business hours.
Read article - Team access, roles, and calendar links
Invite admins and staff, assign calendars, respect plan staff caps, reset passwords, and set the auto-logout timer for shared devices.
Read article - Deposits, full payments, card holds, and refunds
Stripe Connect, the four online payment options, card holds and no-show fees, the guest pay page, and every money action on a booking.
Read article
Day-to-day operations
Grid, list, classes, events, and resources.
- Using the Appointment Calendar
Every control on the grid: Day, Week and Month, the Filter panel, closed time, amending hours from the grid, the slot menu, drag rules, and the four detail sheets.
Read article - Managing the appointments list
Ranges, filters and sorting, what an expanded row can do, bulk tagging and messaging, live updates, and where exports really live.
Read article - Classes and timetables
Switch classes on, build class types, schedule sessions, run the roster on the day, and see how classes use calendar columns, roles, and reports.
Read article - Selling class packs (credits)
Sell prepaid class credits, set an expiry, limit a pack to certain class types, and see how clients buy and spend them.
Read article - Building a class course
Bundle a fixed set of class sessions into one course, set a cap and an enrolment window, and handle cancellations and refunds.
Read article - Selling memberships
Set up recurring class plans, unlimited or a set number per period, with rollover, a member discount and repeat bookings.
Read article - Ticketed events
Create one-off, weekly, or custom-date events, price your ticket types, run the door with the attendee list, and duplicate, cancel, or delete an event safely.
Read article - Resources and facilities
Add rooms, courts, studios, or equipment as bookable resources, set the slot grid and price, control the hours three layers deep, and book them yourself from the calendar.
Read article
Guests, insight, and integrations
Communications, reports, import, and your booking page.
- Automated messages, channels, and timing
Every message card under Settings, Communications: when each one sends, which channels it offers, what starts switched on, the timing boxes, previews, business notifications, and what texts cost.
Read article - Reports, exports, and the Clients directory
A reference for every Reports card, what each Export CSV contains, the Appointment performance metrics, the Revenue tab, the daily booking log email, and the Clients directory.
Read article - Importing clients and bookings
Where the importer lives, what each of the six wizard steps does, how duplicates and odd dates are settled, and how the 24-hour undo differs from deleting a session.
Read article - Your booking page, embed, and QR code
Every public address your venue has, the two-line embed code and how it resizes, the accent colour, ?tab= deep links, QR codes, and how widget bookings appear in reports.
Read article