Create and manage appointments
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Create, find, reschedule and cancel an appointment safely.
Outcome
The appointment list shows the intended customer, service, time and status.
Last reviewed
2026-09-12 · Operations
Before you begin
- Appointments access and the customer details needed for the booking.
Open the right workspace
- 1Sign in and open Dashboard.
- 2Choose Appointments from the dashboard navigation.
- 3If the item is not shown, ask an owner to check your access and the account package.
Complete the task
- 1Choose Create appointment, then select an existing customer or enter a new customer carefully.
- 2Select the service and an available date and time, then review the customer, service and time before saving.
- 3If the result is slow or uncertain, search the customer and date first; create a replacement only when no matching row exists.
- 4To change an existing appointment, open its details and use Reschedule or Cancel.
- 5After a change, verify the time, status and any displayed payment or deposit indicator in the saved row and detail view.
How to know it worked
- • The appointment appears once with the correct details and status.
If something goes wrong
- Search by the customer and date before creating a replacement for a missing appointment; two similar rows can be duplicate bookings.
- If a save, reschedule or cancel result is uncertain, refresh and inspect the list and status before trying again.
- If the problem remains, open Support and describe what you expected and what appeared.