Daily work

Set up services, availability and a customer booking journey

Connect the service definition, business hours and public booking view with observable checks at each handoff.

7 min readReviewed 2026-09-12

Key takeaways

• Service duration, business hours, closures and existing appointments explain availability together.
• The signed-out booking view and the saved Appointments row are separate checkpoints.
• When a result is uncertain, search and inspect before repeating a booking action.

Define one service clearly

Open Appointments and the service types control shown in your account. Choose a customer-facing name, review the duration and confirm the displayed price or other fields the form provides. Save one service, reopen it and compare the stored values with your intended offer before adding another.

• Write the service name as a customer would recognise it; keep internal notes out of customer-facing fields.
• Check that the chosen duration leaves enough time for the next supported slot.
• Use only the availability controls shown; do not promise a recurring schedule that the screen does not offer.

Make availability explainable

Availability is the result of more than the service record. Business hours, closures, the service duration and existing appointments can all affect what a customer can select. Work through one example: choose an available time in the signed-out booking view, then compare it with the hours and existing records in Appointments. This gives the team a concrete explanation when a customer cannot select a time.

• If a 30-minute service cannot fit before closing, expect the final slot to be absent.
• Check a closure or exception before widening normal hours.
• Refresh the public page once after a save and note the exact result.

Walk the customer journey

Copy Your booking link and open it in a separate signed-out window. Confirm the business context, service choice, duration and available time. Stop before final submission unless the business has approved a clearly identified test. When an approved booking is created, open Appointments and verify that the customer, service, time and status appear once.

• Treat the signed-out page as the customer view and the appointment row as the operator view.
• Search before creating a replacement when the saved result is slow or uncertain.
• Use Reschedule or Cancel from the appointment detail for a real change.

Keep the journey honest

A page that opens is not proof that every service is bookable, and a row that appears is not proof that a customer received every follow-up. Record what you actually observed: page opened, service selected, appointment saved, status changed or message delivered. Escalate a mismatch with the business, time, service and observable result so another operator can reproduce it safely.

• Separate configuration, customer view and saved operator record in your notes.
• Never duplicate a booking while the first save or provider result is unknown.
• Use Support when the available controls cannot explain the mismatch.

Examples

Example: a 30-minute consultation appears on Tuesday but the final time is absent. Compare closing time and existing bookings before changing the service.
Example: a customer reports a duplicate booking. Search by customer and date, inspect both rows and use the supported appointment action after confirming which one is real.