Why This Matters

The Appointment Calendar will allow you to view, book, sign-in, and edit appointments all in one spot. This calendar will also show you all appointments across all providers and allows you to view the schedule easily at a glance.

Pre-requisite Pro-Tip

To start using the calendar, ensure to setup your Services and Memberships first.

Step-By-Step How To: Add Appointments from the Calendar

1. Select the date and time you would like the appointment to take place.
2. A pop-up will appear where you can select the service, duration, date, time, provider, and client.

Note: Appointments can be booked on the Appointment Calendar directly at any time, regardless of the provider's availability. If the client you select does not have an active membership for the service you choose, you'll see a warning at the bottom of this window. Click on More Options to either add an Appointment Pack, or book them as a Free Trial.

Step-By-Step How To: Sign In from the Calendar

1. Click the Appointment Block on the Calendar
2. You will see a button next to the Provider and Client's name to sign in
   • If there are any issues with a particular appointment, such as a client not having a membership you will see a warning and an option to Edit the appointment to see more information about the warning

Step-By-Step How To: Filter from the Calendar

1. Below the date range of the calendar, you will see option to filter by location, services, and providers. 
2. Click the drop-down for the following to select what you would like to filter by.

Scribe

FAQs

1. "Is there a way to sync the appointment calendar to my personal calendar?" Answer: Absolutely! Check out our article on how you can do a Google Calendar sync: Syncing your Google Calendar for Appointments
2. "Can I see a provider's availability on the appointment calendar?" Answer: By default the calendar does not show the availability set by each provider, however if you filter by a specific provider this will show their availability in addition to any classes they are set to teach and blocked time!
3. "Can I book an appointment for a client if they do not have a membership of it is it far in the future?" Answer: You can book an appointment for any client/lead no matter if they have a membership or if it's a date in the future. You will see the warning when booking the appointment and viewing the appointment once it's created, and the only issue you will run into is signing in that particular person if they do not have a valid membership at the time of the appointment.